Build a Lead Management App for Mortgage Brokers
Track loan applications, pre-approval stages, and rate-lock follow-ups in a secure database app. Build your own with Kleap. Free to start.
16,171+ sites created with Kleap in the last 30 days
A working app, not a template
What it is
A lead-management app for a mortgage broker is a web-based system that captures borrowers seeking a loan or refinance, tracks each applicant's loan type, amount, and approval stage, and moves them from inquiry through funded closing. It gives loan officers one place to keep files and referral partners organized.
What your mortgage broker lead management tracks
Every field below is one you can add, rename, or remove by chatting with Kleap — a starting point tuned for mortgage broker.
Loan Purpose
Purchase, refinance, or HELOC sets the whole process, the documents needed, and the urgency.
Loan Amount
Sizes the deal and the commission it will generate, so it helps rank the pipeline.
Credit Score Range
A core qualifier that shapes which lenders, programs, and rates the borrower can access.
Loan Stage
Inquiry, pre-qual, application, underwriting, and funded is the mortgage pipeline from lead to closed loan.
Property Details & Value
The collateral drives loan-to-value and program eligibility, so it must sit on the record early.
Estimated Rate / Program
Matching a borrower to a program frames the pitch and the follow-up conversation.
Lead Source
Realtor referral, web, or repeat client shows where funded volume comes from and where to nurture.
Target Close / Rate-Lock Date
Deadlines in lending are hard, so this keeps files moving on schedule to closing.
Referring Agent / Partner
Noting the referral source lets you nurture the partners who consistently feed you deals.
What good looks like for mortgage broker
One app, a view for everyone
Loan Officer / Broker
Applications in progress and files nearing their close date
Loan Processor
Documents outstanding and files ready to move to underwriting
Branch Manager
Pipeline volume, pull-through rate, and referral-partner ROI
Buy a tool, or own one built for you
Off-the-shelf software makes you fit its mold. With Kleap you describe the lead management you actually want and own it outright.
A typical lead management
- Monthly per-seat fees that grow with your team
- Your data lives on their servers, in their format
- Fixed features — you adapt to the tool, not the reverse
- Generic, not shaped around mortgage broker
Built with Kleap
- Free to start — no per-seat pricing
- You own the app and its database, data stays yours
- Change anything by chatting — fields, views, workflow
- Shaped around how mortgage broker actually works
Build it in 3 steps
Describe it
Tell Kleap what your mortgage broker needs, in plain words.
AI builds it
Get a real working app with records, forms, and a dashboard.
Publish
Refine it in chat, then publish. It is a live app you own.
Frequently asked questions
Does it integrate with my LOS, credit bureaus, or Encompass?+
No. Kleap builds a standalone web app on its own database and does not connect to loan origination systems, credit bureaus, or pricing engines. It manages your lead and file pipeline, while the actual origination and credit pulls happen in your LOS. You update the stages in Kleap yourself.
Can borrowers upload documents like pay stubs?+
Yes. Kleap supports file uploads, so a borrower or your team can attach income documents, statements, and IDs directly to the lead record. Each file's paperwork stays together in one place instead of scattered emails.
Can I track which realtor partners send me the most deals?+
Yes. Use a referring-partner field so you can filter and count leads by source. That shows exactly which agents drive your funded volume, so you know where to invest your relationship time.
Will it send borrowers rate-alert emails automatically?+
No. Kleap does not send automated email or SMS. It stores rate-lock and follow-up dates so you always know who to contact and when, but you send the actual rate update yourself.
More Lead Management App use cases
Ready to build it?
Describe your mortgage broker lead management and watch it come to life. Free to start, no code.