How is Relip different from a generic mortgage CRM?
Generic CRMs mainly organize contacts. Relip is designed around investor lending workflows, including deal screening, documents, underwriting handoffs, pricing, and borrower communication.
Investor Lending Operating System
Pipeline + Execution. Not Generic Sales Pipelines.
Investor lending OS: leads, deals, underwriting, documents, and capital sources in one system. Where this fits in the chain: after AI screening, before LOS execution.
Execution: docs, milestones, submission in one place.
One system
From First Click to Funded Loan
Capture leads, screen with AI, communicate, and track every interaction. No duct-tape. One platform.
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 |
Execution: docs, milestones, submission in one place.
AI built in
AI That Works Inside Your CRM
Screen leads, flag missing info, review docs, surface risks, match programs, automate follow-up. Like an AI loan officer beside your team.
Screen for viability
Flag missing info
Review docs
Surface risks
Match programs
Automate follow-up
Deal flow
Designed Around Real Deal Flow
LeadsSubmissionsFunded
Property, borrower, financials, documents, underwriting — one record. Not scattered across email and spreadsheets.
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
Native comms
Built-In Communications
SMS, email, and calling — all logged to the deal. Every conversation stays tied to the record.
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
White-Label Ready
Your brand. Your forms, portals, term sheets, and dashboards. We power the backend.
Custom intake formsBranded portalsWhite-label term sheetsClient dashboards
Not Just a CRM. A Revenue Engine.
Marketing automation, AI lead scoring, instant pricing, underwriting workflows, capital sources in the workflow. Generic CRMs manage contacts. Relip helps you close loans.
Built by Operators. For Operators.
Designed around real bottlenecks: slow follow-ups, broken handoffs, document chaos, capital delays. Everything in Relip removes friction between opportunity and execution.
FAQ
Investor lending CRM FAQs
A quick overview of how Relip differs from generic CRMs and where it fits in an investor lending stack.
Can Relip manage both leads and active loan files?
Yes. Relip is built to manage the full chain from lead capture and AI screening through active deal management, document collection, submission, and funded outcomes.
Does Relip support white-label workflows?
Yes. Relip supports white-label intake forms, borrower-facing experiences, and branded workflow touchpoints so brokers can keep their own brand front and center.
Is Relip designed for investor lending specifically?
Yes. Relip is positioned as an investor lending operating system for DSCR, bridge, fix and flip, construction, rental portfolio, and commercial investor loan workflows.