Running a profitable mortgage brokerage is not about how many people you hire—it is about how you operate. For many growing mortgage brokerages, the challenge is building a repeatable process that turns opportunities into closings without overstretching your team. A key factor to consider is how well your systems integrate, especially with your mortgage broker CRM, to ensure smooth and efficient operations.
That’s where Morty’s CRM integration with Close comes in. It allows you to streamline your workflows, close loans faster, and keep your team happy—all without increasing headcount.
Common Pain Points
“I need to scale my brokerage without hiring more staff.”
If you’re hitting growth ceilings because your team is maxed out, you’re not alone. We’ve heard this countless times: “We’ve got leads coming in, but it’s chaos trying to manage them across spreadsheets, inboxes, and three different systems.”
The Close CRM + Hemlock integration connects your lead management with your loan workflow, streamlining your mortgage broker CRM so your team isn’t juggling multiple tools or re-entering the same borrower info in different systems.
- Automatically sync lead data from Close into Hemlock
- Trigger loan workflows in Hemlock based on CRM stage changes
- Give LOs one system to manage lead-to-close—without extra admin time
This means fewer dropped balls, faster response times, and a team that’s empowered to focus on what they do best: closing loans.
“I want to close more loans faster while keeping my LOs happy.”
Your top performers want to spend time talking to clients—not wrestling with clunky systems or chasing files. With this integration, your team gets a streamlined pipeline view and the automation to match.
- Borrower updates in Hemlock instantly reflect in Close
- Email templates, SMS follow-ups, and task reminders—all in one place
- LOs can see deal progress without jumping into your LOS or pestering ops
Result? More loans closed, fewer bottlenecks, and a happier, more productive team.
“I need a system that works with my existing stack so I don’t have to rip and replace.”
You’ve already invested in a tech stack your team knows and trusts. You don’t need a new CRM—you need your CRM to work with your loan workflow.
That’s the beauty of this integration: Hemlock meets you where you are. We don’t force you to replace Close or reinvent how you manage relationships. Instead, we plug directly into the tools you’re already using.
- No complex API setups or dev resources needed
- Pre-built triggers and workflows tailored for mortgage teams
- Real-time data syncs between Hemlock and Close CRM
You get the power of a seamless tech stack—without the growing pains of a platform overhaul.
Real brokers, real results
One of our Platform users put it this way:
“Morty’s system is automated and always accessible, things like you can download an up to date pre-approval letter or pricing sheet any time, even on the weekends. If you’re tech savvy and you like [automated workflows], it’s perfect for you.” – Joey Gutter, G&G Team
Ready to streamline, scale, and close faster?
If you’re serious about growing your brokerage without growing your headcount, this integration is built for you.
Let’s talk about how to get started. Book a call for a demo or sign up to learn more about Hemlock for brokerages.
