LeadBolt vs Viato
LeadBolt
getleadbolt.com
Viato
viato.aiSide by side
| Figure | LeadBolt | Viato |
|---|---|---|
| Price from | $29.99/mo | $49/mo |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| API | Yes | Yes |
| Plans published | 2 | 3 |
| Spec score · Mortgage CRM Software | 8.0 (#12) | 8.5 (#7) |
| Integrations | LeadBolt lists Facebook Lead Ads and Google Calendar integrations, and its features page says calendars sync with Google Calendar and Outlook. | Named integrations include Arive, LendingPad, UWM, Broker Marketplace, QuickBooks, Handwrytten, Goody, Stikkum, Google Workspace, Microsoft 365, RingCentral, Zoom, Meta and TikTok. |
| Power dialer | The power dialer supports one-click dialing, call history, automatic logging, dispositions, and callback workflows. | The power dialer can call up to three lines concurrently, drop voicemails and use AI to produce call notes and tasks. |
| Support | LeadBolt lists [email protected] for support inquiries and offers Enterprise customers priority support and a dedicated account manager. | 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.