Leads & pipeline
Move from first conversation to closed loan with customizable stages, notes, and follow-ups in one place.
Your pipeline just hired an assistant.
Compulender is a mortgage CRM built around Lenny, an AI agent you can text. Add leads, set follow-ups, and plan your day by message, with your full workspace ready in your phone's browser.
Meet Lenny
compulender Product previewLeads
3 active leads$1.27m pipeline volume2 follow-ups today
New lead1
SC
Sarah Chen
$485,000Purchase · Conventional
Ready to find her first home.
Send pre-approval checklist
In conversation1
AL
Anita Loan
$500,000Refinance · Cash out
Exploring a cash-out refinance.
Follow up next week
Pre-approved1
JM
Jordan Miles
$285,000Purchase · FHA
House hunting this weekend.
Check in today
Interactive preview · Sample data
Work your pipeline by text
Text Lenny to add a lead, record a note, or set a follow-up. It works with your CRM data, so you can keep things updated between appointments.
LennySMS preview
Today, 9:41 AM
Add Anita Loan. $500k cash-out refi. Follow up next week.
Lenny
Done! Anita Loan is in Refi Candidate with a $500,000 loan amount. Your follow-up is set for next week.
A full CRM underneath
Referral partners
Keep referral partners close with shared history, activity tracking, and reminders to reconnect.
Loan scenario tools
Work through payments, refinance break-even, and closing costs while the conversation is still happening.
Client follow-up
Birthdays, loan anniversaries, and rate-watch follow-ups bring past clients back into your day.
Today · Tuesday
Morning follow-ups
3 leads
Listing appointment
Sarah Chen
Call Anita Loan
Rate question
Prep pre-approval letter
Jordan Miles
Time blocking was hard
One tap builds a realistic plan around your real calendar. Meetings stay fixed; follow-ups, tasks, and calls fill the open blocks. And on weekday mornings it can arrive by text at 7am, before the day gets away from you.
- Calls and follow-ups in your open time
- An optional weekday morning brief by text
- Your full workspace in your phone's browser
Today
CL3 follow-ups · 2 tasks · 1 meeting
Follow up
Sarah Chen
Pre-approval letter
Task
Send docs checklist
Anita Loan
Meeting
10:00 Listing appointment
River Park condo
Follow up
Jordan Miles
Friday close
Work from anywhere
The full app runs in a phone browser. Same pipeline, same Today view, nothing to install. Update deals from the title office, the carpool line, or the sidelines of a soccer game.
- Full app in your phone's browser
- Weekday morning brief by text
- Update your pipeline over SMS
Built for teams
Share your workspace with your assistant and assign follow-ups to the right person.
Shared workspace
One pipeline, one partner history, one place for the details.
Task ownership
Assign tasks and follow-ups. Each person sees their priorities in Today.
Lead visibility
Control visibility for each lead, with private, assigned, and team access.
Questions
Talk to usWho is Compulender built for?
Loan officers who want one place to manage their leads, active deals, referral partners, and daily follow-ups. You can work solo or bring your assistant into a shared team workspace.
What can Lenny actually do?
Lenny can work with your CRM data to add and update leads, record notes, set follow-ups, create tasks, draft client updates, and help plan your day around your calendar. You can talk to Lenny in the app, or by SMS after registering and opting in.
Does Lenny text my borrowers?
No. Text messaging is between registered users and Lenny for their own account and workflow. Lenny can draft a client message for you to review, copy, and send yourself. Compulender does not send marketing texts or text borrowers or consumers.
Can I use it on my phone?
Yes. Compulender works in your phone's browser, including your pipeline and Today view. There's nothing to install. Optional SMS access lets registered users update their own account by texting Lenny.
How do I get access?
We're onboarding loan officers in limited access. Choose Request access to register your interest through our access-request flow. Access is subject to approval.
Put Lenny to work on your pipeline.
Compulender is in limited access while we onboard new loan officers.
Request access