#1 AI-Based CRM for Loan Officers, Real Estate Agents, or Agencies🏡

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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More You Explore, More You Love it.

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5.0 Rating ⭐⭐⭐⭐⭐

Based on 253 Agent Reviews

Why You NEED to Use CRM?

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

  • Prebuilt Proven Automation by top agencies for follow up, lead capturing, lead nurturing and cold emailing

  • Prebuilt Automation for appointment remainders and client engagement

  • Prebuilt Leads Forms, Get Quote, Online Application Form

  • 7 Prebuilt Calculators for your clients like FHA, USDA, VA, Refinance, Mortgage, and Conventional loan

  • Manage website, invoices, sales calls, conversation, marketing and social media account from one place.

Do These Solutions Fit Your Needs?

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.

 I Need High-Converting Websites & Funnels.

Launch fully optimized, no-code websites and funnels tailored for mortgages—capture leads and showcase services seamlessly.

Missing Comprehensive Mortgage Calculators.

Provide instant insights into FHA, USDA, VA, and Conventional loans simplifying costs and building trust.

Struggling with 24/7 Lead Responses.

Let AI handle SMS, Email, and social media inquiries around the clock so no potential client slips away.

Tired of Juggling Appointment Schedules.

Automate confirmations and reminders, reduce no-shows, and keep your pipeline flowing seamlessly.

Losing Calls After Business Hours.

An AI receptionist answers every call 24/7 capturing leads and booking appointments even while you sleep.

Need Quick, Pre-Built
Forms

Customize ‘Get a Quote’ or 1003 applications—gather crucial details in minutes and streamline your entire process.

Trusted by Mortgage Brokers,

LO’s, and IMB’s Nationwide 🤩

Trusted by Mortgage Brokers, LO’s, and IMB’s Nationwide.

Do Your Business In Smart Way 🤠

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...

What You Will Get

AI Receptionist

Never miss a lead. Our 24/7 AI Receptionist answers calls, gathers key info, and books appointments in your CRM—saving time, cutting costs, and keeping your pipeline active.

  • 24/7 Coverage with real-time lead capture

  • Cost-Effective alternative to after-hours staffing

  • Automatic Appointment Booking for seamless scheduling

Value: $997

Get everything in just $97 / month

Test the AI receptionist for Mortgage by calling: +18556196103.

Funnels

Take your sales to new heights with the power of prebuilt effective funnels.

  • 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

Value: $159

Get everything in just $97 / month

Websites

Our user-friendly website streamlines the mortgage process, allowing you to compare rates, submit applications, and track progress all in one place

  • 3 Fully optimized websites for building trust and capturing leads in the mortgage industry.

  • SEO-Friendly 30+ Loan Pages Target specific keywords and rank higher on Google, helping you attract and convert more leads.

  • Drag’ n drop. Plug’ n play. Simple Editing. Quickly add or revise content—no coding required.

  • Customized for your mortgage brand and responsive on any device for a consistent, professional look.

  • 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

Get everything in just $97 / month

You can customize any above website with your logo and colors in few minutes.

Websites

Our user-friendly website streamlines the mortgage process, allowing you to compare rates, submit applications, and track progress all in one place

  • 3 Fully optimized websites for building trust and capturing leads in the mortgage industry.

  • SEO-Friendly 30+ Loan Pages to Target specific keywords and rank higher on Google, helping you attract and convert more leads.

  • Drag’ n drop. Plug’ n play. Simple Editing. Quickly add or revise content—no coding required.

  • Customized for your mortgage brand and responsive on any device for a consistent, professional look.

  • 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

Get everything in just $97 / month

Calculators 🤗

Clients can easily estimate their monthly mortgage payments and take the first step towards owning their dream home.

Value: $4000

Get everything in just $97 / month

Calculators

Easily estimate your monthly mortgage payments and take the first step towards owning your dream home.

Value: $400k

Get everything in just $97 / month

You Will Also Become Our Success Story

Pricing Plans

Limited Time Offer

Remaining Time For This Offer!

