RGRID CRM

The All-in-One CRM Built for Mortgage Professionals

Manage leads, make calls, send texts, track pipelines, and stay TCPA-compliant — all from one powerful platform designed for mortgage brokers and loan officers.

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Everything You Need to Grow Your Business

Powerful features designed specifically for mortgage professionals to streamline workflows and close more deals.

NewTCPA-Compliant Communications Platform
Lead Management
100+ mortgage-specific lead fields, advanced filtering, CSV import/export, and custom lead statuses with hierarchy.
Built-in Dialer & WebRTC Calling
Browser-based calling with per-agent caller ID, call recording, AI-powered transcription, and answering machine detection.
Two-Way SMS & MMS
Send and receive texts directly from the CRM with templates, bulk campaigns, and 10DLC compliance.
TCPA Compliance Built-In
Consent tracking, Do-Not-Call enforcement, opt-out management, and timezone-aware calling rules.
Custom Pipelines & Kanban
Unlimited custom sales pipelines with drag-and-drop kanban boards, color-coded stages, and conversion tracking.
Dashboards & Reporting
Real-time KPIs, call analytics, SMS metrics, lead funnel visualization, and agent performance tracking.

From Lead to Closed

Move prospects through your pipeline with connected tools and automation that captures every opportunity.

1

Import Leads

Upload via CSV or connect your lead sources with smart field mapping.

2

Organize Pipeline

Customize your sales pipeline with drag-and-drop kanban boards.

3

Engage Contacts

Call, text, and email from one platform with click-to-dial.

4

Stay Compliant

Built-in TCPA compliance with consent tracking and DNC management.

5

Track & Optimize

Monitor performance with real-time dashboards and AI insights.

See RGRID CRM In Action

A powerful, intuitive interface designed to help mortgage professionals manage leads, track pipelines, and close more deals.

Leads Dashboard

Leads Dashboard

Manage all your leads in one powerful view with advanced filtering and bulk actions.

Simple, Transparent Pricing

Choose the plan that fits your business. All plans include TCPA compliance features.

Starter
For individual loan officers
$49/month
  • Up to 500 leads
  • Built-in dialer
  • SMS messaging
  • Basic pipelines
  • Call recording
  • Email support
Get Started
Most Popular
Professional
For growing teams
$99/month per user
  • Unlimited leads
  • Advanced dialer with AMD
  • Bulk SMS campaigns
  • Custom pipelines
  • AI call analysis
  • Team management
  • Priority support
  • API access
Start Free Trial
Enterprise
For large organizations
Custom
  • Everything in Professional
  • Dedicated account manager
  • Custom integrations
  • SSO & advanced security
  • Recruiting module
  • Custom reporting
  • SLA guarantee
  • On-premise option
Contact Sales

Frequently Asked Questions

Everything you need to know about RGRID CRM CRM.

Ready to Get Started?

See how RGRID helps loan officers and mortgage brokers manage leads, stay TCPA-compliant, and close more loans from one platform.

Contact Us

Help Getting Started?

Whether you're new or just need some guidance, our team is ready to walk you through the process.

sales@rgrid.io

Support

Need Tech Support?

Encountering technical hitches? Our expert team is on standby to troubleshoot any issues you face.

support@rgrid.io

Number

Want to Give us a Call?

Need to contact us by phone or hear an example call flow system? Feel free to give us a ring!

(469) 214-6037

Ready to Transform Your Mortgage Business?

Join hundreds of mortgage professionals who have streamlined their workflows and closed more deals with RGRID CRM.

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