Dromi
One system, first dial to funded.
Most mortgage shops run a CRM for the sale, a phone system that does not talk to it, a spreadsheet for processing and a folder of PDFs somebody retypes. Dromi is all of that in one place, built by people who originate. What follows is what it does, and what each piece gives you back.
Start with the six you cannot buy anywhere else.
Every mortgage CRM has a pipeline and a texting tool. These are the six that change what a day in the shop looks like, and we have not found another platform in this market that ships them.
The file balances itself.
Auto-balancing
Escrow, cushions, the aggregate adjustment and cash to close are computed on the loan, reproducing the lender's own math, with every line item sourced back to the document it came from. That is the hour a processor spends in a spreadsheet on each file, plus the second hour somebody spends checking the spreadsheet, gone.
Nothing waits on someone remembering.
Automated order-outs
Orders go out from the file, and every document carries its own follow-up window. When that window passes with nothing back, Dromi chases the vendor itself. No tab of who is late on what, and no closing that slips because an order sat unanswered for two weeks.
Aging files get picked up instead of dying quietly.
Bounty Board
A loan that has gone quiet surfaces on a board any licensed LO can claim it from. The files that used to sit in one pipeline until they went cold become the files somebody actively wants, which is the cheapest volume in the building.
A file cannot skip work it has not done.
Guardrail auto-flips
Stages know what a loan needs before it can advance, and the board refuses a move the file has not earned rather than reporting progress that never happened. Problems stop being discovered on the status call.
Borrowers see your brand, not a vendor's.
White-label borrower portal
The portal runs on your own domain and sends from your own address. Borrowers upload against the exact checklist you asked for, and the documents arrive sorted, named and visible on the pipeline as they land. You stop paying a portal vendor and stop explaining their name to your clients.
A configured account in minutes, not a quarter.
Tenant Blueprints
Pipelines, layouts, application forms, sequences and rules are stamped out from a blueprint into a working account. There is no implementation project to schedule and no vendor to wait on before your floor can work a lead.
Underneath all of it
Attribution built like a ledger, not a leaderboard.
Every capability above writes to the same append-only event ledger, and credit lands on whoever held the loan at each step. That is why the numbers on this page can be trusted: a lost loan sticks to whoever lost it, at the exact stage, and team totals are column sums.
It also means there is no reporting cycle to wait for. What a desk did this morning is on the board this morning, so a manager coaches the week they are in rather than the one that already closed.
- Call to app
- 7-day window
- Dial classification
- At dial time
- Conversion basis
- Fresh dials only
- Credit
- Holder at the event
- Reporting cycle
- None, it is live
Then the work that quietly eats the week.
None of these on their own is why a shop switches. Together they are the reason nobody asks to switch back.
Stop retyping PDFs.
Document reading
Payoffs, homeowners declarations and title fee sheets are read into structured loan data. A person approves each value, stamped with who approved it and when, so nothing unverified ever drives an action.
Documents chase themselves.
Doc Chase
Consent is captured in the portal, and after that Dromi follows up on what is still outstanding. It only ever chases portal documents, and any single document can be switched off the moment a borrower says they are handling it another way.
Nobody has to ask where the loan is.
Milestone updates
The borrower and the referral partner both get the milestone as it happens. The agent stops calling for a status and the LO stops writing the same update three times a week.
The right document list without thinking about it.
Needs rules
Loan traits request their own documents. Self-employed, VA, a gift on the file: the checklist assembles itself from what the loan actually is, so the second request nobody thought of never has to happen.
Leads only reach someone licensed to take them.
Licensing-aware routing
Routing knows who holds which state, so a lead never lands with an LO who cannot work it and then has to be handed on while the borrower waits.
Coach the calls worth coaching.
Call scoring
Every call is transcribed and scored against your own criteria. The manager's hour goes to the calls that need it rather than the two they happened to sit in on that week.
The LO never clicks away.
Loan calculators in the lead
Payment, cash to close and side-by-side scenarios run inside the file, off the numbers already sitting on it. No second tab, no retyping a scenario mid-call, no putting the borrower on hold to do arithmetic.
Know which mail piece is calling.
Lead lookup on mailers
The inbound number and address are matched to the mail record on the way in, so the call opens with the piece that produced it already on screen and the drop gets the credit it earned.
See what a desk made this month, this month.
P&L tracking
Revenue and cost attach to the loans that produced them, so the P&L moves with the pipeline instead of arriving a month behind it.
Follow-up that reads the file first.
Sequence step conditions
Any step in a sequence can be conditioned on the loan itself, so a borrower who has already applied never receives the message written for someone who has not.
And the rest of it.
Shorter entries, because these are the ones you use on day one and then stop noticing.
A callable list, and something that dials it.
Dial Queue and Smart Lists
Lists build themselves from live pipeline filters and the queue works them. Nothing is exported to a dialer and nothing is reconciled afterwards.
Your process, written down once.
Playbooks
The way your shop works a file, applied to every loan that matches, instead of living in the head of whoever trained last.
A reply before the lead cools.
AI instant responder
A first response is drafted the moment a lead lands, with the lead's own detail attached. A person still sends it.
Vendors you cannot integrate with, integrated.
Email-parse lead intake
Lead notification emails are parsed into real records, so a portal with no API is still not somebody copying fields by hand.
The missed call comes back.
Missed-call text-back
A missed call sends a text before the borrower has finished dialling the next broker on their list.
Nothing waits on a manager to route it.
Claim pool
Unassigned leads sit in a pool the floor can claim from, so speed to lead does not depend on who is at their desk.
Cost per funded loan you can argue with.
Growth reports
Source rides the record through to funding, including the loans that fund four months later, so the number is read rather than assembled.
The phones, on the loan.
Phone system and call tracking
A built-in dialer, softphone and recording attached to the file. Keep RingCentral instead if your shop would rather.
Turn off what you do not want.
Per-company feature switches
Every capability on this page is a switch, set per account during onboarding rather than sold as a tier.
A door for everything else.
Open API, Zapier and n8n
An open API, an invited Zapier connection reaching 7,000+ integrations, and a Dromi node for shops running their own n8n server.
Go deeper on any of it.
Each of these takes one part of the platform and says exactly what it does and what it does not.
Questions we get asked
Do we have to take all of this on day one?
No. Every capability on this page is a per-account switch, set during onboarding to match how your shop already works. If your team likes the dialer it has, keep it and leave that one off. What you turn on is what you are configured for.
What happens to the data in our current CRM?
We move it first. Every record comes across and is reconciled against your existing system while both are still running, so you can look at the result before anything gets switched off. Nothing is deleted on your side by us, ever.
How long until the floor is actually using it?
There is no build-out phase. Accounts are stamped from a blueprint with pipelines, layouts and application forms already configured, so the work is importing your data and setting up users. A new hire is generally productive on the board the same day.
Do we have to take the marketing side too?
No. Dromi and Defenestro Marketing Solutions are sold separately and either works on its own. They do connect: mail responses and purchased leads land in the pipeline with their source attached, so cost per funded loan is a real number rather than an estimate.
Can it replace our phone system?
It has a built-in dialer queue, click to call and a softphone, and it records every call against the loan. We also have an approved RingCentral integration for shops that want to keep the phone system they have.
See it on your own pipeline.
Thirty minutes, your loan types, your stages. If it does not fit the way your shop originates, we will tell you.
Or call 480-848-2864