EiOS is a proprietary, fully customizable CRM designed specifically for mortgage professionals. It helps Mortgage Brokers manage their pipeline by integrating seamlessly with the Loan Origination Software (LOS), ARIVE, allowing for real-time loan status updates and automated client communications. From lead intake to loan closing, EiOS streamlines the entire workflow, making it easier to track, nurture, and convert leads throughout every stage of the loan process.

EiOS enables Loan Officers to stay top-of-mind with past clients through automated marketing campaigns. Users can segment contacts and assign them to specific drip campaigns tailored to refinance opportunities, home anniversaries, rate updates, and more. This personalized, ongoing engagement helps build long-term relationships and significantly improves borrower retention.

Unlike generic CRMs, EiOS is built specifically for the mortgage industry, with tools that address the unique challenges Retail Lenders face. It integrates directly with LOS platforms like ARIVE for real-time updates, supports co-branded marketing with realtors, automates communication workflows, and offers proposal tools designed for mortgage transactions. Retail Lenders benefit from a tailored solution that reduces manual work and increases conversion rates.

Yes. EiOS is fully integrated with ARIVE, a leading Loan Origination Software. This integration allows for real-time automatic updates to be sent out when loan statuses change in the LOS. This reduces back-and-forth communication, ensures borrowers and partners are always informed, and helps streamline the entire loan process.

Absolutely. EiOS features automated marketing campaigns that can be tailored for both clients and business partners. Loan Officers can segment their database and assign groups to specific campaigns based on their stage in the funnel or relationship status. While specific social media features weren’t mentioned, EiOS supports multi-channel engagement, making it easier to maintain a consistent online presence.

EiOS stands out due to its ongoing development, customizability, and mortgage-specific feature set. It offers tools like co-branding with realtors, proposal generation, and targeted marketing campaigns. Its deep integration with LOS software and the ability to customize outreach at scale give Loan Officers a significant advantage in both client communication and partner collaboration.

EiOS is designed to be flexible and scalable, making it ideal for individual Loan Officers, teams, and large retail lending groups alike. Whether you’re a solo originator or managing a high-volume branch, EiOS adapts to your workflow and supports collaboration across users.

Yes. EiOS allows Mortgage Brokers to track and manage leads from referral partners, including real estate agents. With co-branded marketing features and segmented campaigns, brokers can collaborate more effectively with partners, increase lead accountability, and maximize referral conversions.

EiOS automates much of the follow-up process through pre-built and customizable drip campaigns, triggered by borrower behavior or loan status updates. Real-time LOS integration ensures timely updates, while proposal tools and communication templates make it easy to respond quickly and professionally. This systemized approach ensures no borrower falls through the cracks, ultimately helping Loan Officers close more deals.