Orbit is a simple all-in-one CRM for loan officers, with one AI assistant called Hiro built in. Track every borrower and referral partner in one place, then ask Hiro to draft the follow-ups, build a personalized options page, and keep partners warm. You approve every touch. Free for 250 contacts, no credit card.
Mostly, relationships. 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 stayed in front of them. A borrower who just started shopping also matters, and a timely, well-informed reply keeps them with you.
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 write a partner or a fresh application, so the new lead cools and the partner drifts.
Orbit has one AI assistant, Hiro, that opens with Cmd or Ctrl-J. Ask and it will:
Your Realtors, builders, and past borrowers are a pipeline, not a contact list. Tag each partner, set a cadence, and let Hiro 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. For inbound, here is how to handle inbound leads.
Every borrower and partner carries a full timeline of calls, emails, and the options page Hiro built. Nothing auto-sends, so a regulated, high-trust conversation stays in your voice. If you want the follow-up side explained on its own, here is how AI email follow-up works.
The partner refers to whoever stayed in touch. Orbit and Hiro make staying in touch the default.
Orbit fits loan officers who live on referral partners. It tracks borrowers and partners in one place, builds personalized options pages, and its AI assistant, Hiro, drafts follow-ups and keeps Realtor and past-borrower relationships warm. Free for 250 contacts, no credit card.
Yes. Ask Hiro to draft follow-ups and replies from the full borrower timeline, and to build a personalized options page. Every draft waits for you to approve. AI runs on free monthly credits with no API key to paste.
Yes. Tag your Realtors, builders, and past borrowers, set a cadence, and ask Hiro to draft specific check-ins when they go quiet. Every draft is approval-gated, and partners carry a full timeline so each message reflects the relationship.
Nothing sends without you approving it, so you control every message. Hiro drafts and suggests, but you approve, edit, or dismiss. There is no calling or voice feature; Orbit is a CRM with one AI assistant that drafts and organizes.
Ask Hiro to draft the follow-ups your borrowers and partners need. Free plan, no credit card, nothing sends without you.
Free forever plan. No credit card. No spam.