Dromi · Pipeline & CRM
A mortgage CRM your floor will actually keep updated.
Pipeline management fails for one reason: it depends on people typing things in twice. Dromi routes leads on arrival, carries every field forward, and puts applications, working leads and funded loans on one board a manager can read without asking anyone.
How a lead becomes a loan.
It arrives and routes itself
A lead comes in from any source, gets typed by loan type, deduped against your existing book, and lands in the right pipeline ready to dial. Nobody copies anything out of an inbox.
The floor works the queue
A one-click dialer queue with configurable staleness rules keeps the right leads in front of the right people in the right order. Application forms change to fit the loan type, with refi savings and DTI calculators on the call.
It moves down the board
Every field carries forward from lead to loan, so nothing is retyped at application. Filter the whole book by stage, LO, loan type or age to find what is stuck.
One view of the whole book.
Applications, working leads and funded loans live on the same board rather than in three different reports. A branch manager filters by loan officer and age and immediately sees the four files that have not moved in eleven days.
The layout is dense where density helps and plain everywhere else. That is deliberate: a new hire should be productive on the board on day one, not in week three.
Seven loan types, preconfigured.
Application forms adapt to all seven loan types on day one. Pipelines and layouts ship preconfigured with an FHA Streamline preset included, and every layout is drag and drop editable so each branch can run its own way.
A submissions leaderboard shows who is putting loans on the board, which sounds like a small thing until you have run a floor without one.
- Loan types supported
- 7
- Preset included
- FHA Streamline
- Layout editing
- Drag and drop
- Implementation project
- None
- Field carry-over
- Lead to loan
Questions we get asked
Will our existing leads and loans come across?
Yes, and we do it before anything is switched off. Records are imported and reconciled against your current system while both are still running, so you review the result rather than trusting it.
Can we change the pipeline stages?
Yes. Layouts and stages are editable per branch by drag and drop. The presets exist so you are not starting from an empty screen, not to lock you into our idea of your process.
What about loan products that are not in the seven types?
Tell us what you run. Additional products and custom build-outs are quoted per project, and unusual programs are more common than the phrase suggests.
Bring one pipeline and see.
We will import a slice of your real book so you are looking at your own loans on the board, not a demo account.
Or call 480-848-2864