For mortgage loan officers

Know your numbers before the month ends.

Emlo is a production CRM and activity scorecard built for mortgage loan officers. Plan the week’s activity, track every lead, partner, and loan, and watch your closed volume against your goal in real time — not in a spreadsheet you rebuild every January.

Per seat, monthly. Cancel anytime. Works on iPhone, Android, and the web.

Production isn’t a mystery. It’s arithmetic you stopped doing.

Most loan officers know their closed volume and almost nothing else. How many conversations did it take to get there? Which referral partner actually sent the loans that closed, versus the one who sends the most lunches? Are you on pace, or are you about to find out in November that you aren’t?

Emlo keeps the answer current, because it keeps score every week.

The scorecard

A weekly scorecard, not another to-do list.

Every Monday you plan the week: calls, meetings, partner touches, follow-ups. Each activity carries a point value, so the week has a number attached to it before it starts. Each day you check things off and the number moves.

It takes two minutes on Monday and ten seconds a day. By Friday you know whether you did the work — independent of whether the loans happened to close. Activity is the part you control. Emlo is the part that remembers.

  • Plan Monday through Friday in one screen, from a catalog of the activities that actually move production.
  • Point-weighted, so prospecting a new partner does not score the same as returning a voicemail.
  • Save your week as a template and stop rebuilding the same plan every Monday.

Everything a loan officer tracks, in one place.

Leads

Capture every lead with its source, work it, and convert it into a loan when it goes under contract. No more wondering where someone came from six months later.

My Team

Your referral partners — realtors, CPAs, financial advisors, past clients, builders, attorneys — with the volume each one has actually sent you. Sort by what closed, not by who calls the most.

Loans

Your pipeline and your closed book. Purchase and refinance, loan size, close date, and the partner who sent it, all feeding the same set of numbers.

Plus VIP Clients for the relationships worth protecting, Historical Closed Volume so year-over-year comparisons work from day one, Goals so the dashboard has something to measure against, and Coaching Videos for the teams that run their own playbook.

The dashboard

The dashboard your manager keeps asking you for.

Same numbers on your phone and in the browser. No exporting, no reconciling, no “let me get back to you.”

  • Closed volume and closed loans, year to date, against last year at the same date.
  • Average loan size, so you can tell a volume problem from a unit problem.
  • Goal progress and pace — where you are, where you need to be, and what the year projects to if nothing changes.
  • Purchase versus refinance mix, so you know how exposed you are to rates.

Built for one. Priced for a team.

Start with a single seat and add more as you hire. Branch managers and team leads get owner and admin roles; everyone else gets a member seat and their own production. Change your seat count from checkout or from billing — you’re charged for what you use.

Simple, per seat.

$79.99 per seat, per month.

Every seat includes the full product. No setup fee, no annual contract, no separate “analytics tier.”

  • Weekly activity planning and the full activity catalog
  • Leads, referral partners, VIP clients, and loans
  • Production dashboard, goals, pace, and year-over-year trends
  • iPhone and Android apps, plus the full web app

Pick your seat count at checkout. Billing, invoices, and VAT/tax ID collection are handled by Stripe.

Questions.

Do I need to move my data out of my LOS?

No. Emlo is your production and activity layer, not a loan origination system. You enter the loans you want to track and the relationships you want to grow.

What happens right after I pay?

You will get an email within a few minutes with a link to set your password and open your workspace. If it has not arrived in ten minutes, check spam, then email [email protected].

Can I add seats later?

Yes. Pick your seat count at checkout and change it any time from billing. Pricing is per seat, per month.

Is there a mobile app?

Yes, on iPhone and Android, plus the full web app at app.emlo.app. Same account, same data.

What if I am a solo loan officer?

That is the default. Buy one seat. The team features stay out of your way until you need them.

How do I cancel?

From your billing portal, any time. You keep access through the end of the period you have paid for.

Start keeping score this Monday.

Per seat, monthly. Cancel any time.