OriginateIQ is the first mortgage CRM where you never touch a keyboard. Just talk to the Orb — it logs your calls, updates your pipeline, sends follow-ups, and prioritizes your day. Automatically.
Say "I just talked to John Smith, he wants a 500k refi, call him back Thursday" — contact created, loan added, follow-up scheduled. Zero typing.
No credit card required • 14 days free
Every CRM on the market makes you do the work. Click this button. Fill out this form. Update this field. It's software designed for software — not for loan officers.
OriginateIQ is different. The Orb listens to what you say and does the data entry itself. You talk like a human. It updates like a robot.
You became a loan officer to help people buy homes — not to be a data entry clerk.
Built by mortgage people, for mortgage people.
Voice-activated AI that logs calls, creates contacts, updates stages, and sends follow-ups — all from natural conversation.
Real-time bi-directional sync with your LOS. Changes appear instantly. No double entry ever.
Machine learning ranks your leads. Know exactly who's ready to move and who needs nurturing.
Multi-channel sequences that adapt to borrower behavior. Never miss a touchpoint.
See where deals stall, forecast closings, and get AI-powered predictions.
Automatic DNC checking, consent tracking, and communication guardrails.
"I used to spend 2 hours a day updating Salesforce. Now I talk to the Orb for 30 seconds after each call. I closed 6 loans last month instead of 4 — same hours, less busywork."
Start your free 14-day trial. No credit card required.
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