PART 1 · 0:55
The Command Center
Start with the big picture. Explore a dashboard that brings your production, referral relationships, and client follow-up into view.
● THE CRM FOR MORTGAGE TEAMS
Every relationship.
Every milestone.
Moving forward.
A focused workspace being built to bring your contacts, loan progress, and follow-up together—around the way mortgage professionals work.
CRM Approved LLC • Owned by Vance Scott
CRMApprovedPRODUCT PREVIEW
YOUR RELATIONSHIPS, CONNECTED
CAA clear view of what’s next.
RelationshipBorrower + agents
Loan stageProcessing
EXAMPLE LOAN
The Morgan household
Purchase · Assigned loan officer
ApplicationProcessingClosing
✓
Everyone on the same page.
Borrower and agent details in one place.
Illustrative view with fictional data. Ask for a private-pilot walkthrough.
BUILT AROUND YOUR DAYBorrower relationships+Loan progress+Consistent follow-up
WATCH THE SHORT VIDEO SERIES
Approved CRM Demo
See the dashboard, follow the pipeline, and explore the tools that keep your next step in view.
PART 2 · 1:02
Pipeline & Pacing
Follow the loan from one milestone to the next. See how the pipeline and workflow tools help organize your team’s next steps.
PART 3 · 1:02
Contacts & Communication
Keep the relationship and the conversation together. Tour the contact workspace, communication history, and tools for more personal follow-up.
PART 4 · 0:58
Marketing & Growth
Bring your marketing tools into focus. Explore the advertising library, review-management options, and communication connections behind your company’s outreach.
EXPLORE THE PRIVATE PILOT
Less chasing details.
More building relationships.
From the first conversation to the next opportunity, keep the people and progress behind each loan in view.
Contacts & relationships
Know the whole relationship.
Keep borrower, Realtor, contact notes, and loan information connected. Spend less time searching for the context behind a conversation.
Loans & milestones
Keep the next milestone in sight.
Follow loans through their milestones and organize the next steps. Build your follow-up around the loan’s progress.
Communication & follow-up
Make every touchpoint count.
Review email workflows, manage campaigns, and keep contact history close to the people it belongs to.
A WORKFLOW THAT MAKES SENSE
From a new contact
to the next conversation.
A mortgage relationship doesn’t fit in a spreadsheet row. Your CRM should connect the details to the next step.
Watch the walkthrough ↗- 01
Connect the people.
Bring contacts, agent details, and assigned loan officers together around the loan.
- 02
Follow the progress.
Use loan milestones to understand what has happened and what comes next. Discuss your ARIVE and Zapier setup during onboarding.
- 03
Keep the conversation going.
Review follow-up messages and campaigns, with sender, scheduling, and opt-out controls in the workflow.
A LOOK AT WHAT’S NEXT
Your team.
Your communication.
Your controls.
In development for company onboarding. We’ll walk through availability with you before your team enrolls.
Clear responsibilities
Administrator and loan-officer roles, with team management and billing reserved for administrators.
A workspace that suits you
Weekly sending schedules, light and dark appearance options, and an organized settings area.
More personal follow-up
Personalized video and company-specific communication connections are part of the product roadmap. Ask to see the current preview.
MONTH TO MONTH. ONE PRICE PER SEAT.
Start with Core.
Grow your follow-up.
Choose the plan for your team. Every paid seat has the same monthly price, including administrator seats. No annual commitment and no cancellation fees.
| Plan | Per paid seat/month |
|---|---|
| Core | $49.99 |
| Growth | $69.99 |
Included in both plans
- Contacts, pipeline and tasks
- Email workflows and milestone updates
- 45 milestone videos per paid seat/month, up to 30 seconds each
Growth adds the past-client, Realtor and nurture campaign library.
Upgrading from Core to Growth? A one-time $99 upgrade/setup fee applies only when moving from Core to Growth. Core has no setup fee. This is not a recurring or per-seat fee.
Month-to-month subscriptions. No annual or minimum-term commitment. No cancellation fee. Prices exclude applicable tax.
YOUR TEAM, YOUR TOTAL
$49.99/ month
1 paid seat · Core
45 milestone videos/month, up to 30 seconds each. Both plans keep the same video allowance.
No payment is taken here. Our implementation team sets up your company before agreements, payment and subscriber access.
Early-access demonstrations are available by arrangement. Subscription checkout and new-company access are being prepared; contacting us does not start a subscription or charge you.
RELATIONSHIPS
COME FIRST.
COME FIRST.
CRM APPROVED LLC
MEET CRM APPROVED
Built around the work.
Focused on the relationship.
CRM Approved LLC is owned by Vance Scott. The company’s focus is simple: give mortgage professionals a more connected way to manage contacts, follow loan progress, and stay in touch.
We’re developing the platform around practical mortgage workflows and hands-on feedback. Talk directly with Vance about how your team works and what you need from your CRM.
Speak with Vance · 386-661-8000 ↗A FEW GOOD QUESTIONS
Before we talk.
Who is CRM Approved for?
Mortgage companies and loan officers looking for a connected approach to contact management, loan milestones, and follow-up. We’ll review your team’s needs and current systems together.
How can I get pricing?
Core costs $49.99 per paid seat/month. Growth costs $69.99 per paid seat/month and adds the past-client, Realtor and nurture campaign library. Each plan includes 45 milestone videos per paid seat/month, up to 30 seconds each. A one-time $99 fee applies only to a Core-to-Growth upgrade; Core has no setup fee. Plans are month to month with no annual commitment or cancellation fee. Optional services and applicable tax are separate.
Can I subscribe and invite my team today?
Please contact us for an early-access walkthrough. Our implementation team prepares your company account first. We’ll confirm available features, integrations, payment arrangements, and readiness before enrollment.
Does it connect with my current tools?
The private pilot uses ARIVE-based loan intake and status information, Zapier intake, and connected communication providers. This is not a promise of complete two-way loan-system synchronization. We’ll review compatibility and provider costs with you.
How can I arrange a demonstration?
Call 386-661-8000 or email vance@crmapproved.com to speak with Vance Scott. Please do not include borrower documents or sensitive loan information in an initial inquiry.
LET’S TALK ABOUT YOUR TEAM
A better way to
stay connected starts here.
Tell us about your workflow. We’ll show you where CRM Approved can fit.
COMPANY ENROLLMENT
Your company. Your setup team.
Submit an implementation request. We prepare your company account, then review agreements and payment before subscriber access.
Request company setup