LionDesk Launches Mortgage CRM Platform – NMP
Sales and Marketing

LionDesk Launches Mortgage CRM Platform

Oct 15, 2019
LionDesk, a sales and marketing platform headquartered in Carlsbad, Calif., has introduced mortgage industry-specific version of its CRM and transaction management platform

LionDesk, a sales and marketing platform headquartered in Carlsbad, Calif., has introduced mortgage industry-specific version of its CRM and transaction management platform.
 
According to the company, the new V2 platform will be available to lenders, loan officers, mortgage brokers and other mortgage professionals. The platform’s features include custom contact fields,
prebuilt transaction pipelines for purchase and refinancing loans, pre-written mortgage specific auto drip campaign templates, advanced filters including exclusions and saved lists, and the capacity for video e-mail and video texting.
 
"We already have a large user base of lenders, loan officers, mortgage brokers, and title reps, and wanted to give them a system that's specific to their business," said David Anderson, LionDesk founder and CEO. “With the V2 platform, mortgage professionals now have access to the advanced transaction management system which allows for seamless communication and management across every stage."
 
About the author
Phil Hall
Link copied
Published
Oct 15, 2019
Get the NMP Daily
Regulation and Compliance
Fannie Mae AI Governance Deadline Arrives Aug. 6

Seller/servicers using artificial intelligence in origination or servicing must have formal policies, oversight, and vendor controls in place

Fannie Mae’s artificial intelligence and machine-learning governance requirements take effect Thursday, Aug. 6, giving approved seller/servicers a final deadline to formalize how the technology is used across mortgage origination and servicing.The requirements apply when a s...

Continue reading
Analysis and Data
Higher Mortgage Rates Shrink Purchase Demand, Expand Buyer Leverage

Pending sales fell to their lowest level since early April, but lower asking prices and reduced competition give originators more options to structure deals for qualified borrowers

Higher mortgage rates are thinning the purchase pipeline, even as lower asking prices and reduced competition give borrowers still in the market more leverage.Seasonally adjusted U.S. pending home sales totaled 322,739 during the four weeks ending July 26, their lowest level...

Continue reading
Renew your NMLS License — for free.

Enjoy access to a free NMLS renewal class when you attend an in-person event.

Find an event
More from
Sales and Marketing
'Come To NEXA': CEO Publicly Courts loanDepot Loan Officers

Mike Kortas calls loanDepot a "sinking ship" in social media post while promoting NEXA's recruiting package as the two companies remain embroiled in litigation

C-Suite Strategies
Jul 30, 2026
Are Sellers Listening? What LOs Should Tell Buyers Before Home Tours

More than half of recent sellers kept recording devices active, and nearly half of those who reviewed the footage said it influenced negotiations

Sales and Marketing
Jul 29, 2026
NAMB Partners With WeeklyroadMAP On Broker Training

Members gain trial access and preferred pricing for weekly market analysis, sales coaching, AI guidance, and industry speakers

Sales and Marketing
Jul 23, 2026
How Top Originators Are Winning Purchase Business In 2026

From buy-before-you-sell strategies to hoodies, Chick-fil-A, and AI agents, three producers revealed what is actually generating purchase business in 2026

Sales and Marketing
Jul 22, 2026
The Next Refi Window Will Open Fast And Could Close Even Faster. Most Pipelines Aren't Ready.

Oil shocks and geopolitical headlines are moving mortgage rates before the Fed acts, leaving originators little time to prepare borrowers and lock loans when opportunity returns

Sales and Marketing
Jul 17, 2026
The Hidden Cost Of Talent

Retail veterans explain the calculation, the clawbacks, and the fine print

Sales and Marketing
Jun 16, 2026