CRM Software for Lenders
Every day a loan application sits without follow-up is a day closer to losing it.
TraxionLab is the borrower communication platform built for lenders who lose deals to slow follow-up. Respond instantly, nurture applicants through the approval process, and turn every closed loan into a referral source.
6 things ready before you log in
Separate scheduling pages for each loan type. Borrowers book the right consultation from the start.
Loan-type-specific follow-up sequences that guide borrowers through the application process.
A Lender landing page and a promotional offer page, ready for your company's branding.
Contact, marketing, and newsletter forms to capture applicants from your website and campaigns.
Track every application from initial inquiry through underwriting to closing.
Pre-built workflows for lead nurture, appointment reminders, no-show follow-up, review requests, and stale lead re-engagement.
The Cost of Doing Nothing
A qualified loan applicant who goes to another lender costs you $5,500+ in origination fees. Speed of response is the single biggest factor in who gets the deal.
Average job/lead value: $5,500
What Lender Owners Actually Deal With
Loan inquiries go cold because response time is too slow
A borrower submits an application or fills out a contact form. Your team is in meetings or processing other files. By the time someone calls back the next morning, the borrower has already spoken with two other lenders. First responder wins in lending.
Applicants go silent during the underwriting process
The borrower submitted their documents, and now they are waiting. Without regular updates, they get anxious and start shopping other lenders. Or they simply forget to submit the additional documents you requested. Deals die in the middle of the process.
Closed borrowers never send you their next deal
You closed a $300,000 loan. The borrower was happy. But 18 months later, when they refinance or buy a second property, they go back to Google instead of calling you. You had no system to stay in touch.
Tools Built for Lender Companies
Solves pain point #1
Instant Application Response
When a borrower submits an inquiry, TraxionLab responds within seconds with a confirmation and next steps. You make contact before they finish browsing your competitor's website.
Solves pain point #2
Application Status Automation
As loans move through your pipeline, automated messages keep borrowers informed. Document reminders, status updates, and next-step notifications reduce anxiety and keep deals moving forward.
Solves pain point #3
Post-Close Referral and Re-engagement
After closing, automated sequences keep you in front of borrowers: rate change alerts, refinance timing reminders, and referral requests. Turn every closed loan into a long-term relationship.
Everything in one place
TraxionLab is a complete business operating system, not just one tool. Every capability below is included in your plan.
CRM & Lead Pipeline →
Track every prospect from first contact to signed job.
Missed-Call Text-Back →
Instantly text anyone who calls when you can't answer.
Automated Follow-Up →
Pre-built sequences that follow up for you, on schedule.
SMS & Email Marketing →
Broadcast campaigns and one-on-one conversations from one inbox.
Online Booking Calendar →
Let customers book themselves so your phone stops ringing for the wrong reasons.
Reputation Manager →
Automated review requests sent after every completed job.
AI Chat Widget →
A website chatbot that qualifies leads and books appointments around the clock.
Website & Funnel Builder →
Build landing pages and lead funnels without a developer.
Social Media Scheduler →
Plan and post content across platforms from one dashboard.
Automation Workflows →
Connect any action to any trigger. No code, no agency needed.
Analytics & Reporting →
See exactly where leads come from and which ones close.
AI Employee →
Luna handles inbound inquiries, qualifies leads, and follows up 24/7.
30-Day Free Trial
No credit card required
No Contracts
Month-to-month, always
Cancel Anytime
Zero cancellation fees
Live in 24 Hours
Onboarding starts same day
Simple, flat pricing
Start free for 30 days. No contracts, cancel anytime.
Launch
Get set up and running.
- ✓ CRM, contacts, and pipeline
- ✓ Email and SMS messaging
- ✓ Calendar and online booking
- ✓ Website and funnel builder
- ✓ Automation workflows
- ✓ Social media scheduling
- ✓ Up to 1,000 contacts
Growth
Where serious operators live.
- ✓ Everything in Launch
- ✓ Automated review requests
- ✓ Full pipeline analytics
- ✓ Up to 5,000 contacts
- ✓ Done-with-you onboarding
- ✓ Same-day support
- ✓ Bi-weekly group coaching
Partner
Your back office, handled.
- ✓ Everything in Growth
- ✓ AI Employee: 24/7 lead handling
- ✓ Unlimited contacts
- ✓ White-glove setup
- ✓ Priority support
- ✓ Quarterly 1-on-1 strategy
- ✓ 2 custom builds per month