The mortgage CRM that runs itself.
Text Konnectd like you'd text an assistant — it captures the lead, follows up instantly, and keeps nurturing so no one falls through the cracks.
Connected to the tools you already use
ARIVE
Claude
GPT
Zapier
Stikkum
RETR
Your follow-up runs itself.
Most CRMs are just another tool to manage. Konnectd runs itself — 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 sends the app link, sets appointments, and pulls up any borrower's status — 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.
The busywork is already handled — set up for you, running from day one. New leads get assigned, texted, tasked, and nurtured the moment they land.
Trigger on anything
A status change, a date, a tag, a new form fill — if it happens in your pipeline, it can kick off a flow.
Rules that think
If/then logic sends each borrower down the right path automatically, without you sorting them by hand.
Stacked actions
Line up texts, emails, tasks, and tags into one sequence that runs start to finish on its own.
Your loans move themselves.
Konnectd stays in sync with your LOS and moves every file to the next stage on its own — no double data entry.
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
Sends the app link and keeps borrowers moving to the next step.
Close
ARIVE-synced pipeline, milestones, and alerts.
Reviews
Auto 5-star requests at the perfect moment.
Client for life
Refi + equity alerts surface past clients automatically.
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
Leads, borrowers, and statuses sync from Arive 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.
All your lead sources in one place.
Set it up one time, and new leads flow straight into Konnectd — no Zapier, no manual imports.
LendingTree
Zillow
Bankrate
Lower My Bills
FreeRateUpdate
LeadPoint
Mortgage Research Center
BiggerPocketsKai watches the market so you don't have to.
The second rates move, Kai scans your database and shows you which past clients could save on a refi — ranked by biggest savings. You decide who to call.
- 24/7 market monitoring on your whole book
- Ranked by biggest monthly savings
- Alerts go to you — never to clients without permission
Know 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
Done-for-you setup. Live in days, not months.
Our Concierge team connects your LOS, your number, and your campaigns, so you start with everything already working.
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
Plug in Gmail or Outlook and your phone number, and every call, text, and email lives in one place.
Start closing
Pipelines, inbox, and automations are live and working your book from day one.
The 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
Real LOs. Real results.
Straight from loan officers who switched to Konnectd and stayed.
"I did deep dives — probably 25 different companies over the last year and a half, down to three subscriptions. Nobody did a better job, particularly with the onboarding and the connection with ARIVE. It works seamlessly."
"I'm the happiest I've been in 23 years with a CRM. The implementation support has been outstanding, and the cost is very reasonable."
"Within one week, I went from 80 five-star reviews to 180 five-star reviews."
"It automated so many of the things I used to do manually and gave me a ton of my time back."
Less busywork. More closings.
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