About Cashly CRM

We are building a CRM that fits how mortgage teams actually work.

Cashly CRM exists to reduce friction inside the brokerage workflow. Our focus is simple: give teams a cleaner way to manage intake, lender matching, file movement, and follow-up without relying on scattered spreadsheets and disconnected notes.

Workflow clarity Make the next step obvious for every active file.
Team visibility Keep ownership, progress, and context visible across the brokerage.
Better service Help teams respond faster and communicate with more confidence.
Why we built it

Broker teams need a better operating system than inboxes, sticky notes, and disconnected spreadsheets.

Mortgage files move quickly and often require coordination across brokers, assistants, lenders, and borrowers. When the workflow is fragmented, speed drops and the client experience suffers.

Cashly CRM was created to give teams a central place for file context, lender-fit thinking, ownership, reminders, and progress tracking so the work feels more controlled from day one.

One shared workspace Keep notes, status, tasks, and documents tied to the file.
Clearer execution Make handoffs and follow-up easier across the team.
Stronger service Support borrowers with faster updates and fewer dropped details.
Cashly CRM dashboard

What we are trying to change

Our mission

To help mortgage teams run a cleaner workflow with better visibility, better coordination, and fewer operational gaps across active files.

Our vision

To become the CRM platform teams trust when they need structure, speed, and clarity across every stage of the file.

Our approach

Build practical tooling around the real workflow: intake, qualification, matching, reminders, notes, and borrower communication.

Leadership

The team shaping Cashly CRM's product, operations, and direction.

Cashly is being built by operators who care deeply about giving mortgage teams a more reliable way to manage their work and support their clients.

Product-minded Focused on practical workflow wins and usable day-to-day tooling.
Operator-led Built around how real files move, stall, and get solved inside broker teams.
Pavit Paul

Pavit Paul

Co-Founder & CEO

Pavit leads Cashly's vision and growth, focused on helping mortgage teams run a more organized, responsive, and scalable workflow.

Vladimir Belsch

Vladimir Belsch

Co-Founder & CTO

Vladimir drives product execution and technical delivery so Cashly CRM stays sharp, dependable, and closely aligned with how teams actually manage the file.

What we value

We design for clarity, accountability, and momentum.

Clarity first

Every screen and workflow should make the next action easier to understand.

Operational usefulness

We build tools teams can use every day, not features that only look good in a demo.

Shared ownership

Good CRM software should help the whole team stay aligned around the same file.

Better client service

The internal workflow matters because it shapes the borrower experience on the outside.