For mortgage loan officers
Most CRMs make you bend a generic sales pipeline into a mortgage shape. DealWard starts there: real stages, real milestone dates, automatic partner updates, a borrower portal, and reporting a branch manager can actually run a Monday meeting from.
No card required to start · Your data stays yours
Not a feature list bolted onto a generic tool — each piece was built because an originator needed it that day.
Twenty-one stages across four phases — from first inquiry to funded — with rate locks, TRID dates, appraisal and title milestones, and contingency timers built in. Board view for working the flow, list view for working fast.
Smart lists, drip campaigns from a pre-written library, and guided task playbooks. Your realtor partners get automatic updates the moment a file moves — with send limits and your allowlist respected.
Send a secure link and your borrower creates their own portal, completes a full URLA-style application, and uploads documents. Import and export FNMA MISMO 3.4 for your LOS.
Funded production with period-over-period movement, stage-weighted pipeline, where deals actually stall, per-officer dashboards, and pace speedometers against annual goals.
Every officer gets a branded landing page at their own subdomain — logo, colors, NMLS disclosures and Equal Housing mark included — capturing leads straight into their pipeline.
Companies, branches, and roles. Loan officers see their own book. Branch and company admins see the roll-up. Nothing leaks across the lines.
Start an account, import a handful of contacts, and judge it against whatever you use today.
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