LoanSquirrel is a simple, yet powerful CRM that automates your marketing, organizes your contacts, and keeps your referral networks close. No bloat. No goats. No goats with bloat. No steep learning curve.
It just works.
LoanSquirrel takes the busywork out of staying connected - automated campaigns, ready-to-go content, brand controls, and LOS integration all working together so you don't have to.
Marketing triggered by loan milestones
Corporate marketing across all loan officers
Intuitive contact management with tags
Set it and forget it auto campaigns
Tasks, calendars, and reminders
High-deliverability email marketing
Plug-and-play marketing library
Visual content builder for custom content
Co-branded marketing for partners
Print and direct mail at any scale
LOS integration that triggers marketing strategy
Custom brand colors, layouts, and configurations
Individual, branch, or company-level reporting
Content approval workflows for compliance
Dedicated account manager from day one
See what LoanSquirrel can do for your organization.
.png)
