Leads & pipeline
Track every lead through a customizable pipeline, from first contact to closed loan.
Built by a loan officer, used every day
Run your mortgage business from one organized workspace.
Compulender helps loan officers manage leads, active files, follow-ups, referral partners, tasks, and day-to-day workflow — one quiet, organized place instead of scattered spreadsheets and sticky notes.
Product overview
Built around the work loan officers repeat every day.
Tasks & daily follow-up
A Today view that surfaces who to contact and what's due, so nothing slips.
Referral partners
Keep agent and partner relationships warm with activity tracking and follow-up reminders.
Loan scenario tools
Built-in calculators for payment and loan comparison scenarios.
Lenny, your built-in assistant
An AI assistant inside Compulender that answers questions about your own pipeline and helps with day-to-day workflow.
Lenny
Work your pipeline by text
Text your Compulender assistant to capture new leads, set follow-ups, and check what needs attention without leaving the conversation.
Lenny ›
Text Message · SMS
Add a lead: Anita Loan, $500k refi, follow up next week
Done! Anita Loan added to Refi Candidate — follow-up set for Wednesday Aug 6. 🏡
what's on my list today?
2 tasks due and 3 follow-ups. Top one: call Sarah Chen about her pre-approval letter.
Registered Compulender users can optionally text Lenny to interact with their own account — creating tasks, adding leads, recording notes, or updating follow-ups.
Text messaging is for registered platform users and their own account/workflow activity. Compulender does not send marketing texts, and text messaging is not used to contact borrowers or consumers.