KONAHFrom pre-approval to funded, and back again.
KONAH CRM's loan officer template follows a borrower from new lead through application, pre-approval, processing, underwriting and clear to close, then keeps them on a refinance watch list. The AI Social Media Manager writes your posts and flags lending claims before you see them.
The loan officer template.
Two pipelines: the mortgage pipeline (new lead, contacted, application started, pre-approved, under contract, processing, underwriting, clear to close, funded) and a refi watch (rate alert, reviewing, applied, closed). Fields cover loan type, purchase or refi, down payment, credit range, current rate, referring agent and closing date. Ready-to-switch-on follow-up includes speed to lead from pre-approval and refi forms, consultation reminders, a 60-day borrower nurture, a review request when a loan funds, and a loan-anniversary check-in.
Marketing with compliance in mind.
Social drafts for loan officers are checked for lending claims such as "guaranteed approval" or "lowest rate", and you tick each flag before approving. The KONAH CRM 2.0 Pro assistant never quotes rates. These checks help; they don't replace your company's compliance review or the advertising rules that apply to you.
Work with your agents.
Agents on KONAH can add your pre-approval link to their KONAH Hello pages, so a buyer watching their agent's video is one tap from you. Send your own Hello videos to referral partners and borrowers, and see who actually watched.
Questions from loan officers.
Does KONAH replace my LOS?
No. KONAH CRM handles leads, follow-up and marketing. Your loan origination system stays your system of record for the loan.
Will the AI talk about rates?
No. The after-hours assistant never quotes prices or rates, and social drafts flag rate claims.
One login for the whole business.
Your KONAH account is free to open. Add the CRM, the AI Social Media Manager or the Transaction Coordinator when you want them, and cancel the monthly ones any time.