Built for Mortgage Brokers

The CRM mortgage brokers close loans out of.

A mortgage broker juggles two very different jobs. Shepherd 15 to 40 live loans through a 30-to-45-day milestone gauntlet without a file falling through the cracks. Keep the referral flywheel turning with Realtors, builders, financial advisors, and past clients so next quarter has deals in it. A good CRM for a mortgage broker is the one that holds the loan pipeline and the partner book on the same record, and keeps the rate-watch nurture going on autopilot between closings.

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What this audience is actually dealing with

The pains that bring buyers here.

Mortgage brokers live in a world where every lead has a 45-day shelf life, every file touches eight stakeholders (borrower, co-borrower, Realtor, listing agent, underwriter, processor, appraiser, title), and every quarter either compounds the referral book or starves it. In most CRMs those three realities happen in three places and the broker spends an hour a day moving data between the LOS, the dialer, the texting app, and a spreadsheet of past clients. The six pains below show up on every mortgage-broker buyer call we run, and they are consistent across independent LOs, small brokerages, and 20-plus-LO shops. If any of them look familiar, the rest of the page shows how Strkr collapses the loan pipeline, the referral partner book, and the rate-watch nurture into a single workspace where the file, the follow-up, and the partner relationship all live on the same record.

Lead decay

Internet leads go cold in 15 minutes and I can not catch them.

A rate-table or Zillow lead has a 15-minute window where contact rate is six times higher than at the 30-minute mark. Most mortgage brokers find out about the lead when a CSV lands in email and the response goes out two hours later. Strkr catches the lead at the webhook, routes to the on-duty LO by round-robin or geo rule, drafts the first SMS and email from a template, and the loan officer is in the conversation inside two minutes while the borrower is still on the quote page.

LOS double-entry

I key the same borrower data into Encompass, Arive, LendingPad, and the CRM.

The borrower application lives in the LOS. The lead lives in the CRM. The marketing automation lives somewhere else. Every data touch is a copy-paste or a fragile integration that silently fails on a field rename. Strkr integrates with the common LO stack (Encompass, Arive, LendingPad, Floify, BNTouch imports) through two-way sync so the loan record carries LOS milestones in real time and the loan officer never retypes a Social or an address.

Milestone silence

The borrower calls me because nobody told them underwriting conditions were sent.

A loan hits a conditional approval, the processor requests three stips, and the borrower hears about it 48 hours later when the Realtor calls panicked. The LO spends 20 minutes rebuilding the picture. Strkr milestone flows fire the moment the LOS webhook arrives: borrower SMS with the condition list in plain English, Realtor email with status, co-borrower copy, and a task on the LO record if a stip is still open at 48 hours. The borrower never hears the deal status from the Realtor first.

Referral partner drift

My Realtor book goes quiet six weeks after I stop calling.

The top-10 Realtor partners drive 70% of the brokerage volume. Keeping those partners warm is a monthly motion that the broker almost never has time to run during the busy season. Strkr tracks every Realtor and builder partner on a dedicated partner record with last-touch date, YTD referrals, YTD closed volume, and a weekly nurture that drops a market update email, a rate card, and a touchpoint reminder on the LO dashboard so no top-10 partner goes 30 days without a conversation.

Rate-watch nurture

I lose refi opportunities because I did not know rates dropped under their trigger.

Every past client has a rate at which a refi makes sense (0.75 to 1.0 points under current). When the market crosses that trigger, the LO who sees it first wins the refi. Strkr tracks every past borrower rate on the loan record and fires a rate-watch alert the moment market rates cross the threshold, with a pre-drafted outreach SMS and email the LO sends in two clicks. The refi opportunity surfaces at the LO, not at the competitor who ran the same math.

Compliance capture gap

The audit asks for the TRID disclosure trail and I am digging through email.

TRID, Loan Estimate, Closing Disclosure, state-level advertising, SAFE Act licensing. The audit trail for every disclosure needs to live somewhere searchable with timestamp, delivery method, and borrower consent. Strkr logs every borrower touch (SMS, email, call) on the loan record with timestamp and consent capture, stores disclosure PDFs with retention policy, and surfaces the full compliance trail at the loan record so the audit does not become a two-week archaeology dig.

