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.
For mortgage loan officers
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.
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
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.
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.
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.
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
Same numbers on your phone and in the browser. No exporting, no reconciling, no “let me get back to you.”
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.
$79.99 per seat, per month.
Every seat includes the full product. No setup fee, no annual contract, no separate “analytics tier.”
Pick your seat count at checkout. Billing, invoices, and VAT/tax ID collection are handled by Stripe.
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.
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].
Yes. Pick your seat count at checkout and change it any time from billing. Pricing is per seat, per month.
Yes, on iPhone and Android, plus the full web app at app.emlo.app. Same account, same data.
That is the default. Buy one seat. The team features stay out of your way until you need them.
From your billing portal, any time. You keep access through the end of the period you have paid for.
Per seat, monthly. Cancel any time.