The CRM for mortgage brokers who win on speed and referrals
Orbit is a CRM for mortgage brokers with 16 AI agents built in. Remy calls a purchase inquiry back in about 90 seconds, Rio builds a personalized rate-and-options page and watches who opens it, and June keeps past borrowers and agent partners warm for the next deal. Every touch is a card you approve first. Free to start, no credit card.
Why do mortgage leads slip away?
A mortgage broker lives on two clocks. The fast one: a buyer who just got pre-approval shopping fills out a form at 9pm, and whoever calls first usually writes the loan. 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. Miss the fast clock and the deal is gone in minutes. 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.
A purchase inquiry, before and after Orbit
Same lead, same broker, two different outcomes.
| Orbit | Without Orbit | |
|---|---|---|
| Response time on a new inquiry | Remy calls back in about 90 seconds | Whenever you next check your phone |
| Who reaches the borrower first | You do | The broker who answered faster |
| Personalized options for the borrower | Rio builds a pitch page and flags when they open it | A PDF you mean to send later |
| Realtor partner kept warm | June drafts a check-in before they forget you | A note in your head |
| Refi prospect nudged at the right month | Scheduled task surfaces on the day | A spreadsheet you stopped opening |
The agents that carry a mortgage desk
Orbit ships 16 named agents. Three do the heavy lifting for brokers:
- Remy, the voice agent, answers your line and calls new purchase inquiries back in about 90 seconds, books a discovery call from your real calendar, and can transfer a hot caller to your cell. Voice runs on your own Vapi number and follows the calling hours and caps you set.
- 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 has gone cold.
- June handles the long game: past borrowers and referral partners who have gone quiet for 30 days or more get a real, specific check-in drafted for your approval. "Just touching base" never makes the cut.
How the referral engine runs
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 June draft the touches you would write if you had the time. Pair it with a steady speed-to-lead habit on inbound and the math changes fast.
Every borrower carries a full timeline: calls, emails, the options page Rio built, the day they went quiet. Nothing auto-sends. You approve each card, so a regulated, high-trust conversation stays in your voice. If you want the agents working a check-in cadence for you, the AI client check-ins approach is the same engine pointed at your back catalog.
The loan goes to whoever calls back first and the referral goes to whoever stayed in touch. Orbit does both.
Keep exploring
Frequently asked questions
What is the best CRM for a mortgage broker working solo?+
Orbit is built for brokers who lose purchase inquiries to slow callbacks and let referral partners go cold. It pairs borrower timelines and pipelines with AI agents that call inquiries back in about 90 seconds, build personalized options pages, and keep partners warm. Free to start, no credit card.
Can Orbit call my purchase inquiries back automatically?+
Yes. Remy, the voice agent, calls new form inquiries back in about 90 seconds using your own Vapi account and number, then books a call from your real calendar. Voice is off by default, only calls inside hours you set, respects a daily cap, and discloses the recorded line.
How does Orbit help with referral partners?+
Tag each Realtor or referral partner, set a cadence, and June drafts specific check-ins when they go quiet for 30 days or more. Every draft lands as a card you approve before it sends, so your relationships stay personal.
Is Orbit compliant for a high-trust, regulated business?+
Nothing sends without you approving the card, so the broker stays in control of every message. Voice agents disclose the recorded line, follow do-not-call lists, and run inside the hours and caps you configure. You bring your own AI and voice keys.
How much does a mortgage CRM like Orbit cost?+
The free plan is free forever: all 16 agents with your own AI key, unlimited contacts, one pipeline, a booking page, and invoices. AI and voice providers bill you directly at cost, typically cents to a few dollars a month for a solo broker. Gmail and calendar sync are part of the upcoming Pro plan.
Answer first. Stay in touch longer.
Bring your own AI key and the agents start calling inquiries back and nurturing your referral network. Free plan, no credit card.
Free forever plan. No credit card. No spam.