How Strkr fits the mortgage broker day

The daily primitives mortgage brokers actually use.

Strkr for mortgage brokers is not a different product than Strkr for any other high-touch service motion. It is the same CRM with loan-specific pipelines, LOS integrations, and automations that make the LO day cleaner. Everything below ships on every paid tier with no premium module or add-on gate. The primitives are shaped around what a producing LO repeats every week: catching new leads fast, moving loans through milestones, keeping the referral book warm, and running the rate-watch book. When those four motions happen in one workspace with one record of truth, the LO finally spends the day on borrower conversations instead of stitching the picture back together across six tools.

Loan pipeline

The pipeline I actually run loans from.

Column-per-milestone board (Application, Submitted, Processing, Underwriting, Conditional Approval, Clear to Close, Funded) grouped by LO, loan type, product, or close month. Drag a loan between milestones and the flow runs the entry criteria check, requires the missing document, and surfaces the next-step prompt. Purchase, refi, HELOC, construction, and non-QM pipelines all live on the same board with pipeline-specific stage logic.

Loan record

One record holds the whole file.

The loan record pulls in borrower, co-borrower, subject property, Realtor, listing agent, processor, underwriter, appraiser, title company, and the LOS milestone feed. Documents, call recordings, SMS threads, email, disclosures, and the rate-lock history all live on one timeline with role-aware visibility. Nobody has to open the LOS, the dialer, and the email client in parallel to answer a borrower question.

Partner book

Realtors, builders, and advisors on a dedicated record.

Every referral partner lives on a Partner record with YTD referrals sent, YTD closed volume, average loan size, last-touch date, co-marketing status, and the specific loans they referred this year. The LO sees the top-10 partners on a dashboard tile, and the weekly nurture surfaces the partners drifting past the 30-day touch threshold without a Friday audit.

Rate-watch book

Past clients tracked at their refi trigger.

Every closed loan carries a locked rate, loan amount, product, and current balance. The rate-watch book runs a daily scan against market rates and surfaces every past borrower whose current rate is 0.75 points or more above market. The LO opens the rate-watch view, sees the ten ready-to-refi opportunities today, and fires pre-drafted outreach in two clicks per borrower.

Call capture

Discovery, pre-qual, closing calls on the record.

Click-to-call every borrower on the loan, auto-record where consent is captured, and Strkr AI drafts the summary with discovery answers, income scenarios, and objections extracted. The LO edits the draft in 90 seconds, saves, and the record is live. The follow-up email template pre-fills with the loan scenarios the call captured and the next step the borrower committed to.

SMS + email

Native messaging on every borrower and partner.

Native SMS through Strkr Messaging and email on every borrower, co-borrower, Realtor, and processor. TCPA consent capture is first-class with explicit opt-in on web forms, consent timestamp on the record, and automatic STOP-handling. Business-hours and quiet-hours rules apply per state so the LO never texts a borrower at 10 PM Eastern on a Sunday by accident.

Mobile for the showing

Edit the loan from the car between showings.

Strkr mobile is first-class with offline queue, voice-note capture, pipeline edit, task completion, and SMS. The LO driving between a pre-approval appointment and a closing opens the loan on the phone, bumps the milestone, drops a voice-note next-step, and the whole thing syncs when they reconnect at the title office. No more Friday evening data entry marathons.

The loan pipeline a broker can defend

Pipeline tooling built for the person carrying the file.

The LOS is where the loan lives. The CRM is where the loan is sold, serviced, and shepherded. Most mortgage CRMs give the broker a Kanban board glued onto a contact list and call it done. Strkr pipeline is a native workspace with milestone-aware stages, LOS webhook sync, SLA timers per milestone, and conditional automations that fire the borrower update, the Realtor update, and the processor nudge the moment the LOS says the loan moved. The LO spends time on the three loans that need judgment this week, not on tracking which stip is still open on which file.

Milestone sync

LOS webhook moves the stage, no manual update.

Encompass, Arive, LendingPad, Floify, and BNTouch sync milestone changes to the Strkr loan record in real time through webhook or scheduled poll. The pipeline board reflects the actual LOS state within minutes. The LO never has to remember to drag the card after the processor logs the submission, because the LOS already did it.

