From application to funded — without losing a file.
Built for the loan officer’s reality: long pipelines, document chaos, picky underwriters, and a book of past borrowers who deserve a refi check-in. Katalyst handles all of it.
Start free trial →Never let a hot lead go cold for 14 days.
Katalyst surfaces every HOT or MATURED contact you haven’t touched in 2 weeks. Each day of silence reduces your win probability — so we triage them for you, every morning.
- Automatic 14-day stale-lead detection
- Loan amount sorted highest-value first
- One-click “Mark contacted” updates your scoreboard
Your past borrowers are your next pipeline.
Katalyst watches rates daily against every loan in your book. When a refi makes sense, it alerts you — and can auto-send a tailored email with the projected monthly savings.
- Daily rate monitoring vs. every funded loan
- Auto-personalized savings calc per borrower
- Referral-partner co-marketing built in for realtor pairs
“We replaced three tools with Katalyst — our CRM, our drip platform, and our document collector. My loan officers stopped dreading admin and started closing 30% more files per quarter.
One simple price. Scale as you grow.
Every feature, every integration, every user role — included. 14-day free trial. Cancel anytime.
Katalyst CRM
- Unlimited contacts and pipelines
- Document hub & e-signature
- MLS, LOS & lender integrations (Encompass, Calyx, kvCORE)
- Email & SMS drip campaigns
- Commission splits, referral tracking, payouts
- AI deal briefings & rate-watch alerts
- SSO, SOC 2 Type II, audit logs
- All user roles & territories
Your next closing
starts in Katalyst.
Join 2,000+ agents, brokers, and loan officers running their book of business on the only CRM built for the way property deals actually close.