Become an Industry Leader with LEADer CRM

Take advantage of an enhanced and free CRM system tailored specifically to meet your needs Get started

What Is LEADer?

LEADer CRM is a platform designed to help you:

Manage your leads

Create email campaigns

Use advanced marketing tools

Track loan progress

Schedule your tasks

And more - all in one place!

All Approved Partners can access LEADer and all its features.

NB!

If you are not our Approved Partner yet, become one now to start using LEADer

BECOME A PARTNER

Why Is LEADer the CRM You Need?

Absolutely Safe

With more than 20 years in the industry, we understand the importance of data security and storage. That is why we have ensured that our CRM complies with industry regulations and made it available to all our partners.

Easy to Start

Our CRM is designed to be as intuitive as possible. Every included feature has been carefully chosen and placed to help you simplify your growth. You won't even notice how quickly you learn to navigate the service.

Completely Free

We value our partners' time and money, so our CRM services are free of charge. In addition, not only is our CRM easy to set up, but it is also already connected to the AIM Partner Portal and the ADvantage Loyalty Program.

Try LEADer out

How Do You LEAD with LEADer?

Client Management

Lead Generation

Automated Emails

Task and Calendar Integration

User-Friendly Interface

One-Click Integration

Start Leading

Ready to Start?

Access LEADer in 4 Steps!

STEP 1

Become an Approved Partner

STEP 2

Receive your credentials via email

STEP 3

Sign into your account - in one click!

STEP 4

Enjoy your free LEADer CRM

For any questions about using LEADer, you can reach out to your Account Executive

ACCESS LEADER

What Our Partners Say

Your most important asset is your human capital, the people you have here. I had a transaction that seemed very simple but it became complicated and was declined. I called Frank, our account rep at AD Mortgage, and we double-checked everything together. It looked like something we could do and he got it done. His level of knowledge and the way he handled the transaction inside the company made it work, and we were able to close in three weeks.

If you do not have a great lender, a great partner, and a great account rep like Frank, it becomes almost impossible to complete a transaction and keep everyone satisfied. That relationship is essential.

The condo market in South Florida is very complicated and finding a partner like AD, especially an account rep like Frank who guides you through the process and makes it easy, is incredible. My perfect lender is the one where a yes truly means yes. They communicate, and AD has made strong progress in that.

Rafael Amaro

Premier Lending

4:49

Watch video

AD Mortgage with their new system and website has truly leveled up everything. Organization and consistency make a big difference in today’s market, and with AD everything is clear and smooth.

When you send a loan, it gets closed right away, and often I receive approvals within a day. The support team is always there, reviewing documents quickly and helping the process move forward. The support at AD is definitely 10 out of 10. Their rewards program is also a great tool for brokers.

Arianna Triana

Mortgage Loan Originator

3:57

Watch video

Definitely, there have been a couple of files that I have been able to finalize thanks to AD Mortgage. The huge difference that made it work above everything was the connection with my account executive and how helpful he has been ever since we met. AD has always been there, you’re super-fast, and the turnaround times are very good. That’s really good work right there.

Alejandra Lozano

Glades Lending and Realty LLC

3:32

Watch video

A&D are making some technical changes that have helped with the speed and getting from originating to closing. A lot of things are done online and it’s going to continue to be that way. I think, A&D has recently made those steps to keep pace with that.

David J. Poloney

Mortgage broker

04:27

Watch video

We are glad that professionals helped us with the deal for our house. We thank you and highly recommend you.

Anastasiia Skisova

Posted to

05/31/2025

Our experience was phenomenal! Our loan officer, Joshua Perez, made the process seamless for everything that was in their control. I would highly recommend AD Mortgage

Dwala Reid

Posted to

05/31/2025

AD Mortgage is a Great Lender with a Team of professionals always ready to help and get the job done right away!
My Company is Bulgari Financial Corporation – an approved Boker with AD Mortgage.
AD Mortgage approved one of my loans from application to Clear to Close for 7 days Only!
Simply Amazing and Highly Recommended!

Bissera A. Paskaleva

Posted to

06/14/2025

AD Mortgage in my opinon is the best Non-QM investor in the market. They get things done quickly and efficiently. Everyone from the AE, Mark Glaser to the Underswriters and Closers are always willing to go above and beyond to help. Thank you for getting me a clear to close in 15 days and closing my loan in less than 30 days.

Jacqueline Hernandez

Posted to

06/17/2025

Excellent service. They helped me throughout the entire process, guiding me hand in hand. A great and fast team. They got me a lot of help so I could buy with the minimum cost possible. I’m very grateful. Thank you.

Daraily Simpson

Posted to

06/22/2025

Great experience! Was very overwhelmed and stressed with the lender I had. Decided to let them beat my objections and they did! Made my home buying process exciting instead of stressful!