SLA timers

Every milestone has a target duration.

Application to Submitted targets 48 hours. Submitted to Conditional Approval targets 10 business days. Conditional Approval to Clear to Close targets 7 business days. Loans past the SLA threshold surface on a Stuck Loans view with the specific day count, so the LO sees the three loans that need escalation today instead of auditing all 30 on Friday.

Condition tracking

Every open stip visible on the file.

The underwriter sends six conditions on the conditional approval. Strkr parses the condition list from the LOS or lets the processor paste it in, surfaces each stip as a task on the loan record with owner and due date, and shows the open count on the pipeline card. The LO opens the loan, sees three green four red, and knows exactly what is holding the file.

Rate-lock history

Every lock extension and reprice on the record.

The loan locks at 6.875%, extends twice, repprices once on an appraisal gap. Every lock action is on the loan record with timestamp, lock desk employee, and reason code. The audit trail is intact, the borrower disclosure trail is intact, and the LO can defend a reprice conversation with the full history on screen instead of digging through email.

Appraisal and title

Vendor touchpoints tracked on the loan.

The appraisal is ordered, delivered, and reviewed. Title is ordered, cleared, and finalized. Every vendor touch is a timeline event on the loan record with the vendor contact, document, and status. The LO fielding a Thursday-afternoon borrower call about why closing is pushed sees the full vendor status without opening the LOS or the title portal.

Co-borrower view

Two borrowers, one coordinated communication thread.

Co-borrower on 60% of purchase files and 80% of refi files. Strkr threads both borrowers on the loan record with per-borrower contact preferences, consent status, and communication log. A disclosure delivery hits both borrowers and logs both deliveries. A milestone update SMS fires to both. The LO never emails only the primary and finds out at closing the co-borrower was in the dark.

Loan type playbooks

Purchase, refi, HELOC, construction, non-QM.

Each loan type has a stage sequence, milestone SLA, document checklist, and communication cadence that matches the product reality. A refi runs faster and leaner than a construction loan. A non-QM runs with different stip profile than a conforming. The pipeline respects the product so the LO is not forcing a HELOC through a 45-day purchase template.

Referral partner engine

The relationship machine that keeps the pipeline full.

Every veteran mortgage broker knows the business is a relationship business. The top-10 Realtor partners drive 70% of the brokerage volume. The builder relationships produce 20% of the file count with 40% of the margin. The financial advisor referrals convert at twice the rate of internet leads. Keeping that partner machine warm is a monthly motion that falls off the LO plate the moment the pipeline fills up. Strkr makes the partner book first-class so the quarterly volume does not stall when the LO gets busy.

Partner record

YTD referrals, YTD closed volume, last touch.

Every Realtor, builder, financial advisor, divorce attorney, and insurance agent lives on a Partner record. YTD referrals sent, YTD closed volume, average loan size, product mix (purchase versus refi), typical price band, co-marketing status, and the specific loans they referred this year all live on the one record. The LO sees the full relationship health in one scroll.

Top-10 dashboard

The partners that drive the quarter, surfaced daily.

A Top-10 Partners tile on the LO dashboard shows the ten referral partners ranked by trailing-six-month closed volume with last-touch date and days-since-touch. A partner drifting past 30 days surfaces in yellow, past 45 in red. The LO sees who to call this week before Friday afternoon, not after Q3 ends with a 20% volume miss.

Nurture cadence

A monthly touch per partner, automated by segment.

Realtor partners get the monthly market update email, a buyer-affordability one-pager, and a quarterly in-person check-in reminder on the LO calendar. Builder partners get the construction-loan rate update and the subdivision list. Financial advisors get the retirement-income scenarios. The cadence runs on autopilot per segment with the LO personalizing the top-10 outreach manually.

Co-marketing

Compliant Realtor co-marketing on the record.

RESPA and TRID require co-marketing to be at fair market value with the cost split documented. Every co-marketing arrangement lives on the Partner record with cost basis, documentation, and renewal date. The compliance officer running the quarterly audit sees the full co-marketing book on one view instead of chasing LOs for binders of invoices.

Partner-sent loans

Every loan tagged with the source partner.

