CRM for mortgage teams
Your book of business, organized.
MoreGej keeps contacts, deals and follow-ups in one place, so your team spends less time chasing details and more time closing loans.
Request a demoEverything your team needs to follow up
Contacts and referral partners
Borrowers, past clients and real estate agents in one place, with notes, history and the last time you talked.
Deal pipeline
Follow every loan from first conversation to closing on a board or a table, so nothing stalls without you knowing.
Follow-ups and reminders
Reminders and meetings tied to the right contact and deal, so the next step is always on your list.
Calendar and email connections
Connect Google or Microsoft. Meetings sync, and last-contacted dates update on their own without anyone reading your email.
Activity and scoreboard
Calls, meetings and touches add up to a clear picture of who is building relationships every week.
Reports and dashboards
See activity and pipeline numbers at a glance, and export reports when you need them.
Who it is for
Built for mortgage teams, from the individual loan officer to the whole company.
Loan officers
One place for your whole book. Your contacts stay private, and you share only the deals you work on with others.
Team leads
Work shared deals with your team and keep everyone's follow-ups moving, without anyone giving up their own book.
Mortgage companies
Set up your company, invite your team, and give everyone the same tools with every user's data protected.
Built to protect borrower data
Your team handles sensitive information. MoreGej is set up so it stays with the people who own it.
Read about security- Two-step sign-in required for every user
- Private books: no one sees another user's contacts, admins included
- Each company's data kept completely separate
See MoreGej for your team
Email me and I will walk you through it with your own workflow in mind.
Request a demo