Close More Loans.
Nurture Borrowers for Life.
The intelligent CRM for Canadian mortgage brokers, loan officers, and financial advisors. Track borrower pipelines, automate 120-day renewal drips, and let autonomous AI pre-qualify leads 24/7.
Built Around the Lending Lifecycle
Generic CRMs require hundreds of hours of custom setup. MooseCRM arrives ready with tailored borrower stages, compliance follow-up, and automated interest rate communication.
Borrower Loan Pipelines
Track applications through Lead, Pre-Approved, Underwriting, Conditional Approval, and Closing. Never lose track of conditions or lender deadlines.
120-Day Renewal Engine
Automatically engages past clients 120 days prior to their mortgage maturity. Send personalized rate comparisons before their bank can lock them into high renewal rates.
Autonomous Intake AI
Your 24/7 digital assistant chats with leads, assesses down payment and purchase timeline, shares document checklists (T4s, NOAs), and books discovery calls on your calendar.
Dedicated Workspaces. Pure Lending Focus.
When you select Finance & Mortgages in your MooseCRM Portal, your entire interface is configured specifically for loan volume, pipeline velocity, and client retention. You get a focused workspace centered entirely around borrowers, investors, lenders, and loan status.