The Mortgage Broker CRM
Built for the rate window.
Capture every refinance lead, track every preapproval, and keep clients warm between rate drops — without losing them to the next call center.
No contracts · Cancel anytime · Live in 7–14 days
Pre-approval to closing — one playbook.
Every borrower inquiry, every realtor referral, every past client refi opportunity — in one place — so when rates dip you know exactly who to call.
Pre-approval inquiries answered fast
Web inquiries get an auto-text and consult booking link in seconds — when rates move, the broker who calls back first usually writes the loan.
Realtor partner co-marketing
Automated co-branded touchpoints to your top realtor partners clients. Stay top of mind for the listing they take next month.
Refi alerts that print money
When rates drop below your past borrowers note rate, you get an auto-alert to call them before the LO down the street does.
Built for the way rate-driven sales actually work
We talked to brokers about where deals stall and how rate movements scramble pipelines — and built Tegrity Connect to keep your book of business warm and ready.
Lead capture that responds in seconds
Online application leads, Zillow referrals, and inbound calls flow into one inbox with an instant text reply. Speed-to-lead is everything when rates move; we built for it.
Rate-drop nurture that wakes up your pipeline
When rates drop, auto-trigger personalized outreach to every past client and stalled lead with their numbers re-run. Turn a 0.25% move into a flood of refinance applications.
A real team behind you
"Brody and the Tegrity team are super responsive and provide a personal touch any time me or my team need assistance with anything." — Basia Kost, small business owner. Business plan customers get 24/7 chat support.
A guided launch with our support team
Every new Tegrity Connect account starts with our $175 onboarding sprint. Add Training, Migration, or Consulting whenever you need an extra hand.
Fill out the onboarding form
Tell us about your business — what you sell, how leads come in, and the tools you use today. Takes about 10 minutes after you sign up.
Book your 1:1 onboarding session
Pick a time that works. Our support team blocks the slot and preps your account before the call. The $175 one-time onboarding is required for every new account.
We set you up live
On the call we walk through SMS verification, domain and email configuration, integrations with your existing tools, and the first workflows that matter most to your business.
Ongoing support, always
Business+ plans get 24/7 chat support from the same team that onboarded you. Starter plans get email anytime. You are never on your own.
Add-on services as you scale
Need more hands? Add Training, Migration, or Consulting from our Services menu — pay only for what you need, when you need it.
Optional add-onPick a plan that grows with you
Every plan includes onboarding, support, and unlimited contacts. One-time $175 onboarding for new accounts.
Starter
Each additional license is $27.50/month
Best for: Solo business owners, small teams, and growing businesses who are looking for an affordable way to stay organized and appear more professional.
- Organize — Contacts and customer profiles, custom fields, tags and smart lists, unlimited pipelines, tasks and notes
- One inbox — SMS, email, phone, Facebook Messenger, Instagram, Google Business Profile, and web chat all in a single conversation thread
- Reach out — Marketing campaigns, bulk SMS and email sends, saved message templates, call tracking and recording
- Get found — Review requests and responses for Google and Facebook, social media planner, blog
- Capture — Forms, surveys, funnels, calendar and appointment booking
- Measure — Reporting dashboards, lead source attribution, call reporting
- Work anywhere — Full iOS and Android app for your whole team
- Connect — Out-of-the-box integrations with the tools you already use
- 4 users included, expandable to 10
Business
Each additional license is $50/month
Best for: Growing businesses that want tailored templates, automations, and some customization to support their business and customers.
Everything in the Starter Plan plus:
- Everything in Starter, plus:
- Automate — Visual workflow builder, trigger links, missed-call text back, appointment reminders and no-show follow-up, internal notifications and task routing
- Get paid — Payment processing, invoicing, recurring billing and subscriptions, text-to-pay, products and coupon codes
- Close — Estimates, quotes, documents and contracts your clients sign on the spot
- Convert — Landing pages, QR codes, A/B split testing on pages and emails
- Support — Chat support when you need a hand
- 4 users included, expandable to 25
Everything you want to know before you switch
Yes. Tegrity Connect runs alongside Encompass, Calyx Point, and most modern LOS platforms. We focus on the lead-to-application motion and post-close nurture; you keep your LOS for processing and underwriting.
You set the threshold (e.g., 0.25% drop on a 30-year), and when the market moves, Tegrity auto-triggers personalized outreach to past clients and stalled leads with their numbers re-run. Most brokers see refinance inquiries spike within 48 hours of a rate move.
Yes. Every client record can hold uploaded documents, signed paperwork, and automated reminders to chase down missing items so your processing team isn’t playing email-tag with borrowers.
Yes, and we mean it kindly. The $175 onboarding gets you a real human walking you through SMS, domain setup, lead-source integrations, and the rate-drop nurture flows that drive your refinance pipeline. You launch confident, not staring at an empty dashboard.
Business plan customers get 24/7 chat support — helpful when rates move on a Friday afternoon and your team needs to scramble. Starter plan customers can email anytime. Basia Kost, a customer of ours: “Brody and the Tegrity team are super responsive and provide a personal touch any time me or my team need assistance with anything.”
Yes — see insurance agents, accountants, and real estate agents, who run adjacent workflows.
Write more loans. Catch more refis.
Drop your email and we will show you exactly how Tegrity Connect runs your mortgage shop — or book a 20-minute demo with our team.