For mortgage loan officers
Everything you know about every agent, builder and CPA who sends you business, in one private place, and an AI assistant that helps you reach out and keep those relationships strong.
7 days free, no credit card. $14.99 a month after that · iPhone, iPad, Android and the web
Everyone could use an assistant
A personal CRM has two jobs: hold what you know about each person, and tell you when it's time to act on it.
Contact info, email and notes in one place, easy to find. Track every agent, builder and CPA who sends you business: who they serve, what they need, and when you last spoke. Tag people by referral source, office or loan type, then type # in search to see everyone with that tag.
The assistant reads what you wrote and what came through your inbox, then puts a date on the things you said you'd do. Each suggestion shows the line it came from, so you can see why it's there before you act on it. Reach out, ask to be reminded later, or mark it done.
The product, end to end
The same book of business follows you from the inbox to the car to the desk.
One email, every morning at 6 a.m. your time. What slipped, what's due today, and who the assistant thinks you should reach out to. Open it on the phone before you're out of the driveway, or ignore it and find the same list waiting in the app.
You met a good agent at an open house. Scan the card or the LinkedIn QR code, add two sentences about what you talked about, and get back to the room. Two days later you'll still know who she was.
Tasks split into Today, Upcoming and Backlog, so the phone only ever asks you for the short list.
Back at the desk: every lead with its amount, its tags and how long it's been since anyone touched it. The diary on the right is for notes about the day itself rather than about one person.
Sort by last contact and the fourteen-week-old relationship stops hiding at the bottom of a list.
The Timeline is the diary read back: one card per day, what you wrote, who you mentioned, and a count of what happened around it. It's the record of a week you'd otherwise reconstruct from your sent folder.
In the field
Three habits. Everything else in the product exists to make these three easy.
At open houses & conferences
You don't meet a good referral partner every day. Scan the business card or the LinkedIn QR code, add tags and a note before you leave the room, and the name still means something in November.
After a coffee meeting
A couple of sentences beats losing a good exchange. Savvyy reads what you wrote, turns it into a follow-up with a date on it, and shows you the line it came from.
Between deals
Birthdays, closing anniversaries, a new baby, a promotion. Remembering is what turns a past client into a repeat client, and a repeat client into a referral. The contact list shows when you last spoke to each person, so you can see who's gone quiet.
Relationships you own
Your lender's system knows Diane as a referral source with a file number. You know her as the broker who needs the letter by six.
Accurate, and useless the day you change lenders.
Diane's record in Savvyy: who she is and what she needs from you.
Corporate tools track loans in a pipeline. Savvyy tracks the intro you promised to make, the agent you haven't called in three months, and the client whose rate finally makes sense.
Your contacts, your notes, your history. They belong to you. Change lenders and the relationships come with you.
What you write in the corporate CRM belongs to the company. Savvyy is your own record. We don't sell or monetize your information, and you can download all of it at any time.
Features that MLOs love
Agents, builders, CPAs and past clients, synced from Google, Outlook and your phone. Bring in a LinkedIn export or a spreadsheet from the web app.
Reads your notes and correspondence in the background and proposes the follow-up before you ask.
Send and receive inside the app. Correspondence lands on the contact's record automatically.
Tag by referral source, agent office or loan type. Type # in search to find everyone with that tag.
Timestamped and attached to the person. What was said stays with who said it.
Write the rate-drop note or the anniversary check-in once and reuse it for the next hundred.
Scan a business card or a LinkedIn QR code and the contact is in before you've left the room.
A private diary for the day that doesn't belong to a file, with an optional daily reminder.
From signup to second nature
Connect Google, Outlook or your phone and the address book loads in minutes and stays synced. A LinkedIn export or a spreadsheet comes in from the web app.
It watches your notes and correspondence and begins proposing follow-ups. You keep the ones that are right and dismiss the rest.
The digest in the morning, tasks between appointments, notes as you go. After a week you stop thinking about it.
One plan
No tiers, no seats, no sales call.
Savvyy
per month, after 7 days free. No credit card to start.
Start your free 7-day trial