The better way to CRM.

CANDID is the only CRM built for the Modern Loan Originator to help structure, manage, and grow their $100m/year businesses.

Request a DemoSEE OUR RESULTS

The better way to CRM.

CANDID is the only CRM built for the Modern Loan Originator to help structure, manage, and grow their $100m/year businesses.

Request a DemoSEE OUR RESULTS

Real Talk.

Can your spreadsheet do this?


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Automated approval letters generated


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Automated handwritten birthday cards mailed


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Automated refinance engagements created

Meet Your New Personal Pipeline Manager

Know what you need to do and when you need to do it, from lead to contract and contract to close. Keep your team on the same page with automated daily tasks, and referral partners and clients in the know with cross-channel communication, driven by artificial intelligence.

CANDID’s pipeline management feature has allowed my team to exponentially convert and close more business.

—Top 1% LO

Automate Thoughtful Marketing with a Personal Touch

CANDID delivers dynamic content that provides a data-driven, personalized experience that your clients demand and realtors love.

 

It’s guaranteed to not only WOW your client but also WOW your referral partner.

Bring In Hands-Free Repeat Business

Your database is valuable and CANDID knows it. Thanks to a hands free setup and seamless integration of your past client data, CANDID immediately goes to work generating repeat business so you don’t have to.

My database works itself instead of me having to find time to work my database.

—Top 1% LO

Secure Your Future With Modern Technology

CANDID ties together the complexity of today’s emerging technology with a user-friendly experience, enabling your business to thrive in the modern mortgage lending space.

The most intuitive CRM I have ever used

—Top 1% LO

Automating the home financing journey and revolutionizing the post closing experience.

Go-Getting from the Get-Go

Lead to Contract

Multi-Channel Communication

Utilize both text messaging and email to engage with potential clients on their own terms, reaching them by their preferred method of communication and getting responses faster.

Realtor-Generated Pre-Approval Letters

Automate the process of generating approval letters, providing your realtor partners with 24/7 access to create their own custom letters, including estimated closing costs.

Realtor Client Dashboards

Provide your realtor partners with real-time insight into their client’s financing status, keeping them in the loop and eliminating the need for status check-ins.

Dynamic Data Dashboards

Access real-time insight into the key metrics of your business at a glance, from current pipeline projections to yearly productions and more.

Click. Click. Close.

Contract to Close

One Click Updates & Orders

With the click of a mouse, order Title and Homeowner’s Insurance, send instant text updates to clients, and email updates to your clients, buyer’s agents, listing agents and more.

Automated Daily Tasks

Eliminate the guesswork in your daily to-dos, and customize tasks to assign responsibilities and keep your team working in sync.

Keep the Conversation Going

Post Closing

Birthday Celebration

Automate handwritten birthday cards to your clients without lifting a finger. The co-branded cards keep you and your realtor partners in front of your clients in a personal and fun way.

Home Value Celebrations

Data-driven home value celebrations that stir interest and start conversations with your clients about their home-equity options.

Refinance Engagements

AI-powered refinance engagements eliminate the need for cold-calling your past clients. CANDID identifies refinance opportunities and reaches out to clients on your behalf.

Results

From $6 million/yr to $200 million/yr

I knew that Quicken Loans wasn’t using a spreadsheet to manage their business, so why was I? CANDID was the technology behind my personal production growth from $6 million/year to $200 million/year.

—Garrett L., Top 1% LO

CANDID is guaranteed to WOW your clients and referral partners. Its AI technology puts business on your lap and its task management function makes sure nothing falls through the cracks, this alone has made using this system worthwhile, hands down the best CRM I have ever used.

—Kevin O., Top 1% LO

CANDID automates updates and communications with borrowers and realtors, and has helped bring refinance business and repeat referrals to me that I don’t have time to seek out due to the volume of incoming business. My database works itself instead of me having to find time to work my database!

—Dana M., Top 1% LO

Implementing CANDID has been a game changer. Not only is it the most intuitive CRM I have ever used, the pipeline management from contract to close has created efficiencies that allow my team to exponentially convert and close more business. Definitely worth the investment and an integral tool I can’t imagine living without.

—Kim W., Top 1% LO

See why top 1% loan officers rely on CANDID.

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