It's time to change up the game.
Mortgage professionals have been neglected when it comes to software. Other mortgage-focused CRMs are clunky, built in the era of dial-up internet, have an obscene price tag, and are bloated with unused features.
At Loana, we simplified the CRM experience by focusing on the basics - relationships, time, and success.
The Loana Basics
Relationships equal foundation.
Loana makes it easy to continuously grow your relationships. With Loana, you’ll never worry about whether or not you followed up with a customer. Quickly send custom emails with one click, and foster each relationship by automatically sending birthday messages. Build your foundation with Loana, today!
Reclaim your time.
Your time is your most valuable asset. Take it back through Loana by automating tedious tasks. Simplify your workflow through an easy-to-learn mobile-friendly user interface with centralized team management. Effortlessly receive your daily tasks through SMS. Get started and reclaim your time now!
Reach success daily.
Loana assists in your success by providing transparent analytics of you and your team's performance to help each of you improve daily. Create and assign daily tasks to your team to push your company's productivity to the max. Success is yours for the taking with Loana!
Features Preview
Refinance Journey
Want your customers to return to refinance with your company? Done. Through extensive research and data, Loana decides optimal points in time to contact each of your previous customers along their journey to refinance. With Loana you'll always be top of mind.
Follow-up Reminders
Have trouble keeping track of the last time you contacted a lead? Those days are in the past. You decide the custom intervals between each stage in your pipeline, and Loana's Follow-ups give you a gentle reminder when it's time to reach out again.
Hello Loana SMS
On the go and need to quickly see what tasks you need to accomplish today? Great, Hello Loana SMS sends you a daily interactive text that includes your tasks and the number of follow-ups. Now you can start your day off right and reach success!
Tasks
Looking for a solution to organize you and your team's to-do lists? Loana's Tasks are what you're looking for! Swiftly jot down the task and assign it to anyone on your team. You'll always be on top of your productivity game.
Sounds great, but how much?
Loana is free forever...
if you are simply looking to manage your leads and opportunities. And yes, we mean it when we say forever!
Loana Pro is where the true power lies.
Your entire team's tasks are completely organized. You receive daily reminders on what you need to accomplish to achieve success. You are always top of mind with your customers. Your relationships continue to grow by never forgetting to follow up again. Insightful analytics and data into the performance of your company are always ready at your fingertips. Your inbox is flooded with returning customers wanting to refinance.
This is your life with Loana Pro.
Not convinced yet? No sweat, try Loana Pro out for 14 days, no credit card required.
Free
$0 per month
Unlimited team members
Unlimited Leads
Unlimited Opportunities
Performance Analytics
Company and Team Management
Refinance Journey
Loana Tasks
Loana Follow-ups
One-click Custom Emails
Birthday Automation
Hello Loana SMS
No Credit Card Required
Loana Pro - Single
$99 per month
+ one-time onboarding fee of $399
1 Team Member
Unlimited Leads
Unlimited Opportunities
Performance Analytics
Company and Team Management
Refinance Journey
Loana Tasks
Loana Follow-ups
One-click Custom Emails
Birthday Automation
Hello Loana SMS
No Credit Card Required
Loana Pro - Team
$250 per month
+ one-time onboarding fee of $299
Up to 5 Team Members
$40 per month per additional team member
Unlimited Leads
Unlimited Opportunities
Performance Analytics
Company and Team Management
Refinance Journey
Loana Tasks
Loana Follow-ups
One-click Custom Emails
Birthday Automation
Hello Loana SMS
No Credit Card Required