Close More Loans. Lose Fewer Leads.
Mortgage brokers work long cycles — from first inquiry to loan approval takes weeks. Vedain tracks every lead, every application stage, and every lender relationship so you never drop the ball between pre-approval and closing.
THE PROBLEM
Where mortgage brokers lose business
Referral leads go cold between active applications
Leads from real estate agents arrive when you're buried in existing applications. Without a system, they go cold before you can follow up.
No visibility into where each borrower stands
Tracking loan applications across email threads and spreadsheets means you're always guessing which deal is at pre-approval, which is at processing, and which is at risk.
Referral sources aren't tracked or measured
You know agents and accountants send business your way — but not which ones, how often, or whether you're reciprocating enough to keep the relationship warm.
Rate renewal reminders slip through the cracks
A client whose fixed rate expires in three months is an easy win — if you remember to call. Without reminders, they refinance with whoever calls them first.
BUILT FOR YOUR WORKFLOW
Features built for mortgage brokers
Not adapted from a generic sales CRM. Designed around the loan lifecycle from first inquiry to closing — and beyond.
Deal pipeline by loan stage
Customisable stages — Inquiry, Pre-Qualification, Application, Processing, Approval, Closed — so every deal is always in the right place.
Referral source tracking
Tag every lead with its referral source. Run reports by agent or accountant to see who sends the most business and where to invest relationship time.
Document checklist tasks per deal
Attach a task list to each deal for payslips, bank statements, and ID verification. Nothing gets forgotten, nothing gets chased twice.
Email sequences for nurturing
Set up automated follow-up sequences for leads who aren't ready yet. Stay top of mind for three, six, or twelve months without manual effort.
Rate review reminders
Schedule automatic follow-up reminders for clients whose fixed-rate loans are nearing expiry. Retain existing clients before a competitor does.
Full activity timeline
Every call, email, document request, and application update logged against the deal. Walk into any conversation knowing exactly where things stand.
TRANSPARENT PRICING
$10/user/month. Everything included.
Compare to Salesforce ($25+) or HubSpot ($15+ with no loan pipeline).
One plan. Every feature. No minimum seats.
No annual lock-in. No hidden add-ons. Cancel anytime.
Compare full pricingHOW WE COMPARE
Vedain vs the alternatives
| Feature | Vedain | Salesforce | HubSpot | Zoho |
|---|---|---|---|---|
| Custom loan pipeline stages | ✓ | ✓ | ✗ | ✓ |
| Referral source tracking | ✓ | ✗ | ✗ | ✗ |
| WhatsApp integration | ✓ | ✗ | ✗ | ✓ |
| Email sequences for nurturing | ✓ | ✓ | ✓ | ✓ |
| Document / task checklists per deal | ✓ | ✗ | ✗ | ✗ |
| Flat pricing, no minimum seats | ✓ | ✗ | ✗ | ✗ |
FAQ
Frequently asked questions
GET STARTED
Start tracking every loan. Free.
No credit card. No annual lock-in. Every feature included from day one.