Mortgage CRM Software That Keeps Every Deal Moving
WinChilla helps mortgage brokers, agents, and loan officers capture inquiries, build client trust, automate timely follow-up, and stay on top of every lead from first contact to renewal.
One Place for Leads, Follow-Up, and Client Trust
Bring your contact records, deal stages, messages, meetings, email campaigns, tasks, and reports together. This mortgage CRM software gives agents and growing brokerages a clear view of each client and the next action to take.
Built for Mortgage Professionals Who Wear Many Hats
Independent agents and small mortgage teams may handle lead response, first calls, client updates, partner outreach, marketing, reviews, and renewals in the same day. WinChilla keeps that work linked so fewer leads rely on memory or scattered notes.
of consumers conducted mortgage research online.
Source: Canada Mortgage and Housing Corporation, 2025 CMHC Mortgage Consumer Survey
is the average number of brokers consumers contacted.
Source: Canada Mortgage and Housing Corporation, 2025 CMHC Mortgage Consumer Survey
of mortgage transactions represented in a 2025 CMHC survey were renewals.
Source: Canada Mortgage and Housing Corporation, 2025 CMHC Mortgage Consumer Survey
Does this sound familiar?
New inquiries arrive through forms, calls, referrals, email, and social messages. Client notes sit in different places, follow-up becomes uneven, and good leads or past-client renewals go quiet because no one can see the next step. Mortgage CRM software can bring that work into one view.
Don't worry, we can help!
Opportunities & Pipelines
Track each mortgage lead through the stages that fit your process, with an owner, status, value, notes, and next action.
Workflows and Automation
Trigger timely messages, tasks, pipeline updates, and meeting actions from chosen CRM events. Keep a personal review where it matters.
Conversations
Bring email, SMS/MMS, WhatsApp, calls, live chat, and supported social messages into one inbox. See the contact’s history beside each reply.
Turn More Mortgage Inquiries Into Real Talks
Make it easy for borrowers, homeowners, and referral partners to reach you. Capture useful details at the start. Then reply with the facts already linked to the contact record.
Forms
Collect lead and first-call details through embedded or standalone forms that feed contacts and workflows.
Capture purchase, refinance, renewal, or investment-property interest
Ask for preferred contact details and timing before the first call
Use conditional logic to show questions that fit the inquiry type
Trigger a task or follow-up workflow after a prospect submits the form
Web Chat
Give website visitors a branded way to start a chat through available message channels.
Capture mortgage questions after office hours
Let prospects choose a contact channel from the available options
Connect the visitor’s details and message to a CRM record
Use AI to answer common questions, collect lead details, book first calls, and hand chats to an agent
Conversations
Keep email, text, chat, calls, and each contact’s message history in one inbox.
Review earlier calls, texts, emails, and chat before replying
Find chats that still need an agent response
Hand a conversation to a teammate without losing context
Keep message history linked to the borrower or referral partner
View inquiries from Facebook Messenger, Instagram DM, Website, Emails/SMS, Google Business Profile, and calls.
Mortgage CRM Software for Consistent Lead Follow-Up
Use WinChilla as mortgage lead management software to give every inquiry and active deal a clear stage, owner, and next action. Its lead management tools help your team move faster without treating every borrower the same.
Opportunities & Pipelines
Track leads and manage mortgage deals through custom stages with status, value, notes, and assigned owners.
Create stages for new inquiry, first call booked, gathering details, lender review, funded, lost, or future follow-up
Separate purchase, refinance, renewal, and referral pipelines when useful
Filter deals by source, owner, stage, or status
Find stalled leads that need a call, message, or decision
Workflows & Automation
Use automation tools with triggers, actions, and branching logic to handle routine follow-up and internal work.
Send a first reply after a chosen form or CRM event
Create a task when a lead reaches a chosen stage
Start meeting reminders after a first call is booked
Apply different follow-up paths based on tags, fields, or past work
Use the AI builder to turn a plain-language goal into a workflow for your team
Tasks & Teamwork Management
Create and assign dated tasks that stay linked to contacts and deals.
Assign a callback after a rate discussion
Create a task to check on outstanding client details
Show overdue, current, and upcoming work in list or board views
Generate tasks from calls, meetings, forms, or workflows
Keep Meetings and Client Updates on Track
Borrowers want to know what happens next. Make booking simple, keep call notes linked, and send useful updates through the channels in your setup.
Calendars & Appointments
Let prospects and clients book time based on your hours. Send confirmations and reminders through available channels.
Offer first calls, renewal reviews, or document-check meetings
Use individual or round-robin calendars for a mortgage team
Avoid conflicts with connected calendars in supported setups
Link meeting work to contacts, notes, workflows, and reports
Business Phone System
Make and receive business calls in supported setups. Keep call notes linked to CRM records.
See contact history before or during a borrower call
Record outcomes, notes, tags, and follow-up actions
Route calls by working hours or team when your setup allows it
Trigger a task, message, or pipeline update from a call disposition
Use an AI receptionist to answer inbound calls, collect inquiry details, book calls, or transfer callers
SMS, MMS & WhatsApp Messaging
Send one-to-one, planned, or automated messages while keeping delivery and opt-out results visible.
Confirm a booked mortgage consultation
Remind a client about a call or requested follow-up
Share a tracked link to a secure external process when appropriate
Keep message history linked to the client record
Build More Renewal, Referral, and Repeat Business
A funded mortgage should not be the end of the relationship. Keep clean records, share relevant updates, request feedback, and measure which sources and campaigns support long-term growth.