Every loan on the pipeline carries the referring partner. Partner reports roll referred count, pulled-through count, declined count, and funded volume by partner. The LO sees which partners send clean files and which partners send files that die at underwriting, and the quarterly partner conversation is grounded in real numbers rather than vibes.

Partner events

Lunch-and-learns, happy hours, closings on the calendar.

Partner events (lunch-and-learns, open house visits, builder subdivision tours, closing gifts) land on the LO calendar with attendee tracking and follow-up tasks. The LO who hosted the Tuesday lunch-and-learn with eight Realtors gets a task to send a personal follow-up to each attendee by Thursday so the room-energy translates into pipeline instead of evaporating.

Partner portal

Realtors see their files without calling the LO.

A Realtor-facing portal gives the referral partner read-only visibility into the loans they referred, with milestone status, estimated close date, and open conditions redacted appropriately. The Realtor stops calling the LO for status updates five times per file, and the LO wins back 20 minutes per loan to spend on the next deal.

Flows for the mortgage motion

Automations that cover the LO day.

The best mortgage brokers are not the ones who grind the longest; they are the ones who automate the quiet administrative drag and spend their hours on the three loans and three partner conversations that compound. Strkr Flows handle the dozen automations every mortgage team should run, and each one ships as a native trigger with no webhook plumbing or glue code. The pattern below is what shows up in week two of every deployment, and it is the pattern that quietly compounds into cleaner pipelines, warmer partner books, and more rate-watch refis.

Instant lead response

Webhook to SMS in under two minutes.

A rate-table, Zillow, Facebook, or Google Ads lead hits the webhook. Strkr routes to the on-duty LO by round-robin, geo rule, or specialty (first-time buyer, jumbo, VA). The first SMS and email draft pre-fill and send on confirmation. The LO is in the conversation inside two minutes while the borrower is still on the quote page and contact rate is still six times higher than at 30 minutes.

Milestone-triggered updates

LOS webhook fires the three-way update.

The LOS logs the submission to underwriting. The flow fires the borrower SMS ("your file is now with the underwriter, expect decision in 7 to 10 business days"), the Realtor email ("the appraisal is ordered and we are on track for the June 20 close"), and the processor task if a stip is still open at 48 hours. The LO never has to remember to send the three updates.

Rate-watch alert

Market crosses the trigger, the LO sees it first.

Daily flow scans every past borrower rate against the current market. Borrowers 0.75 points or more above market surface on a Rate-Watch view with a pre-drafted outreach SMS and email. The LO fires the outreach in two clicks per borrower and books the refi conversation before the past client goes to the lender advertising on the Thursday-evening TV spot.

Partner drift

Top-10 partner past 30 days surfaces for the LO.

A top-10 Realtor partner with no touch in 30 days surfaces on the LO dashboard with a one-click outreach task. The LO books a coffee, drops a market update, or sends a personal check-in before the Realtor finds a new preferred lender at the Tuesday open house. The relationship stays warm without the LO auditing the full partner book every Friday.

Annual review

Past clients get an annual mortgage review touch.

Every past borrower gets an annual mortgage review on the loan anniversary date. The flow drafts the outreach ("it has been a year since closing, let us look at your rate, equity, and whether a refi or HELOC makes sense"), the LO reviews the pre-filled scenarios, and the touch goes out. One annual touch per past client per year is the floor of the retention motion that drives repeat business.

Pre-approval anniversary

Pre-approvals expire, borrowers get re-engaged.

A pre-approval letter is good for 90 or 120 days. At day 75, the flow nudges the LO and drafts a renewal outreach to the borrower ("you were pre-approved in March, are you still shopping, do we need to refresh with updated income"). Borrowers who went quiet get a second chance to re-enter the pipeline without a cold-dial list.

Closed Won hand-off

Funded loan triggers the past-client cadence.

The LOS logs Funded. The flow moves the loan to the Funded milestone, adds the borrower to the rate-watch book with the locked rate, enrolls the borrower in the annual-review cadence, drops a closing gift task on the LO, and asks for a Google review 10 days after closing. The post-close relationship starts the hour the loan funds instead of six months later when the LO remembers to call.

What the mortgage broker owner sees

Views that make the brokerage runnable.

