JimNab CRM vs Viato
JimNab CRM
jimnab.ca
Viato
viato.aiSide by side
| Figure | JimNab CRM | Viato |
|---|---|---|
| Price from | — | $49/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| API | — | Yes |
| Plans published | 0 | 3 |
| Spec score · Mortgage CRM Software | 7.1 (#24) | 8.5 (#7) |
| Product | JimNab describes its product as a CRM adapted for residential mortgage transactions. | Viato describes its product as a CRM built for mortgage professionals and loan officers. |
| Reporting | Its dashboard tracks monthly or yearly progress, compares won and lost deals, and supports objectives for active or finalized files. | Reports cover lead-to-loan conversion, response rates, milestone timing, lead sources, campaigns, production, closings and commissions. |
| Security | The opened official page does not state specific security certifications or compliance claims. | Viato says it encrypts data in transit with TLS and at rest with AES-256, and enforces organization-level isolation with database row-level security. |
| Support | The FAQ says Pipedrive offers instant chat support, including 24/7 assistance for modifications. | The free plan includes community support and weekly office hours; the paid Support plan adds tickets, direct team replies, and priority response times. |
Plans
In their own words
Viato
Viato is a CRM built for mortgage professionals and loan officers, available on iOS and the web. It captures leads, creates contacts and opportunities, assigns them to teams or loan officers, and tracks lead sources and loan milestones. Automations can combine triggers, conditions, and multi-step actions to assign, text, create tasks, and nurture leads. Super Agent works across text, email, and chat to run workflows, update deals, and create tasks. Call features include voice AI, call transcription and summaries, and a power dialer that rings up to three contacts at once. A unified inbox brings email, SMS, and iMessage into threaded conversations; named communication tools include Gmail, Outlook, Twilio, and RingCentral. Arive and LendingPad are listed as live two-way loan-system integrations, while UWM is marked coming soon. Viato POS provides a guided borrower application, document portal, and lender branding. The Free plan includes CRM features and community support. Paid Support is $49 a month per loan officer, or $29/mo per operations staff member, and adds ticket access, direct replies, and priority response times.