Updog CRM

Updog is a CRM built for mortgage loan officers. It keeps track of the calls, texts and meetings that turn into loans, and shows you who to reach out to next. LOG A CALL WHILE IT'S FRESH Tap Call on a contact, talk, and when you hang up Updog asks how it went, with the call already filled in. Every activity counts toward your goals and your streak. SEE YOUR PIPELINE If your company uses ARIVE, your loans come in on their own, from application to funding, with each one's milestones, its closing date and everyone on the file. PLAN YOUR DAY My Day shows today's events and the calls and follow-ups that are due. STAY CLOSE TO YOUR REFERRAL PARTNERS See which agents send you business and when you last talked to each of them. ASK UPDOG Ask about your business in plain words, like "who haven't I called this month?", and have Updog log the call or add the to-do for you. GOALS, STREAKS AND LEAGUES Set the numbers you want to hit and see where you stand, then compete with other loan officers in leagues and Power Hours. ON YOUR IPHONE - Notifications when a loan clears to close, someone invites you to a Power Hour or your streak is about to end. Turn off any kind you don't want. - Add a contact from your phone, or save an Updog contact to your phone so you know who's calling. - Open the app with Face ID. - Dark mode in three looks, Midnight, Graphite and Dusk, or let it follow your iPhone. - Press and hold the icon to record an activity, open My Day, ask Updog or find a contact. Updog used to be called Tempo. You need an Updog account to sign in.