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 is in it.
Five capabilities, each of which has to earn its place on its own. You do not have to use all of them on day one.
Pipeline & CRM
Leads route themselves into the right pipeline the moment they arrive, typed by loan type and deduped. Applications, working leads and funded loans sit on one board you can filter by stage, LO, loan type or age.
Automations & Workflows
LO pods automatically include their processors and managers. Conditions announce themselves when they land or clear. Order-outs chase their own follow-up at seven business days instead of waiting to be noticed.
Call Analytics
Call to application inside seven days, dials classified as fresh, app-save or dead-file at the moment they happen, and conversion computed on fresh dials only so a manager's dial does not dilute an LO's number.
Processing
Borrower documents are read into structured loan data, the file balances in a click with every line item sourced back to a document, and a person approves before anything drives an action.
Integrations
An approved RingCentral integration, and an open door to any lead vendor willing to connect. If you buy leads from someone, tell us who and we will talk to them.
Attribution built like a ledger, not a leaderboard.
Most CRMs hand you a dashboard you cannot trust. Dromi tracks every call from the first ring to the funded loan and credits the person who held the loan at each step, automatically, from an append-only event ledger.
That means a lost loan sticks to whoever lost it, at the exact stage. Team totals are column sums. Nothing double counts, and nothing leaks backward across a handoff.
- 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
Every loan product on day one.
Dromi ships ready for the way you already originate. Application forms adapt to all seven loan types, pipelines and layouts come preconfigured with an FHA Streamline preset, and every layout is drag and drop editable per branch.
There is no implementation project and no waiting on a vendor to wire up your process before you can work a lead.
Questions we get asked
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. Pipelines, layouts and application forms ship preconfigured, 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