A generic CRM stores contacts. Relip is built around investment loans: each lead record holds every text, email and call, an AI summary of the conversation, the borrower’s experience and credit band, pricing scenarios, tasks and applications. It connects to the Loan Pricer and the LOS, so a deal moves forward without re-typing.
Investor lending CRM
The investor lending CRM that follows up for you.
Every new lead gets a text from your brokerage. When they answer, your AI assistant replies in your voice, asks your screening questions and sends your booking link.
Your AI assistant
Set it up once, and it answers the way you would
In My AI you tell your assistant who it is, how you talk and what you need to know about a deal. It uses those settings in every reply it sends a borrower.
One rule is built in: it never quotes rates or fees. Pricing stays with you and the Loan Pricer.
01 Voice
Sounds like you
Set its persona and role, speech style, contractions, emoji or none, enthusiasm, pacing and how it closes a conversation.
02 Screening
Asks your questions
Pick the screening questions it asks for each loan type: general, fix and flip, DSCR, construction and bridge.
03 Hand-off
Gets you on the phone
It sends your booking link, alerts you when a borrower wants a call, and moves the lead to Engaged, Warm or Hot as the conversation goes.
The CRM
Every lead and every conversation on one record
Your team works from one list. Open a lead and the texts, emails and calls, the AI’s summary and the deal details are all on one page.
Lead record
The whole deal on one page
Leads from your Facebook campaigns, your website and Deal Radar land in one list, with unread messages, active leads and tasks due at the top. Open one and the texts, emails and calls sit in one timeline, with an AI summary of what matters (price, rent, credit, other rentals) next to the borrower’s details, pricing scenarios, tasks and applications.
- Status on every lead: New, Attempted, Warm, Hot, Booked
- AI replies are marked, and you can switch the AI off for any lead
- Reassign a lead to another broker, or text, email and call from the same screen
Drips
Follow-up that stops when they answer
Build text and email sequences with the lead’s name and your booking link filled in, or start from Relip’s templates. A new lead’s first text comes from your default drip, and a reply ends the drip, so a borrower who already answered never gets a canned follow-up.
- Text and email steps, spaced by day
- A default sequence for every new lead
- Enroll a filtered list into a drip in one go
Run a team
See who called back, and how fast
Lead Reporting shows minutes to first call, how many leads got three calls, and how each broker turns leads into opportunities and applications. Slow follow-up is flagged in red.
Round-robin routing
Spread new leads across your team in turn, or reassign any lead from the list.
Browser dialer
Call from the lead record. The recording lands on the lead’s timeline.
Your own texting number
Add a dedicated texting number for your brokerage.
Shared inbox
Every borrower conversation in one inbox your team can work from.
Task list
One list of what’s due across every lead, so nothing sits.
CSV import
Bring your current book in from a spreadsheet. Drips and texts go only to contacts who agreed to hear from you.
Why not a generic CRM
Contacts don’t close deals. Files do.
HubSpot and Salesforce are built around a person. An investment loan also needs the property, the numbers, the pricing and the paperwork, in the same place.
- The record
- A generic CRM: A contact and some notes
- Relip: The lead with the deal on it: credit, experience, pricing scenarios, tasks and applications
- Follow-up
- A generic CRM: Reminders someone has to act on
- Relip: An AI assistant that texts back in your voice and sends your booking link
- Pricing
- A generic CRM: A separate calculator or spreadsheet
- Relip: The Relip Loan Pricer, with scenarios saved to the lead
- Submitting the deal
- A generic CRM: Re-type it somewhere else
- Relip: Submit to underwriting, then track documents and status in the LOS
Connected to the rest of Relip
Leads come in from your campaigns, your website and Deal Radar. When a deal is ready, you price it in the Loan Pricer and submit it to the LOS.
- CapitalRelip provides the capital, white label, under your brokerage’s name.
- Loan PricerPrice a lead’s deal and send a term sheet branded with your brokerage.
- LOSSubmit the deal, then collect documents and track it to closing.
- Deal RadarPush a revealed owner into your CRM with a first text, email and drip.
- MarketingLeads from your Facebook and Instagram campaigns land in your list.
- WebsiteYour website’s lead form sends leads here, marked as website leads.
Relip has increased our influx of leads and made it a reality to quantify closed business every month.
Greg Knight
Gkai Capital
From Relip clients
From Relip clients.
“We already have $5mm in our pipeline in under 2 months on the platform.”
Joe Melendez
Mavin Loans
“Relip is an amazing system, the leads are high quality and a great way to diversify your mortgage business.”
Alfredo Arteaga
Groves Capital
“They’ve allowed our company TMD Capital to scale at an astronomical pace. Digital marketing is the cornerstone of business today and these guys are our rock.”
Theo Devoie
TMD Capital
FAQ
CRM questions, answered.
How it compares with HubSpot and Salesforce, what your borrowers see, and how a lead moves into pricing and the LOS.
Yes. Leads live in the CRM. Once a deal is priced and submitted, it moves into the LOS pipeline, where documents, conditions and status are tracked through closing.
Yes. Texts go out under your brokerage’s name (you can add a dedicated texting number), the AI sends your booking link, and borrower-facing pages (term sheets, the online accept page, document upload pages and your website) carry your brand.
Yes. Relip is an investor lending operating system for DSCR, bridge, fix and flip, construction, rental portfolio, multifamily, commercial (office, retail, industrial, hospitality, automotive) and short-term rental loans. Relip is also a direct lender that operates 100% wholesale.
HubSpot and Salesforce organize people. Relip organizes investment loans: the lead, the deal details, the pricing scenario, the documents and the deal status sit together, and an AI assistant answers lead replies for you. You do not need to bolt a calculator, a texting tool and a document portal onto it.
It can. A lead list and pipeline, texting and email, a browser dialer with call recording, drip campaigns, a booking link, a loan pricer, term sheets and a borrower document portal are all part of Relip.
Yes. Texts, emails and calls, including recorded calls made from the browser, appear on the lead’s record in one timeline. You can add a dedicated texting number for your brokerage.
Yes. Relip is built for alternative and private lending rather than agency-conforming mortgages, so the record matches how these deals work: DSCR, bridge, fix and flip, ground-up construction, multifamily and commercial loans that qualify on the property rather than a tax return. Conventional mortgage CRMs assume a W-2 borrower and a conforming product, which is why brokers doing non-QM and private lending end up running the real work in spreadsheets.
Hold the deal, not just the contact: purchase price, rehab budget, experience, credit band, the pricing scenario and the term sheet. Relip keeps those on the lead and prices the scenario in the same place, so nothing gets re-keyed between a CRM, a calculator and a document portal.
For investment mortgage brokerages
Let the CRM handle the follow-up.
In 30 minutes we show you the AI assistant’s settings, a lead from first text to booked call, and the drip builder. The CRM comes with membership; a free account prices and submits loans.
500+ mortgage professionals on the platform · 100% wholesale · Never competes with brokers