Build stronger relationships.
Close more loans.

A Powerful Tool to Manage Client Relationships and Leads.

Built for Mortgage Loan Officers,
Perfect for Everyone.

Studies show that 80% of sales require 5+ follow-ups, but most professionals stop after just 2. Stay ahead of the competition!

$14.99 per month afterwards

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Home Base for your Client Relationship Management

Why Savvyy is Different

Do More with Less: Streamlined Tools That Work for You

  • Focused Features, Not Clutter

    Unlike other platforms that try to do everything, Savvyy specializes in contacts, leads and tasks - just what you need to stay on top of your business.

  • Someone Needs All the Bells and Whistles — It's Just Not You

    We keep it simple so you can see the value right away and focus on what matters most - no elaborate onboarding, no lengthy training.

  • Your Data is Yours

    You own your relationships - wherever your career takes you.
    Savvyy doesn’t sell or monetize your information.
    Your data is private to you and can be downloaded at any time.

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Features That MLOs Love

Everything You Need, Nothing You Don’t

Why do I even need this?

Cultivate Your Network

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Store the contacts that matter — and remember why they matter.

FACT: people do business with people they like.


Savvyy encourages you to note your interactions with contacts, so you remember to focus on growing those important relationships. Transform contacts into meaningful relationships. Remember what someone's up to in their lives or tidbits about their children.

Savvyy encourages you to remember and jot down these items, so that you may connect purposefully with those in your network.

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A Space to Reflect

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Stay centered through all the ups and downs

Even with all the Savvyy tools, business development can be hard.
The journal gives you a private space to reflect on each day's ups and downs. Writing even a few sentences every day helps to keep you focused and determined.

Savvyy can even send you a daily reminder to help you maintain this important practice.

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Stay Focused, Stay Sharp

A Trusted Partner for Your Business

Success is achieved outside of the comfort zone.
Set new goals, be disciplined and we will help you get there.

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Savvyy is designed for professionals who want to focus on what matters—building relationships, staying organized, and achieving more with less.

With no clutter and no unnecessary features,
Savvyy delivers exactly what you need, nothing you don’t.

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