I've been using TheBigBot CRM for years and it's always been reliable and easy to navigate. The online application process is quick and simple, and the customer service is top-notch.
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John D.
Mortgage Underwriter
Elevate your business with our Mortgage CRM. Respond to leads via SMS, Email, Facebook, and Instagram with automated ChatGPT replies. Create custom AI bots for bookings and engagement. Utilize proven automation by top agencies for follow-ups, lead capture, nurturing, and cold emailing. Save time and costs with prebuilt websites, lead funnels, and automation strategies. Simplify client interactions with prebuilt forms and calculators.
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Based on 253 Agent Reviews
Don't waste time creating websites or automation from scratch.
Utilize proven websites and automation tools used by Mortgage Professionals.
To Scale Your Business With AI and All-in-one Mortgage CRM
When a lead sends a message via SMS, Email, Facebook, or Instagram, automatically respond using AI
Make Your own AI bots for automatic booking, automatic reply or engagement bots
Prebuilt Websites and Lead Generation Funnels which will save a lot of time and cost.
Get Automated Google and Facebook Reviews via our prebuild reviews automation to boost your search engine ranking
If you’re looking for ways to streamline your mortgage or real estate business, explore these six prebuilt features that can save you time, reduce costs, and boost client engagement.
Kickstart your online presence with professionally designed, conversion-focused websites and funnels—no coding required. These proven templates are optimized to capture leads, showcase your services, and differentiate your brand in a crowded market.
From FHA and USDA to VA and Conventional loans, give your clients instant insights into their mortgage options. These easy-to-use calculators simplify complex numbers and help prospects understand the real costs and savings involved, building trust and credibility.
Never miss a chance to connect. When leads reach out via SMS, Email, Facebook, or Instagram, our AI steps in with instant, personalized replies. Keep conversations flowing 24/7—even when you’re unavailable—so you can focus on what you do best.
Stay on top of your calendar with automated reminders that reduce no-shows and keep clients informed. From scheduling to follow-up messages, prebuilt workflows ensure you never overlook a key touchpoint in the client journey.
Leverage automation strategies used by top-performing agencies for personalized follow-ups, lead capturing, and cold emailing. Let the system handle routine tasks so you can concentrate on closing deals and building relationships.
Streamline your process with customizable forms like ‘Get a Quote’ or the Online Application Form 1003. Capture essential details in minutes, so you can focus on delivering valuable mortgage solutions and closing more deals.
TheBigBot is the Only Software for Mortgage where you can mange leads with AI and ChatGPT.
Its a All-in-one software where you can manage your Sales Calls , SMS, Emails, Social Media Chats, pipelines, follow up campaigns , AI Campaigns, make landing pages, websites, manage appointments, Invoices, online applications and much more...
Next Step:
Choose Your Plan and Sign Up
BUSINESS PLAN
$97 / Month
Actual Price $297/ Month
TEAM PLAN
Designed for lending teams that consist of a 15 LOs
$397/ Month
Actual Price $797 / Month
You Will Get
15 Loan Officer or Support Users
Add 15 Domain
Add Upto 20 Subdomains
7 Prebuilt Calculators
Prebuilt Follow Up Campaigns
Prebuilt Appointment Remainders Automation
Prebuilt Automation, Pipelines, Websites, Funnels, Forms and Surveys
30 Mint 1-1 Zoom Meeting and Onboarding
Support & Training
Create or Host Funnels & Websites
Unlimited Prospects or Contacts
Create Unlimited Appointment Calendars
Create Unlimited Pipelines & Stages
Create Unlimited Invoices, Proposals, and Estimates
Unified All-in-one Conversation for FB, Instagram, Email and SMS
Email Marketing
Text (SMS) & Calling
Buy Unlimited Phone Numbers
Collect Reviews Automation and Widget
Social Media Management for Auto Posting
Power Dialer Access for Calls
Integrations & Partners
Take your sales to new heights with the power of prebuilt effective funnels.
Refinancing leads funnel is designed to attract potential customers
Grabs attention and gives a positive first impression.
Clear calls-to-action to convert visitors into leads and ultimately customers
Successful refinancing leads funnel utilizes multiple channels, such as email, social media e.t.c.
Positions you as the TRUSTED mortgage advisor in your market.
For maximum conversions, tracking metrics like conversion rates, click-through rates, and bounce rates is essential
Refinancing leads funnel is designed to attract potential customers
Grabs attention and gives a positive first impression.
Clear calls-to-action to convert visitors into leads and ultimately customers
Successful refinancing leads funnel utilizes multiple channels, such as email, social media e.t.c.
Positions you as the TRUSTED mortgage advisor in your market.
