Your lending,
on autopilot.
We automate lead discovery, CRM management, campaign outreach, and loan workflows. Your next deal is already waiting.
Everything you need to grow your lending business
From lead discovery to loan closing, AutoMLO provides a complete suite of tools designed specifically for real estate lending professionals.
Intelligent CRM
A lending-first CRM built for real estate deal flow—track leads, properties, and conversations in one place.
- Pipeline stages that match your workflow
- Link leads to properties & owners
- Fast filtering, saved views, and exports
- Engagement history and notes, always visible
LeadFinder
Turn public records and purchased lists into a steady stream of lender-ready prospects—automatically.
- CSV ingestion with smart mapping
- County/public data connectors
- Address normalization & de-dupe
- Lead scoring hooks + tags
Smart Enrichment
Fill in the blanks with verified email, phone, and property intelligence—using the providers you choose.
- Email + phone discovery with confidence
- Owner & property details (e.g., ATTOM)
- Provider fallback + cost controls
- Enrichment logs for auditing
Campaign Engine
Launch personalized campaigns at scale—then track clicks, replies, and unsubscribes automatically.
- Audience filters & send limits
- Template + personalization tokens
- Click tracking + CTA analytics
- Unsubscribe compliance built-in
Property Intelligence
See the full picture before you reach out—mortgage context, sale history, and distress signals in one view.
- Mortgage & lien snapshots
- Sale history and valuation context
- Preforeclosure signals & alerts
- Owner/occupancy insights
LOS Integration
Move from marketing to mortgage without re-keying—sync key fields into your LOS and keep status aligned.
- One-click application handoff
- Pre-filled borrower & property data
- Status sync back to CRM
- Built for LendingPad (and more)
From raw data to
closed loans
AutoMLO transforms messy public records into qualified leads ready for outreach. Our automated pipeline handles the heavy lifting so you can focus on what matters—building relationships and closing deals.
Import Your Data
Upload CSVs from county records or lists. AutoMLO cleans, maps, and de-duplicates as it ingests.
Enrich Automatically
Validate addresses and enrich each record with contact + property intelligence using your provider rules.
Launch Campaigns
Build a segmented audience, set a send limit, and start outreach with tracking baked in.
Qualify & Apply
Warm leads apply directly inside AutoMLO—pre-filled with enriched data, no re-keying required.
Fund & Close
Process the loan, track milestones, and close the deal—all without leaving the platform.
Choose a plan that's right for you
Scale as your business grows. All plans include a 14-day free trial.
Credits can be used for lead enrichment, contact finding, property lookups, and email sends.
Basic
Great starter pack for new loan officers, brokers, and other real estate professionals looking for leads and better client engagement, so they can start closing deals.
Solo
Supercharge your lead gen pipeline and outreach with campaigns, premium contacts, and property data feeds.
Pro
For loan officers who want to supercharge their lead gen pipeline and outreach with AI-powered campaigns, multi-channel engagement, and LOS integration.
| Overview | |||||
| Monthly credits? | 1000 | 2500 | 5000 | 10000 | Unlimited |
| Users included? | 1 | 1 | 2 | 5 | Unlimited |
| Setup fee? | Free | Free | $25 | $50 | $100 |
| CRM features? | ✓ | ✓ | ✓ | ✓ | ✓ |
| Support | Priority email | Phone + email | Dedicated | 24/7 dedicated | |
| Lead Management | |||||
| LeadFinder Tools? | ✓ | ✓ | ✓ | ✓ | ✓ |
| CRM Data Import & Export? | ✓ | ✓ | ✓ | ✓ | ✓ |
| Lead Contact Enrichment? | — | ✓ | ✓ | ✓ | ✓ |
| Property & Homeowner Data Feeds? | — | — | ✓ | ✓ | ✓ |
| Campaigns & Outreach | |||||
| Email Campaigns? | — | ✓ | ✓ | ✓ | ✓ |
| SMS Campaigns? | — | — | ✓ | ✓ | ✓ |
| AI Campaigns? | — | — | ✓ | ✓ | ✓ |
| AI-powered Features | |||||
| AI Marketing Campaigns? | — | — | ✓ | ✓ | ✓ |
| Chat Agent? | — | — | ✓ | ✓ | ✓ |
| AI CRM Assistant? | — | — | ✓ | ✓ | ✓ |
| LOS integration? | — | — | ✓ | ✓ | ✓ |
| Team & Enterprise | |||||
| Organization management? | — | — | — | ✓ | ✓ |
| Team collaboration? | — | — | — | ✓ | ✓ |
| Role-based permissions? | — | — | — | ✓ | ✓ |
| Custom integrations? | — | — | — | — | ✓ |
| SLA & compliance? | — | — | — | — | ✓ |
| Dedicated account manager? | — | — | — | — | ✓ |
Ready to transform your lending?
Join the lending professionals already using AutoMLO to find more leads, close more loans, and grow their business. Start your free 14-day trial today.