LeadBolt review
An affordable mortgage CRM for teams that prioritize lead follow-up.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
LeadBolt is a web-based CRM and marketing platform for mortgage lenders and loan officers. It organizes borrower and past-client records, referral partner relationships, applications, pre-approvals, funded loans, and partner-development activity. Its workflows cover borrower and partner pipelines, SMS conversations, email sequences, AI-assisted follow-up, power dialing, webinars, tasks, assignments, timelines, and next actions. It is positioned to complement a loan origination system rather than store underwriting documents or sensitive financial records.
The Founder's Plan costs $29.99 per month after a 14-day trial and includes unlimited CRM contacts and deals, 500 AI follow-up messages per month, 10 video email sends per month, one webinar per month for up to 50 attendees, unlimited BYOT power dialing subject to fair use, and one user. Enterprise includes unlimited team members, custom AI agent training, a dedicated account manager, API access, and custom integrations. Enterprise pricing is custom, making the Founder's Plan the clearer fit for an individual loan officer or a small team working within its usage and user limits.
LeadBolt connects with Twilio, Facebook Lead Ads, Google Calendar, and Microsoft Outlook, and offers web and API access. That combination supports lead capture, communications, scheduling, and follow-up coordination. Its mortgage focus is strongest around relationship management and pipeline activity, while its role alongside a loan origination system makes it less suitable as a single system for underwriting operations or sensitive financial records. Choose LeadBolt for affordable borrower and partner follow-up; consider a broader mortgage platform when deeper operational features or a larger integration ecosystem are central requirements.
LeadBolt pros and cons
- Where it wins
- Borrower, past-client, and referral partner relationship records
- SMS, email, AI-assisted follow-up, and power dialing workflows
- Unlimited CRM contacts and deals on the Founder's Plan
- Where it doesn't
- Founder's Plan supports one user
- AI follow-up and video email sends have monthly limits
- Narrower mortgage operations and integration coverage than larger platforms
LeadBolt fact sheet, pricing and score →
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