CRM vs LOS
CRM vs LOS: Why Private Money Brokers Need Both
A CRM wins you the deal. An LOS closes it. Most brokers run them as two separate tools and lose time and leads in the gap. Private Money HQ puts both in one system.
No contract. Keep your old system for 30 days.
Two Separate Tools Leave Gaps
Running a CRM and LOS separately
- Marketing CRMs can't build loan files or track conditions
- Loan software can't run follow up campaigns
- Typing the same borrower info into two systems
- Two logins, two bills, and nothing talks to each other
Private Money HQ runs both
- Leads become loan files without retyping
- Automated follow up for every lead and borrower
- Loan processing, documents and conditions built in
- One login, one system, one place to look
CRM vs LOS at a Glance
| Feature | CRM | LOS | Private Money HQ |
|---|---|---|---|
| Lead capture and follow up | Yes | No | Yes |
| Text and email campaigns | Yes | Rarely | Yes |
| Loan application and file | No | Yes | Yes |
| Documents and conditions | No | Yes | Yes |
| Lender matching | No | Sometimes | Yes, Lenderbase included |
| Pipeline from lead to closing | Partial | Partial | Yes |
CRM and LOS, Working Together
CRM for Every Lead
Capture leads, track conversations and see where every borrower and referral partner stands.
LOS for Every File
Process loans from application to closing with documents, conditions and status in one place.
No Double Entry
When a lead turns into a deal, the info carries over to the loan file automatically.
Automated Follow Up
Campaigns keep leads warm while you work files, so nothing goes cold.
Want to see how it stacks up? See how Private Money HQ compares
CRM vs LOS Questions
A CRM manages leads, contacts and follow up. An LOS (loan origination system) manages the loan itself: the application, documents, conditions and closing. A brokerage needs both to win deals and close them.
Run Your CRM and LOS From One Place
Up and running in about 5 days · Full support included · No contract