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Overview
Supercharges your loan origination system and provides lead management tools, automated email marketing, loan status alerts and intelligent task management so you dont have to.
Archie's take
Pulse Mortgage CRM is a purpose-built solution for mortgage companies and loan officers who want to streamline lead management, automate marketing, and keep borrowers in the loop without heavy manual effort. Its standout feature is the deep integration with Calyx PointCentral, making it a no-brainer for teams already using that LOS, and the ready-to-use email/text templates and loan status alerts are a real time-saver for busy LOs. However, if your shop isn't on Calyx or you need highly customizable workflows, Pulse may feel limiting, and its roadmap for LendingPad and Encompass integrations is still in progress. Pricing is competitive for small to mid-sized mortgage shops, but larger enterprises or those with complex, multi-branch needs may find it less flexible than broader CRMs like Salesforce or Total Expert.
Ideal Customer Fit
Check if Pulse Mortgage CRM is a good fit for your needs
This information is provided by Archways for guidance purposes only. While we strive for accuracy, specific details may need to be confirmed with the vendor.