A good brokerage owner coaches on three specific loans and three specific partner relationships a week, not on all 150 live files. Strkr surfaces the data the owner needs to run a short, specific weekly pipeline meeting without the LOs feeling surveilled, because the same views are available to the LO and the owner with the same filters. The views below ship as default saved views for the owner role on every tenant and can be duplicated and personalised without an admin ticket.

LO roll

Each LO on one row with pipeline, funded, YTD.

The Monday pipeline view puts every LO on one row with live pipeline count, funded this month, funded YTD, and average days-to-close. The owner sees the full roll in one scroll and drills into the specific loans behind any cell. Reviewing 15 LOs takes 10 minutes, not the hour that the shared-spreadsheet rollup used to need.

Pull-through

Submitted to Funded conversion by LO.

A pull-through view shows submitted-to-funded conversion by LO over trailing six months. LOs with pull-through below 70% get a coaching conversation on application quality, condition clearance speed, and borrower education. LOs with pull-through above 85% get studied for what they are doing right that the rest of the team should learn.

Stuck loans

Loans past the per-milestone SLA.

Every loan past its milestone SLA threshold surfaces on a Stuck Loans view with the specific day count and the open conditions. The owner spots the three loans that need escalation to the processing manager this morning and the two loans that need a rate-lock extension before the lock expires on Thursday.

Partner volume

Referral partners by volume, segment, and trend.

A partner-volume view ranks referral partners by trailing-six-month closed volume with trend arrows. The owner spots the Realtor who sent 12 loans last year and 3 this year and schedules the recovery conversation. The owner spots the builder who quietly climbed from zero to the top-5 and books a strategic partnership expansion.

Rate-watch backlog

Past clients ready to refi, by LO.

The rate-watch view surfaces every past client whose rate is 0.75 points or more above market, grouped by LO. Owners see which LOs are working the rate-watch book and which LOs are leaving refi opportunities on the table. The Thursday pipeline meeting covers rate-watch alongside new leads, not as an afterthought.

Compliance posture

TCPA consent, disclosure delivery, communication log.

A compliance dashboard shows TCPA consent capture rate on new leads, disclosure delivery timeliness, borrower communication log completeness, and SAFE Act license status by LO. The compliance officer running the quarterly audit sees the full picture in one scroll instead of running six reports and reconciling by hand.

Head-to-head

Strkr for mortgage brokers vs the typical LO stack.

A typical mortgage brokerage runs the LOS (Encompass, Arive, LendingPad) for file production, BNTouch or Jungo or Shape for CRM, Mortgage Coach or MBS Highway for scenarios, a dialer for outbound, a texting app for SMS, and a marketing automation tool for drip campaigns. Strkr collapses the CRM, texting, dialer, drip, partner engine, and rate-watch into a single workspace that integrates with the LOS the brokerage already uses, so the LO opens one tool for everything that is not the file production itself.

Feature Strkr LOS + BNTouch + dialer + texting stack
Number of tools the LO opens daily 2 (LOS + Strkr) 5 to 8
Lead response time Under 2 minutes via webhook + auto-draft SMS 30 min to 2 hours (manual CSV import or email alert)
LOS integration Native two-way sync with Encompass, Arive, LendingPad, Floify One-way import or flaky Zapier chain
Referral partner tracking Dedicated Partner record with YTD volume, nurture, co-marketing Contact tag or custom field, no partner-first surface
Rate-watch book Native daily scan with pre-drafted outreach Manual spreadsheet or Mortgage Coach alerts outside CRM
Milestone automation LOS webhook triggers borrower, Realtor, processor updates Manual templates sent one at a time by LO
SMS and dialer Native, TCPA consent-first, business hours per state Separate SKUs with manual consent capture
Realtor portal Read-only partner portal with milestone visibility Realtor calls LO for every status update
Admin changes Self-serve for owner and manager, in-app Vendor change request or configuration consultant
Co-marketing compliance Compliance view with cost basis and renewal dates Binder of invoices in a shared drive
Mobile First-class with offline queue and voice notes Thin wrapper over web, limited edit, no offline
Post-funded past-client nurture Native rate-watch + annual review + anniversary flows Separate email marketing tool, no rate-watch logic
How teams use Strkr

How mortgage brokerages run Strkr.