For maximum conversions, tracking metrics like conversion rates, click-through rates, and bounce rates is essential
Websites
3 Website and Each website contain 15+ Pages like loan options, application, home etc. You can create more pages as you want.
Drag' n drop. Plug' n play. Simple Editing.
Customized for your mortgage brand and responsive for any device
Create a unique, co-branded page for any referral partner
Navigation Menu to find the information you need about loan products, rates, and calculators.
A variety of loan options, including fixed and adjustable-rate mortgages, FHA loans, VA loans, and more.
Online application makes it easy to apply for a mortgage from the comfort of your own home.
Value: $497/month
You can customize any above website with your logo and colors in few minutes.
Websites
Drag' n drop. Plug' n play. Simple Editing.
Customized for your mortgage brand and responsive for any device
Create a unique, co-branded page for any referral partner
Navigation Menu to find the information you need about loan products, rates, and calculators.
A variety of loan options, including fixed and adjustable-rate mortgages, FHA loans, VA loans, and more.
Online application makes it easy to apply for a mortgage from the comfort of your own home.
Calculators 🤗
Conventional Home Loan Calculator (Preview Now)
VA Home Loan Calculator (Preview Now)
FHA Loan Calculator (Preview Now)
USDA Loan Calculator (Preview Now)
Mortgage Calculator (Preview Now)
Affordability Calculator (Preview Now)
Refinance Calculator (Preview Now)
Next Step: Choose Your Plan and Sign Up
BUSINESS PLAN
$97 / Month
Actual Price $297/ Month
TEAM PLAN
Designed for lending teams that consist of a 15 LO's.
$397 / Month / 15 Users
Actual Price $797/ Month
You Will Get
Upto 15 Loan Officer or Support Users
Add 15 Domain
Add Upto 30 Subdomains
7 Prebuilt Calculators
Prebuilt Follow Up Campaigns
Prebuilt Appointment Remainders Automation
Prebuilt Automation, Pipelines, Websites, Funnels, Forms and Surveys
30 Mint 1-1 Zoom Meeting and Onboarding
Support & Training
Create or Host Funnels & Websites
Unlimited Prospects or Contacts
Create Unlimited Appointment Calendars
Create Unlimited Pipelines & Stages
Create Unlimited Invoices, Proposals, and Estimates
Unified All-in-one Conversation for FB, Instagram, Email and SMS
Email Marketing
Text (SMS) & Calling
Buy Unlimited Phone Numbers
Collect Reviews Automation and Widget
Social Media Management for Auto Posting
Power Dial Access for Calls
Integrations & Partners
Premium Trigger or Action Access in Automations
Next Step:
Choose Your Plan and Sign Up
BUSINESS PLAN
$97 / Month
Actual Price $297/ Month
TEAM PLAN
Designed for lending teams that consist of a 15 LOs
$397/ Month
Actual Price $797 / Month
You Will Get
15 Loan Officer or Support Users
Add 15 Domain
Add Upto 20 Subdomains
7 Prebuilt Calculators
Prebuilt Follow Up Campaigns
Prebuilt Appointment Remainders Automation
Prebuilt Automation, Pipelines, Websites, Funnels, Forms and Surveys
30 Mint 1-1 Zoom Meeting and Onboarding
Support & Training
Create or Host Funnels & Websites
Unlimited Prospects or Contacts
Create Unlimited Appointment Calendars
Create Unlimited Pipelines & Stages
Create Unlimited Invoices, Proposals, and Estimates
Unified All-in-one Conversation for FB, Instagram, Email and SMS
Email Marketing
Text (SMS) & Calling
Buy Unlimited Phone Numbers
Collect Reviews Automation and Widget
Social Media Management for Auto Posting
Power Dialer Access for Calls
Integrations & Partners
Drag' n drop. Plug' n play. Simple Editing.
Allow businesses to ask specific questions
On their responses, making it easier to target them
Forms and surveys should collect data,
provide insights about customer ideas
Surveys can be designed with conditional logic based on the previous responses.
Drag' n drop. Plug' n play. Simple Editing.
Allow businesses to ask specific questions
On their responses, making it easier to target them
Forms and surveys should collect data,
provide insights about customer ideas
Surveys can be designed with conditional logic based on the previous responses.
Real-time notifications can be set up to alert loan officers customer fills out a form or survey
100+ Workflow Automation Actions
Loan Application Procedure & Reminders
Holidays & birthday workflows
Database Reactivation client workflows
Lead Nurturing and Capturing workflows
New Lead Follow-up workflows
Appointment reminders, No-show workflows etc.
