Viato
- Android app
- Not listed
- Free plan
- Yes
- Paid plans from
- $49/mo
- Runs on
- iOS, Web
Summary
Viato is a CRM for mortgage professionals and loan officers, available on iOS and the web. It captures leads, creates contacts and opportunities, assigns them to teams or loan officers, and tracks lead sources and loan milestones. Automations combine triggers, conditions, and multi-step actions to assign, text, create tasks, and nurture leads. Its Super Agent can work across text, email, and chat to run workflows, update deals, and create tasks. Call tools include voice AI, transcription and summaries, plus a dialer that can ring up to three contacts at once. A unified inbox groups email, SMS, and iMessage conversations; named communication tools include Gmail, Outlook, Twilio, and RingCentral. Arive and LendingPad are listed as live two-way loan-system integrations, while UWM is marked coming soon. Viato POS adds a borrower application, document portal, and lender branding. The Free plan includes the CRM and community support. Paid Support is 49.00 USD per month per loan officer, or $29 per month per operations staff member, and adds ticket access, direct replies, and priority response times.
Who it is for
Viato is aimed at mortgage professionals and loan officers managing leads, borrower communications, and loan pipelines. Its team assignment and borrower portal may also suit lenders coordinating staff and applications.
What is good
- Tracks leads, sources, opportunities, and loan milestones.
- Automations support multi-step lead handling.
- Unified inbox includes email, SMS, and iMessage.
- Free plan includes unlimited contacts and pipeline management.
What to know first
- No free trial is listed.
- UWM integration is marked coming soon.
- Paid Support costs 49.00 USD per month per loan officer.
Verdict
Viato focuses its CRM and automation features on mortgage workflows, with borrower-facing tools and loan-system integrations. The free plan covers core CRM functions; paid Support adds direct assistance.
Viato plans and pricing
All plansCompared on mortgage CRM software
Facts
- Product
- Viato describes its product as a CRM built for mortgage professionals and loan officers.viato.ai · 30 Sept 2026
- Lead and pipeline management
- The CRM captures leads, creates contacts and opportunities, assigns them to teams or loan officers, and tracks lead sources.viato.ai · 30 Sept 2026
- Automation
- Automations can use triggers, conditions, and multi-step actions to assign, text, task, and nurture leads.viato.ai · 30 Sept 2026
- AI assistant
- Super Agent works across text, email, and chat, and can run workflows, update deals, and create tasks.viato.ai · 30 Sept 2026
- Call features
- Viato describes voice AI, call transcription and summaries, and a power dialer that rings up to three contacts at once.viato.ai · 30 Sept 2026
- Mortgage workflow
- The CRM tracks loan milestones and describes generating a Fannie Mae 3.4 (1003) from a phone call.viato.ai · 30 Sept 2026
- Communications
- The unified inbox brings email, SMS, and iMessage into threaded conversations; the site names Gmail, Outlook, Twilio, and RingCentral among supported communication tools.viato.ai · 30 Sept 2026
- Integrations
- The CRM page lists Arive and LendingPad as live two-way LOS integrations, while UWM is marked coming soon.viato.ai · 30 Sept 2026
- Other integrations
- The CRM page lists live social publishing for Facebook, Instagram, TikTok, and X, and marks QuickBooks and Handwrytten as coming soon.viato.ai · 30 Sept 2026
- Borrower portal
- Viato POS provides a guided borrower application, a document portal, and branding with the lender's logo and colors.viato.ai · 30 Sept 2026
- Security
- Viato says it encrypts data in transit with TLS and at rest with AES-256, and enforces organization-level isolation with database row-level security.viato.ai · 30 Sept 2026
- Security assessment
- Viato says it completed an independent assessment under the App Defense Alliance CASA framework in June 2026.viato.ai · 30 Sept 2026
- AI data handling
- Viato says it does not train models on customer data and that third-party model providers it uses operate under zero data retention.viato.ai · 30 Sept 2026
- Support
- The free plan includes community support and weekly office hours; the paid Support plan adds tickets, direct team replies, and priority response times.viato.ai · 30 Sept 2026
- Intended users
- Viato says it was built by loan officers for loan officers and describes its focus as mortgage professionals.viato.ai · 30 Sept 2026
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Sources
- viato.ai/about· checked 30 Sept 2026
- viato.ai· checked 30 Sept 2026
- viato.ai/platform/crm· checked 30 Sept 2026
- viato.ai/security· checked 30 Sept 2026
- viato.ai/pricing· checked 30 Sept 2026