Features

Every tool a loan officer needs.
Nothing they don't.

BOLT is designed around the real workflow of mortgage teams — from the first lead call through funding — so your team spends time closing, not clicking.

Leads

Contacts that stay organized on their own.

Smart tabs group your Leads, Current Clients, Past Clients, and Partners. Every contact has a full timeline of calls, texts, emails, and loan events.

  • Smart tabs: All · Leads · Current · Past · Partners
  • Last-activity sort so hot leads surface automatically
  • Co-borrower linking and household view
  • CSV import & bulk update
  • Custom fields + tags
Leads · Updated 2m ago
TR
Taylor Rivera
Tulsa, OK · Referral
New Lead
DK
Daniel Kim
San Jose, CA · Web form
Working
LP
Lena Patel
Austin, TX · Realtor
Pre-Approved
AB
Alex Brown
Denver, CO · Past client
Shopping
Pipeline

A pipeline that speaks mortgage.

Pre-Qual → Processing → Underwriting → Closing → Funded. The stages match the way loans actually move. Click any card for the full file, live from Arive.

  • Stage-specific color coding and badges
  • Rate-lock countdowns with expiration alerts
  • Doc tracker with per-doc status (Received, Sent, Ordered, Signed, Waived)
  • Stuck-deal detection with auto-assigned next actions
  • Per-LO and team-wide views
Pre-Qual · 4
T. Rivera
$420k · FHA
UW · 3
L. Patel
$715k · Jumbo
Closing · 2
A. Brown
$450k
Funded · 6
R. Chen
$820k
Communications

Every message, auto-attributed.

BOLT merges iMessage, SMS, calls, and voicemail into a single contact timeline. No more searching across apps — and no more lost context when a teammate takes over.

  • iMessage + SMS via BlueBubbles bridge
  • Send attachments, edits, and reactions
  • Automatic contact matching by phone number
  • Team-wide shared inbox with assignments
  • Message templates with merge fields
Taylor Rivera · iMessage
What doc do you still need from me?
Just the updated paystubs (last 2) — I'll text you the secure upload link.
Sent! 👍
Perfect — pushed to Arive. You're cleared for UW 🎉
Auto-logged · Synced to Arive · Pushed to pipeline
Calls

Twilio-powered dialer, built in.

Click to call any contact. Record, transcribe, and log the outcome without leaving the app. Missed calls and voicemails are tied to the right borrower automatically.

  • In-browser softphone — no extensions needed
  • Outcome tagging (Connected, Voicemail, No Answer)
  • Voicemail drop with pre-recorded messages
  • Full call recording + transcript (optional)
  • Team call queue with smart routing
Recent calls
TR
Taylor Rivera
Today · 3:42 PM · 4m 21s
Connected
DK
Daniel Kim
Today · 2:15 PM · Voicemail
Voicemail
LP
Lena Patel
Today · 11:08 AM · 7m 12s
Connected
AB
Alex Brown
Yesterday · 4:51 PM
No Answer
Automations

Follow-ups that actually happen.

Build triggers from any event in the pipeline — or borrow from our library of mortgage-specific playbooks. Automations run on time, every time.

  • Rate-lock expiring → text + call task
  • New lead → 5-touch first-week sequence
  • Birthday + loan anniversary drip
  • Post-close review & referral ask
  • Custom if-this-then-that builder
Active automations
A
Rate lock expiring in 7 days
Text borrower + create task
Live
A
New lead · 5-touch week
Call · Text · Email · Call · Text
Live
A
Birthday message
9am local time, annually
Live
A
30 days after funded
Review + referral ask
Draft
Arive integration

Your LOS, but actually usable.

BOLT is built on top of Arive — pulling live loan data, statuses, milestones, and documents — and pushing updates back automatically.

Two-way sync

Update a status in BOLT, see it in Arive. Update in Arive, see it in BOLT — in seconds.

Milestone tracking

Every milestone, stage change, and doc update mapped to BOLT's pipeline in real time.

Document status

See which docs are Received, Sent, Ordered, Signed, or Waived — without opening Arive.

See it on your data.

Book a 30-minute demo and we'll walk through BOLT using a live test pipeline — no commitments.