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.
John D.
Mortgage Underwriter
“
#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.
👉 Watch a Quick Overview 👈
More You Explore, More You Love it.
Click to Play The Video
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
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 ready-to-go websites and funnels that save me time and money.
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.
I want to offer a full suite of calculators to help my clients make informed decisions.
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.
I don’t have time to respond to every lead on every platform.
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.
I need a simpler way to schedule appointments and stay connected with clients.
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.
I want a reliable system to capture and nurture leads without manual effort.
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.
I want ready-made forms that help me collect crucial client information quickly.
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.
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...
Pricing Plans
Next Step:
Choose Your Plan and Sign Up
Founders Day 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
What You Will Get
Funnels
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
Value: $159/month
Funnels
Take your sales to new heights with the power of 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
Value: $497/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 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
Our user-friendly website streamlines the mortgage process, allowing you to compare rates, submit applications, and track progress all in one place
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
Calculators 🤗
Clients can easily estimate their monthly mortgage payments and take the first step towards owning their dream home.
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)
Value: $4000
You Will Also Become Our Success Story
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 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
Calculators
Easily estimate your monthly mortgage payments and take the first step towards owning your dream home.
Value: $10k
Pricing Plans
Next Step:
Choose Your Plan and Sign Up
Founders Day 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
Best AI Based CRM For Your Mortgage Business
Convert and Get More leads by our proven follow up campaigns and websites.
Generate More Leads With Customizable Forms and Surveys
Increase your conversions with your own lead funnels a.k.a. multiple-step lead forms.
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.
Value: $497/m
Generate More Leads With Customizable Forms and Surveys
Increase your conversions with your own lead funnels a.k.a. multiple-step lead forms.
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
Value: $497/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
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: $10000
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/m
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
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/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: $97/m
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/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/m
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/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: $97m
Integrate With Thousands of Your Favorite Apps
Revolutionize Your Marketing Strategy
A powerful and easy-to-use all in one marketing software is only a few clicks away.
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
HOW DO WE COMPARE
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
Founders Day 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
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...
Copyright 2025 | TheBigBot | All Rights Reserved.
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