Mortgage CRM · Built for speed

Close more loans.
Without the chaos.

BOLT unifies your leads, pipeline, calls, and messaging into one fast workspace — with native Arive sync, Twilio voice, and automations that actually run on time.

Used daily by loan teams · 99.9% uptime · Arive certified
Everything in one place

A workspace that matches the way loans actually get done.

Stop jumping between tabs. BOLT brings your contacts, pipeline, calls, and messages together — with the integrations mortgage teams actually need.

Unified contacts

Leads, past clients, partners, and co-borrowers — all in one list with smart tabs, last-activity sorting, and instant search.

Visual pipeline

See every loan from Pre-Qual to Funded. Stage-aware color coding, rate-lock countdowns, and drag-to-advance.

Twilio dialer

Click-to-call with recording, outcome tracking, and voicemail drop — logged directly on the contact timeline.

iMessage & SMS

Send and receive from the same thread your clients use, powered by our BlueBubbles bridge.

Arive sync

Real-time two-way sync of loans, borrowers, statuses, and milestones — with no duplicate data entry.

Automations

Birthday texts, rate-lock alerts, milestone drip, follow-ups — triggered the moment the data changes.

Pipeline

Every loan. Every stage. In one glance.

BOLT's pipeline mirrors exactly how mortgage teams work — Pre-Qual, Processing, Underwriting, Closing, Funded. Click a card to open the full loan in-line, no context-switching.

  • Stage-aware badges with instant filtering
  • Rate-lock countdowns with expiration alerts
  • Document tracker synced from Arive
  • Stuck-deal detection with automated nudges
Pipeline · This month
TR
Taylor Rivera
Pre-Qual
DK
Daniel Kim
Processing
LP
Lena Patel
Underwriting
AB
Alex Brown
Closing
RC
Riya Chen
Funded
Communications

One inbox. Every borrower. Every channel.

Calls, SMS, and iMessage live on the same timeline as the loan. No more guessing who said what — and every interaction is attributed to the right contact automatically.

  • iMessage & SMS via BlueBubbles bridge
  • Twilio voice with call recording & transcription
  • Shared team inbox with read receipts
  • Templates, snippets, and merge tags
Lena Patel · iMessage
Hi! Got a minute to chat about the rate lock?
Absolutely — sending over the options now 🎯
Perfect. Also: can we push closing to the 28th?
Done. I'll update Arive + your doc tracker.
Auto-logged to contact · synced to Arive
40%
faster file-to-close
more touches per lead
0
duplicate data entry
99.9%
uptime
Integrations

Plays well with your stack.

BOLT connects to the tools mortgage teams already run on — and we're adding more every month.

Ar

Arive LOS

Two-way sync of loans, borrowers, milestones, and documents.

Tw

Twilio Voice

Native dialer with call recording, voicemail, and outcomes.

BB

BlueBubbles

iMessage + SMS in one bridge, with attachments and edits.

Sp

Supabase

Your data, your database — row-level security and real-time updates.

Google / Outlook

Calendar, email, and contacts — coming soon.

Zp

Zapier

Connect BOLT to 6,000+ apps with no code required.

Ready to run a tighter pipeline?

30-minute demo. We'll show your team exactly how BOLT compresses your loan cycle — with your data, live.