Loan Officer Accountability Software

The Only Mortgage CRM
with Built-in Coaching

Wake up every day knowing who to contact in your mortgage business and what to say—while we handle the rest.

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90%
User Adoption Rate
40%
Increase in Loans
200%
More Pre-Approvals
AccountableCRM Activity Dashboard

Trusted by Leading Credit Unions & Community Banks

What Makes Us Different

Loan Officers Actually Use This CRM

Unlike traditional CRMs, we focus on daily activities and make accountability engaging through gamification and real-time tracking.

Gamified Scoreboard

Log daily sales activities in seconds. Celebrate progress, stay motivated, and keep your database current with fun, competitive tracking.

AI-Powered Suggestions

The harder you work, the smarter we work. Get daily follow-up and prospecting suggestions powered by AI that learns from your activity.

Pipeline Management

Avoid the sales rollercoaster. Keep your pipeline full and always know exactly where your contacts stand in the sales process.

Weekly Planning

We help plan your week for you. Start each week with a clear plan using our vision board to maximize prospecting time and hit your targets proactively.

Automated Marketing

Compliant email templates and set-and-forget campaigns for birthdays, anniversaries, and holidays. Stay top-of-mind effortlessly.

Integrations

Seamlessly integrates with your LOS, POS, PPE, email systems, and enterprise CRMs. Works with your existing mortgage technology stack without disruption.

See the Gamified Scoreboard in Action

This is why 90% of loan officers actually use Accountable. Logging activities takes seconds, the leaderboard makes it fun, and it works for teams of any size—from solo loan officers to 30+ person mortgage departments. No more fighting to get your team to update the CRM.

Track calls, emails, meetings, and applications in real-time. Managers get complete visibility while you control whether the team sees the leaderboard—perfect for competitive teams or those who prefer private tracking. Accountability drives results either way.

3 sec
Average time to log an activity
Daily
Real-time leaderboard updates
Accountable CRM Gamified Leaderboard
Complete Solution

Your 4-in-1 Partner for Mortgage Success

More than just a CRM—we combine coaching, accountability, technology, and marketing in one seamless platform.

Coaching

90-Day Sales Bootcamp led by Dr. Bruce Lund with daily training, weekly LIVE coaching, and proven systems.

Accountability

Built-in accountability tools with real-time tracking, gamification, and measurable goal-setting for high performance.

CRM

Purpose-built mortgage CRM with automated follow-ups, pipeline tracking, and seamless LOS integration.

Marketing

Compliant email templates, automated campaigns, and marketing suite to nurture leads and drive referrals.

Preapproval Automation

TRIGGER - LOS Update
Start Automation
ACTION - Send Email
Homebuyer Tips
STATUS
Email Opened
WAIT
5 Days
ACTION - Send Text
How's the Search?

Compliant Marketing on Autopilot

Your marketing admin controls every template and automation—from email and text to social media, flyers, and postcards. Loan officers get one-click sending while you maintain complete brand consistency and regulatory compliance.

Set up campaigns once—birthdays, anniversaries, rate alerts, and holidays—then let them run automatically. Your team stays top-of-mind without the work.

All templates pre-approved by compliance
Admin controls what loan officers can send
Automated triggers based on dates and events
One-click sending for loan officers
Homebuyer Tips Email Template
"90 days into using Accountable we increased funded loans over 40% and pre-approvals by 200%."
DAN SUGG, CMB®
Chief Lending Officer, Michigan First Credit Union
Common Questions

Frequently Asked Questions

How long does implementation take? +
We pride ourselves on being the fastest in the business with our "Done for You" setup service. Full integration and setup takes weeks, not months like most CRMs. Our team handles everything from LOS integration to data migration, so you can focus on your business.
What systems do you integrate with? +
We integrate with major LOS systems including Encompass, MeridianLink, Empower, Blue Sage, and MortgageBot. We also connect with enterprise CRMs like HubSpot and Salesforce, as well as Outlook, POS, and PPE systems. Contact us for a full list or to discuss custom integration options.
Is this just for credit unions? +
No! While we started with credit unions, Accountable CRM is built for any mortgage team—credit unions, community banks, IMBs, and mortgage brokers. Our coaching and accountability tools work for teams of any size.
What makes the coaching different from other CRMs? +
Other CRMs are just software. Accountable includes a complete 90-Day Sales Bootcamp with daily training, weekly LIVE coaching sessions, and proven systems from mortgage industry experts. The CRM is built around the coaching, not the other way around.
How do you handle compliance for marketing templates? +
Your marketing admins are in complete control. They decide which templates and automations are available, can turn features on/off at any time, and control whether loan officers have permission to create their own content. This ensures brand consistency and regulatory compliance across your entire team.

Join 50+ Mortgage Teams Using Accountable

See how Accountable CRM can help you achieve 90% user adoption, increase loans by 40%, and double your pre-approvals.

Book Your Demo Now
SOC 2 Certified
One to One Support
No Setup Costs