RAD is packed with high-impact tools and templates designed specifically for loan officers. From lead gen to follow-up, every feature is purpose-built to streamline your workflow and help you win in today's market.
Everything below lives in a single dashboard — built around the way loan officers actually work.
Track and manage leads through every sales stage. Streamline your lead management and conversion process.
Request a completed loan application with a single click — on desktop and the mobile app.
Stay organized with built-in task tracking and assignment features for your whole team.
Keep buyers and realtors in the loop with automated, real-time progress updates through the loan.
We help import and organize your past client database for a seamless transition.
Auto-populate your premade coaching spreadsheet and preserve data month over month, automatically.
Streamline workflows, create engaging content, automate emails, and track performance.
Launch faster with automations already set up for the entire loan process.
Newsletters branded to YOU, auto-updated weekly by AI with current news so clients come to you for answers.
Generate unlimited review landing pages for you and your referral partners, with SEO baked in.
Create registration forms and surveys with custom QR codes for easy event access and tracking.
Create and deliver training or educational content with easy-to-use course tools.
Texting, live chat, bulk messaging, Google My Business, and Facebook — all in one place.
Drop webchat on your site in a breeze and send potential customers straight to your inbox.
Engage callers immediately by texting answers to FAQs — without picking up the phone.
Be the obvious choice online. Easily collect hundreds of customer reviews where it matters.
Compute income for any situation — self-employed, variable, SSI, VA bonus entitlement, and more.
Build purchase or refi scenarios with clear breakdowns — and track how often borrowers view them.
Give clients a personalized rate watcher and calculator on your branded site.
Stay in front of clients with automated, branded home value reports on the Master plan.
We monitor your closed loans against national average rates so you can strike when ready — you set the margins.
This is just the beginning. Book a free demo to discover everything RAD CRM can do.
Help clients feel truly understood from day one. A customizable survey captures preferences right at onboarding — then works for you long after.
Edit questions to capture what matters — gift ideas, communication preferences, and loan priorities.
Responses auto-push to your realtor partner, strengthening their relationship — and yours.
When the deal closes, RAD sends results back to you — perfect timing for a thoughtful touch.
Update or add questions whenever you like — no engineer required. You're in control.
Book a free demo to discover everything RAD CRM can do for your pipeline.