BUSINESS PLAN

$97 / Month

Actual Price $297/ Month

Generate More Leads With Customizable Forms and Surveys

Increase your conversions with your own lead funnels a.k.a. multiple-step lead forms.

  • Get a Quote – Quickly capture buyer interest with multi-step lead forms.

  • 1003 Application – Collect vital mortgage data for faster approvals and smoother follow-ups.

  • Drag’ n drop. Plug’ n play. Simple Editing. – Easily design or edit forms without coding.

Value: $497

Get everything in just $97 / month

Generate More Leads With Customizable Forms and Surveys

Increase your conversions with your own lead funnels a.k.a. multiple-step lead forms.

  • Get a Quote Quickly – capture buyer interest with multi-step lead forms.

  • 1003 Application – Collect vital mortgage data for faster approvals and smoother follow-ups.

  • Drag’ n drop. Plug’ n play. Simple Editing. – Easily design or edit forms without coding.

Value: $497

Get everything in just $97 / month

Extensive Workflows

Our Prebuilt Workflows will do your most of the work with automation

  • 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

Value: $10k

Get everything in just $97 / month

Extensive Workflows

  • 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

Value: $10K

Get everything in just $97 / month

Pipelines

  • 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

Value: $197

Get everything in just $97 / month

Pipelines

  • 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

Value: $497

Get everything in just $97 / month

Staying Ahead of the Competition By
Exploring Cutting-Edge Marketing Tools

Our CRM will help you to grow and expand your business smartly and effectively

52 Weekly Nurture Text Messages

  • 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

Value: $197

Get everything in just $97 / month

52 Weekly Nurture Text Messages

  • 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

Value: $197

Get everything in just $97 / month

Calendar for Appointment Booking

Make it easy for borrowers to reach out.

  • 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

Value: $49

Get everything in just $97 / month

Calendars

Make it easy for borrowers to reach out.

  • 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

Value: $49

Get everything in just $97 / month

Year-Long Email Sequences

  • 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

Value: $197

Get everything in just $97 / month

Integrate With Thousands of Your Favorite Apps

Year-Long Email Sequences

  • 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

Value: $197/month

Integrate With Thousands of Your Favorite Apps

HOW DO WE COMPARE?

STOP PAYING AND MANGEMENT OF MULTIPLE PLATFORMS

FEATURES

OTHER TOOLS

Unlimited Funnels & Websites

$297/m

Unlimited Courses &Membership

$399/m

Unlimited Calendars

$49/m

Unlimited Forms & Surveys

$197/m

Complete CRM & Pipeline

$197/m

Email Marketing

$97/m

2- Way SMS & Calling System

$49/m

Unlimited Social Media Accounts

$99/m

Unlimited Contacts

$99/m

Central Hub for All Channels

$99/m

Online Reputation Manager

$197/m

Facebook Integration for Mailing

$27/m

OVERALL VALUE:

$2100 +

PER MONTH

$97 +

PER MONTH

HOW DO WE COMPARE?

STOP PAYING AND MANGEMENT OF MULTIPLE PLATFORMS

FEATURES

OTHER TOOLS

Unlimited Funnels & Websites

$297/m

Unlimited Courses &Membership

$399/m

Unlimited Calendars

$49/m

Unlimited Forms & Surveys

$197/m

Complete CRM & Pipeline

$197/m

Email Marketing

$97/m

2- Way SMS & Calling System

$49/m

Unlimited Social Media Accounts

$99/m

Unlimited Contacts

$99/m

Central Hub for All Channels

$99/m

Online Reputation Manager

$197/m

Facebook Integration for Mailing

$27/m

OVERALL VALUE:

$2100 +

PER MONTH

$97 +

PER MONTH

Monthly Plans Available, with no contracts!

HERE’S OUR STREAMLINED LAUNCH PROCESS.

Launch in as little as 2 Days...