Workflows built specifically to drive more sales to each unique line of loan mortgage
Support ChatGPT Integration, Custom Webhook, AI Responses/Replies, Third Party Integration via APIs and much more
Loan Application
Procedure & Reminders
100+ Workflow Automation Actions
Holidays & birthday promos
Database Reactivation client workflows
Lead Nurturing workflows
Follow-up workflows
Appointment reminders, No-show workflows etc.
Workflows built specifically to drive more sales to each unique line of loan mortgage
Manage your Loan Application easily via stages/pipeline
Manage Appointment with your leads
Pipelines for Lead opt-ins
Manage Client and run automation to get Reviews
Easy to manage pipelines and fully automated
Add leads into bulk campaign after changing pipeline stage
Loan Application Procedure with stages
Pipelines for Appointment Requests
Pipelines for Lead opt-ins
Cancellation / No show pipeline
Reputation Management
Database Reactivation pipeline
Easy to manage pipelines and fully automated
Add leads into bulk campaign
after changing pipeline stage
Includes 52 Lead nurture messages
Personalized to the recipient
Non-intrusive and respectful of privacy
Brand-aligned messaging
Automated or personalized sender information.
Educational content is approved & tested by actual agents, one for each niche
Delivering helpful tips & pieces of information to brand the agent & sell more packages
Includes 52 Lead nurture messages
Personalized to the recipient
Non-intrusive and respectful of privacy
Brand-aligned messaging
Automated or personalized sender information.
Educational content is approved & tested by actual agents, one for each niche
Delivering helpful tips & pieces of information to brand the agent & sell more packages
Clear and Accessible Contact Information
Location-based targeting to attract potential customers who are located in specific regions.
Allow potential customers to schedule appointments and consultations with loan officers
Customized content that speaks to the specific needs and interests of potential customers in different locations.
The calendar feature show real-time availability of loan officers or other staff members
Automated reminders can be set up to remind potential customers of upcoming appointments and consultations
Clear and Accessible Contact Information
Location-based targeting to attract potential customers who are located in specific regions.
Allow potential customers to schedule appointments and consultations with loan officers
Customized content that speaks to the specific needs and interests of potential customers in different locations.
The calendar feature show real-time availability of loan officers or other staff members
Automated reminders can be set up to remind potential customers of upcoming appointments and consultations
Beautifully designed holiday promo emails
Christmas, Veterans Day, Labor Day Email Templates
Father's Day, Mother's Day, Memorial Day Templates
St. Patrick's Day, Independence Day & many more.....
Add Your Promos & Offers before special occasion
includes nurture emails to deliver helpful tips & pieces of information to brand the agent & sell more packages
Beautifully designed holiday promo emails
Christmas, Veterans Day, Labor Day Email Templates
Father's Day, Mother's Day, Memorial Day Templates
St. Patrick's Day, Independence Day & many more.....
Add Your Promos & Offers before special occasion
includes nurture emails to deliver helpful tips & pieces of information to brand the agent & sell more packages
HOW DO WE COMPARE?
$2100 +
PER MONTH
$97 +
PER MONTH
2. Seamless Onboarding
Websites
Funnels
Members
Courses
Payments
Pipelines
Calendars
Appts
Inbox
Products
Forms
Surveys
Chats
Emails
Texts
CRM
Automation
Reviews
Workflows
Calling
Tracking
Reporting
Video
Domains
Mobile
Invoicing
Social Media
Listings
Dashboard
Integrations
Websites
Funnels
Members
Courses
Payments
Pipelines
Calendars
Appts
Inbox
Products
Forms
Surveys
Chats
Emails
Texts
CRM
Automation
Reviews
Workflows
Calling
Tracking
Reporting
Video
Domains
Mobile
Invoicing
Social Media
Listings
Dashboard
Integrations
Next Step:
Choose Your Plan and Sign Up
BUSINESS PLAN
$97 / Month
Actual Price $297/ Month
TEAM PLAN
Designed for lending teams that consist of a 15 LOs
$397/ Month
Actual Price $797 / Month
You Will Get
15 Loan Officer or Support Users
Add 15 Domain
Add Upto 20 Subdomains
7 Prebuilt Calculators
Prebuilt Follow Up Campaigns
Prebuilt Appointment Remainders Automation
Prebuilt Automation, Pipelines, Websites, Funnels, Forms and Surveys
30 Mint 1-1 Zoom Meeting and Onboarding
Support & Training
Create or Host Funnels & Websites
Unlimited Prospects or Contacts
Create Unlimited Appointment Calendars
Create Unlimited Pipelines & Stages
Create Unlimited Invoices, Proposals, and Estimates
Unified All-in-one Conversation for FB, Instagram, Email and SMS
Email Marketing
Text (SMS) & Calling
Buy Unlimited Phone Numbers
Collect Reviews Automation and Widget
Social Media Management for Auto Posting
Power Dialer Access for Calls
Integrations & Partners
Next Step: Choose Your Plan and Sign Up
BUSINESS PLAN
$97 / Month
Actual Price $297/ Month
TEAM PLAN
Designed for lending teams that consist of a 15 LO's.
