The Mortgage CRM Built to Outperform Bonzo, Surefire & Salesforce.

What You're Actually Buying.

When mortgage professionals buy a CRM, they aren't just buying software. They are buying outcomes. Every feature in Studio Escrow ties back to these core results. This is how we beat the competition.

The Mortgage Loan Journey

Click each step to see exactly how EscrowOS processes your borrowers from initial capture to a funded loan and repeat client.

AI Voice Agents qualify leads 24/7. Webhooks instantly route high-intent borrowers to the right loan officer based on territory or round-robin rules.

Mortgage CRM & Contact Management

• Unlimited contacts & borrower profiles
• Realtor, Builder, CPA & Attorney profiles
• Household grouping & duplicate detection
• Activity history & contact timelines
• Lead scoring, routing & round-robin
• Territory & branch auto-assignment
• Pipeline Management (New Lead to Post Close)

Loan Journey Automation

• Milestone Tracking (App Started to Funded)
• Automated Borrower text/email updates
• Ringless voicemail & AI voice updates
• Realtor milestone updates
• Processor workflows & condition requests
• Missing document reminders
• Escalation notifications

Mortgage Marketing Automation

• Pre-approval & home search campaigns
• Refinance & post-close campaigns
• Birthday & home anniversary campaigns
• Rate watch & equity alerts
• Realtor & referral partner nurture
• Dynamic email newsletters
• Smart drip campaigns

Communication Center

• Two-way & team texting (SMS/MMS)
• Click-to-call & call recording
• Missed call text back & voicemail drops
• AI Voice Agents for lead qualification
• Email broadcast & smart campaigns
• Opt-in & STOP/DNC management
• Unified omnichannel inbox

Realtor Relationship Management

• Dedicated Realtor CRM & pipeline
• Realtor scorecards & activity tracking
• New referral & closing alerts
• Open house follow-up campaigns
• Co-marketing landing pages
• Joint marketing campaigns
• Lead sharing portals

Borrower Portal & Documents

• Secure document uploads (W2, Paystubs)
• Status tracking & loan milestones
• Secure messaging center
• Appointment scheduling
• E-signature integrations
• Condition tracking
• ID & tax return uploads

Compliance & Security

• Opt-in/out & consent tracking
• DNC enforcement & communication logs
• User activity & audit trails
• NMLS & Equal Housing disclosures
• Marketing compliance & brand controls
• Role-based branch access
• Data access controls

Reporting & Team Management

• Internal task assignments & due dates
• Branch & team dashboards
• Loan Officer conversion reporting
• Commission projections
• Campaign & lead source ROI
• Cost per funded loan tracking
• Recruiting pipelines & funnels

AI & Mortgage-Specific Tools

• AI Mortgage Assistant (FAQ & Booking)
• AI Content Creation (SMS, Email, Social)
• Affordability & Refinance calculators
• Buy vs Rent & Cash to close calculators
• Homebuyer readiness score
• Equity & credit readiness analyzers
• Past client equity & rate monitoring

GDPR-Support

Studio Escrow provides tools and features that can help customers achieve and maintain GDPR compliance requirements, including controls for personal data protection.

SOC 2 Type II Infrastructure

Our infrastructure providers maintain SOC 2 Type II certification, supporting rigorous security controls and compliance controls.

HIPAA

Studio Escrow offers packages that can help support HIPAA compliance for healthcare organizations, helping to safeguard sensitive health information.

Enterprise Infrastructure

Hosted on Google Cloud Platform and AWS with 99.5%+ uptime guarantee and multi-layer security controls.

Encryption

Data is encrypted in transit and at rest using industry-standard protocols.

Secure Data Centers

Infrastructure hosted in SOC 2 certified data centers with physical security controls.

Access Controls

Role-based access with support for MFA and just-in-time access provisioning.