Orbit is a simple all-in-one CRM for mortgage brokers, with one AI assistant called Hiro built in. Track borrowers and referral partners in one place, then ask Hiro to draft the check-ins, build a rate-and-options page, and write follow-ups for you. Nothing sends without your approval. Free for 250 contacts, no credit card.
A mortgage broker lives on two clocks. The fast one: a buyer who just got pre-approval fills out a form and expects a real reply soon. The slow one: a borrower you closed two years ago, a Realtor who sends you one deal a quarter, a refi prospect who is twelve months from being ready. Handle the fast clock well and you write the loan. Forget the slow clock and the referral pipeline quietly dries up.
Most brokers are excellent at the deal in front of them and terrible at the eighty relationships sitting behind it. That is not a discipline problem. There are only so many hours, and rate locks do not wait while you remember to text last spring's buyer.
Same broker, two different outcomes.
| Orbit | Without Orbit | |
|---|---|---|
| New inquiry lands somewhere you will act on it | On a pipeline with a task | Buried in your inbox |
| AI assistant (Hiro) that drafts the busywork | ||
| Personalized options page for the borrower | Hiro builds one you approve | A PDF you mean to send later |
| Realtor partner kept warm | Hiro drafts a check-in before you forget | A note in your head |
| Refi prospect nudged at the right month | A scheduled task surfaces on the day | A spreadsheet you stopped opening |
| Invoices, proposals, and booking pages included | ||
| Free plan, no credit card | Varies |
Orbit has one AI assistant, Hiro, that opens with Cmd or Ctrl-J. Ask and it will:
Mortgage is a referral business pretending to be a lead business. The brokers who last are the ones whose Realtor partners and past clients keep sending names. Orbit treats that network as a pipeline, not an afterthought. Tag every agent partner, set a cadence, and let Hiro draft the touches you would write if you had the time. Handle inbound quickly too, and the math changes fast. Here is how to handle inbound leads.
Every borrower carries a full timeline: calls, emails, the options page Hiro built, the day they went quiet. Nothing auto-sends. You approve each draft, so a regulated, high-trust conversation stays in your voice. If you want Hiro working a check-in cadence for you, the AI client check-ins approach is the same assistant pointed at your back catalog.
The referral goes to whoever stayed in touch. Orbit and Hiro make staying in touch the default.
Orbit is built for brokers who let referral partners go cold and lose track of past borrowers. It pairs borrower timelines and pipelines with one AI assistant, Hiro, that drafts check-ins, builds options pages, and writes follow-ups. Free for 250 contacts, no credit card.
Yes. Ask Hiro, the built-in AI assistant, to draft check-ins to partners who have gone quiet and follow-ups to borrowers, using the full contact timeline. Every draft waits for you to approve, edit, or dismiss, so nothing sends on its own.
Tag each Realtor or referral partner, set a cadence, and Hiro drafts specific check-ins when they go quiet. Every draft is approval-gated, so your relationships stay personal. Partners carry a full timeline so each message reflects the real relationship.
Nothing sends without you approving it, so the broker stays in control of every message. Hiro drafts and suggests, but you approve, edit, or dismiss. AI runs on free monthly credits with no API key to paste, so there is nothing to configure.
The CRM is free to start: 250 contacts, one pipeline, tasks, calendar, and a built-in email inbox. Pro is $14/mo or $112/yr with a 30-day free trial (card required). AI is included on every plan with free monthly credits, and Pro can bring its own key.
Ask Hiro to draft the check-ins and follow-ups your referral network needs. Free plan, no credit card, nothing sends without you.
Free forever plan. No credit card. No spam.