MapleConnect review
A mortgage CRM with pipelines, automation, and AI voice follow-up for lending teams.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
MapleConnect pros and cons
- 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
MapleConnect fact sheet, pricing and score →
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