The mortgage CRM that runs itself.
Text Konnectd like you'd text an assistant — it captures the lead, works the follow-up, chases the docs, and logs your calls. You just close loans.
Works with the tools you already run on
ARIVE
Claude
GPT
Zapier
Stikkum
RETR
Your follow-up runs itself.
Most CRMs are one more thing to manage. Konnectd manages it for you — across text, email, and voice — so nothing slips and no lead goes cold.
Run your whole business from a text.
Kai lives in your pocket. Text it from your own cell and it moves deals, sends links, books appointments, and files call summaries — no login, no clicking.
- Command the whole CRM by text or voice, from your own number
- Answers questions and moves deals across your entire pipeline
- Every call summarized into notes, tasks, and next steps
- Two-way ARIVE sync keeps loans and statuses current both ways
Automations that never clock out.
Wire up the busywork once and it handles itself — new leads get assigned, texted, tasked, and nurtured the moment they land.
Any trigger
Lead status, dates, tags, or a new form submission — fire on anything that happens in your pipeline.
Smart conditions
If/then logic so the right thing happens to the right borrower, every time.
Multi-step actions
Chain texts, emails, tasks, and tags into one hands-off workflow.
One system for the whole borrower journey.
Every stage runs on autopilot, so no lead goes cold and no past client gets forgotten.
Speed to lead
Leads texted in seconds, routed and nurtured.
Nurture
AI follow-up across text, email, and voice.
Application
Send links, chase docs, and keep files moving.
Close
ARIVE-synced pipeline, milestones, and alerts.
Reviews
Auto 5-star requests the moment a loan funds.
Client for life
Refi + equity alerts revive past clients.
The features that actually move loans.
Konnectd replaces over $800/mo of tools with one login — the essentials done right, plus the AI that does them for you.
Kai AI Agent
Command the CRM by text or voice. It drafts, sends, updates, and books — in your voice.
Two-way ARIVE sync
Loans, borrowers, and statuses flow both ways with full field mapping.
Universal inbox
Calls, SMS, email, and DMs in one threaded inbox on web and mobile.
Refi + equity scanner
AI watches the market 24/7 and flags every refi and equity opportunity in your database.
Rate watch + alerts
Target rate alerts and scenario analysis, sent to the right client at the right time.
Reputation engine
Automated review requests that build your 5-star presence on autopilot.
Home value emails
Monthly AVM value + equity updates that keep past clients warm and calling.
KonnectVid
Personal video in your texts and emails — the follow-up that actually gets replies.
Your lead sources, wired straight in.
Connect a lead vendor, paste one link into their portal, and new leads flow straight into Konnectd — no Zapier, no setup headaches.
LendingTree
Zillow
Bankrate
Lower My Bills
FreeRateUpdate
LeadPoint
Mortgage Research Center
BiggerPocketsKnow exactly which agents send you loans.
Konnectd tracks every agent's deal history, loyalty, and track record — then puts your best referral relationships at the top and works them for you.
- Ranked view of who actually sends you business
- Co-branded realtor reports and automated agent newsletters
- Relationship dashboard across agents and past clients
Closing in days, not months.
You won't touch a settings screen. Our Surge Setup team wires up ARIVE, your number, and your campaigns — then hands you a system that's already running.
Book a demo
See it running on a real mortgage pipeline. No hard sell, no homework.
We build it for you
Our team wires up ARIVE, your number, and your campaigns during Surge Setup.
Connect your world
Gmail or Outlook, your phone, and your database — calls, texts, and emails all run through Konnectd.
Start closing
Pipelines, inbox, and automations are live and working your book from day one.
Add a photo of a loan officer at work
Made by people who've lived the grind.
Konnectd was built inside real broker shops — not a software lab. Every feature starts with what actually helps you close, not what looks good in a demo.
Read our storyThe platform that pays for itself.
Month-to-month, no contracts. Assistants, processors, and VAs are always free.
Essentials
- ARIVE integration + maintenance
- Universal inbox + power dialer
- AI past-client reactivation
- AI inbox copilot + campaigns
- Done-for-you onboarding · 500 credits/mo
Growth
- Everything in Essentials
- Kai — Ask AI CRM Agent
- AI refi + equity opportunity scanner
- Agent Intelligence + relationship dashboard
- KonnectVid, co-branded reports · 1,000 credits/mo
+$50/mo per additional LO seat · $199 one-time Surge Setup (waived on annual) · unused credits roll over
Stop juggling. Start closing.
See how Konnectd runs your follow-up, your pipeline, and your past-client book — for you.
