MapleConnect
MapleConnect: A mortgage CRM with pipelines, automation, and AI voice follow-up for lending teams. Ranked #7 of 29 in Mortgage CRM Software by our editors (8.0/10); pricing: 14-day trial; best for teams wanting AI voice follow-up and pipelines.
At a glance
- Editor score8.0 / 10
- Pricing14-day trial
- Best forTeams wanting AI voice follow-up and pipelines
- Free planNo
- Paid from$199/mo
- Borrower managementYes
- Facts checked20 Sep 2026
Where it wins
- Tracks borrowers, referral partners, and loans through clear-to-close
- Automates SMS, email, booking, consent, and opt-out workflows
- Connects with LOS tools, calendars, lead ads, and REST APIs
Where it doesn't
- Starts at $199 per month, with no permanent free plan
- Native AI voice agents are limited to the $399 Premium plan
- Does not replace the LOS for underwriting, disclosures, or rate locks
Our verdict on MapleConnect
MapleConnect is a mortgage CRM for loan officers and mortgage teams that need one system for borrower, referral-partner, and loan-opportunity follow-up. It organizes loan pipelines from inquiry and pre-qualification through clear-to-close, while supporting automated SMS, email, appointment booking, consent capture, and opt-out handling. Referral workflows, past-client reactivation, and refinance campaigns extend its use beyond active borrowers. The platform focuses on front-office activity rather than credit decisions, disclosures, rate locks, underwriting, or the loan file itself.
Pricing is structured around monthly plans with flat pricing rather than per-seat billing. The Free plan provides Core CRM access for a 14-day trial with no credit card. Essential costs $199 per month and adds the Full CRM and Automation. Professional costs $299 per month and adds Deeper automation and Campaigns. Premium costs $399 per month and includes Everything in the platform plus Native AI voice agents. Teams comparing plans should focus on whether AI voice qualification and booking justify the higher tier, since those capabilities are positioned at Premium.
Its strongest fit is for teams that want automated communication around mortgage pipelines without replacing their existing loan-origination system. Integrations include Encompass, Floify, Calyx Point, Twilio, RetellAI, Google Calendar, Outlook Calendar, Facebook Lead Ads, Zapier, Stripe, Resend, and SendGrid, with REST API connectivity for other systems. AI voice can answer, qualify, and book appointments, while referral partners can receive automated status updates. Choose MapleConnect if borrower follow-up, referral workflows, and reactivation are central priorities. Choose another tool if you need the CRM itself to manage underwriting, disclosures, rate locks, or the full loan file.
Your product? Our editors can test MapleConnect in depth and publish a review, labelled as paid · from $149/mo →
MapleConnect pricing
All 4 MapleConnect plans and prices →
MapleConnect fact sheet
| Free plan | No |
|---|---|
| Paid from | $199/mo |
| Borrower management | Yes |
| Referral partner management | Yes |
| Loan pipeline tracking | Yes |
| Marketing automation | Yes |
| Compliance workflows | Yes |
| SMS automation | Yes |
| Mobile app | Not verified |
| Free trial | 14 days · no card needed |
| Money-back guarantee | 30 days |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, HIPAA |
| Support | Phone |
| Built for | Solo, Small business, Mid-market (editorial estimate) |
| Integrations | 12 integrations: Twilio, RetellAI, Stripe, Google Calendar, Outlook Calendar, Resend … See all → |
| Pricing | 14-day trial (source) |
| Website | mapleconnect.ai |
| Facts checked | 20 Sep 2026 |
MapleConnect integrations
MapleConnect lists 12 integrations on its own site.
- Twilio
- RetellAI
- Stripe
- Google Calendar
- Outlook Calendar
- Resend
- SendGrid
- Facebook Lead Ads
- Zapier
- Encompass
- Floify
- Calyx Point
See all MapleConnect integrations →
Alternatives to MapleConnect
- Surefire CRMA mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.9.1
- Total ExpertA broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.8.8
- ShapeA full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work.8.7
See all MapleConnect alternatives →
MapleConnect vs the competition
- MapleConnect vs Surefire CRM
- MapleConnect vs Total Expert
- MapleConnect vs Shape
- MapleConnect vs Finova Broker CRM
- MapleConnect vs One Mortgage System
- MapleConnect vs Empower LO
Compare MapleConnect with any tool side by side →
Also Ranked In
MapleConnect is ranked in 4 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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