Optimize Operations,
Close more Deals
Empowering Mortgage Brokers & Lenders with AI Powered Automation and Performance Insights.
View More Get a Demo
Empowering Mortgage Brokers & Lenders with AI Powered Automation and Performance Insights.
View More Get a Demo
From the first lead to the final closing,Cashly CRM handles the repetitive work so you can focus on building relationships.
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Auto fill contact details, scan and store documents,book meetings,and set reminders without lifting a finger.Stay ahead with real time analytics, instant notifications, and automated follow ups that keep your pipeline moving.
Lenders upload key details about their financial products loan types, credit score, income requirements, and terms to define accepted borrower profiles.
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No more sifting through endless applications. Simply set your lending criteria, and our AI will match you with the most promising leads in seconds. Get clear, data driven recommendations so you can spend less time searching and more time closing deals.
Cashly’s platform combines lead management, document processing, and lender matching for the mortgage industry in one seamless system.
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From compliance to communication, every feature is designed to save time, reduce errors, and give brokers, agents, and lenders the edge they need.
Cashly takes the manual grunt work out of the mortgage process. From scanning and extracting details from documents to booking appointments and managing leads, our AI powered CRM works like your personal assistant so you can focus on closing deals faster.
“This platform ensures that I meet my daily tasks and keeps me on track. It’s dynamic, holistic, and innovative. I love how Cashly handles all aspects of our operations, from CRM to deal management. It’s an all in one solution that has made us more efficient.”
Our Lender Matching AI empowers private lenders and institutions to upload their product criteria and instantly discover matching leads within the Cashly ecosystem. Say goodbye to cold leads Cashly surfaces warm opportunities that meet your exact lending profile, all in real time.
“Cashly has transformed how we operate. The AI features, like summarizing notes and suggesting lenders, are game changers for us.”
The Auto Dialer feature streamlines your outbound calling process by allowing you to add a list of contacts to a campaign and initiate calls with a single click.
“ Once activated, the system automatically dials each contact one by one eliminating the need to manually enter phone numbers. If a contact doesn’t answer, the dialer seamlessly moves to the next contact in the list, maximizing efficiency and saving time. Ideal for sales outreach, follow ups, or marketing campaigns, the Auto Dialer ensures smooth, uninterrupted calling sessions with minimal effort.”
Cashly’s intuitive interface is designed to keep you focused on closing deals not figuring out how to use the software. Whether you're managing contacts, deals, or documents, everything is just a click away.
Quickly jump between contacts, deals, tasks, and documents without losing context.
Minimalist design meets lightning speed for high performance and efficiency.
Track pipeline health, progress, and contacts with beautiful dashboards.
Modular widgets, filters, and role based views for brokers, lenders, and agents.
“Cashly’s co pilot AI is fantastic. It summarizes my meeting notes and helps structure deals, suggesting the best way to proceed. Helps free up my time to spend more time helping my customers."
Mortgage Agent
“The insights and reports from Cashly are invaluable. It helps us understand our business better and make informed decisions"
Mortgage Agent
“The Cashly team is amazing. They customize the entire platform around our business needs, making it a perfect fit for our operations“.
Mortgage Agent
“Cashly is an all-in-one system that has streamlined our entire workflow. It connects lenders and borrowers seamlessly and handles everything from deal management to contact management.”
Mortgage Agent
Experience the power of Cashly a smarter CRM and lender matching platform designed to streamline your workflow, save you time, and close more deals.
Contact us today to schedule your personalized demo and see how Cashly can work for you.
