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

Why Choose the CRM by A&D 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 A&D services

6,000+ partners satisfied with A&D'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 A&D 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.

Need a CRM that Helps You Grow?

Experience LEADer by A&D Mortgage

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