Get Started with WeFund CRM
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Automate follow-up, manage your pipeline, and scale your process with mortgage-specific workflows and optional LOS integration.
Built around mortgage workflows, not adapted from generic software.
Stay in front of leads and clients without relying on manual reminders. Text and email outreach runs on autopilot.
Pre-built templates and stages designed for the mortgage lifecycle, from lead to closing.
Track leads, loans, and milestone-based communication in one place. Know where every deal stands.
Reach borrowers where they are with automated campaigns across text and email channels.
On Pro, trigger updates and actions based on loan status and system data from your LOS.
ProStay on top of every action item with built-in task management tied to your contacts and pipeline.
Choose the setup that fits your production.
For a limited time, WeFund Founding LOs get full access to everything included in Pro at no cost.
Claim Free AccessAvailable for a limited time to qualifying WeFund Founding LOs
A mortgage CRM built for everyday production with the core tools you need to stay organized and follow up consistently.
Start StandardFor loan officers who want deeper automation, AI-driven follow-up, and CRM actions tied directly to their LOS.
Start Pro| Feature | Founding LO | Standard | Pro |
|---|---|---|---|
| CRM access | |||
| Contact management | |||
| Pipeline tracking | |||
| Automated text follow-up | |||
| Automated email follow-up | |||
| Mortgage workflow templates | |||
| AI automated follow-up | |||
| LOS integration | |||
| Advanced automations |
Best for LOs who want a clean, effective CRM with core automations and mortgage-specific workflow support.
Best for LOs who want the CRM to do more of the work for them, including AI-powered follow-up and LOS-connected automation.
Standard helps you manage follow-up. Pro helps automate it.
WeFund Founding LOs currently receive full Pro access at no cost for a limited time. This offer is intended for early adopters and may be removed as the platform grows.
Claim Founding LO Access NowStay in front of leads and clients without relying on manual reminders.
Track leads, loans, and milestone-based communication in one place.
Use AI-driven outreach to maintain consistency and speed at scale.
Trigger updates and actions based on loan status and system data.
Founding LOs receive full Pro access for free for a limited time. This includes AI automated follow-up, LOS integration, advanced automation, and all Standard features.
Founding LO status is available to early adopters who join during the launch window. Eligibility is based on WeFund's internal criteria and is subject to availability.
Pro includes AI automated follow-up and LOS integration, along with more advanced automation. Standard gives you core CRM tools with mortgage-specific workflows. Standard helps you manage follow-up; Pro helps automate it.
Yes. Users can move from Standard to Pro at any time as their needs grow. Your data and workflows carry over seamlessly.
Yes. The platform is designed from the ground up around mortgage workflows, communication needs, and the loan process. It is not a generic CRM adapted for mortgage.
Pro users can connect the CRM to their LOS so data and automation can work together. Loan status changes can trigger automated workflows, milestone communications, and pipeline updates in real time.
Get a mortgage-specific CRM today, and if you're a WeFund Founding LO, get full Pro features free for a limited time.
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