Lead cards and table view
Review new inquiries in a card layout or switch to a table view on larger screens for faster scanning.
Loan officer CRM dashboard
A Simple CRM Dashboard for Mortgage Website Leads
Give new borrower inquiries a place to live after the form submit. The dashboard helps loan officers review leads, update status, log contact activity, and track follow-up context.
Built as a lightweight lead management workflow, not a full enterprise CRM. Disclaimer: Follow-up outcomes, lead volume, appointments, and closings are not guaranteed.
Dashboard features
A practical lead workspace without unnecessary complexity.
The dashboard is meant to be useful on day one: review the lead, know the status, see what happened, and decide the next step.
Status tracking
Update lead status from the dashboard so active, contacted, scheduled, and closed-out inquiries stay organized.
Lead detail pages
Open a lead to see contact details, inquiry context, notes, and activity history in one place.
Contact activity logging
Log texts, emails, calls, voicemails, and follow-up activity so the conversation history is easier to review.
Appointment context
Surface scheduling activity when an external scheduler such as Calendly is connected through the supported workflow.
Do-not-contact handling
Mark a lead as requested to stop communication and prevent dashboard text/email actions for that record.
Follow-up flow
From new lead to contact history.
A simple workflow helps the loan officer stay oriented without forcing a heavy pipeline process too early.
1Lead submits a mortgage review request on the borrower website.
2The lead appears in the dashboard with purpose, timeframe, phone, email, and message details.
3The loan officer updates status, opens the lead detail page, and logs the next contact activity.
4If a scheduling link is used, appointment activity can be connected to the lead when configured.
5The lead history becomes a lightweight record of the follow-up conversation.
Contact actions
Useful contact tools without pretending to be magic.
The starter dashboard supports manual contact actions and logging. That keeps the workflow clear while leaving room for future automation when the business is ready.
Text lead
Open the loan officer's phone messaging app from mobile, with activity logging support.
Send email
Open the default email app and log that the email follow-up step happened.
Mark activity
Record actions like left voicemail, marked texted, or follow-up sent without a heavy CRM setup.
Included with the platform
Website + Lead Dashboard
$1,500
setup
$100/month
hosting + maintenance + support
Final pricing may vary by customization, integrations, compliance requirements, and optional automation upgrades.
What it is not
Not a replacement for every system a loan officer uses.
Not a compliant loan application system.
Not an LOS or pricing engine.
Not a guaranteed lead generation system.
Not a full enterprise CRM.
Not an automated SMS/email drip engine in the starter package.
FAQ
Common questions about the loan officer dashboard.
Is this a full mortgage CRM?
No. It is a lightweight lead management dashboard for website inquiries. It is designed for early-stage visibility, follow-up notes, status tracking, and contact history.
Can it work with another CRM?
The starter version is standalone. Deeper CRM integrations, exports, sync, lead routing, or team pipelines can be scoped separately as future upgrades.
Can the dashboard send automated texts or emails?
The current starter workflow focuses on manual contact actions and activity logging. Automated drip campaigns can be considered later and may require additional consent, provider setup, and compliance review.
Who can access the dashboard?
The dashboard is intended for authenticated loan officers assigned to their site profile. Access is tied to the loan officer's Supabase Auth user account in the current implementation.
Try the dashboard demo.
Open the demo login and use the Alex demo sign-in button to review the lead dashboard, lead detail pages, and workflow.