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.
Database Monitoring Alerts
Total Funded Loans for 2024
In-process automations
187+ flyers sent out
Weekly Rate Emails
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.
