Become an Industry Leader with LEADer CRM

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

LEADer Interface LEADer Interface

What Is LEADer?

LEADer CRM is a platform designed to help you:
Manage your leads
Create email campaigns
Use advanced marketing tools
Broker Portal Broker Portal Broker Portal
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?

benefit
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.
benefit
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.
benefit
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?

01
Client Management
02
Lead Generation
03
Automated Emails
04
Task and Calendar Integration
05
User-Friendly Interface
06
One-Click Integration
Start Leading

Ready to Start?

Access LEADer in 4 Steps!
step 1 vertical-line
STEP 1
Become an Approved Partner
step 2 vertical-line
STEP 2
Receive your credentials via email
step 3 vertical-line
STEP 3
Sign into your account - in one click!
step 4
STEP 4
Enjoy your free LEADer CRM
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contact us
For any questions about using LEADer, you can reach out to your Account Executive
ACCESS LEADER

What Our Partners Say

And what I love the most is that you guys are listening. You value what we are telling you, as partners, and it’s so important because you’re hearing us and you’re making changes for that growth.
Tara Hickey
Senior Vice President
1:43
Watch video

AD Mortgage is one of the secrets to my success. I do a lot of condominiums and condo loans, and it’s just been a breath of fresh air to work with AD Mortgage. 

Sam Gabay
Loan Officer
1:47
Watch video
Quick Pricer is one of my favorite tools to use just to see what the rates are or whether we can offer that program to the client at the beginning. Also, the account executives are great – they’re always there to answer questions.
Rudy Garcia
Mortgage broker
1:38
Watch video

The main thing with AD is that you guys do the deals that nobody else does. When you’re in the non‑QM business, there’s a lot of pieces to the puzzle and we have to see how we structure the deal to make it work. A lot of deals I’ve closed with AD were already turned down by other lenders. So, I think that’s a big impact on our business.

Ernesto Alum
Loan Officer
2:15
Watch video

AD Mortgage offers a varierty of products for many different lending needs. System is easy to navigate and helps guide me through many different scenarios easily. There are a lot of improvement recently making it friendly and easy to prospect.

Our Account Excecutive, Carlos Cavada, is very approachable and available. Their Power Up by AD event is amazing. It helped open my eyes to the full capabilities of AD. It’s great to explore so many other lending options and how they use AI to asssit along the way. The future is bright with AD.

Anne Nguyen
Posted to
04/11/2026

Edward Webb and AD Mortgage are a must-have for any mortgage broker/lender in the USA. I’ve been writing loans for over 30 years, and this has been one of the very best experiences I’ve encountered. Ed is incredibly responsive, knowledgeable, aggressive, and has the product knowledge experience of the consummate wholesale professional. Thank you Ed, and AD Mortgage for a great experience on a tough deal!

Zachery von Gonten
Posted to
03/31/2026

A&D Mortgage has an easy-to-navigate broker portal, which makes the process efficient and streamlined. Our Account Representative, Gregory Kutcher, is knowledgeable, responsive, and truly great to work with. Underwriting was smooth, and the closing and funding departments were equally easy to work with. Throughout the entire transaction, I genuinely felt like I was working with a cohesive team.

Kirsten Fleenor
Posted to
12/15/2025

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

The accomplishment of closing loans that fit within the box as well as out of the box has many options with A&D. Marlene Ruiz is very helpful and fully understands the importance of timing, rate and closings. Good job!

Jackie Mitchell
Posted to
03/14/2026

I had an excellent experience working with AD Mortgage on this transaction. The team is incredibly responsive, efficient, and truly professional — they consistently perform at a high level across every transaction, not just one.

A special thank you to Edward (Team Lead) for outstanding support, attention to detail, and dedication — it made the entire process smooth and fast.

