Accountable is the first activity-based mortgage CRM with built-in coaching for loan officers.
Created Exclusively for
Credit Unions & Community Banks
Accountable is the first activity-based mortgage CRM with built-in coaching for loan officers.
Created Exclusively for
Credit Unions & Community Banks
Give your mortgage team the sales, service, and marketing tools needed to succeed in today’s competitive market.
Financial Institutions That Are Accountable
Available as web-based and mobile app via
Available everywhere via
Fun for the Whole Department!
Built for Managers
We make life easier for managers. Receive weekly progress reports and access team KPIs at any time through your manager dashboard.
Built for Loan Officers
Loan Officers actually use our CRM. Over 90% loan officer usage rate in the first 90 days. Imagine waking knowing who to contact and how.
Built for Marketers
Marketing admins have full control. Your suite comes with simple on/off settings or the ability to create custom templates and automations.
Fun for the Whole Department!
Built for Managers
We make life easier for managers. Receive weekly progress reports and access team KPIs at any time through your manager dashboard.
Built for Loan Officers
Loan Officers actually use our CRM. Over 90% loan officer usage rate in the first 90 days. Imagine waking knowing who to contact and how.
Built for Marketers
Marketing admins have full control. Your suite comes with simple on/off settings or the ability to create custom templates and automations.
Fun for the Whole Department!
Built for Managers
We make life easier for managers. Receive weekly progress reports and access team KPIs at any time through your manager dashboard.
Built for Loan Officers
Loan Officers actually use our CRM. Over 90% loan officer usage rate in the first 90 days. Imagine waking knowing who to contact and how.
Built for Marketers
Marketing admins have full control. Your suite comes with simple on/off settings or the ability to create custom templates and automations.
We work with admins to get started in minutes, not months, through a world-class onboarding process!
More Than a CRM—Your 4-in-1 Partner for Mortgage Success
90-Day Sales Manager
Led by Dr. Bruce Lund, the 90-day bootcamp combines daily virtual training, weekly LIVE coaching, and a proven accountability system to help your team achieve consistent, measurable results. With a focus on daily accountability, weekly benchmarks, and monthly evaluations, the program provides the structure, tools, and expert guidance needed to build a high-performance culture. Backed by training materials like workbooks, sales planners, and on-demand videos, hundreds of loan officers have completed the program and achieved their best quarter ever. Accountability drives performance, and results follow.
Sales Accountability Software
Our platform is the first CRM with built-in accountability, designed to help managers create a high-performance culture. Originally developed as sales accountability software, it equips you with tools to track progress, measure results, and gamify performance, making accountability both effective and engaging. Loan officers enjoy recording their activities through real-time tracking and gamified features that inspire motivation and friendly competition. With measurable goal-setting and teamwide accountability, your team stays aligned, collaborative, and results-driven. Stay organized, energize your team, and unlock their potential—because when accountability is part of the process, results follow.
Streamline Your Sales Process
Our CRM is purpose-built to streamline and elevate your mortgage process. Effortlessly manage borrower contacts, track interactions, and nurture leads through every stage of the lending pipeline. With automated follow-ups and real-time pipeline tracking, you’ll never miss a chance to engage prospects or advance loans. Designed specifically for mortgage professionals, this system integrates seamlessly with your LOS, empowering you to focus on building relationships, guiding borrowers, and closing deals faster. Everything you expect in a mortgage CRM—powered by cutting-edge technology.
Email Marketing Made Simple
Our CRM simplifies mortgage marketing with out-of-the-box, compliant email templates controlled by your admin, ensuring professional and consistent communication. With set-and-forget campaigns, you can instantly activate automated marketing for birthdays, anniversaries, and holidays to stay top-of-mind effortlessly. From pre-loan outreach to post-closing follow-ups, automated campaigns and real-time updates help you engage leads, guide borrowers through the process, and nurture long-term relationships. With customizable workflows and ready-to-use templates, you can deliver the right message at the right time, drive referrals, and grow your business with ease.
90-Day Sales Manager
Led by Dr. Bruce Lund, the 90-day bootcamp combines daily virtual training, weekly LIVE coaching, and a proven accountability system to help your team achieve consistent, measurable results. With a focus on daily accountability, weekly benchmarks, and monthly evaluations, the program provides the structure, tools, and expert guidance needed to build a high-performance culture. Backed by training materials like workbooks, sales planners, and on-demand videos, hundreds of loan officers have completed the program and achieved their best quarter ever. Accountability drives performance, and results follow.
Sales Accountability Software
Our platform is designed to help managers foster a high-performance culture. Originally developed as sales accountability software, it provides tools to track progress, measure results, and gamify performance, making accountability engaging. Loan officers enjoy real-time activity tracking and gamified features that inspire motivation and competition. With measurable goals and teamwide accountability, your team stays aligned, collaborative, and results-driven. Energize your team, stay organized, and unlock their potential—because accountability drives results.
Streamline Communication
Our CRM is purpose-built to streamline and elevate your mortgage process. Effortlessly manage borrower contacts, track interactions, and nurture leads through every stage of the lending pipeline. With automated follow-ups and real-time pipeline tracking, you’ll never miss a chance to engage prospects or advance loans. Designed specifically for mortgage professionals, this system integrates seamlessly with your LOS, empowering you to focus on building relationships, guiding borrowers, and closing deals faster. Everything you expect in a mortgage CRM—powered by cutting-edge technology.
