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.
Konnectd replaces over $800/mo of tools. One login. One price.
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
BiggerPocketsWorks with the tools you already use.
Your LOS, lead sources, email, calendar, and social accounts all connect in one place.
Loan officers at these companies run on Konnectd.
Kai 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
Switching is done for you.
Our team sets everything up and moves your ARIVE database in for you. You start with a CRM that is already working.
- 1
Book a demo
See Konnectd run on a real mortgage pipeline. No hard sell.
- 2
We move your data
Our team brings your ARIVE database over for you. Your contacts, loans, and past clients come with you.
- 3
We set it up
We connect your phone number, email, and campaigns for you.
- 4
You go live
Your pipeline, inbox, and follow-up are running and working your book.
Hear it from loan officers.
Three loan officers share what changed after they switched.
"Evaluated 25 CRMs over 18 months. Subscribed to three. Chose Konnectd."
"I'm the happiest I've been in 23 years with a CRM."
"Within one week, I went from 80 five star reviews to 180 five star reviews."
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 · 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."