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The CRM built for loan officers. Built by loan officers.

Control Freak puts your pipeline, your phone, your texts, your email, your calendar, and your marketing in one place, and it does the busywork that traditional CRMs leave sitting on you.

Control Freak pipeline board with sample loans

Not another traditional CRM

Most CRMs were built to store contacts and generate reports for managers. Control Freak was built to run a loan practice, by someone who closes loans with it every day.

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It actually communicates

A traditional CRM stores a phone number. Control Freak is the phone. Calling, texting, group texting, and email live inside it, so every conversation lands on the client record by itself.

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Your accounts, your data

You connect your own email, your own calendar, and your own phone number. Nothing is pooled, nothing is shared, and your book of business stays yours.

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AI that sounds like you

Calls record and transcribe themselves. Video messages come with transcripts and summaries. Drafts are written in your voice, from settings you control.

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Built from a working pipeline

Every screen exists because a producing loan officer needed it at 7 in the morning. If it does not help you close or keep a loan, it is not in here.

What is inside

One login for the whole day.

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Phone and texting built in

Call and text from your browser or your phone, group texts included. Calls record, transcribe, and review themselves, with push alerts when a call or text lands.

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Video messaging

Record your face, your screen, or both. Trim it, send it by email or text, and get told the moment they press play, plus how much they watched.

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Email and calendar inside

Your Outlook or Gmail and your calendar sit right next to the borrower they belong to. Read, reply, and book without leaving the record.

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Campaigns that run themselves

Build a flow once: a wait, a text, an email, a task for you. Assign a client and it runs on schedule, in your voice, from your number.

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Temperature and priority

Every contact and referral partner is scored and sorted, so the right follow up is always at the top of the list.

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Daily Brief

Your day in one read each morning: pipeline movement, market news, and exactly who needs you today.

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Live market data

Rates, MBS coupons, and local real estate statistics, refreshed through the day, ready for client conversations.

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Marketing tools that fit lending

Open house promotion, Google reviews, social stats, partner tracking, and two step calculators, all built for how loan officers actually get business.

A look inside

Real screens, sample data.

Control Freak contacts screen with sample borrowers
Every contact scored and sorted, with prospects, borrowers, and clients in one view.
Control Freak video library with sample video
Video messages with open and watch tracking on every send.

Connects to what you already use

Each user connects their own accounts in Settings. Your integrations are yours.

Microsoft 365 ยท Outlook and Teams Google ยท Gmail and Calendar Twilio phone and texting Calendly Zoom Bonzo lead import Lead webhooks for any source
Coming soon · End of Q4 ’26 to Q1 ’27

Get on the Waiting List

Control Freak is opening to a small group of loan officers first. Tell us where to send your invite.

We will only email you about Control Freak access. No spam, and we never share your information.

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You are on the list.

Thanks for your interest in Control Freak. We will reach out to the email you gave us as spots open up.