Why Third Floor
A CRM for loan officers that works the way you work
Automate what matters
The tools, AI, and visibility to perform like a top producer from day one
Old-school mortgage CRMs brag about automating fluff—flyers, generic emails, and birthday reminders.
Third Floor automates the activities that actually drive revenue: lead capture, smart follow-up, and deal flow visibility. And with AI built in, the platform is constantly working behind the scenes identifying what needs to happen next—without you having to ask.
Turn your database into a deal engine with AI
If your CRM isn’t showing you hidden deals, it’s not doing enough.
The best lead isn’t the one you just bought—it’s the one already in your database, waiting for a reason to re-engage.
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With tools like rate-tracking and AI-driven alerts, Third Floor surfaces revenue opportunities hiding in plain sight—leads ready to move, partners ready to refer, clients ready to refinance.
Tech you'll actually want to use
Pre-built workflows that work out of the box
Every mortgage CRM says it’s easy. Then you log in and need 12 clicks just to send a text.
Third Floor is different. No clunky dashboards. No expensive dev team required. Key data and tools are always one click away—and with AI baked in, you get proactive insights, smart suggestions, and drafted messages ready to go without the heavy lifting.
How it Works
A central operating system
for your mortgage business
We’re not just another mortgage marketing CRM—we’re the infrastructure for your business. Third Floor unifies all of your existing tech stack into a single platform.
Built for Your Workflow
Built around how LOs actually think—not how marketers wish they did.
Everything in One Place
No more toggling between tools—unify the tech you already use into a single platform.
Performance Ready
Pre-built workflows and dashboards that work out of the box—modeled after the top LOs in the business.
Our Clients
Love Third Floor
"The Third Floor system is like nothing I've ever seen or used before."
"Having a system designed and built by someone that truly understands the wants and needs of the sales person, the business partner, and the client is what makes Third Floor so unique."
Hunter Marckwardt, EVP, CrossCountry Mortgage
Powering Top Producers at:
