DeepFlow plugs into the CRM you already use
DeepFlow isn’t one more CRM. It’s the automation layer that feeds yours: the client form answers and the file data are written to your CRM and to MortgageBOSS, without anyone retyping them.
Updated October 4, 2026
In brief
- No CRM change: DeepFlow adapts to your tools.
- Files created and filled in within your CRM and MortgageBOSS.
- Your clients stay in your CRM, not ours.
- No CRM yet? We can set one up for you, as an option.
What’s written to your tools
When a client fills out your form, their answers don’t just land in an inbox. DeepFlow creates and fills in the file in your CRM and in your mortgage software, and produces a PDF summary of the file. The documents received are delivered to your tools: your CRM, your mortgage software and your inbox.
Supported tools
- MortgageBOSS, for creating and filling in your mortgage files.
- Pipedrive, for your client records and your pipeline.
- Your inbox, for file delivery and tracking lender responses.
- Your scheduling tool, for the appointments booked by the AI assistant.
Using a different CRM? Tell us about it on the discovery call: setup is tailored to your tools and your preferences.
Your data stays with you
Your CRM, your mortgage software, your inbox and your scheduling tool belong to you and run in your own accounts. Your clients stay there. If you stop using DeepFlow, your portfolio doesn’t leave with us.
Setup
We customize your form, connect your systems, test everything and launch. On your end, it takes a few minutes to authorize the connection to your accounts. There’s nothing for you to code.
Frequently asked questions
Do I need to change my CRM to use DeepFlow?
No. DeepFlow connects to the CRM you already use and to MortgageBOSS. Your clients stay in your tools.
What if I don’t have a CRM yet?
We can set one up for you, as an option.
What happens if I stop using DeepFlow?
Your clients and your files remain in your CRM and in your mortgage software, which run in your own accounts.
How long does it take to connect my tools?
A few minutes of your time to authorize the connections. DeepFlow takes care of configuration and testing; full setup takes a few days.
Try it with your next file.
A free discovery call. You speak directly with the person who will build your system.
Book a free call