The patterns below show up across mortgage brokerages of 3, 12, and 35 LOs. The common thread: collapse the file, the partner book, and the past-client motion into one surface so the LO spends time on borrower conversations and partner relationships, not on stitching the picture across six tools. Each playbook is a real motion a Strkr mortgage team runs today, not a hypothetical configuration from a demo script.

3-LO independent brokerage

Lean team with Realtor-first referral book and rate-watch engine.

A 3-LO independent brokerage with no processor on staff moved off a spreadsheet-and-email motion. Strkr caught every rate-table lead in under two minutes, Encompass milestone webhooks fired the borrower and Realtor updates automatically, and the rate-watch book pulled 11 refis in the first quarter from past clients who would have otherwise refinanced elsewhere. The owner-LO stopped working Saturdays within six weeks.

12-LO retail brokerage

Realtor nurture plus top-10 partner coaching.

A 12-LO retail brokerage with a mixed purchase-refi book runs the top-10 partner dashboard as the opening agenda of the Monday standup. LOs with partners drifting past 30 days get a coaching conversation, LOs with growing partner books get studied. Over two quarters, Realtor-referred volume climbed 18% without adding a new LO, and the brokerage owner reclaimed Fridays from the manual partner-audit spreadsheet.

35-LO brokerage

LOS integration, pull-through coaching, compliance posture.

A 35-LO brokerage split across three branches runs Arive for file production and Strkr for everything else. LOS webhooks fire milestone updates in real time, the pull-through view surfaces the three LOs needing application-quality coaching, and the compliance dashboard gives the compliance officer a one-view TCPA and disclosure delivery picture. The quarterly audit went from a two-week archaeology dig to a 90-minute walkthrough.

Non-QM specialist

Investor DSCR, bank statement, foreign national pipelines.

A non-QM specialist running a 7-LO shop sells DSCR, bank statement, and foreign national loans to real estate investor clients. Each loan type has its own stage sequence, document checklist, and stip pattern. The pipeline respects the product so the LO is not forcing a DSCR through a conforming template, and the investor-client partner record tracks every property the investor has financed with the LO so the fifth loan feels like a continuation of the first.

Builder captive LO team

Preferred lender motion with builder sales office handoff.

A captive LO team embedded with a national homebuilder runs the preferred-lender motion. The builder sales office logs a contract, the loan record spins up with the builder sales rep as the referring partner, the LO drops the pre-approval touch in under four hours, and the construction-loan pipeline runs the 180-day timeline with per-phase milestones. The builder sales office sees loan status on the partner portal and stops interrupting the LO for daily updates.

See the CRM mortgage brokers actually close loans in.

Start a 14-day trial with the full mortgage stack enabled: loan pipeline with LOS milestone sync, Realtor and builder partner engine, rate-watch book, native SMS with TCPA consent, Realtor portal, co-marketing compliance, and the post-funded past-client nurture. One bill, one workspace, one record of truth. The pricing page lays out the per-seat line in full so there is no mystery before the trial starts, and the sales-pipeline feature page shows the pipeline board in detail if that is the piece you want to pressure-test first.

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Common questions

What buyers in this bucket ask most.

Does Strkr integrate with Encompass, Arive, or LendingPad?

Yes. Encompass, Arive, LendingPad, Floify, and BNTouch all have native two-way integrations. Milestone changes in the LOS flow to the Strkr loan record in real time through webhook, so the pipeline board reflects the actual LOS state within minutes. Borrower and co-borrower data syncs so the loan officer never retypes a Social or an address. Rate-lock events, condition requests, and funding events all land on the Strkr record as timeline events with the LOS employee attribution preserved. If your brokerage runs an LOS not on the native list, Strkr supports custom webhook ingestion with a template builder, so a flat JSON webhook or a scheduled SFTP drop can both drive the milestone sync without custom code.

How does Strkr handle TCPA consent and SMS compliance?

TCPA consent capture is first-class. Every web lead form captures explicit opt-in with timestamp and the consent language stored on the borrower record. The native SMS surface will not send to a contact without a captured consent record, STOP replies automatically unsubscribe the contact and log the opt-out, and business-hours rules apply per state so the LO never texts a borrower at 10 PM Eastern on a Sunday by accident. The compliance dashboard shows TCPA consent capture rate on new leads, SMS send volume, STOP rate, and the full audit trail of every outbound text with timestamp and consent reference. The compliance officer running the quarterly audit sees the full picture in one view instead of chasing LOs for screenshots.

