The CRM for loan officers who win on the first call
Orbit is a CRM for loan officers with 16 AI agents built in. Remy calls a new application back in about 90 seconds and books a call from your real calendar, and Rio builds a personalized options page and flags who is reading it. You approve every touch. Free to start, no credit card.
What decides which loan officer gets the deal?
Two things, and both are about timing. The first is speed. A borrower who just got a rate quote or started shopping fills out an application, and the loan officer who calls back first usually keeps them. Wait an hour and they have already spoken to someone else who felt more on the ball. The second is your referral partners. Most of a loan officer's volume comes from Realtors, builders, and past borrowers, and that flow holds only when you stay in their orbit. Go quiet and the partner sends the next deal to whoever called them last.
Both are pure follow-up, and follow-up is the work that loses to the loan you are closing right now. You cannot stop mid-file to dial a fresh application or text a Realtor partner, so the new lead cools and the partner drifts.
Pick Orbit if this is you
- You buy or receive applications and the speed of your callback decides who funds the loan.
- Most of your volume comes from referral partners you struggle to stay in front of.
- You are heads-down in files all day and cannot drop everything to call a new lead.
- You want one place that calls applications back, builds options pages, and keeps partners warm, without a bank-grade enterprise system.
The two agents that carry a loan officer's desk
Orbit ships 16 agents. Two do the most for loan officers:
- Remy, the voice agent, calls a new application back in about 90 seconds, qualifies the basics, books a call from your real calendar, and can transfer a hot borrower to your cell. Runs on your own Vapi number inside the hours and caps you set, and discloses the recorded line.
- Rio builds a personalized options page for a borrower (rate scenarios, programs, next steps) and watches engagement, so you know who is reading and who needs a push.
How the partner pipeline stays warm
Your Realtors, builders, and past borrowers are a pipeline, not a contact list. Tag each partner, set a cadence, and let June draft the touches that keep you top of mind, so the next deal comes to you. It is the lender-side version of what mortgage brokers do, and it leans on the same speed-to-lead edge on the inbound side.
Every borrower and partner carries a full timeline of calls, emails, and the options page Rio built. Nothing auto-sends, so a regulated, high-trust conversation stays in your voice. If you want the callback side explained on its own, here is how an AI receptionist handles inbound without you being the one who answers.
The borrower funds with whoever called first. The partner refers to whoever stayed in touch. Orbit does both.
Keep exploring
Frequently asked questions
What is the best CRM for a loan officer?+
Orbit fits loan officers who win on fast callbacks and live on referral partners. It calls applications back in about 90 seconds, builds personalized options pages, and keeps Realtor and past-borrower relationships warm. Free to start, no credit card.
How fast can Orbit call an application back?+
Remy, the voice agent, calls new applications back in about 90 seconds using your own Vapi account and number. Voice is off by default, only calls inside hours you set, respects a daily cap, and discloses the recorded line.
Can Orbit help me stay in front of referral partners?+
Yes. Tag your Realtors, builders, and past borrowers, set a cadence, and June drafts specific check-ins when they go quiet. Every draft is a card you approve before it sends.
Is Orbit compliant for lending work?+
Nothing sends without you approving the card, so you control every message. Voice agents disclose the recorded line, follow do-not-call lists, and run inside the hours and caps you set. You bring your own AI and voice keys.
Call first. Stay in front of your partners.
Bring your own AI and Vapi keys and Remy and Rio start working your applications. Free plan, no credit card.
Free forever plan. No credit card. No spam.