Lender Spark .ai
Built from the ground up to leverage intelligence — not just bolt it on.
The mortgage CRM that gets smarter as AI gets smarter.
Schedule a Demo
Built from the ground up to leverage intelligence — not just bolt it on.
The mortgage CRM that gets smarter as AI gets smarter.
Schedule a DemoMost CRMs added AI as an afterthought — a text generator bolted onto old architecture. LenderSpark was designed from day one to leverage intelligence across your entire operation.
The result? AI that sees your regional trends, customer interactions, and team best practices. A foundation that gets better as AI models improve. A platform designed to streamline operations for everyone involved.
Drag-and-drop pipeline with AI scoring, stage tracking, and instant actions
One unified view of each contact across leads, loans, and communications. No more duplicate records or scattered data.
Purpose-built for the mortgage process from initial contact through loan closing. Not a generic sales pipeline.
Gmail integration for email. Twilio for SMS. All in one system. No external tools required.
XDoc integration. Track required documents per person. See what's missing at a glance. Auto-request documents.
OpenAI-powered market analysis. Behavior tracking. Communication quality scoring. Know who to prioritize.
Assign tasks to your team. Set due dates. Track completion. Never miss a follow-up.
Update multiple leads at once. Move entire segments through your pipeline. Save hours every week.
Dashboard with key metrics. Conversion rates. Pipeline velocity. Team performance. Always up-to-date.
Admin, Loan Officer, Assistant roles. Secure access control. Protect sensitive data.
The feature that changes everything. Intelligent automation that adapts to where each lead is in your mortgage pipeline.
See How It Works →This is what gets people most excited in demos!
Track every document across your pipeline. See what's approved, pending, or needs attention at a glance.
Enterprise-grade compliance with automatic PII protection, SMS guardrails, and complete audit trails.
Learn More →Real results from real customers. See how mortgage teams are closing more deals with LenderSpark.
Read Case Studies →Deep dive into our Campaigns & Automation module with stage-aware intelligence.
Learn More →Leveraged IntelligenceAI has access to your regional trends, customer interactions, and team best practices. Gets smarter over time.
Built for mortgage workflows from day one. Every feature designed for your operations.
Platform improves as AI models advance. New capabilities unlock automatically.
No Zapier. No external tools. All intelligence and automation built into the platform.
| Feature |
LenderSpark
|
Surefire/Total Expert |
HubSpot Pro
|
Salesforce
|
|---|---|---|---|---|
| Leveraged AI Architecture | ✅ | ❌ | ❌ Bolt-on |
❌ Bolt-on |
| Native Automation | ✅ | ❌ (Zapier) |
✅ | ✅ |
| Stage-Aware Campaigns | ✅ | ❌ | ❌ | ⚠️ Complex |
| Mortgage-Specific | ✅ | ✅ | ❌ | ❌ |
| Setup Complexity | Easy | Medium | Hard | Expert |
| Cost (3 users/month) | Contact Us | $300-500 + $Zapier |
$800 | $900+ |
"We were using three different tools before - a CRM, Zapier for automation, and a separate email tool. LenderSpark replaced all of them and actually works better. Our team is closing more deals because we're not wasting time managing tools."
"The stage-aware campaigns are a game changer. Our 'Qualified' leads get monthly check-ins automatically, and when they move to 'Application Started', the system stops emailing and creates a task for our team. It just knows what to do."
Perfect for small teams getting started
For growing mortgage teams
For large organizations
Schedule a personalized demo and see how LenderSpark can help you close more deals with less effort.
Schedule Your DemoQuestions? sales@lenderspark.ai
