Deep LOS integration, pre-written templates, and built-in automation streamline every step — from referral to funded loan — so nothing falls through the cracks.
Lead gen, follow-up, and communication, fully integrated. Capture, nurture, and convert — all from one intuitive dashboard, with the playbooks top producers already use baked in.
Email, SMS, Facebook, Google, and website chat in a single thread. Reply faster, request reviews, never miss a deal.
Customizable landing pages and proven email and text sequences, ready to launch on day one.
Automated follow-up keeps you top-of-mind at scale — without losing the personal touch that wins referrals.
Facebook lead forms, live chat, bulk messaging, and Google tools feed every new lead into your pipeline.
Request and respond to reviews automatically, so your reputation — and your referrals — grow with every closing.
Milestones flow in automatically, so your pipeline always reflects reality — from first contact to funded.
Watch a deal move through the pipeline. At every stage, RAD handles the follow-up so you can focus on closing.
Lead lands from a realtor, form, or chat — captured and tagged instantly.
Automated texts and emails keep you top-of-mind while they shop.
Docs collected, tasks assigned, every party kept in the loop.
LOS milestones sync in; client and realtor get real-time updates.
Closing logged, review requested, partner thanked, client kept for life.
No tech headaches, no long setup. RAD comes pre-loaded with the strategies top producers use to generate leads and close more loans.
Get instant access with a fast, no-hassle signup. No tech headaches.
Start strong with proven automations and landing pages, ready on day one.
Tweak campaigns, messages, and pipelines to match your style and market.
Let RAD handle the follow-up and nurturing so you can focus on closing.
From national top-ten brokers to first-year LOs, RAD is the CRM loan officers actually stick with.
Owning a national top-ten brokerage means I need the best tech on the market. RAD delivered and knocked it out of the park — a total game changer.
It gave my business a shot in the arm — excitement, capability, execution. You need RAD CRM. The rest are just a CRM.
Best experience of the seven CRMs I've tried. The step-by-step roadmap actually has a flow — I've learned a ton and support is fast.
Everything you need to scale — proven automations, pre-written templates, and deep LOS integrations. It's like a business in a box, purpose-built for loan officers.