One file, every data point
Property, borrower, entity, docs, pricing, submission notes — all on one record. No re-keying between platforms.
Investor Lending CRM
Not a CRM.A deal-centric operating system.
Leads, AI screening, live conversations, documents, pricing, term sheets, submission — every investor file lives in one record. Not stitched across seven tools.
Leads · 12
Marcus T.New
DSCR · $485K
Priya S.AI
Bridge · $1.2M
Ben A.Ready
Fix & Flip · $320K
MT
Marcus T.
AI screening · 0:32 elapsed
Hi Marcus — Relip AI. What’s the purchase price on 412 Maple?
$485K — already under contract. Need DSCR, 30yr fixed.
Ready for LOHand off →
Deal file
412 Maple St
Austin, TX · SFR
Value$650,000
Loan$485,000
DSCR1.28
Credit740
Suggested
DSCR 30yr · 7.625%
3 → 1
tools replaced
24/7
AI qualification
1 file
per deal · not 7 tabs
White
label ready
Why generic CRMs fail investor lending
Contacts don't close deals. Files do.
HubSpot, Salesforce, Pipedrive — all designed around a contact record. Investor lending is a file record: property, borrower, entity, financials, docs, pricing, submission, draw schedule. Relip is built that way from day one.
AI loan officer, built-in
Every lead gets screened by Relip AI within minutes. Rate, program match, and missing-doc flags appear on the file before you touch it.
Native SMS, email, calls
Every borrower conversation stays tied to the deal. When the file moves to funding, the context moves with it.
Pipeline granularity
Generic CRMContact stages
Deal stages · per investor loan type
Lead screening
Generic CRMBring-your-own rules
AI LO screens every lead · 24/7
Pricing
Generic CRMThird-party calculator
Native — DSCR / bridge / flip / multifamily
Docs & submission
Generic CRMFile attachments
Structured LOS · borrower portal · AI review
Every surface, operational
From first touch to funded file.
Leads
Every lead, scored and owned.
Incoming leads flow from Radar, ads, and referrals. Each one is screened, tagged, and ranked automatically. You see the best files first — not in alphabetical order.
My Leads
16Unread Messages
5Active Leads
37Due Tasks
FromTo
| Full Name | Phone | Ad Name | Lead Status | Broker | Created | Last Contacted | |
|---|---|---|---|---|---|---|---|
| Priya Sharma | (512) 555-0123 | priya.s@example.com | — | Pre-Applied | Sam Chen | Jan 26, 2026 | — |
| Marcus Webb | (808) 555-0454 | mwebb@example.com | DSCR 1 | Pre-Applied | Sam Chen | Jan 12, 2026 | Jan 12, 4:36 PM |
| Yuki Tanaka | (602) 555-0789 | yuki.t@example.com | DSCR Multifamily | New Lead | Sam Chen | Jan 10, 2026 | Jan 16, 11:34 AM |
| Rosa Delgado | (415) 555-0321 | rosa.d@example.com | DSCR 1 | New Lead | Sam Chen | Jan 9, 2026 | Jan 25, 11:29 AM |
Live conversations
Every message on the file.
SMS, email, and calls logged to the deal — not the contact. When a borrower asks about their file, you have every touchpoint in one place.
Messages
Priya SharmaUNREAD
Yes
2d ago
Marcus WebbUNREAD
I think the last time we spoke...
4d ago
Yuki Tanaka
Thanks for the update.
1/22/2026
PS
Priya Sharma
priya.s@example.com +1 512 555 0123
Borrower file
One record for the whole deal.
Property, borrower, entity, financials, documents, underwriting — all stitched into a single investor file. Handoffs to pricing and submission stay context-rich.
MW
Marcus Webb
Pre-Applied mwebb@example.com +1 808 555 0454 Broker: Sam Chen
Financial & Loan Metrics
FICO
—
Fix & Flips Lifetime
—
Ground Ups Lifetime
—
Is Borrower a GC
—
Ad Clicked
—
Pricing Scenarios
1Click to view all scenarios
Most Recent
715 Redgate Ave — Marcus Webb
Fix and Flip
Fix and Flip
1 scenario
I killed HubSpot, Calendly, and a pricing spreadsheet the week I got Relip. Every deal now lives in one file.
Alfredo Arteaga
Founder · Arteaga Lending Group
Real brokers, real originations
Brokers running their whole book out of Relip.
Joe Melendez
Investor Lending · Melendez Capital
“We closed $5mm in pipeline in under 8 weeks. The AI-sourced leads and on-platform capital change the game for investor lending.”
Alfredo Arteaga
Founder · Arteaga Lending Group
“I killed three separate tools the week I got Relip. Leads, screening, pricing, submission — all of it lives in one file now.”
Marcus Reid
Principal · Reid Capital Partners
“The AI screens every lead like a seasoned LO would. By the time a file hits my desk, it is ready to submit.”
FAQ
CRM questions, answered.
How Relip differs from HubSpot and Salesforce, white-label support, and where the CRM fits in the Relip operating system.
Consolidate the stack
Run your whole book from one investor file
— not seven tabs.
Bring your current stack. We will show you exactly what to kill — and what to keep — in 15 minutes.
500+ brokers · $1.8B+ monthly deal flow · SOC2-aligned