Unite CRM, workflows, and borrower intelligence with tools built for better lending.
The Mortgage365 Suite
Connected products that help lenders compete, grow, and deliver better lending.
Horizon - Mortgage CRM & Work Surface
A CRM Built for Lending
Horizon gives loan officers and teams a daily workspace designed around mortgage production, not generic sales stages. Track every file in a clear pipeline, sync seamlessly with your LOS, and keep tasks, follow-ups, and borrower communication in one place. The result: less swivel-chair, more loans moving forward.
Atlantis - Mortgage Opportunity Engine
Spot Your Next Loan
Atlantis uncovers lending opportunities hidden inside your database and helps you prioritize outreach with three scores — Readiness, Confidence, and Engagement. With built-in data checks, profile enrichment, and clear outreach cues, your team knows exactly where to focus first. That means fewer wasted calls, stronger conversions, and more loans closed.
Agentic AI
Smarter Lending, Powered by AI
Atlantis uses AI to enrich borrower data and generate Readiness, Confidence, and Engagement scores, giving you a ranked list of the strongest opportunities. Plain-English context and timing suggestions help loan officers know where to focus and when, so they can prioritize outreach with confidence.
Integrations & Compliance
Fits Your Stack. Checks the Boxes.
Horizon connects to the systems lenders rely on — LOS, credit, pricing, telephony, e-sign, and more — so your team doesn’t have to juggle tools. Every action is backed by role-based permissions, audit trails, and field-level history, giving IT and compliance leaders confidence that growth doesn’t come at the expense of control.
"I love it, absolutely love it! It has been a game changer to have everything in one place for me to do my work.”
Lennar Mortgage
Opportunity Intelligence
Atlantis: Surface Tomorrow's Loans Today
Your biggest growth opportunity is already in your database. Atlantis uses agentic AI to enrich borrower data, score opportunities, and surface loans your competitors can’t see. It’s not just optimization — it’s net new business, uncovered.
Stay Ahead of Competitors
Be first to adopt the next wave of AI innovation. While others rely on legacy tools, Atlantis puts you on the front lines of lending technology.
Bring in Net New Business
Uncover deals hiding in your portfolio and prioritize them with Readiness, Confidence, and Engagement scores. Your loan officers start every day with a shortlist of the best opportunities.
Grow Sustainably
Enrichment and transparent scoring give your team confidence to scale without risking service quality or borrower trust.
Mortgage CRM
Horizon: Built for the Way Lenders Work
Horizon is the daily workspace designed specifically for mortgage teams — not a generic CRM dressed up for lending. It brings pipelines, borrowers, and teams together in one place, so every borrower moves forward faster.
Faster Lead-to-Close
Automations and LOS sync keep loans moving without bottlenecks or manual busywork.
Your Daily Command Center
Pipeline, tasks, borrower communication, and documents all live in one workspace your team actually wants to use.
Built by Loan Officers, for Loan Officers
Every workflow, task, and view is shaped by how loan officers actually work, making adoption natural and productivity effortless.
2.1 Million
+
Loans
Processed
5
>
Months to See
ROI
22
+
Technology
Integrations
90
>
Days to
Go-Live
Frequently Asked Questions
What is Mortgage365?
Mortgage365 is a suite of mortgage-specific products - Horizon CRM & Atlantis Opportunity Engine - built for better lending.
How is Horizon different from other CRMs?
Horizon was built by loan officers, for loan officers — designed around how lending really works. With bidirectional LOS and system integrations, loan officers can manage pipelines, borrower communication, tasks, and documents all from one workspace. No more toggling between platforms; Horizon keeps everything in sync so teams can focus on moving loans forward.
Will Mortgage365 work with my existing tech stack?
Mortgage365 offers bidirectional integrations with 80% of mortgage technology platforms on the market today, and we are working hard to continue growing this number!
How does Mortgage365 use AI?
Atlantis applies agentic AI to enrich borrower data and generate Readiness, Confidence, and Engagement scores, helping you uncover new business and focus on the right opportunities first. It also runs borrower profiles against your product offerings, guiding loan officers toward the best-fit conversations to move deals forward.
Streamline Your Processes, Close More Loans
Simplify your workflow, organize your tech stack, and leave no opportunity behind.
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