The mortgage CRM where your contacts stay yours.
Your contacts' names, numbers, emails, and notes are encrypted on your device before they leave — even we can't read them. Built for account executives, loan officers, and realtors who treat their book like gold.
No credit card · iOS only · US mortgage & real-estate professionals
See it in action
Three taps. One smarter call session.
The queue ranks everyone. You tap. iOS dials. You log the outcome. That's the loop.

See your queue
Ranked by opportunity, timing, and relationship

Make the call
iOS dialer opens. Timer runs.

Log the outcome
Pick result. Set follow-up. Move on.
The problem
Every other CRM treats your contacts like their inventory.
Your CRM owns your data
Salesforce, HubSpot, Whiteboard — they all read your contacts in plaintext on their servers. Their employees can. Their breaches expose them. Their subpoenas hand them over.
Switch firms, lose your book
Most mortgage CRMs are licensed by your employer. The day you leave, the book you spent years building stays with them. It's their data — that's the contract.
AI training without consent
New default in 2025: your data may train someone's model. Pricing pages bury it. Click-through ToS makes it legal. Your broker relationships become training data.
What makes us different
Zero-knowledge encryption.
Every contact name, phone, email, and note is encrypted on your device with a key only you hold. We store the ciphertext — even our own engineers can't read them. If we get breached, attackers get useless encrypted blobs. If we get a subpoena, those fields are ciphertext we can't decrypt.
Same architecture as Signal, Bitwarden, ProtonMail. New to mortgage CRM.
Read the technical deep diveEvery plan includes
Every feature. On every plan.
The only difference between Basic, Pro, and Premium is how many contacts you can store. No feature paywalls. No upgrade tax for the basics.
Smart Call Queue
Auto-ranks your book by what matters for your role — broker production, refi opportunity, or move likelihood — plus days since last call. Tells you who to call next.
Disposition Tracking
Pick an outcome and set a follow-up — or skip the questions with Stop & Next. A complete call history builds itself either way.
Stop & Next
Rip through the no-answers: one tap records the call with its duration and puts the next contact on screen. Save the full outcome screen for when a conversation actually happened.
Timezone-Smart Calling
Every contact shows their local time, inferred from their area code. Filter your queue to who's callable right now — and get a heads-up before you dial outside 8 AM–8 PM their time.
Zero-Knowledge Encryption
AES-256 encrypts your contacts on your device. We never see their names, numbers, or notes. Lock-box recovery via a 16-character key.
Import & Backup
CSV / Excel import (encrypted on the way in). One-tap encrypted backups keep your book safe.
Follow-Up Reminders
Schedule a follow-up at the end of every call. iOS notifications fire when it's time, and the Scheduled view lists everything you've promised, in order.
Face ID Biometric Lock
App locks after inactivity. Face ID or passcode required to unlock. Optional but recommended.
How it works
Set up in under 5 minutes.
Install
Download from the Apple App Store. Create an account in 30 seconds. No card required.
Import contacts
Upload your CSV / Excel book — brokers, borrowers, or homeowners. Encrypted on your device before it ever hits our servers.
Start calling
The queue ranks who to call. Log outcomes as you go. Build a clean call history that's actually useful.
Pricing
Annual plans. No feature paywalls.
Pricing fits your role — Account Executive, Loan Officer, or Realtor. Pick by contact volume. Try every feature free for 60 days first.
All plans include a 60-day free trial. No credit card required to start.
Running a team?
For teams & brokerages
Push company leads out to your reps and see exactly what happened to each one — while every contact a rep built themselves stays encrypted and private, including from you.
