Your mortgage CRM should live in your inbox
Not in another tab you'll forget to check
Finally, a CRM built inside Outlook for independent mortgage brokers. See every client's loan status, documents, and history right in your email sidebar. No more switching between systems. No more lost leads.
No Credit Card Required
Still tracking loans in Excel?
Still paying $150/month for CRM you barely use?
You know the drill. Monday morning, you've got 47 unread emails. Which ones are new leads? Who needs documents? What's the status on the Johnson refi?
You try to stay organized. Maybe you've got folders. Maybe spreadsheets. Maybe you even tried Jungo or Surefire but couldn't justify $150/month for features you'll never use.
Meanwhile, deals are slipping through the cracks.
Meet MBbase - Built for mortgage brokers tired of the same BS
Lives in Outlook
No new apps to learn. Works right where you already work.
Sees Everything
Every email, every document, every conversation - automatically tracked.
Costs Less Than Lunch
Seriously. $29/month. No contracts, no BS.
Actually Works
Built by brokers who got fed up with tools that don't.
Everything you actually need. Nothing you don't.
📧 Smart Email Sidebar
The moment you open an email, see everything: contact details, current loan stage, last interaction, documents received. One click to log emails, save attachments, or update deal status.
🎯 Pipeline That Updates Itself
• Order appraisal
• Notify processor
📄 Templates That Actually Sound Human
20+ pre-written emails for every scenario. From "Thanks for your application" to "Your clear to close!" Personalized with merge fields. Tracked for opens*.
🔄 Automated Follow-Up Sequences
Set it once, never miss again. New lead nurture campaigns. Post-close check-ins. Referral partner touches. All automatic.
🤝 Referral Partner Tracking
Know which realtors send you business. Track conversion rates by source. Automated thank you emails when deals close.
📁 Document Central
Every PDF, every signature, organized by deal. Auto-saves from emails. Checklist shows what's missing. No more "can you resend your W2?"
💬 Text Messaging
Coming SoonSend (automatically triggered) SMS messages directly from Outlook. Automated appointment reminders. Rate lock alerts. All logged to the contact record.
Pricing that makes sense for independents
- 1 user
- Unlimited contacts
- All features included
- 3-9 users
- Everything in Solo
- Team pipeline view (coming soon)
- 10+ users
- Everything in Small Team
- Priority support
Frequently Asked Questions
Ready to turn your inbox into a loan-closing machine?
Join other mortgage brokers who are already testing the future of mortgage CRM. Get your free access before we hit capacity and close enrollment.
