AI does the
boring work.
Recourse is the mortgage CRM that scores every lead, drafts every follow-up, and runs the busywork. You close the deals.
Brokers from these shops trust Recourse
Know who's actually ready to close.
Every lead, every contact, every refi candidate — scored automatically by Claude. The hot ones surface to the top. The cold ones don't waste your morning.
0-100 score for every contact
Updated nightly using rate context, equity, and conversation history
Refi opportunity engine
Finds clients sitting on $200+/mo savings before they switch brokers
Explains its reasoning
"This lead is hot because…" — no black-box opacity
Marcus Chen
Hot · Refi · 7.25% → 5.875%
Sarah Williams
Warm · Purchase · Pre-qualified
David Park
Hot · Refi · 6.99% → 5.875%
Jenna Lopez
Warm · Cash-out · $85k equity
AI re-scored 47 contacts overnight · 4 new hot leads
Outreach that runs itself.
Pre-built sequences for every moment in the mortgage journey. New leads, pre-approvals, closings, anniversaries — all hand-crafted by mortgage pros, all sent through your GHL account.
12 ready-to-launch sequences
New Lead Blitz, Pre-Approval Congrats, Stale Lead Revival, ARM Reset…
SMS + email + tasks
Multi-touch, multi-channel — delivered via your existing GHL setup
Bulk personalized blasts
AI writes one template, customizes it per contact, sends to your segment
New Lead Blitz
4 touchpoints · 7-day sequence
Hi Marcus — saw you're looking at a refi…
Quick rate comparison for you
Just checking in — happy to help
Call Marcus — 7-day follow-up
See every deal. Forecast every dollar.
A pipeline that knows what's stale, what's hot, and what's about to close. Plus the analytics to know exactly where your business comes from.
Revenue forecasting
See expected closings, commission, and pipeline value by week
Stale deal alerts
Cards turn amber at 7 days, red at 14 — nothing falls through
Source ROI tracking
Know which lead sources actually become funded loans
Pipeline value
+18% MoMIn pipeline
$4.2M
Closed YTD
$8.7M
Avg deal
$420k
Brokers using Recourse
close more, work less.
12hrs
saved per week per broker
on follow-ups & outreach
3.4×
more touchpoints per lead
vs. manual outreach
67%
higher reply rate
AI-personalized at scale
$2.8M
avg pipeline value added
in first 90 days
“I've used HubSpot, Salesforce, and three mortgage-specific CRMs. Recourse is the first one that actually thinks — it tells me who to call before I open my laptop.”
Imad Canavati
Senior Loan Originator · 14 years closing
Close more.
Work less.
Try Recourse free for 14 days. Bring your contacts, your pipeline, and your follow-ups — we'll handle the rest.