RAD CRM
RAD CRM: A broad mortgage CRM with strong marketing tools, but a high starting price. Ranked #25 of 29 in Mortgage CRM Software by our editors (6.2/10); pricing: Paid; best for teams wanting multichannel mortgage marketing.
At a glance
- Editor score6.2 / 10
- PricingPaid
- Best forTeams wanting multichannel mortgage marketing
- Free planNo
- Paid from$197/mo
- Borrower managementYes
- Facts checked20 Sep 2026
Where it wins
- Combines borrower, loan, referral, and account management
- Automates LOS milestone updates, campaigns, and follow-ups
- Supports SMS, email, webchat, social messages, and mobile access
Where it doesn't
- Starts at $197 per month with additional team and usage charges
- Compliance workflow coverage is not clearly established
- Its broad feature set may exceed the needs of simpler teams
Our verdict on RAD CRM
RAD CRM is a cloud-based mortgage CRM for loan officers and mortgage businesses. It brings borrower, lead, contact, account, and loan-pipeline management together with LOS integrations, marketing automation, multichannel messaging, referral-partner tools, reporting, prequalification letters, 1003 generation, and mobile access. The product is aimed at teams that want marketing, lending workflows, and relationship management in one system rather than a narrowly focused contact database.
Pricing is organized into two paid monthly plans. Expert costs $197 per month and includes LOS integrations, unlimited pipelines, unlimited contacts, email marketing and campaigns, SMS and email templates, plus calendars, websites, funnels, and reporting. Master costs $350 per month and includes everything in Expert, along with the RETR realtor-relationship engine, agent discovery, automated agent engagement, a relationship dashboard, and a refi tracker. Additional team-member and usage charges apply, so teams should account for those costs when comparing plans. There is no free plan, making the product a more substantial commitment for smaller practices.
RAD CRM’s main strength is breadth. Its unified inbox covers SMS, email, webchat, Facebook, and Google messages, while integrations include Arive, LendingPad, RETR, MABLS, Addy AI, UWM, Google Calendar, Zapier, Mailchimp, Twilio, iMessage, and WhatsApp. Referral portals, agent discovery, relationship dashboards, and refinancing tools make Master particularly relevant to teams that depend on realtor relationships. Choose RAD CRM when multichannel outreach and mortgage-specific workflows justify the monthly cost. Teams seeking a simpler CRM or clearly documented compliance workflows should consider alternatives.
Your product? Our editors can test RAD CRM in depth and publish a review, labelled as paid · from $149/mo →
RAD CRM pricing
All 2 RAD CRM plans and prices →
RAD CRM fact sheet
| Free plan | No |
|---|---|
| Paid from | $197/mo |
| Borrower management | Yes |
| Referral partner management | Yes |
| Loan pipeline tracking | Yes |
| Marketing automation | Yes |
| Compliance workflows | Not verified |
| SMS automation | Yes |
| Mobile app | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web |
| Support | Email, Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 30+ integrations: Arive, LendingPad, RETR, MABLS, Addy AI, UWM … See all → |
| Pricing | Paid (source) |
| Website | theradcrm.com |
| Facts checked | 20 Sep 2026 |
RAD CRM integrations
RAD CRM lists 30+ integrations on its own site — the 12 named here are the ones its pages call out.
- Arive
- LendingPad
- RETR
- MABLS
- Addy AI
- UWM
- Google Calendar
- Zapier
- Mailchimp
- Twilio
- iMessage
See all RAD CRM integrations →
Alternatives to RAD CRM
- 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 RAD CRM alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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