MapleConnect vs Viato
MapleConnect
mapleconnect.aiViato
viato.aiSide by side
| Figure | MapleConnect | Viato |
|---|---|---|
| Price from | $199/mo | $49/mo |
| Free plan | Yes | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | — | Yes |
| API | Yes | Yes |
| Plans published | 5 | 3 |
| Spec score · Mortgage CRM Software | 8.6 (#5) | 8.5 (#7) |
| Integrations | The vendor describes native connectors, a Zapier app and a documented public REST API for custom real-time synchronization. | Named integrations include Arive, LendingPad, UWM, Broker Marketplace, QuickBooks, Handwrytten, Goody, Stikkum, Google Workspace, Microsoft 365, RingCentral, Zoom, Meta and TikTok. |
| Intended users | The mortgage page says the product is designed for solo loan officers as well as teams. | Viato says it was built by loan officers for loan officers and describes its focus as mortgage professionals. |
| Licence | No open-source repository or software licence is identified on the vendor pages, so the licensing model is not stated. | Viato software is owned by Viato and protected by intellectual-property law; the terms prohibit copying, modifying, distributing, selling or leasing it. |
| Product | MapleConnect is an AI-native mortgage CRM for borrower and referral-partner pipelines, follow-up, scheduling, and contact records. | Viato describes its product as a CRM built for mortgage professionals and loan officers. |
| Self-hosting | No self-hosted deployment option is described; the product is presented as a hosted web application. | Viato is presented as a hosted SaaS service with United States cloud infrastructure, and no self-hosted distribution is described. |
| Support | The mortgage page lists live human support at (888) 499-9060 and says guided migration is free. | The free plan includes community support and weekly office hours; the paid Support plan adds tickets, direct team replies, and priority response times. |
| What it does | MapleConnect is an AI-native mortgage CRM for borrower, referral-partner and loan-opportunity follow-up from inquiry through funding. | Viato is a SaaS customer relationship platform designed for mortgage professionals, covering contacts, loans, communications, tasks, campaigns, automations, calendars, AI tools and loan-origination integrations. |
Plans
MapleConnect
- FreeFree
- MapleConnect FreeFree
- Essential$199 a month
- Professional$299 a month
- Premium$399 a month
In their own words
MapleConnect
MapleConnect is an AI-native mortgage CRM for borrower and referral-partner pipelines, follow-up, scheduling, and contact records. It can send an immediate text and email response to website forms, rate-quote requests, ad leads, and missed calls. Its AI voice agent can answer around the clock, collect caller details, book consults, and log calls; questions about rates and programs go to a licensed loan officer. Automated SMS and email sequences follow borrower stages such as new inquiries, early shopping, and in-process milestones. Real estate agents, builders, and financial planners can have their own pipeline, shared-file status updates, and ongoing contact cadences. MapleConnect covers lead capture, response, nurture, scheduling, and touch records, while credit decisions, disclosures, rate locks, and underwriting stay with the customer and its loan origination system. Listed connectors include Twilio, RetellAI, Stripe, Google and Outlook Calendar, Resend, SendGrid, Facebook Lead Ads, and Zapier; a public REST API supports custom real-time syncs. The service is web-based, with API access. A free plan and 14-day trial are listed; paid plans start at $199 a month.
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.