Opportunity pipeline
Run kanban and list workflows for every active file with stage-level accountability.
Smart CRM for Smart Brokers.
CashlyCRM is the complete mortgage brokerage platform for teams moving from leads to closed deals in one system.
Platform Overview
One platform across opportunities, calling, AI guidance, docs, and lender execution.
Call analytics
Monitor handle time, connection rates, user activity, and call volume in one view.
Campaign calling
Track live campaign progress, call history, and outcomes from one outreach console.
Broker Copilot
Draft follow-ups, summarize pipeline priorities, and assist brokers inside the workflow.
DealSense ranking
Rank lenders, compare approval probability, and explain the factors behind the match.
DocSense
Route extracted documents, review file metadata, and connect docs to the right deal.
Dashboards, queues, borrower records, and execution tools are organized to help teams move from raw lead flow to qualified files and funded deals without losing context.
Broker Testimonials
CashlyCRM feedback from real mortgage teams.
Built with direct input from active mortgage agents, CashlyCRM is designed around the operational priorities that matter most: faster response times, cleaner handoffs, and better visibility from inquiry to funded file.
200+ calls coordinated per day
Route, log, and track high daily call volume inside one workflow so every conversation stays connected to the right borrower file.
No lead left unowned
Shared notes, clear ownership, and next-step tasks help teams respond quickly and keep opportunities moving forward.
Lender matching with context
Surface the right lender options with borrower details, file history, and strategy notes attached from the start.
Call Analytics Highlights
See what brokers can understand at a glance inside Cashly.
Actionable Insights
Track key metrics like handle time, total calls, and connection rate in real time.
Agent Performance
See how your team is performing with cleaner analytics across daily call activity.
Hourly Call Trends
Identify peak hours and optimize staffing for better lead response and follow-up.
Lead and Task Overview
Monitor new leads, task status, and lead distribution in one polished command view.
Integrations
Connected to the mortgage systems your team already uses.
Cashly fits into real brokerage operations with partner connectivity for lender submission, deal routing, and operational workflow continuity.
Velocity
Bring submission and workflow data into a more actionable operating layer for brokers and ops.
How to connect?Scarlett
Support webhook-driven opportunity workflows, broker handoffs, and cleaner intake coordination.
How to connect?BOSS
Keep brokerage operations connected across partner systems instead of splitting work across tabs.
How to connect?
Lender Product Engine
Upload lender products, map borrower fit, and operationalize lender matching.
Cashly gives brokers and fulfillment teams a dedicated workspace for product uploads, borrower matching, and accepted-borrower workflows so lender selection is not trapped in separate spreadsheets or tribal knowledge.
- Manage lender products and criteria in a searchable internal catalog.
- Surface borrower-to-product alignment faster when opportunities are actively moving.
- Support accepted-borrower handoff flows with cleaner document and summary actions.
- Keep matching logic inside the platform instead of losing it across disconnected tools.
DealSense
Rank lender options with probability scoring and explainable guidance.
Give brokers a clearer lender recommendation layer while keeping the final decision anchored to borrower context, opportunity status, and operational reality.
Borrower and Docs
Move accepted borrowers, extracted documents, and deal summaries through one system.
From accepted borrower queues to DocSense review flows, Cashly helps teams keep documents, borrower states, and deal summaries attached to the right record instead of breaking the workflow at the last mile.
- Review extracted file metadata and route documents to the right contact or opportunity.
- Push borrower-ready actions and deal summaries from the same workspace.
- Keep operations, underwriting prep, and broker follow-up moving in sync.
Workflow
A complete brokerage operating flow from intake to lender outcome.
Cashly combines the front-office and fulfillment layers brokers actually need: lead capture, call execution, opportunity management, lender guidance, document handling, and closing workflow.
Bring in new leads, assign ownership, and connect intake to the right opportunity workflow.
Use campaign calling, contact context, and qualification history to move faster on the file.
Compare lender products, fit scores, and accepted-borrower pathways inside one operating system.
Route docs, track tasks, manage handoffs, and push the file through to the final outcome.
Why Teams Choose CashlyCRM
Mortgage-specific advantages that generic CRMs usually miss.
Cashly is designed around the actual brokerage stack, not retrofitted from a general-purpose sales CRM.
Purpose-built mortgage workflow
Pipeline stages, lender workflows, borrower tasks, and outreach live in one brokerage-native flow.
Built-in calling and visibility
Teams can manage call performance and outreach momentum without bolting on a separate command center.
Guided lender decisions
Use ranking, matching, and explanation layers to make lender-fit decisions faster and with more confidence.
Partner connectivity
Velocity, Scarlett, and BOSS integrations help Cashly fit real mortgage operations.
Document intelligence
DocSense keeps extraction, review, and routing closer to the active file and contact record.
Audit-ready workflow
Keep activity history, file updates, and team actions easier to review when your brokerage needs cleaner oversight.
Frequently Asked Questions
Quick answers for brokerages evaluating the platform.
What is CashlyCRM?
CashlyCRM is a mortgage brokerage platform that helps teams manage leads, calls, intake, lender matching, task execution, and deal progression in one system.
Who is it built for?
It is built for mortgage brokerages and lending teams that need operational control across high lead volume, active files, and fast-moving internal workflows.
Which integrations are supported?
Cashly is integrated with Velocity, Scarlett, and BOSS, and the platform is designed to support mortgage-specific operational connectivity instead of forcing teams into generic CRM flows.
How secure is my data?
Cashly is built with security-minded practices, including strong hashing for sensitive credentials and controlled access to borrower, broker, and file data across the platform.
How do we see the product in action?
Book a demo with our team and we will walk you through the platform, integrations, and onboarding based on your workflow.