Import your book
Drop in an export from your LOS and Prelode reads every client, loan, rate, and property automatically. Your whole book, organized in minutes.
The CRM for mortgage professionals
Your client book,
working for you.
Prelode watches the market so you don't have to. Import your book, and the moment a client's loan falls out of step with today's rates, Prelode flags the opportunity and turns their current loan into a ready-to-send proposal in seconds.
Design-partner beta. ~100 seats. We review every request.
Spot opportunities in real time
As rates move, Prelode compares every client's loan to today's market and surfaces exactly who can save now through a refinance, a cash-out, or a switch from renting to buying.
Send a proposal in seconds
Build a branded proposal from the client's existing loan and current rates, with savings, debt consolidation, and a personalized client email ready to send.
Live ratescompared to your book every week
Every opportunitysurfaced the moment it opens
Proposalsbranded and client-ready in seconds
One workspaceto manage your entire pipeline