The RadCRM &
Marketing Platform

Built for Mortgage Pros Who Want to Close More Deals—Faster

RADCRM is packed with high-impact tools & templates designed specifically for loan officers. From lead gen to follow-up, every feature is purpose-built to streamline your workflow, boost productivity, and help you win in today’s fast-moving real estate market.

ALL YOU NEED IN ONE PLACE

Our Platform Features

Explore the Rad CRM’s features and see how we can help you grow and expand your business.

Unified Inbox

Connect with leads and customers through texting, live chat, bulk messaging, Google My Business, and Facebook messages.

Reviews

Be the obvious choice for people who find you online. Stand out where it matters by easily collecting hundreds of customer reviews.

Workflows Campaigns

Elevate your marketing campaigns with the RAD CRM. Streamline workflow, create engaging content, automate emails, and track performance.

Pipelines

Effortlessly track and manage leads through every sales stage. Streamline your lead management and conversion process.

Webchat

Put webchat on your website in a breeze and get potential customers straight to your inbox. Being available to your customers is crucial.

AI Follow Up

Answer calls without picking up the phone and engage callers immediately by texting answers to frequently asked questions in their voicemails.

Progress Reports

Keep buyers and realtors in the loop with automated, real-time progress updates throughout the loan process.

One-Click Requests

Request a completed loan application with a single click—available on both desktop and our mobile app.

QR Code Forms

Create registration forms and surveys equipped with custom QR codes for easy event access and tracking.

Database Upload

We help import and organize your past client database for a seamless transition.

Rate Watch Tools

Provide clients with a personalized rate watcher and calculator on your branded site.

Course Builder

Create and deliver training or educational content with easy-to-use course building tools.

Task Management

Stay organized with built-in task tracking and assignment features for your team.

Pre-Built Workflows

Launch faster with automated workflows already set up for the entire loan process.

Home Value Reports

Stay in front of your clients with automated, branded, home value reports using our Master plan.

Rad Rate Tracker

We monitor your closed loans against the national average rates to strike when ready and you set your margins.

Much More Features

This is just the beginning. Book a free demo to discover everything The RAD CRM can do.

RAD Exclusive Feature

"All About You” Client Survey

Help your clients feel truly understood — from day one.

With RAD CRM’s customizable “All About You” survey form, you can gather meaningful client preferences right when you onboard them.

Tailored personalization

Easily edit questions to capture what matters most—gift ideas, communication preferences, and loan priorities.

Automated realtor handoff

Once submitted, survey responses are auto-pushed to your realtor partner, strengthening their relationship—and yours.

Smart reminders

When the deal closes, RAD CRM automatically sends the results back to you. Perfect timing for thoughtful gifts or thoughtful touches.

Customizable any time

Need to update questions? Want to add new ones? You’re in control—without needing an engineer.

This form doesn’t just collect data—it empowers you and your realtor partners to deliver more personal service and build stronger, more memorable relationships.

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FAQs About The RadCRM

What is The Rad CRM?

The Rad CRM is an All-In-One Real Estate & Mortgage CRM SaaS Platform. It is specifically designed for real estate professionals to streamline their workflow and boost their productivity.

What Features Does the Rad CRM Offer?

The Rad CRM offers a wide range of powerful features, including:

Lead management
Contact and client relationship management
Automated follow-ups and reminders
Email and text message marketing
Appointment scheduling
Task management
Social Media Marketing
Landing Page Builder
Reporting and analytics

How Can the Rad CRM Help Real Estate Professionals

The Rad CRM helps real estate professionals by centralizing all their essential tools and tasks in one platform. By using The Rad CRM, real estate professionals can efficiently manage their leads, communicate with clients, automate repetitive tasks, and track their business performance through insightful analytics.

Is the Rad CRM Easy to Use?

Yes, The Rad CRM is designed with simplicity in mind. The user-friendly interface and intuitive navigation allow real estate professionals to quickly adapt to the platform and start using it effectively without any steep learning curve.

Can I customize The Rad CRM according to my business needs?

Absolutely! The Rad CRM offers extensive customization options to tailor the platform to your specific business requirements. You can create custom fields, automations, and workflows to match your unique processes and preferences.

Is The Rad CRM cloud-based?

Yes, The Rad CRM is a cloud-based platform. This ensures that you can access your data and work on the go from any device with an internet connection.

Does The Rad CRM integrate with other tools and platforms?

Yes, The Rad CRM seamlessly integrates with various tools and platforms commonly used by real estate professionals. Some of the popular integrations include Google Calendar, Zapier, Mailchimp, Twilio and many more.

Is customer support available for The Rad CRM users?

Absolutely! We provide comprehensive customer support to assist our users with any questions or issues they may encounter while using The Rad CRM. Our support team is dedicated to ensuring that you have a smooth and productive experience with our platform.

How do I get started with The Rad CRM?

To get started with The Rad CRM, simply visit our website and sign up for an account. Once you’re registered, you can explore the platform’s features and start maximizing your real estate business’s efficiency and success.

Ready to Build Better Realtor Relationships and Close More Loans?

RADCRM gives you everything you need to scale—without the guesswork. From proven automations to pre-written templates and deep LOS integrations, it’s like a business in a box, purpose-built for loan officers.

Start now and see the difference a smarter CRM can make.

The RadCRM &Marketing Platform