Viato
Viato: A broad mortgage CRM with a free core plan and paid support tiers. Ranked #13 of 29 in Mortgage CRM Software by our editors (7.4/10); pricing: Free plan · paid from $29/user/mo; best for budget-conscious mortgage teams needing broad capabilities.
At a glance
- Editor score7.4 / 10
- PricingFree plan · paid from $29/user/mo
- Best forBudget-conscious mortgage teams needing broad capabilities
- Free planYes
- Paid from$29/user/mo
- Borrower managementYes
- Facts checked20 Sep 2026
Where it wins
- Free plan includes contacts, pipelines, automations, LOS integrations, and communications
- Supports borrower, loan, and referral-partner relationship management
- AI call summaries, content generation, reporting, and power dialer features
Where it doesn't
- Calls and texts add usage-based costs beyond the plan price
- Paid support pricing differs for loan officers and operations staff
- Mobile coverage is limited to iOS alongside the web app
Our verdict on Viato
Viato is a cloud CRM for loan officers, brokers, and mortgage teams that need one system for contacts, borrowers, loans, pipelines, campaigns, tasks, calls, and referral relationships. Its mortgage focus extends beyond basic contact management: teams can track loan milestones, automate follow-up based on lead activity, synchronize selected loan origination systems in both directions, and provide client booking pages. The feature set suits teams seeking broad coverage without starting with a mandatory subscription.
The Free plan includes the full CRM platform, unlimited contacts, pipeline management, smart automations, LOS integrations, and email, SMS, and calling. Support - LO costs $49 per user per month and adds support ticket access, direct replies from the team, and priority response times. Support - ops staff costs $29 per user per month with the same additions. Calls and texts are usage-based, so communication costs can vary beyond the plan price. This structure makes Viato accessible for smaller teams, while paid support is available when direct assistance and faster responses matter.
Viato also fits teams with a varied mortgage technology stack. Integrations include Arive, LendingPad, UWM, Google Workspace, Microsoft 365, RingCentral, Zoom, Bundle.social, Meta, TikTok, QuickBooks, Handwrytten, Stikkum, Broker Marketplace, and LendingTree. Its power dialer adds call recording, transcription, and AI summaries, while reporting covers production, conversion, and activity. Choose Viato if borrower management, referral follow-up, marketing automation, LOS synchronization, and communications belong in one CRM. Teams seeking fixed communication costs, broader mobile coverage, or a narrower tool focused on one workflow may prefer an alternative.
Your product? Our editors can test Viato in depth and publish a review, labelled as paid · from $99/mo →
Viato pricing
All 3 Viato plans and prices →
Viato fact sheet
| Free plan | Yes |
|---|---|
| Paid from | $29/user/mo |
| Borrower management | Yes |
| Referral partner management | Yes |
| Loan pipeline tracking | Yes |
| Marketing automation | Yes |
| Compliance workflows | Yes |
| SMS automation | Yes |
| Mobile app | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS |
| Compliance & security | 2FA |
| Support | Email, Tickets, Community |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 20 integrations: Arive, LendingPad, UWM, Google Workspace, Microsoft 365, RingCentral … |
| Pricing | Free plan · paid from $29/user/mo (source) |
| Website | viato.ai |
| Facts checked | 20 Sep 2026 |
Viato integrations
Viato lists 20 integrations on its own site.
- Arive
- LendingPad
- UWM
- Google Workspace
- Microsoft 365
- RingCentral
- Zoom
- Bundle.social
- Meta
- TikTok
- QuickBooks
- Handwrytten
- Stikkum
- Broker Marketplace
- LendingTree
- Zillow
- Bankrate
- Lower My Bills
- FreeRateUpdate
- LeadPoint
Alternatives to Viato
- 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
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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