Most mortgage CRMs are expensive and force you to patch together multiple tools—expecting you to be a tech expert or hire outside help just to make it work.🚀 With Dream Big CRM, we’ve done the heavy lifting for you. We’ll help you customize, automate, and build your mortgage CRM exactly the way you envision—without the hassle.

Yes! Dream Big CRM is built for loan officers, not tech experts. Our system is intuitive, easy to navigate, and requires no coding or technical skills. Plus, we handle the setup, automation, and customization for you, so you can focus on closing deals—not figuring out software. You’ll also get 1-on-1 onboarding, weekly live training, and 40+ step-by-step video tutorials to make sure you’re up and running fast. If you ever have questions, our support team and online community are always here to help! 🚀

Dream Big CRM is fully customizable to fit your unique loan process. We’ve already built a proven blueprint for the perfect loan workflow—you simply tweak it to match your style.🚀 Customize pipelines, automations, workflows, and appointment types to fit how you do business. Personalize follow-ups, loan milestones, team tasks, and client communication with ease.And you’re never on your own—our 1-on-1 onboarding and ongoing support ensure you have everything set up exactly how you want—without the hassle.

No. Your CRM is always a month to month service. We know that life happens. If you need to cancel or pause your service we understand.

Yes. We have built many API connections including Encompass, Arive, and other mortgage Loan Origination Systems. Our commitment to you is we will build your LOS api if we have not yet built it for your LOS before. We are including the API/integration for free today but will not be able to do this for much longer.

You can cancel anytime—no long-term contracts, no hidden fees. If you decide to cancel, you’ll still have access to your data and can export your contacts, notes, and important information before your account closes. We believe in earning your business every month, so there’s no pressure—just a powerful CRM designed to help you grow!