RAD CRM
RAD CRM is a cloud-based CRM and marketing platform for mortgage loan officers, covering leads, clients, referral partners, marketing and follow-up.
What RAD CRM is
RAD CRM is a cloud-based CRM and marketing platform for mortgage loan officers, covering leads, clients, referral partners, marketing and follow-up. Lead-source connectors include Zillow, Bankrate, FreeRateUpdate and Mortgage Research Center, alongside pipelines, task management and automated progress reports. Marketing tools include automated workflows, newsletters, review pages, QR-code forms, course tools, and website and landing-page builders. A unified inbox handles texting, live chat, bulk messaging, Google My Business and Facebook; call recording and AI call summaries are also available. RAD LOA, powered by Addy AI, can calculate borrower income, read documents and pre-approve borrowers while integrating with Arive, LendingPad and other loan origination systems. Other loan tools include MISMO 3.4 and 1003 generation, prequalification letters, mortgage comparisons and rate tracking. RAD CRM is available on web, Android and iOS. Expert costs $197 a month, with additional per-team-member and usage charges. Master costs $350 a month and adds RETR agent tools, with the same types of additional charges. Enterprise pricing is custom.
Good
- Lead connectors include Zillow and Bankrate.
- Includes marketing automation and newsletters.
- RAD LOA supports income calculations and document reading.
- Available on web, Android and iOS.
- Team tools support lead assignment and production review.
Watch out
- Expert costs $197 a month plus charges.
- Master costs $350 a month plus charges.
- Enterprise pricing is custom.
Who it suits
RAD CRM is designed for mortgage loan officers managing leads, loan pipelines, referral partners and marketing. Its team and enterprise tools may also suit groups that need lead assignment, shared permissions and production review.
Verdict
RAD CRM combines mortgage-focused lead, marketing, communication and loan tools with mobile access. Compare the plan prices and additional team-member and usage charges when evaluating its fit.
Plans and prices
From RAD CRM's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Expert | $197 a month | $25 per team member per month · usage charges: $.0147/min outbound, $.0089/min received, $.0083/text segment, $.000709/email · $10 starting credit · $197/ month |
| Master | $350 a month | Includes Expert plus RETR agent tools · $25 per team member per month · usage charges: $.0147/min outbound, $.0089/min received, $.0083/text segment, $.000709/email · $10 starting credit · $350/ month |
| Enterprise | Priced on request | Team onboarding and dedicated support; contact RAD CRM for pricing · Custom enterprise plans; volume pricing |
The facts
Each one read from RAD CRM's own pages, with the date it was checked.
What it does
- AI assistant
- RAD LOA, powered by Addy AI, calculates borrower income, reads documents, and pre-approves borrowers while integrating with Arive, LendingPad, and other LOSs.checked 8 Oct 2026
- Cloud access
- RAD CRM describes itself as fully cloud-based and says users can access it from any device with an internet connection.checked 8 Oct 2026
- Communication
- The platform offers a unified inbox for texting, live chat, bulk messaging, Google My Business, and Facebook, plus call recording, AI call summaries, and mobile messaging integrations.checked 8 Oct 2026
- Integrations
- The partner directory lists more than 30 integrations and names Arive, RETR, MABLS, Addy AI, and LendingPad among its partners.checked 8 Oct 2026
- Lead management
- Lead-source connectors include Zillow, Bankrate, FreeRateUpdate, and Mortgage Research Center, and the platform provides pipelines, task management, and automated progress reports.checked 8 Oct 2026
- Loan officer tools
- Features include MISMO 3.4 and 1003 generation, automated prequalification letters, income calculations, mortgage comparisons, and rate tracking.checked 8 Oct 2026
- Marketing
- Marketing features include automated workflows and newsletters, review pages, QR-code forms, course tools, and website and landing-page builders.checked 8 Oct 2026
- Purpose
- RAD CRM is an all-in-one CRM and marketing platform built for mortgage loan officers to manage leads, clients, agent partners, marketing, and follow-up.checked 8 Oct 2026
- Security and privacy
- RAD says it uses commercially reasonable measures to protect stored information, does not sell personal information, and processes customer data on customers’ behalf and according to their instructions.checked 8 Oct 2026
- Support
- RAD says its support team provides onboarding, day-to-day help, and strategic guidance, and lists [email protected] and a phone number on its site.checked 8 Oct 2026
The company
- Company
- The maker identifies itself in its privacy policy as The Rad CRM, LLC; its site lists Gilbert, Arizona as its location.checked 8 Oct 2026
- Headquarters
- Gilbert, Arizona, United Stateschecked 28 Sep 2026
- Team features
- RAD offers team and enterprise tools to distribute and assign leads, manage shared permissions and standards, and review team production.checked 8 Oct 2026
Where it runs
- Mobile apps
- RAD CRM has an iOS app for iPhone and iPad and an Android app listed on the app stores.checked 8 Oct 2026
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