LOAN ORIGINATOR/BROKER/TEAMS

Built by Top 1% LOs for Top 1% LOs

Automating the home financing journey and revolutionizing the post closing experience. CANDID eliminates the complexity of today’s emerging technology with a user-friendly experience, enabling your business to thrive in the modern mortgage lending space.

Request a Demo SEE OUR RESULTS

Real Talk.

Can Your Spreadsheet Do This?

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Automated Approval Letters Generated

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Automated Handwritten Birthday Cards Mailed

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Automated Refinance Engagements Created

From Lead To Contract.

Scenarios

Offer clients clear and comprehensive, personalized loan options to make confident home financing decisions.

Realtor Generated Pre Approval Letters

Enrich your Realtor partnerships by providing them with convenient 24/7 access to update and download their own personalized Pre-Approval Letters.

Conversion Rate Optimization

Capture more client opportunities through AI powered client qualification alerts and scenario-based, personalized marketing campaigns that resonate with clients.

CRM Functionality

Enhance your team’s productivity with seamless data capture, team workflow management, document collection, and automated communication. CANDID helps facilitate enduring borrower relationships.

Contract To Close.

AI Personal Pipeline & Automated Daily Tasks

Automate tasks to assign responsibilities and keep your team constantly working in sync.

Omni Channel Communication

Utilize both SMS and email channels, enhanced by automation, to engage with clients and Realtor partners by their preferred means for faster responses.

Realtor & Client Portals

Realtor and client portals offer powerful tools, including dynamic pre-approval letters, real time updates, scenarios, one-click referrals, and more.

Automated Borrower Document & Task Management

Maximize efficiency with the Client Portal’s automated document collection experience and tailored tasks.

Post Closing.

Handwritten Birthday Cards

Automated handwritten birthday cards delivered directly to your clients to keep you and your referral partners top of mind in a fun and personal way.

Home Value Celebrations

Co-branded home value celebrations that spark conversations with clients about their home equity options.

Refi Engagements

CANDID leverages advanced algorithms to identify refinance opportunities and proactively engages clients via SMS and email on your behalf.

Automated Annual Mortgage Reviews

Ensure hands-free repeat business with an automated annual financial check in to keep track of your client’s financial status.

Marketing.

Daily Rate Updates

Stay top of mind with personally branded, automated daily rate updates to all Realtors and industry professionals in your marketplace.

Marketing Toolbox

Powerful, customizable tools for effective mass marketing communications, transforming your outreach strategy and maximizing your organization’s reach.

VIDEO SMS, EMAIL TEMPLATE BUILDER, MASS EMAIL & SMS

Borrower Intelligence & Automated Client Engagements

A suite of features expertly designed to provide a personalized client experience at scale to continually drive client engagement.

RESULTS

From $6 million/yr to $250 million/yr

I knew that Quicken Loans wasn’t using a spreadsheet to manage their business, so why was I? CANDID was the technology behind my personal production growth from $6 million/year to $250 million/year.

—Garrett L., Top 1% LO

One Platform,
All Your Needs

Unlock the potential of CANDID, the all-in-one ecosystem that consolidates all your needs, replaces your fragmented technology stack, and empowers your mortgage business so you can focus on what matters most—success.

Request a Free Demo

CANDID is guaranteed to WOW your clients and referral partners. Its AI technology puts business on your lap and its task management function makes sure nothing falls through the cracks, this alone has made using this system worthwhile, hands down the best CRM I have ever used.

—Kevin O., Top 1% LO

CANDID automates updates and communications with borrowers and realtors, and has helped bring refinance business and repeat referrals to me that I don’t have time to seek out due to the volume of incoming business. My database works itself instead of me having to find time to work my database!

—Dana M., Top 1% LO

Implementing CANDID has been a game changer. Not only is it the most intuitive CRM I have ever used, the pipeline management from contract to close has created efficiencies that allow my team to exponentially convert and close more business. Definitely worth the investment and an integral tool I can’t imagine living without.

—Kim W., Top 1% LO

I send a video with a screen share going over the Realtor Portal to every new agent relationship. It’s been great.

—Brian L., Top 1% LO

For me, it was a one stop shop. My entire team could use it to connect as a CRM, manage our pipeline, communicate updates with realtors and borrowers via text, and numerous other things that we were doing manually.

—Adrian H., Top 1% LO

I just got a preapproval by calling a 6 month old nurture lead + I called his agent to let her know and she had another lead for me! Candid Auto Tasks rock!

—Jasmine K., Top 1% LO

Check out my friends over at Candid.inc – the best software out there in the mortgage space right now.

—Tim D., Mortgage Exec

What you have built has no comparison to anything on the market currently.

—Charlie F., President of Remarkable Mortgage

I just want to say that the service level on Candid is amazing! I mean the software is cool as hell but the fact that we can customize it is out of this world.

—Byran M., Top 1% LO

Candid has become an unexpected recruiting tool for me. To be able to SHOW a new loan officer that the software will do ALL the heavy lifting…We’re striving for 50M this year—which is totally doable and wouldn’t have been pre-candid.