What does the referral partner engine actually do?

Every Realtor, builder, financial advisor, divorce attorney, and insurance agent lives on a Partner record with YTD referrals sent, YTD closed volume, average loan size, product mix, co-marketing status, and the specific loans they referred this year. The Top-10 Partners dashboard tile ranks referral partners by trailing-six-month closed volume with last-touch date and days-since-touch, surfacing partners drifting past 30 days before the relationship goes cold. A segment-aware nurture cadence drops a monthly market update email per partner type, with the LO personalizing the top-10 outreach manually. Co-marketing arrangements live on the Partner record with cost basis and renewal date for RESPA compliance. The LO stops auditing the partner book on Friday afternoons because the dashboard surfaces the exact three partners that need a call this week.

How does the rate-watch book work?

Every closed loan carries a locked rate, loan amount, product, and current estimated balance on the Strkr record. A daily flow scans every past borrower rate against the current market and surfaces every borrower whose current rate is 0.75 points or more above market on a dedicated Rate-Watch view. Each ready-to-refi borrower surfaces with a pre-drafted outreach SMS and email that references the specific rate opportunity, loan amount, and estimated monthly savings. The LO opens the rate-watch view, sees the ten ready-to-refi opportunities today, and fires outreach in two clicks per borrower. The refi opportunity surfaces at the LO who originated the loan, not at the competitor advertising on the Thursday-evening local TV spot. The threshold is tunable per tenant and per LO so a brokerage specializing in high-balance jumbo can set a tighter trigger than a brokerage running mostly conforming.

Can Strkr replace BNTouch, Jungo, or Shape for a mortgage brokerage?

For most mortgage brokerages under 100 LOs on standard conforming, non-QM, HELOC, and construction motions, yes. Strkr covers the loan pipeline, partner book, rate-watch book, LOS integration, SMS and email, dialer, milestone automation, co-marketing compliance, Realtor portal, and the full past-client nurture cadence. For brokerages running BNTouch or Jungo for 10-plus years with deeply customized video email templates and legacy drip campaigns, the migration path preserves contacts, past-client records, locked rates, Realtor partners, and loan history so the switching cost is quantifiable up front. Strkr publishes a mortgage-specific migration guide that maps BNTouch and Jungo field conventions to Strkr primitives so the brokerage owner is not reverse-engineering the old data model during the switch.

Does Strkr handle the Realtor-facing portal?

Yes. The Realtor-facing partner portal gives each referral Realtor read-only visibility into the loans they referred, with milestone status, estimated close date, and open condition count without the specific borrower financial detail. The Realtor logs in, sees the three loans they currently have in the pipeline with the current milestone and the next action, and stops calling the LO five times per file for status updates. The LO wins back about 20 minutes per loan to spend on the next deal, and the Realtor relationship improves because the Realtor can actually answer their buyer client question about where the loan is without playing phone tag. Per-partner portal access is managed on the Partner record with per-link expiry if the partnership ends.

How does Strkr handle compliance for TRID, RESPA, and SAFE Act?

Every borrower touch (SMS, email, call, document delivery) logs to the loan record with timestamp, delivery method, and consent capture reference. Disclosure PDFs (Loan Estimate, Closing Disclosure, change-of-circumstance) store on the loan record with retention policy that meets state-level requirements. RESPA co-marketing arrangements live on the Partner record with cost basis, documentation, and renewal date. SAFE Act licensing status for each LO lives on the user record with NMLS number, state-by-state license status, and renewal reminder flows. The compliance officer running the quarterly audit opens the compliance dashboard, sees TCPA consent capture rate, disclosure delivery timeliness, communication log completeness, and license status by LO in one view, and the two-week archaeology dig becomes a 90-minute walkthrough. If a specific state regulator or auditor requests a borrower file, the full file export runs in one click with every touch, document, and disclosure in chronological order.

Also built for

Related audiences.

For Real Estate For Financial Advisors For Insurance For Small Business For Account Executives For Sales Managers

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