Viato review
A broad mortgage CRM with a free core plan and paid support tiers.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Viato pros and cons
- 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
Viato fact sheet, pricing and score →
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