A lead tracker for mortgage brokers,
without the LOS bloat.
Lender CSV exports cleaned in one click. Realtor and builder referrals tracked from first call through funded loan. Refi opportunities surfaced before the rate window closes — without paying $200 a seat for Velocify.
14-day trial · No credit card · Cancel anytime
What we hear from broker shops
The work isn't the loan. It's the chaos around the loan.
Independent brokers and 2–15 LO shops keep telling us the same thing: the LOS handles the file once it's in. Everything before and after is held together with sticky notes, group texts, and a spreadsheet that breaks every time a new investor sends an export.
Lender CSV exports are a mess
Every investor and lead source spits out a different shape. Bankrate phones come with extensions glued to the cell. Zillow exports use mixed name capitalisation. The lender LeadList you bought yesterday has 14 columns and four of them are blank. By the time you've VLOOKUP'd the duplicates out, the warmest borrowers in the file have already called someone else.
Referrals from agents and builders go cold
Your top realtor texts you a buyer's number on a Friday afternoon. By Tuesday, between 1003s in process and the rate sheet you keep refreshing, you've forgotten which buyer was supposed to be a 30-day close and which one is six months out. The agent stops sending names. The builder rep finds another LO who calls back faster.
Refi opportunities slip past the rate window
You closed 180 loans last year. Rates drop 75 bps and you have a 30-day window to call every borrower whose note rate is now meaningfully above market. Instead of running that play, you're staring at an Encompass export trying to remember which borrowers had ARMs and which had 30-year fixed. The window closes. The wholesale rep calls them first.
Pre-approval expiries and rate locks fall through
A pre-approval letter is good for 60–90 days. A rate lock is good for 30–60. If a borrower goes quiet between offer and ratified contract, you need to know exactly when their pre-approval is about to expire so you can recheck VOE and pull a soft credit before the agent does. Trying to track that in an Outlook calendar across 40 active borrowers is a coin flip.
How Lead Sorted fits a broker shop
Five things you stop hand-jamming after week one.
AI cleans whatever the investor sent you
Drop in a lender LeadList, a Bankrate export, a Zillow CSV, or a builder spreadsheet that an admin emailed to you in Excel. The AI reads each row, pulls borrower name, phone, email, loan purpose, estimated amount, and source, and normalises everything to E.164 phone numbers and validated emails. Duplicates against your existing pipeline (same email or phone) are flagged before they hit the queue.
Tag every referral source so you know who's actually sending business
Mark each lead as Realtor referral, Builder referral, Past client, Zillow, Bankrate, lender LeadList, or a custom source. Filter the pipeline by source to see your top three agents this quarter. Stop guessing which builder partner is paying off and which one is just promising.
Date-driven follow-ups for pre-approval and rate-lock windows
Set a follow-up tied to a borrower's pre-approval expiry, rate-lock expiry, or contract ratification date. The Today queue ranks by what's due now and what's about to slip. No more a borrower going quiet for 45 days and surfacing again the morning their lock dies.
Refi-watch and annual review reminders for the closed book
Closed borrowers get moved to a nurture status. Set a 30-day welcome, a 6-month check-in, and an annual review. When rates move, run a filter on note rate and re-engage the right borrowers in a single morning instead of pulling Encompass reports for a week.
Hands off the LOS, hands on the relationship
Once a borrower hits application, push the contact and source notes to Encompass, Calyx, Lending Pad, or whatever LOS you use. CSV export is one click. Lead Sorted stays in the lead-and-follow-up lane and lets the LOS do what the LOS does.
How brokers think about the choice
Velocify, Surefire, and Total Expert are excellent at what they do for shops with 30+ LOs and a dialer-first culture. They were not built for an independent broker or a 4-person team running off Encompass and a Google Drive folder. The seat pricing alone makes it hard to justify if you're closing 5–20 loans a month.
Lead Sorted is the lighter alternative: a focused tracker that sits between the lead source and the LOS, costs less than one hour of an LO's time per month, and doesn't need a consultant to set up.
- $80–$200 per seat per month
- Multi-week onboarding, custom routing rules
- Dialer integration, call recording, full LOS marketing automation
- Built for high-volume call centers and large retail shops
- Heavy admin to keep clean
- $29 a month per workspace, 14-day trial
- Set up in an afternoon, no consultant
- AI-cleaned imports from any lender or referral CSV
- Built for 1–15 LO shops, not call centers
- Hands off to your LOS at application
Solo plan: $29 a month
One LO, one workspace, up to 500 leads, 50 AI imports a month, unlimited touches and follow-ups, duplicate detection, email support. 14-day free trial — no credit card up front. Multi-LO shops can move up to Team ($79/mo, 3 seats) or Scale ($149/mo, 5 seats and 3 workspaces).
Mortgage broker FAQ
The questions broker shops ask before signing up.
How is this different from Velocify, Surefire, or Encompass?
Velocify, Surefire, and Total Expert are heavy LOS-adjacent platforms built for big call-center shops with dialer integrations, complex routing rules, and per-seat pricing in the $80–$200/mo range. Encompass is a loan origination system, not a lead tracker. Lead Sorted is a focused tracker: it handles the messy lead intake (lender exports, realtor referrals, web forms) and the follow-up loop, then hands clean, qualified borrowers off to whatever LOS you already use. If your shop has 2–15 LOs and you want a tracker, not a marketing automation suite, Lead Sorted fits.
Can Lead Sorted import a CSV exported from Velocify or Surefire?
Yes. Drag the CSV into the importer and the AI extracts borrower name, phone, email, loan purpose, estimated loan amount, and source even when the columns are named in Velocify or Surefire conventions. Same goes for an Encompass pipeline export, a HubSpot list, or a raw spreadsheet your processor maintains by hand.
Does Lead Sorted store 1003 data or other regulated borrower information?
Lead Sorted stores only the contact and follow-up data you choose to put in it: name, phone, email, loan purpose, estimated amount, source, status, notes, and touch history. It is not a 1003 system of record and does not store SSNs, full income docs, or credit reports. Sensitive borrower data stays in your LOS. We handle the lead and the follow-up, you handle the application.
How do you track realtor and builder referrals separately from web leads?
Every lead has a source field. You can tag leads as Realtor referral, Builder referral, Past client, Zillow, Bankrate, Lender LeadList, web form, or any custom source. Filter the pipeline by source to see how each referral partner is performing, which agents are sending you the warmest borrowers, and which channels deserve more of your time.
What about post-close refi opportunities and annual reviews?
Each closed borrower can be moved to a Won + nurture status with a future follow-up date. Common patterns brokers use: a 30-day welcome touch, a 6-month rate-watch check-in, an annual review reminder, and a refi flag if rates drop a configurable amount below the borrower's note rate. The Today queue surfaces these the day they come due so a 200-borrower book doesn't quietly age out.
Can multiple LOs and processors share the same workspace?
Yes. Team and Scale plans include multi-user workspaces with lead assignment and an audit log. Each LO sees their own queue, the broker-owner sees the whole shop, and the processor can see everything routed to underwriting. No DMing each other to ask 'did anyone follow up with the Smiths?' — the touch history is on the lead itself.
Stop losing referrals to silence.
Free demo, no card required. 14-day trial on every paid plan. Cancel anytime. If it doesn't fit your shop in 14 days, you owe us nothing.