As a Loan Officer, I highly recommend AD Mortgage as a reliable and top-performing lending partner. Looking forward to many more successful deals together!
— Raisa Grigoryan
Loan Officer

Raya Grigoryan
Posted to
03/18/2026

Working with AD Mortgage has been a very good experience. I would recommend them 100%. I have funded 5 deals in the last 6 months and continue using them as my main source for lending.

Arthur Zaslavski
Posted to
04/01/2026

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

Awesome and fast service.

Ivette Vazquez Velazquez, PA
Posted to
09/19/2025

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
And what I love the most is that you guys are listening. You value what we are telling you, as partners, and it’s so important because you’re hearing us and you’re making changes for that growth.
Tara Hickey
Senior Vice President
1:43
Watch video

AD Mortgage is one of the secrets to my success. I do a lot of condominiums and condo loans, and it’s just been a breath of fresh air to work with AD Mortgage. 

Sam Gabay
Loan Officer
1:47
Watch video
Quick Pricer is one of my favorite tools to use just to see what the rates are or whether we can offer that program to the client at the beginning. Also, the account executives are great – they’re always there to answer questions.
Rudy Garcia
Mortgage broker
1:38
Watch video

The main thing with AD is that you guys do the deals that nobody else does. When you’re in the non‑QM business, there’s a lot of pieces to the puzzle and we have to see how we structure the deal to make it work. A lot of deals I’ve closed with AD were already turned down by other lenders. So, I think that’s a big impact on our business.

Ernesto Alum
Loan Officer
2:15
Watch video

AD Mortgage offers a varierty of products for many different lending needs. System is easy to navigate and helps guide me through many different scenarios easily. There are a lot of improvement recently making it friendly and easy to prospect.

Our Account Excecutive, Carlos Cavada, is very approachable and available. Their Power Up by AD event is amazing. It helped open my eyes to the full capabilities of AD. It’s great to explore so many other lending options and how they use AI to asssit along the way. The future is bright with AD.

Anne Nguyen
Posted to
04/11/2026

Edward Webb and AD Mortgage are a must-have for any mortgage broker/lender in the USA. I’ve been writing loans for over 30 years, and this has been one of the very best experiences I’ve encountered. Ed is incredibly responsive, knowledgeable, aggressive, and has the product knowledge experience of the consummate wholesale professional. Thank you Ed, and AD Mortgage for a great experience on a tough deal!

Zachery von Gonten
Posted to
03/31/2026

A&D Mortgage has an easy-to-navigate broker portal, which makes the process efficient and streamlined. Our Account Representative, Gregory Kutcher, is knowledgeable, responsive, and truly great to work with. Underwriting was smooth, and the closing and funding departments were equally easy to work with. Throughout the entire transaction, I genuinely felt like I was working with a cohesive team.

Kirsten Fleenor
Posted to
12/15/2025

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

The accomplishment of closing loans that fit within the box as well as out of the box has many options with A&D. Marlene Ruiz is very helpful and fully understands the importance of timing, rate and closings. Good job!

Jackie Mitchell
Posted to
03/14/2026

I had an excellent experience working with AD Mortgage on this transaction. The team is incredibly responsive, efficient, and truly professional — they consistently perform at a high level across every transaction, not just one.

A special thank you to Edward (Team Lead) for outstanding support, attention to detail, and dedication — it made the entire process smooth and fast.

As a Loan Officer, I highly recommend AD Mortgage as a reliable and top-performing lending partner. Looking forward to many more successful deals together!
— Raisa Grigoryan
Loan Officer

Raya Grigoryan
Posted to
03/18/2026

Working with AD Mortgage has been a very good experience. I would recommend them 100%. I have funded 5 deals in the last 6 months and continue using them as my main source for lending.

Arthur Zaslavski
Posted to
04/01/2026

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

Awesome and fast service.

Ivette Vazquez Velazquez, PA
Posted to
09/19/2025

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
We've received more than 1,300 great reviews about our company
Take a look for yourself on a platform of your choice
4.8 Stars | 1142 reviews
4.7 Stars | 90 reviews
4.9 Stars | 73 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
9,000+ 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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