Jacquelne Saylor

Posted to

06/24/2025

They helped with all the questions i had, they made me feel confident in knowing i was in good hands, and i needed anything to just reach out. I felt good about signing with them

Adam M Reyes

Posted to

07/16/2025

Very friendly and easy to work with! Made the process much more easy to negotiate!

Dana Strom

Posted to

08/01/2025

Working with A&D was an excellent experience! The process was smooth, everything was explained clearly, and the communication was outstanding. Xavier went above and beyond—he was incredibly responsive, always quick with answers, and made the entire process completely stress-free. I couldn’t have asked for a better loan officer. Highly recommend Xavier and the A&D team!

Irina Vasquez

Posted to

08/02/2025

I have done 2 deals with A&D and they have great service. Underwriting manager really went to bat for me on a file. I love working with A&D.

Rodney Debro

Posted to

08/03/2025

I have gone through six mortgage processes in my lifetime and AD Mortgage was the smoothest and most professional I have ever experienced. I highly recommend AD Mortgage for your next home!

Charles Gerstenecker

Posted to

09/05/2025

Need to say that the A&D Team always exceed expectations, Jason as always is a game changer, professional and always on top of things!! Ne never let me down!! Great teamwork!! Thank you!

Marcello de Albuquerque

Posted to

09/05/2025

Working with A&D Mortgage has been nothing short of exceptional. They truly live up to their slogan, ‘The Power of Yes.’ Their team is highly knowledgeable, resourceful, and consistently finds solutions for even the most complex scenarios. On top of that, their pricing is not only competitive but often better than traditional lenders. Highly recommended!

Drimar Castrillo

Posted to

09/09/2025

I had an excellent experience working with my A&D Account Executive Kayla Torres throughout the loan process. From start to finish, she provided outstanding support, clear communication, and guidance every step of the way. They were always available to answer my questions, explained everything in detail, and made what could have been a stressful process feel smooth and manageable. Their professionalism, knowledge, and dedication truly went above and beyond my expectations. I’m very grateful for their help and would highly recommend her.

Thank’s

River A Valle Zamora

Posted to

09/09/2025

AD Mortgage has been an excellent lending partner. Their platform is efficient, their products are competitive, and the support we receive is second to none. A special thanks to our account executive, Kayla Torres, who consistently goes above and beyond to ensure our loans move smoothly. Her responsiveness and industry knowledge make a real difference in our business.

Michael Caroselli

Posted to

09/09/2025

It was a sure pleasure working with the A&D Mortgage Team. They were not only knowledgeable of the information we needed to know but very responsive to our calls and questions. They made everything transition very smoothly and one of the best experiences I have had with a mortgage company.

Cheryl Weaver

Posted to

09/21/2025

A&D mortgage was easy to work with they were very helpful the whole team was amazing and was always easy to get a hold of with any questions and concerns i had. I highly recommend A&D mortgage

Jessica Mirazo

Posted to

09/30/2025

AD Mortgage has improved their process greatly over the past few years. I got initial approval on Monday and closed and funded that same Friday (non-QM). Huge thanks to Madison, Olga, Anastasiya, and Lori — truly the best in the business! 🙌✨

Stephen Fierce

Posted to

10/02/2025

We got more than 1,100 great reviews about our company

Take a look for yourself on a platform of your choice

4.8 Stars | 1107 reviews

4.7 Stars | 56 reviews

4.8 Stars | 67 reviews

Why Choose the CRM by AD Mortgage?

CRM for our partners

Easy to use and grow your business with

20 years of experience

Built by mortgage experts for mortgage experts

Constantly updated with new features and synched with other AD services

8,500+ partners satisfied with AD’s software solutions

BECOME A PARTNER

FAQ

Do I need to pay to access LEADer CRM?

No, LEADer is completely free of charge for all AD Mortgage Approved Partners. To become an Approved Partner, fill out a Broker Package here.

Do I need an IT team to start using LEADer?

No, the platform is intuitive and ready to use, you do not need an IT specialist to set it up.

How is safety for my data guaranteed in LEADer?

LEADer is a personal-level CRM. This means that only you have access to the information you import.

How can I transfer my client and lead data to LEADer?

LEADer easily accepts migration from your current data base through an offline document. Once you upload the document in an accepted format, you will be able to see your lead and client data in the CRM.

How do I import a loan into LEADer?

LEADer is automatically connected to the AIM Partner Portal. Once you submit a loan to your pipeline, you can view it in the Loans section.

Can I send emails to my clients through LEADer?

Yes, you can send individual emails from a mailbox of your choice. Additionally, you can create scheduled email campaigns to consistently stay in touch with your contacts.

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