The CRM built by a working loan officer, for solo loan officers and teams up to 3. Deep Arive sync, iMessage texting, post-close retention, and property data — without the bulk of enterprise CRMs you'll never finish setting up.
Bolt is built around the four things that actually move loan officer revenue: deep Arive sync, real iMessage texting, automated milestone communication, and post-close retention that keeps your past clients refinancing with you — not someone else.
Webhook-based two-way sync of loan status, dates, conditions, and tracker milestones. No exports, no duplicate entry, no "remember to update Arive" tasks.
Text your borrowers from their normal blue-bubble thread — not a 10DLC short code that gets ignored. Logged on the contact timeline automatically.
Pre-Qual → Processing → Underwriting → Closing → Funded, with rate-lock countdowns, stuck-deal flags, and one-click drill into the loan.
Status changes in Arive trigger the right text, email, and team task — automatically. Rate locked. Conditional approval. Clear to close. CD signed.
AVM + full mortgage history (refinances, HELOCs, lender, term, maturity) on every contact. Run a refi prospect in 5 seconds, not 5 minutes.
Monthly Home Reports keep funded clients hearing from you, not Rocket or the agent who texted them last weekend. Auto-enroll on funding.
If you're producing $10M–$50M a year on Arive, paying for your own tools, and tired of CRMs designed for 200-seat call centers — this is your CRM.
Calls, SMS, and iMessage live on the same timeline as the loan. No more guessing who said what — every interaction is attributed to the right contact and synced back to Arive automatically.
Bolt connects to the tools mortgage brokers already run on. No replacement projects required.
Webhook-based two-way sync of loans, statuses, dates, and conditions.
Native dialer with call recording, voicemail, and outcomes.
iMessage + SMS bridge — attachments, edits, tap-backs.
Smarty + Realie under the hood: AVM, full mortgage history, taxes, owner.
Branded outbound email from your business address with click tracking.
Postgres backend with row-level security and real-time updates.
Lock in $399/mo for 12 months instead of $499. 14-day full-access trial. Onboarding fee waived on annual commits. Built and supported by a working LO.