Cadence for Mortgage
The CRM around your mortgage journey.
Engage borrowers, automate follow-up, route opportunities, and manage relationships before, around, and after the LOS.
Cadence is CRM. Your LOS remains the system of record for loan origination.
Architecture
Cadence manages the relationship. Your LOS manages the loan.
Designed to work alongside leading LOS platforms including Encompass, Mortgage Cadence, MeridianLink, Calyx, and others.
Cadence
Your LOS
Cadence
Cadence is CRM. Your LOS remains the system of record for loan origination.
Capabilities
What teams run in Cadence
Borrower engagement
Respond within seconds across SMS, email, voice, and chat with full conversation history.
LO distribution
Route leads to the right loan officer by product, license, geography, or availability.
Application readiness
Track documentation, nudge stalled applications, and surface what is blocking progress.
Compliance-minded workflows
Consistent, auditable communication patterns built for regulated lending teams.
Pipeline visibility
See where borrowers are stalling and which opportunities need a next action today.
Retention and recapture
Lifecycle automation for rate opportunities, anniversaries, and re-engagement.
In the product
Context, conversation, and the next action in one record.
Cadence keeps the customer relationship moving with the record, the conversation history, and the recommended next step in the same place.
Customer record
Updated 3 min agoContact
Jessica Pearson
Type
Refinance
Amount
$412,000
Owner
M. Alvarez
Pipeline
Retail · Qualification
Application
Step 2 of 6
Record
Cadence AI · in record
Intent detected: high. Borrower confirmed interest and asked about documentation twice in 24 hours.
Ready to know what happens next?
See how Cadence can bring customer relationships, conversations, AI, and automation into one intelligent CRM.