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SPECIFICTION
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RAD CRM

theradcrm.com

From $197/mo WebiOSAndroid
Visit theradcrm.com
Spec score 7.3 #23 of 29 in Mortgage CRM Software

Spec sheet

Purpose
RAD CRM is an all-in-one CRM and marketing platform built for mortgage loan officers to manage leads, clients, agent partners, marketing, and follow-up.Read 8 Oct 2026 · theradcrm.com
Integrations
The partner directory lists more than 30 integrations and names Arive, RETR, MABLS, Addy AI, and LendingPad among its partners.Read 8 Oct 2026 · theradcrm.com
Mobile apps
RAD CRM has an iOS app for iPhone and iPad and an Android app listed on the app stores.Read 8 Oct 2026 · apps.apple.com
Support
RAD says its support team provides onboarding, day-to-day help, and strategic guidance, and lists [email protected] and a phone number on its site.Read 8 Oct 2026 · theradcrm.com
Headquarters
Gilbert, Arizona, United StatesRead 28 Sep 2026 · theradcrm.com
Company
The maker identifies itself in its privacy policy as The Rad CRM, LLC; its site lists Gilbert, Arizona as its location.Read 8 Oct 2026 · theradcrm.com
AI assistant
RAD LOA, powered by Addy AI, calculates borrower income, reads documents, and pre-approves borrowers while integrating with Arive, LendingPad, and other LOSs.Read 8 Oct 2026 · theradcrm.com
Cloud access
RAD CRM describes itself as fully cloud-based and says users can access it from any device with an internet connection.Read 8 Oct 2026 · theradcrm.com
Communication
The platform offers a unified inbox for texting, live chat, bulk messaging, Google My Business, and Facebook, plus call recording, AI call summaries, and mobile messaging integrations.Read 8 Oct 2026 · theradcrm.com
Lead management
Lead-source connectors include Zillow, Bankrate, FreeRateUpdate, and Mortgage Research Center, and the platform provides pipelines, task management, and automated progress reports.Read 8 Oct 2026 · theradcrm.com
Loan officer tools
Features include MISMO 3.4 and 1003 generation, automated prequalification letters, income calculations, mortgage comparisons, and rate tracking.Read 8 Oct 2026 · theradcrm.com
Marketing
Marketing features include automated workflows and newsletters, review pages, QR-code forms, course tools, and website and landing-page builders.Read 8 Oct 2026 · theradcrm.com
Security and privacy
RAD says it uses commercially reasonable measures to protect stored information, does not sell personal information, and processes customer data on customers’ behalf and according to their instructions.Read 8 Oct 2026 · theradcrm.com
Team features
RAD offers team and enterprise tools to distribute and assign leads, manage shared permissions and standards, and review team production.Read 8 Oct 2026 · theradcrm.com

Plans and prices

Expert $197 a month $197/ month $25 per team member per month · usage charges: $.0147/min outbound, $.0089/min received, $.0083/text segment, $.000709/email · $10 starting credit Read 8 Oct 2026 · theradcrm.com
Master $350 a month $350/ month Includes Expert plus RETR agent tools · $25 per team member per month · usage charges: $.0147/min outbound, $.0089/min received, $.0083/text segment, $.000709/email · $10 starting credit Read 8 Oct 2026 · theradcrm.com
Enterprise Priced on request Custom enterprise plans; volume pricing Team onboarding and dedicated support; contact RAD CRM for pricing Read 8 Oct 2026 · theradcrm.com

Every RAD CRM plan and price →

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