Every borrower, lender, broker and lawyer — and every conversation — in one place.
Most lenders keep contacts in a phone, an inbox and a spreadsheet. Amortivo keeps each person and company once, with their role on every lead and loan and a complete history of what was said and sent.
Step by step
- Add or import contactsCreate a contact by hand or import your list from a spreadsheet. Duplicates are detected by email and phone.
- Give each contact a roleBorrower, guarantor, lender or investor, broker, lawyer, agent or vendor — a contact can have more than one.
- Work from the profileEmail, text, log a call, add a note or create a task without leaving the profile.
- See everything in one timelineEvery message, call, document, deal and loan is on the contact's timeline, newest first.
What changes
- One record per person, no matter how many deals they're on
- No more searching inboxes for the last conversation
- Handovers are easy — the history is on the file
Used by
- Mortgage agents and brokers
- Underwriters
- Servicing staff
Capabilities
People and companies
Individuals, corporations and trusts, with contact persons, addresses and preferred contact method.
Relationships
Link co-borrowers, guarantors, spouses, lawyers and brokers so the right people are on every file.
Communications
Email from your own mailbox and SMS from your number, with replies linked back to the contact automatically.
Tasks and reminders
Follow-ups with due dates and owners, on the contact or the deal.
Deals, leads and loans
Every lead and loan the contact is on, with their role and the current status.
KYC on the profile
Identity verification and FINTRAC records sit with the contact, not in a separate folder.
Questions about crm & contacts
Can we import our existing contacts?
Yes. Upload a CSV or Excel file, match its columns to Amortivo fields, test-run the import and roll it back if needed.
Do emails go out from our own address?
Yes. Connect Gmail or Microsoft 365 and messages are sent from your mailbox, with replies linked to the right contact.
Works together with
Lead pipeline
A visual pipeline from first enquiry to funded deal, with stage rules, follow-up tasks, lost reasons and the value of every stage.
Learn more →Tasks & automation
Tasks and reminders for every team member, plus automation rules that send messages and create tasks on dates and events across leads and loans.
Learn more →FINTRAC & KYC
Client identification, PEP and sanctions screening, risk ratings, periodic reviews, FINTRAC report preparation and your compliance program for mortgage lenders.
Learn more →See your loan book in Amortivo.
A 30-minute walkthrough with your own scenarios — origination to investor payout.