Contacts & CRM
Store contact details, notes, files, tags, custom fields, and work history in one record.
Record the client’s transaction type, referral source, and preferred contact channel
Tag funded clients for suitable long-term follow-up
Use custom fields for renewal dates and other approved relationship details
Build smart lists for renewals, past clients, referral partners, or investors
Email Marketing
Send targeted, personalized campaigns based on CRM details, segments, tags, and filters.
Share homeowner tips with funded clients
Send educational updates to first-time buyer leads
Build a renewal nurture series for a selected contact segment
Track deliveries, opens, clicks, failures, and unsubscribes
Reputation Management
Send review requests through available channels. Track ratings, feedback, and common themes.
Ask eligible clients for a review after a successful milestone
Track Google and Facebook reviews in supported setups
Display selected reviews with a customizable website widget
Use feedback themes to improve the client experience
Use AI to suggest or automatically publish supported Google and Facebook review replies
Dashboards & Reporting
Build filtered dashboards and reports from available CRM, deal, call, meeting, campaign, and source data.
Compare lead sources by deal stage or owner
Review pipeline value and aging across the team
Track meeting, call, and campaign results over time
Create role-specific views for agents, managers, or marketing staff
More Tools for a Linked Mortgage Business
Add practical tools around your sales process without building another patchwork of separate systems.
Websites
Build pages with forms, calendars, chat, SEO settings, and linked lead follow-up inside WinChilla.
Surveys
Gather intake, lead-fit, or client feedback with set rules and start chosen follow-up after a response is sent.
Mobile App
Check contacts, messages, deals, calendars, tasks, alerts, and other CRM work while away from your desk.
Funnels & Landing Pages
Create focused pages for first-time buyers, refinances, renewals, investors, or referral campaigns. Review funnel stats where available.
Social Planner
Plan helpful posts and market updates across available social networks. Then review clicks and post results.
Documents & Contracts
Send service agreements, consent forms, or other suitable business documents for e-signature; specialized mortgage and lender documents may remain in another system.
Mortgage CRM Software Questions
Is WinChilla a loan origination system or mortgage underwriting platform?
No. WinChilla is a flexible CRM for lead capture, messages, marketing, booking, pipeline views, and follow-up. It was not purpose built for loan processing, underwriting, lender submissions, financial services compliance, or specialized document management. It can be configured for mortgage workflows but is not designed specifically for the mortgage industry. A supported integration may be needed to connect those parts of your work.
Can I organize purchase, refinance, renewal, and investor leads separately?
Yes. You can use custom pipeline stages, tags, fields, filters, smart lists, and assigned owners to sort different lead types. The design can fit one mortgage agent or a brokerage with several team members. Your fields and workflow should reflect your brokerage process and the rules that apply to your records.
Can WinChilla automate mortgage lead follow-up without making it feel impersonal?
Yes. Mortgage marketing automation can handle first replies, reminders, task setup, and chosen nurture steps. Agents can still review replies, make calls, add notes, and take over at key moments. Branching rules, contact groups, and CRM facts help you avoid sending the same message to every prospect.
How can a mortgage broker CRM help with upcoming renewals?
You can store a renewal date in a suitable custom field, build filtered contact lists, create renewal leads, assign tasks, and start planned outreach through workflows. WinChilla helps you plan each client follow-up. The agent remains responsible for mortgage advice, timing, consent, and any rules set by law or the brokerage.
Can mortgage teams share leads and messages?
WinChilla can assign contacts, deals, messages, and tasks to team members. A shared inbox and linked work history help another agent see what happened before replying. Dashboards can be filtered by owner, pipeline, source, campaign, or date. This helps managers see the workload and follow-up work.
Can WinChilla connect with the mortgage tools we already use?
WinChilla supports selected native integrations, public APIs, private integrations, inbound and outbound webhooks, Zapier, and marketplace apps. Exact availability and the direction of data flow depend on the external product and setup. Confirm each lender, loan-origination, document, compliance, accounting, or rate tool before planning a migration.
What others are saying:
"Love everything so far"
"I've never set up a website before but I love managing my new site and leads. The WinChilla team has been really helpful whenever I got stuck."
- Laura P
"Simplifies my sales"
"I've been able to help my son promote his candy business which has been great because I am not good with computers at all."
- Robert T
"Highly recommend"
"It's exciting to see my visions come to life and WinChilla helps me manage everything in one place so I can be anywhere in the world and my business just runs."
- Jaret H
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What you can expect from us
Money Back Guarantee
We're confident you'll love saving money by switching from existing software providers with your business tools to one place.
Plus, we believe you'll save a ton of time with marketing automation.
Within 30 days, if we're not the right fit, we'll give you your money back.
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24/7 Support
We're here to help. You'll get a one-on-one onboarding call with our team.
Then, you'll get another tech call with us to make sure your account is configured exactly as you want it.
Plus, you can expect 24/7 chat support from our team with any questions you have along the way.
30+ Years of Experience
We've been helping small businesses since 2010!
The WinChilla brand is new, but our experience is not. The founders of WinChilla have over 30 years of experience combined in digital software and customer incentive programs - helping businesses like yours - worldwide since 2010. Now, we're excited to bring our expertise to launch these new super tools to help all of our clients grow.
Turn More Mortgage Leads Into Lasting Client Trust
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