EiOS

Giving independent loan officers a single, fully connected workspace to manage their workflow by putting leads, loans, pricing, lender lists, bulk marketing, and database alerts in one easy-to-pilot dashboard. Because managing your database should make you money, not waste your time.

What is EiOS

Why EiOS?

One system. Zero Headaches.

We don’t call it a CRM because it does WAY more than that.

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Database Monitoring Alerts

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Total Funded Loans for 2024

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In-process automations

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187+ flyers sent out

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Weekly Rate Emails

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Monthly Newsletter

What Is EiOS?

Centralized CRM + LOS Sync

Syncs with your LOS in real time Manage clients, loans, leads, referral partners

Database Monitoring

Daily alerts for: Credit score jumps, Hard pulls, Home listings, High CC debt, Major life events (marriage/divorce/kids), Equity opportunities

Refi Automation + Rate Watch

Custom refinance filters Get notified when client’s rate is above your threshold Immediately generate a proposal

Built-in Pricing & Proposal Engine

Price deals instantly, Auto-generate modern web proposals, Stop client poaching

We don’t call it a CRM because it does WAY more than that

Pre-Built Campaigns & Automations

For leads, in-process loans, post-close Refi campaigns, HELOC, cash-out Realtor and CPA nurture workflows

Bulk Marketing Tools

Text & email to: All realtors All past clients All AEs (account executives) 3-click video update sending

AE & Lender Network Tools

Organized AE directory by niche Bulk scenario blast to AEs Find lenders who can close your tough files

User-Led Development

Features added weekly User feedback loop “Living CRM” with constant improvements

Built for Loan Officers. Engineered for Growth.

Why EiOS?

If you're tired of juggling five different systems, chasing follow-ups, or reacting instead of leading — EiOS is built for you.

Built for Loan Officers

Whether you're a one-person powerhouse or running a large team, EiOS scales with you, not against you.

Benefits

Automates what you forget Structures what you avoid Simplifies what’s complicated Keeps your pipeline moving

Engineered for Growth.

Designed to streamline every part of your workflow so you can focus on closing more loans and scaling your business.

Powerful on its own. Unstoppable with Partners

No more Frankensteined tech stacks and stop letting servicers poach your past clients. EiOS puts proper database management and speed to action at the center of your business, bringing everything together in one streamlined system. Built with input from its community, the platform evolves through real feature requests and delivers weekly product releases to keep you ahead.

“We call it the Should’r because it does everything a loan officer should be doing automatically.”

Built by Loan Officers, for Loan Officers One system. Zero Headaches.

Discover Everything In One Spot

Results

How Loan Officers Win with EiOS

John refinanced 6 clients in 48 hours with alerts and proposals, turned 3 cold realtors into partners through preloaded nurture sequences, and a new LO funded $20M using only EiOS and an iPad.