Last Updated
Overview
Mloflo provides a specialized mortgage customer relationship management (CRM) solution, empowering loan officers, realtors, and processors to streamline workflows and enhance client relationships effectively. While it may not offer every advanced feature, its focused tools and standout customer support make it a valuable asset for growing mortgage teams.
Overall Rating
Based on 2 users reviews
4
Rating Distribution
Positive
50%
Neutral
50%
Negative
0%
Starting Price
Custom
Mloflo Specifications
- Contact Management
- Lead Management
- Customer Communication Tracking
- Email Integration
What Is Mloflo?
Mloflo is a specialized CRM and execution platform built exclusively for the mortgage industry. Designed for loan officers, borrowers, realtors, and processors, it simplifies daily workflows, enhances communication, and supports consistent goal execution. From lead follow-up to task tracking and team accountability, Mloflo addresses key pain points in the mortgage process without the clutter of generic CRMs, making it a strategic tool for mortgage professionals.
Mloflo Pricing
Mloflo offers the following pricing plans:
- Basic: $199.99/month
- Pro: Contact team for pricing
- Enterprise: Custom pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Mloflo Integrations
The mloflo software supports integration with multiple systems and platforms, such as:
- Freddie Mac
- Zapier Software
- Meridianlink
- SignalWire
- Stikkum
- Xactus
Who Is Mloflo For?
Mloflo software is ideal for a wide range of professionals and teams within the mortgage and real estate sectors, including
- Loan officers
- Mortgage brokers
- Real estate agents
- Loan processors
- Lending teams
Is Mloflo Right For You?
For mortgage professionals seeking to elevate their business, mloflo stands out as a purpose-built CRM. Its intuitive interface and comprehensive mloflo features, from automated marketing to seamless pipeline tracking, are designed to enhance efficiency and foster client relationships. The platform is recognized for empowering users to close more deals and grow their referral networks.
Still doubtful if mloflo is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Mloflo Features
Goal Setting And Action Plans
Mloflo equips loan officers with pre-built success goals and daily checklist-driven action plans. These help users stay consistent in their outreach, follow-ups, and lead-nurturing tasks. The platform is designed to keep professionals focused on high-value activities, enabling them to close more deals through structured, repeatable daily execution routines.
Intuitive Dashboards
Mloflo offers dashboards customized for each team member's role, loan officers, processors, borrowers, and realtors. These dashboards display real-time performance metrics, action items, and deal progress, making collaboration seamless. By showing exactly what each user needs to act on, it reduces confusion and keeps everyone aligned throughout the loan process.
Automated Communication
The platform enables automatic sending of emails, texts, and call reminders triggered by workflow milestones. This feature ensures that borrowers and referral partners stay informed without the need for manual follow-up. It enhances client engagement and helps maintain consistent communication, improving the borrower experience and reducing missed touchpoints.
Mobile CRM Access
Mloflo’s mobile functionality allows loan officers to manage their pipeline and communicate with leads on the go. Whether logging interactions, sending follow-up messages, or reviewing client status updates, the mobile CRM ensures nothing slips through the cracks, making it perfect for busy professionals who need access outside of the office.
Document And Loan Tracking
For processors, mloflo provides streamlined tools to track loan progress and automate document collection. The system alerts teams about pending items and processing milestones, reducing bottlenecks. This helps processing teams stay efficient, avoid delays, and ensure that deals are closed faster with fewer manual follow-ups.
Pros And Cons of Mloflo
Pros
Support team is friendly and helpful
Helps loan officers stay on track
Makes team communication easier
Cons
Can send duplicate texts by mistake
Refunds can be hard to get
Mloflo Reviews
Total 2 reviews
4
All reviews are from verified customers
Rating Distribution
5
Stars50%
4
Stars0%
3
Stars50%
2
Stars0%
1
Stars0%
Share your experience
Financial Services, N/A employees
Less than a year
“Disappointed with this”
Pros
The Task Manager was really helpful. It helped me stay on track and make sure I met all my scheduled appointments.
Cons
The emailing system wasn't user-friendly and the auto-correct feature was pretty bad.
Rating Distribution
Ease of use
8
Value for money
6
Customer Support
6
Functionality
6
Financial Services, N/A employees
Less than a year
“A CRM I actually like”
Pros
I love how everything flows smoothly from the lead stage, to the loan and then the post-close follow up. It has everything I need in one system like lead tracking, realtors, POS, doc collector, pre-approval, credit, AUS, dialer and drip marketing.
Cons
I think the marketing content is still limited since they're new but they're adding new content every week.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What types of pricing plans does mloflo offer?
Mloflo pricing options are tailored to different business needs. The Basic plan starts at $199.99/month, while the Pro and Enterprise plans offer custom pricing based on team size and feature requirements. You can get your custom mloflo cost quote based on your requirements.
What language does mloflo support?
Mloflo software is primarily available in English
Who are the typical users of mloflo?
Mloflo is best suited for professionals in the mortgage and real estate space, including loan officers, brokers, real estate agents, processors, and lending teams.
What level of support does mloflo offer?
Mloflo offers support via email and contact form.
Does mloflo have a mobile app?
Yes, Mloflo offers a mobile app for both iOS and Android devices.
Does mloflo offer an API?
Yes, mloflo can be seamlessly integrated through API connections.
What other apps does mloflo integrate with?
Mloflo supports integration with several industry-relevant platforms such as Freddie Mac, Zapier, MeridianLink, SignalWire, Stikkum, and Xactus.