Third Floor Features
More than a CRM, we're the infrastructure for your mortgage business.
Daily Workflows & Smart Task Management
Start every day with a clear plan and the tools to move faster.
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Get to Work Dashboard tells you what you need to do first each morning
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Daily Call List Generator makes it a little easier to pick up the phone
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Insights uncover actionable data from AI and partner integrations
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Role-Based Customization supports the pod model
Referral Partner Tracking & Communication
Build stronger referral relationships—see exactly who’s driving results
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Track Every Referral clean, simple attribution
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Smart Attribution & Dashboards show you who's bringing value
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Automated Partner Updates via text and email
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Shareable Reporting Tools let partners access essential information
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Referral Partner Engagement insights tells you who’s hot and who’s cold
All Communication In One Place
Scale high-touch communication
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Automated Messaging sent to the right people at the right time—key milestones, inactivity, or mid-process surveys
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Smart Templates that pre-populate personal data—so you can send human outreach at scale
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Centralized Communication Log lets your whole team see and respond to messages in one place
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Post-Close Touches notes, gifts, and requests for reviews for long-term satisfaction and repeat business
More Third Floor Features
Call Lists
Automatically builds daily outreach lists based on contact history, behavior, and priority.
Realtor Portals
Give partners access to a custom portal to check loan statuses and generate pre-approval letters.
Landing Pages
Capture and convert more leads, importing them directly into the system for quick conversion.
Surveys & Reviews
Send mid-process surveys to intervene early. Send post-close surveys to get reviews.
Document Generation
Generate any document, pre-filled with borrower, partner, or loan data
Mass Texting
Easily send text messages to one or many using pre-built playbooks or custom one-off messages