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Solve – Finally an Easy CRM for Mortgage Brokers


Scott has been using Solve for 4 years, and has customized it to fit his customer and deal flow.

You can too!


Here’s an intro to what Solve can do.

Scroll through Solve’s major features

Track progress of

  • contacts
  • mortgage deals
  • customization
  • works on phones and tablets
  • integrates with your email system


A Demo from Nathan at Solve.

Supporting Resources

Sweet 16 – how you can pay off your mortgage in 16 years. This Excel doc illustrates how your client can pay off that mortgage 16 years early.

Video Walkthroughs

Scott has put together a few videos to help you navigate through Solve from a broker’s perspective.