Email Marketing Made Simple
Simplify your marketing with out-of-the-box, compliant email templates controlled by your admin, ensuring professional and consistent communication. With set-and-forget campaigns, you can instantly activate automated marketing for birthdays, anniversaries, and holidays to stay top-of-mind effortlessly. From pre-loan outreach to post-closing follow-ups, automated campaigns and real-time updates help you engage leads, guide borrowers through the process, and nurture long-term relationships. Customizable workflows and templates help you deliver the right message, drive referrals, and grow your business effortlessly.
We believe every mortgage department deserves a mortgage-specific CRM—It’s that simple.
What is an "Activity-Based" CRM?
Daily Accountability Tools Designed for Loan Officer Success
Digital Sales Plan
We make accountability fun by setting daily, weekly, and monthly KPIs to boost your chances of reaching production goals faster.
Gamified Scoreboard
Log daily sales and marketing activities in seconds. This helps you celebrate progress and keeps your database updated.
Weekly Planning
Start each week with a clear plan and proactive targets using our weekly vision board to maximize prospecting time.
Pipeline Management
Avoid the sales rollercoaster by keeping your pipeline full and always knowing exactly where your contacts stand in the sales process.
AI Suggestions
The harder you work, the smarter we work—our AI-powered software offers daily follow-up and prospecting suggestions.
Follow-ups & Tasks
Set follow-up reminders and task lists to stay on top of commitments—because the fortune is in the follow-up and follow-through!
We continually enhance our software with upgrades and
new features inspired by real-time user feedback.
Email Marketing
Email Templates
Pre-built, branded email templates for every mortgage milestone.
Email Automations
Set and forget status updates, nurturing, and milestones.
Email Campaigns
Track engagement with open and click-through rates.
Digital and Print Marketing
Social Media
Hundreds of on-demand holiday & mortgage marketing graphics.
Direct Mailers
Send direct mailers to prospects or past clients through USPS.
Realtor Co-Branding
Open House Flyers or Postcards linked to the MLS.
Featured Case Study
"90-days into using Accountable we increased funded loans over 40% and pre-approvals by 200%."
Dan Sugg, Chief Lending Officer
Customer Testimonials
Don’t just take our word for it Hear from some of our amazing customers
We are SOC 2 compliant and seamlessly integrate with leading Loan Origination Systems and mortgage technology.
Request more info or setup a demo!
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Over the past five years, Dr. Bruce Lund and the 90-Day Sales Manager program have established a trusted reputation by training teams within credit unions and community banks. During this time, a common challenge became clear: most teams either lacked a CRM altogether or weren’t actively using one with accountability in mind. This inspired the creation of Accountable CRM—the first CRM designed exclusively for loan officers, integrating built-in coaching and accountability to drive results and improve productivity for credit union and community bank mortgage departments.
Yes, we do! While Accountable CRM can function as a standalone, mortgage-specific CRM, it also integrates seamlessly with enterprise CRMs like Salesforce and HubSpot. We believe every credit union and community bank deserves a CRM designed specifically for their mortgage needs, and our flexible integration options ensure that your existing tech stack works harmoniously with our platform.
Yes, we integrate seamlessly with many of the most popular LOS systems, including Encompass and MeridianLink. Additionally, we offer integration through Zapier and an open API, allowing for enhanced connectivity with a wide range of tools and platforms. If your current LOS, POS, or PPE isn’t already integrated, we’re committed to working with your team to establish the necessary connections. Our goal is to ensure smooth and efficient integration with your existing mortgage technology stack.
Absolutely. Your data security is our top priority. We have achieved SOC 2 certification, ensuring we meet the highest standards for data protection and privacy. Rest assured, we will never sell or share your data with third parties. Your trust is foundational to everything we do.
Accountable is 100% self-funded, allowing us to prioritize our users over external investors. This independence ensures we focus solely on features and improvements that benefit our community. Additionally, Accountable is a fully proprietary platform—not a white-label service—designed exclusively to meet the unique needs of our users.
No, there are no hidden fees or surprise upcharges—ever. We believe in full transparency because there’s nothing worse than unexpected costs. Our success is truly tied to your success, which is why we’re fully invested in your onboarding experience. To support you every step of the way, we even provide a dedicated “Coach on Call” to assist with your business questions and ensure you get the most out of our platform.
No, you don’t need to be tech-savvy, but you do need to be an active participant in the process. This isn’t a “done-for-you” software—it’s a “done-with-you” solution. The more engaged you are, the smarter our AI works for you. All it takes is dedicating just 20 minutes a day, and we’ll help you maximize results. We take pride in our platform’s ease of use and high adoption rate, ensuring you can get started quickly and see value immediately.
Just 30 minutes! Getting started is as easy as 1, 2, 3:
- Set up your profile: Customize your account to get started.
- Set your sales goals: Use our intuitive KPI calculator to establish clear, actionable targets.
- Import your contacts: Quickly upload your database and start recording your daily activities.
Plus, our “Coach on Call” feature provides individuals with direct access to our team for personalized support and guidance, ensuring you’re set up for success from day one!
Plus
Set follow-up reminders and create task lists so you never forget the things you committed to doing. And we truly believe the fortune is in the follow-up!
- All features from Expand
- 0% transaction fee
- Unlimited products
- Unlimited administrators
- 3+ separate Thinkific sites
- Email white-labelling
- Single Sign On (SSO)
- Bulk Selling app
- Enterprise API access
- SOC2 Compliant
- Service Level Agreement 99.9%
- Dedicated Customer Success Team
- Multiple seats and tiered pricing checkout
