Every loan to closing, every realtor partner remembered
Bare Bones CRM keeps loan milestone deadlines on your Today list, tracks which realtors send you deals, and reminds you to check rates and ask for referrals on every loan anniversary.
No credit card required
Today
Good morning
Appraisal ordered — Anderson Family
Under contract · due Friday
Clear to close — Bennett Refinance
Closing tomorrow
Loan anniversary — Carter Buyers
1 year since funding
Realtor referral — Davis Realty
Sent a new buyer lead
Loan milestones like appraisal and clear-to-close slip through the cracks.
Milestone deadlines from application to closing land on your Today list, so you always know what's next for every loan.
You forget which realtors send you deals and who to thank.
Referral tracking links every new client to the realtor who sent them, so you know who to thank and who to keep top of mind with.
Past clients refinance or buy again and you never hear about it.
Loan anniversary reminders surface past borrowers 30 days before their funding anniversary, so you can check rates and ask for referrals at the right moment.
Built for the way you work
Loan milestone deadlines
Set milestone dates for each loan from application to closing — disclosures, appraisal, conditional approval, clear to close. Each deadline shows up on your Today list when it's due.
Realtor referral tracking
Track which realtors send you deals and thank them at the right moment. Your best referral partners become your most reliable source of new loans.
Loan anniversary check-ins
Store each loan's funding date and get a reminder 30 days before the anniversary. You'll see it on your Today list so you can check rates and ask for referrals.
Frequently asked questions
Can I track first-time buyers, refinances, and investors?
Yes. Tag each client as First-time buyer, Move-up buyer, Refinance, Investor, or Referral partner, and filter your list by type.
How do loan milestone deadlines work?
Set milestone dates for each loan from application to closing — disclosures, appraisal, conditional approval, clear to close. Each deadline shows up on your Today list when it's due.
Can I track my realtor partners?
Yes. Realtors, title companies, and appraisers are your partners. Add them as vendors and link loans to the right partners.
What does it cost?
$7/month per user. Every feature included — loan milestones, referral tracking, anniversary check-ins, and more. Crew members can use free job links.