Viato

6.9easy start · #6 of 29
in Mortgage CRM Software

Free to practise onyes
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on iOS, Web. Paid plans from $49/mo.

Viato is ranked #6 of 29 in mortgage CRM software on The Geeks Club. It runs on iOS, Web. There is a free plan. Paid plans start at $49/mo.

Viato plans and pricing

All plans

Support $49/mo per LO; $29/mo per ops staff Everything in Free · Support ticket access · Direct replies from our team · Priority response times · Per seat viato.ai · 30 Sept 2026

Free Not published Free forever Full CRM platform · Unlimited contacts · Pipeline management · Smart automations · LOS integrations · Email, SMS & calling · Team collaboration · Weekly office hours · Community support viato.ai · 30 Sept 2026

Compared on mortgage CRM software

Free plan: Yes
Paid from: $29/user/mo
Borrower management: Yes
Referral partner management: Yes
Loan pipeline tracking: Yes
Marketing automation: Yes
Compliance workflows: Yes
SMS automation: Yes
Mobile app: Yes

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The record

Product: Viato describes its product as a CRM built for mortgage professionals and loan officers.
Lead and pipeline management: The CRM captures leads, creates contacts and opportunities, assigns them to teams or loan officers, and tracks lead sources.
Automation: Automations can use triggers, conditions, and multi-step actions to assign, text, task, and nurture leads.
AI assistant: Super Agent works across text, email, and chat, and can run workflows, update deals, and create tasks.
Call features: Viato describes voice AI, call transcription and summaries, and a power dialer that rings up to three contacts at once.
Mortgage workflow: The CRM tracks loan milestones and describes generating a Fannie Mae 3.4 (1003) from a phone call.
Communications: The unified inbox brings email, SMS, and iMessage into threaded conversations; the site names Gmail, Outlook, Twilio, and RingCentral among supported communication tools.
Integrations: The CRM page lists Arive and LendingPad as live two-way LOS integrations, while UWM is marked coming soon.
Other integrations: The CRM page lists live social publishing for Facebook, Instagram, TikTok, and X, and marks QuickBooks and Handwrytten as coming soon.
Borrower portal: Viato POS provides a guided borrower application, a document portal, and branding with the lender's logo and colors.
Security: 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.
Security assessment: Viato says it completed an independent assessment under the App Defense Alliance CASA framework in June 2026.
AI data handling: Viato says it does not train models on customer data and that third-party model providers it uses operate under zero data retention.
Support: The free plan includes community support and weekly office hours; the paid Support plan adds tickets, direct team replies, and priority response times.
Price from: $49/mo

Where it ranks on The Geeks Club

Best Mortgage CRM Software in 2026#6 of 29

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Sources

viato.ai/about· checked 30 Sept 2026
viato.ai· checked 30 Sept 2026
viato.ai/platform/crm· checked 30 Sept 2026
viato.ai/security· checked 30 Sept 2026
viato.ai/pricing· checked 30 Sept 2026