Stop working around your CRM.
Viato adapts to your business, connects with your tools, and is free to start.
No credit card required.
1,500+ LOs already on board
Danny is under contract with the appraisal scheduled next week. Discussed estimated closing costs and recommended a lender-credit option.
Built around how loan officers actually work.
You don't need another generic CRM. You need a system that follows every relationship from the first conversation through closing, and keeps working long after.
Bring in every lead.
Whether your business comes from referrals, lead providers, your website, or manual outreach, Viato keeps everything in one place.
- Capture leads through forms, integrations, and webhooks
- Automatically create contacts and opportunities
- Assign leads to the right branch, team, or loan officer
- Track where every lead and referral came from
Start the conversation.
Introduce the borrower and Realtor, follow up quickly, and keep every conversation connected to the contact.
- Email directly through Gmail or Outlook
- Call and text through Twilio, RingCentral, or Viato Phone
- Send iMessages using your Viato Phone number
- Group conversations with borrowers and referral partners
- Keep calls, texts, emails, and notes together
Nurture without sounding automated.
Build personal follow-up for new leads, applications, pre-approvals, past clients, and referral partners.
- Campaigns across email, SMS, and iMessage
- Trigger follow-up based on activity or loan stage
- Measure responses and engagement
- Personalize instead of sending generic blasts
- Auto-create tasks when human follow-up is needed
Move borrowers from application to closing.
Connect Viato with your LOS to track progress and keep everyone informed.
- Track applications, pre-approvals, and loan milestones
- Notify borrowers, Realtors, and transaction coordinators
- Send milestone emails and texts automatically
- Monitor time between milestones
- Identify stalled loans before they become problems
Keep the relationship after closing.
Viato helps you stay relevant long after the loan funds, turning closed loans into repeat business and referrals.
- Send first-payment reminders
- Trigger closing gifts
- Schedule birthday, holiday, and anniversary messages
- Identify refinance opportunities
- Keep nurturing past clients and referral partners
See what is actually working.
Know where business comes from, where it slows down, and what produces results.
- Track lead and loan conversion
- Measure response rates
- Monitor time to each milestone
- Compare lead sources and campaigns
- View production, closing, and commission reports
Plugs into the tools you already run on
Join the community
LOs helping LOs — that's how Viato grows.
Community Driven
Feature requests come from you. We build what matters.
Free Forever
The full platform is free. No trials, no feature gates.
Ship Fast
Weekly updates. Your feedback becomes features in days, not months.
Ready to work smarter?
Join the LOs who stopped juggling and started closing.