1. Sign Up

Click the "Get 5 Days Free Trial" button, pick our turn key mortgage package, and sign up. Your login credentials and full access to your TheBigBot CRM

will be unlocked.

2. Seamless Onboarding

We do the heavy lifting! Our support team will set up a comprehensive webinar to fully train your team, import your data, and help configure your system.

3. Start Closing

Unlock the power to automate your sales & marketing. Deploy proven to convert mortgage marketing materials and leverage 500+ powerful features to generate more leads and close more loans!

Monthly Plans Available, with no contracts!

HERE’S OUR STREAMLINED LAUNCH PROCESS.

Launch in as little as 2 Days...

1. Sign Up

Click the "Get Started" button, pick our turn key mortgage template, and sign up. Your login credentials and full access to your TheBigBot CRM will be unlocked immediately.

2. Seamless Onboarding

We do the heavy lifting! Our support team will set up a comprehensive webinar to fully train your team, import your data, and help configure your system.

3. Start Closing

Unlock the power Shape to automate your sales & marketing. Deploy proven to convert mortgage marketing materials and leverage 500+ powerful features to generate more leads and close more loans!

25+ Tools

Combined for Your Success

Over 25 Tools and Systems

in one Platform

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

Multi-Tool Platform: 25+ Systems

Combined for Your Success

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

Easy & Proven Step Process

An Easy-to-Use Personalized Website.

We create a website just for you that helps you stand out in your industry. We handle all the tasks.

Shape Your Destiny

The platform provides everything you require to boost your chances of building trust and getting more business quickly. It's equipped with all the tools I'd need if I were to start a new mortgage company today.

Quality Help Always Available

Once your website is up and running, you can be sure that you have a quick and helpful web team supporting you. It's not a one-time thing; we're here to support you all the way.

Easy & Proven Step Process

An Easy-to-Use Personalized Website.

We create a website just for you that helps you stand out in your industry. We handle all the tasks.

Shape Your Destiny

The platform provides everything you require to boost your chances of building trust and getting more business quickly. It's equipped with all the tools I'd need if I were to start a new mortgage company today.

Quality Help Always Available

Once your website is up and running, you can be sure that you have a quick and helpful web team supporting you. It's not a one-time thing; we're here to support you all the way.

Revolutionize Your Business Strategy

Say goodbye to Expensive Tools and Deal Everything under all-in-one CRM and marketing software.

Pricing Plans

Next Step:

Choose Your Plan and Sign Up

Limited Time Offer

Remaining Time For This Offer!

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

Pricing Plans

Next Step: Choose Your Plan and Sign Up

Limited Time Offer

Remaining Time For This Offer!

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

Testimonials

John D.

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.

Sarah G.

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!

David M.

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.

Emilly T.

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.

Lissa R.

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.

Mandee P.

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.

FAQS

Discover all the answers you need in one convenient place

What is TheBigBot CRM?

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.

How does TheBigBot CRM help grow my business?

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.

Can I respond to leads automatically?

Yes! TheBigBot CRM uses AI and ChatGPT to automatically respond to leads through SMS, Email, Facebook, and Instagram.

Is there a free trial available?

Yes, you can try TheBigBot CRM for 14 days free to explore all the features before committing to a paid plan.

How much does TheBigBot CRM
cost?

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.

What features are included with TheBigBot CRM?

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.

Can I customize my website and funnels?

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.

Does TheBigBot CRM integrate with other apps?

Absolutely! You can integrate TheBigBot CRM with thousands of your favorite apps using APIs, webhooks, and third-party tools.

Is TheBigBot CRM mobile-friendly?

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.

What kind of support do you offer?

We provide dedicated onboarding support, training webinars, and a friendly customer support team to help you with setup, troubleshooting, and maximizing CRM features.

Operate the Software in Real Time From Any Device

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

Do Your Business With AI and Smartly

Use TheBigBot CRM for Your Mortgage Business to Convert Your Leads into customers and handle all leads in a very effective way. So Why you are waiting for...

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.

Copyright © 2025 Created by TheBigBot