MloFlo review
A mortgage-focused CRM that combines origination workflows, portals, automation and integrations.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
MloFlo is a mortgage CRM and business operating system for loan officers, mortgage brokers and their teams. It brings borrower relationship and loan record management together with a digital point of sale, borrower and realtor portals, document collection, disclosure signing, pipeline tracking and milestone updates. Mortgage-specific tools include pre-approval generation, loan quoting, credit pulls and automated underwriting integrations. Web, iOS and Android access support teams working across devices, while referral-partner tracking extends the platform beyond the borrower relationship.
Pricing is organized around CRM plans and separate communication options. Basic costs $69.99 per LO seat per month, or $755.88 per LO seat per year with a 10% annual subscription discount. It includes the pre-approval generator, loan quoting tool, secure borrower and realtor portals, and mobile responsive access. Pro costs $199.99 per LO seat per month, or $2,159.88 per LO seat per year with the same 10% annual subscription discount. Pro adds a processor portal, digital 1003 application, smart document upload, pipeline view, task management and marketing drip automation. Enterprise includes custom options and white labeling. SMS/MMS plans are separate, including SMS/MMS at $4.99 per month and the Rookie Plan at $14.99 per month with SMS, voice and 500 voice minutes.
The strongest fit is a lender that wants mortgage workflows connected across origination, borrower communication, partner management and marketing. Integrations with LendingPad, Encompass and Arive support LOS connectivity, while Fannie Mae Desktop Underwriter, Freddie Mac Loan Product Advisor, UWM, Xactus, Nylas, Stikkum and Zapier broaden the surrounding ecosystem. Automated SMS, email and voice follow-up can support ongoing communication, and the mobile apps extend access beyond the web platform. Smaller teams seeking only basic contact management may find the broader Pro workflow unnecessary, while teams requiring white labeling need Enterprise.
MloFlo pros and cons
- Where it wins
- Combines borrower records, POS, documents, disclosures and pipeline tracking
- Connects with LendingPad, Encompass, Arive and automated underwriting tools
- Supports SMS, email, voice follow-up and marketing drip campaigns
- Where it doesn't
- No free plan is available
- Processor portal and digital 1003 application start on the Pro plan
- White labeling is limited to the Enterprise plan
MloFlo fact sheet, pricing and score →
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