Book your demoThe mortgage CRM
that runs itself.
Built-in ARIVE sync, AI follow-up, messaging, and rate alerts — all working together from day one.
Boost Productivity,
Cut Costs—
All with One App.
Streamlined
Pipelines
Boost Sales and Team Efficiency with
Organized Workflows
Plug-and-Play
Campaigns
Launch automated follow-ups with
just one click.
Contact
Management
Keep in touch with your contacts,
anytime, anywhere
Workflow Automations That Work While You Close
Streamline Your Follow-Ups, Capture More Leads, and Close Deals Faster—All on Autopilot.
Smart Appointment Setting That Fills Your Calendar
Integrates with all your calendars, allowing you and your A.I. to use smart links to fill your day with qualified appointments.
Power Dialer Built to Keep You in Front of Leads
Make 4x the connections with our proven scripts, while A.I. follows up on leads you miss—get 4x the results in the same time.
AI Monitoring the Market 24/7
Keep your database working while you sleep — Track market drops automatically and follow up before your competition does.
Smart Replies
Make every chat count — even when you’re away. LO Ninja’s Autopilot can respond on your behalf, or just suggest the perfect replies to keep conversations moving and borrowers feeling seen.
Property Value Estimates
Get a fast, accurate estimate of your home’s value and equity in 60 seconds or less. Just enter your address to see how much your property is worth—perfect for homeowners looking to refinance, sell, or invest.
Optimize Your Time and Let A.I. Handle the Details
Minimize staff overhead and focus on the big picture with smart A.I. marketing automations.
REPLACES: Mailchimp | ActiveCampaign | Hubspot
Hundreds of Ready-to-Send Emails, Text
Messages, and Loan Status Alerts
No need to spend time customizing message. In just a few clicks, you can schedule
marketing content that delights your prospects and clients.
A.I Tools to Create, Schedule & Convert While You Sleep
A.I.-Powered Social Media Content Creation, Scheduling, & Sharing
Say goodbye to 3 costly tools, our A.I. writer helps you create, schedule, and post content from one platform.
Convert More Leads on Auto-Pilot
Stop chasing. Let Arive + LO Ninja handle follow-ups, prove you're real, and save 8+ hours a week—so you can close more deals. All your leads, one inbox
Pre-Built Lead Generation Funnels
Skip costly sites—use our proven system with branded pages, lead capture, open-house tools, and automated follow-ups to boost results
Real Stories, Real Results.
“Now I have almost 100 5-star reviews on Google, which has led to more business for me.”
– Steve
“Within one week, I went from 80 five star reviews to 180 five star reviews.”
– Vic
“I’ve definitely picked up some closed loans just from the reminders and the timing of them.”
– Brad
Everything in one place
5-Star Reviews on Google
Konnectd generates as many reviews and referrals as possible from your past customer database while maintaining your online reputation.
Be the First to Respond
Never send a customer to a competitor. All your incoming calls are answered, routed, and handled automatically, round the clock.
A Modern Approach To SEO
Konnectd Listings amplifies your business’s online presence by listing your business across the top 10 most influential directories and over 60 search engines, sites, and apps, enhancing SEO and voice search results to attract more customers instantly.
Respond first,
win more
Communication Will Make Or Break A Business. 78% of new business favors quick replies. Elevate your game with a unified inbox that brings calls, texts, and social messages together effortlessly.
REPLACES: Birdeye | Kajabi | Podium
What is the Surge Setup?
Surge Setup is our onboarding process where our team fully sets up and fine-tunes your marketing system for your specific business needs. It's a one-time requirement to ensure every Konnectd user starts on the right foot for growth and success.
Can I switch plans or cancel anytime?
We offer flexible, month-to-month plans with no contracts. Easily update or cancel anytime from your account.
What kind of support is provided?
Alongside our hands-on onboarding, we provide a rich collection of step-by-step tutorials and dedicated email support to guide you every step of the way with Konnectd.
Do I need any technical skills to use the platform?
Not at all! Our platform is designed to be user-friendly, with intuitive interfaces and step-by-step guides.
Bottom Line
Save Money While Working Smarter And Closing More Deals
Common Problems
- Expensive, Ineffective Marketing
- Long-Term Contracts
- Multiple Softwares Glued Together
- No Time To Run Your Business
- "A Marketing Guy" in House
Dynamic Solutions
- Dedicated Account Coach
- No Contract. Cancel Anytime.
- Reputation Management
- Multichannel SMS Inbox
- Automated Appointments
- No Guesswork