Introducing RDMortgagepro

The Only Mortgage CRM + Lead System Designed To Generate, Follow Up & Close Deals For You

Stop juggling CRMs, spreadsheets, lead vendors, missed calls, and cold follow-ups. Our done-for-you mortgage CRM + lead generation system brings in qualified leads, follows up automatically, books conversations, and moves files to funded... without hiring extra staff.

As seen in

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Real Brokers. Real Pipelines. Real Funded Deals.

Before RDMortgagePro, I was chasing leads. Now leads chase me.

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Jon J

Mortgage Broker

Booked 19 mortgage conversations in 30 days without cold calling.

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Bianca R

Mortgage Broker

Finally stopped relying on realtors for business.

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Andrew G

Mortgage Broker

How it works

Launch in 5 Simple Steps

Onboarding

Strategy & onboarding call

Customization

CRM + automation built for your brokerage

Website Setup

Website, funnels & tracking set up

Lead Generation

Leads flow into CRM (paid + free program)

Set it and forget it

Follow-ups, booked calls & funded files happen automatically

Focus on closing deals

Automate

Automations That Don’t Forget, Get Busy, or Take Weekends Off

Automation, instant contact, AI follow-up, long-term nurture—so every lead gets touched, engaged, and moved toward a conversation without manual effort.

Complete Applications

Generate Applications With High-Performing Websites & Funnels

Professionally built mortgage funnels, forms, and branded online experiences designed to build trust, capture intent, and drive completed applications.

All-In-One

Manage Everything in One Mortgage CRM

Pipelines, deal stages, calling, texting, email, reporting & communication—no more juggling software, spreadsheets, or lost opportunities.

Pricing

Standard

For brokers who already have lead flow but need automation, organization & better follow-up.

✅ Full access to our Mortgage CRM

 

✅ Website + funnel templates

 

✅ Automated SMS, email & voicemail follow-up

 

✅ Pipeline, deal stages & reporting

 

✅ CRM onboarding + 1 training session

 

✅ Access to our Free Lead Program

 

✅ Standard success rep support

 
$99

Premium

For brokers ready to scale

conversations & qualify more applications monthly. Includes everything in Standard +

✅ Done-for-you paid lead generation

 
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✅ 15–30 exclusive mortgage leads/month

 

✅ Campaign setup, management & optimization

 

✅ Leads pushed instantly into CRM

 

✅ Scripts, messaging & outbound workflows

 

✅ Standard success rep support

 
$599
Most Popular

Enterprise

For teams or growth-driven brokers who want full pipeline support & higher volume. Everything in Premium +

✅ 30+ exclusive mortgage leads/month

 

✅ Priority success rep support

 

✅ Lead quality monitoring

 

✅ Monthly optimization, reporting & strategy

 

✅ Custom workflow builds

 

✅ Priority funnel + website edits

 
$999

Why Brokers Choose Us Over Lead Vendors, Call Centers & Generic CRMs

Lead vendors sell contacts.
Call centers book conversations.
CRMs store data.

We build systems that turn strangers into funded deals.

Only RDMortgagePro offers:

💥 Mortgage-specific automation & scripts
💥 2-way texting, instant speed-to-call & AI follow-up
💥 Funnels, ads & CRM all in one ecosystem
💥 Lead nurture built to convert over 3–12+ months
💥 Real humans + automation (not just software)

This isn’t software, it's a scalable revenue engine.

One funded deal often pays for:

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6 months of Premium

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or 12 months of Standard

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or 2 months of Enterprise

This system doesn’t cost you money, it prints ROI.

We aren't here to trap you.

Because we believe the system should earn its stay.

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No long-term contracts.

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No setup fees.

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Cancel anytime.

Your leads, your data, your CRM—always.

Ready to Build a Predictable Mortgage Pipeline?

Stop chasing leads.
Stop guessing where deals are.
Stop relying on referrals, luck & slow follow-ups.

Start scaling intentionally, with a system built to close.

Free system walkthrough, no obligations.

Frequently Asked Questions

Visit our Help Center to get in touch. We’re always here and ready to respond.

Are leads exclusive?

Premium & Enterprise include campaign management, ad spend billed separately, so you stay transparent + scalable.

Who owns the CRM?

Not at all. AI handles the repetitive tasks—like lead scoring, message personalization, and scheduling—so your team can focus on strategy and growth.

How fast can we launch?

Most users get started within a day. You can plug AI into your funnels with simple, ready-to-use workflows.

Do you offer training & support?

Faster lead qualification, higher conversions, and more efficient follow-ups. Results vary, but most businesses see improvements within weeks.

Can I upgrade or downgrade anytime?

Yes. You set the rules, tone, and automation triggers. AI follows your brand voice and funnel strategy.

A Truly Personalized Mortgage CRM

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