How LenderSpark Works
From signup to sending your first AI-powered campaign in under an hour. Here's exactly what to expect.
From signup to sending your first AI-powered campaign in under an hour. Here's exactly what to expect.
Sign up and complete a quick onboarding questionnaire. We'll customize your dashboard, default pipeline stages, and AI prompts based on your role (individual LO, team lead, or brokerage owner).
Upload your existing contacts via CSV export from your previous CRM, LOS, or spreadsheet. Our intelligent import maps fields automatically and detects duplicates. We've tested imports of 17,000+ contacts completing in under 10 minutes.
Set up pipeline stages that match how you actually work. Start with our mortgage-specific templates or create custom stages. Common setups include: New Lead → Pre-Qual → Application → Processing → Underwriting → Clear to Close → Funded.
This is where LenderSpark shines. Choose from 17+ pre-built templates or describe what you want in plain English—AI builds the campaign in under 3 minutes. Target contacts using 50+ criteria including credit score ranges, loan stages, geography, and engagement history.
Most users are fully operational within their first day.
See your entire pipeline at a glance. Track leads, loans, and team activity in real-time.
Dual-AI system that adapts to market conditions. Scores update quarterly based on real market research.
Gmail integration means emails send from your actual address. No "sent via" footers.
A2P 10DLC registered. TCPA consent ledger. AI guardrails with 98%+ compliance rate. Send at scale safely.
Automation that knows where leads are and adapts automatically. No manual list management.
Know exactly what documents you're waiting on for each person. Auto-request missing items.
Book a personalized demo and we'll walk you through the setup process together.
Book Your DemoQuestions? sales@lenderspark.ai