$397 / Month / 15 Users
Actual Price $797/ Month
You Will Get
Upto 15 Loan Officer or Support Users
Add 20 Domain
Add Upto 30 Subdomains
Assigned Leads to officer so that he cannot see other officer leads
7 Prebuilt Calculators
Prebuilt Follow Up Campaigns
Prebuilt Appointment Remainders Automation
Prebuilt Automation, Pipelines, Websites, Funnels, Forms and Surveys
30 Mint 1-1 Zoom Meeting and Onboarding
Support & Training
Create or Host Funnels & Websites
Unlimited Prospects or Contacts
Create Unlimited Appointment Calendars
Create Unlimited Pipelines & Stages
Create Unlimited Invoices, Proposals, and Estimates
Unified All-in-one Conversation for FB, Instagram, Email and SMS
Email Marketing
Text (SMS) & Calling
Buy Unlimited Phone Numbers
Collect Reviews Automation and Widget
Social Media Management for Auto Posting
Power Dial Access for Calls
Integrations & Partners
Premium Trigger or Action Access in Automations
Mortgage Underwriter
I've been using TheBigBot CRM for years and it's always been reliable and easy to navigate. The online application process is quick and simple, and the customer service is top-notch.
Mortgage Risk Analyst
I was impressed with the level of detail and personalization on TheBigBot CRM. They really took the time to understand my needs and find the best options for me. Highly recommend!
Mortgage Sales Manager
I appreciated the transparency and honesty of TheBigBot CRM. They provided me with all the details I needed to make the right decision , and I never felt pressured into choosing a specific option.
Marketing Specialist
TheBigBot CRM stands out for its efficient and effective online application process. I was able to complete my application quickly and easily, and they kept me informed every step of the way.
Underwriter
I was able to easily compare different mortgage options and TheBigBot CRM helped me make an informed decision. The application process was straightforward and I received prompt feedback from the team.
Mortgage Loan Officer
TheBigBot CRM's interface is user-friendly and informative, providing me with all the necessary information to make informed decisions. They also have a great customer support team that is always available to help with any questions.
Discover all the answers you need in one convenient place
TheBigBot CRM is an all-in-one AI-based software designed for mortgage brokers, loan officers, and real estate agents. It helps you manage leads, automate follow-ups, handle sales calls, emails, SMS, and more from one place.
It automates your lead follow-ups, manages client conversations, creates AI-powered campaigns, and provides prebuilt websites, funnels, forms, and workflows to save time and boost conversions.
Yes! TheBigBot CRM uses AI and ChatGPT to automatically respond to leads through SMS, Email, Facebook, and Instagram.
Yes, you can try TheBigBot CRM for 14 days free to explore all the features before committing to a paid plan.
The special price is $97/month (regular price $297/month), and it will remain the same forever if you sign up now. Plus, you get a 14-day free trial to start.
You’ll get features like AI bots, sales pipelines, lead forms, appointment calendars, prebuilt websites, lead funnels, calculators, workflows, email/SMS marketing, and much more.
Yes, TheBigBot CRM provides drag-and-drop tools, allowing you to easily customize websites, landing pages, and funnels with your own branding, logos, and colors.
Absolutely! You can integrate TheBigBot CRM with thousands of your favorite apps using APIs, webhooks, and third-party tools.
Yes, you can manage your business on the go with TheBigBot mobile app, available on iOS and Android. You can send texts, make calls, and track leads in real-time.
We provide dedicated onboarding support, training webinars, and a friendly customer support team to help you with setup, troubleshooting, and maximizing CRM features.
Receive all of your inbound calls with our iOS & Playstore Mobile App. Assign specific phone numbers to staff members and track calls. Text on the go to all your lead inquiries. The time-saving opportunities are endless.
Dedicated Business Number
Email, Video SMS, Calls, e.t.c
Drop Ringless Voicemails
Track All Leads & Calls
Complete View of Client
Click Here to view SMS, Call & Email Pricing
All information contained herein is for informational purposes only and, while every effort has been made to ensure accuracy, no guarantee is expressed or implied. Any programs shown do not demonstrate all options or pricing structures. Rates, terms, programs and underwriting policies subject to change without notice. This is not an offer to extend credit or a commitment to lend. All loans subject to underwriting approval. Some products may not be available in all states and restrictions apply.
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