Pipedrive for mortgage brokers, fed automatically

A general-purpose CRM, adapted to mortgage brokering

Pipedrive is a sales CRM: it knows nothing about pay stubs or GDS and TDS ratios. DeepFlow bridges the gap. It collects the mortgage information from the client and pushes it into Pipedrive, so your CRM reflects your files without you spending your evenings on it.

What DeepFlow does

When a client fills out your form, the record is created in Pipedrive with their answers. The same information is written to MortgageBOSS and to a PDF summary. You find the client in your CRM before the meeting.

Your clients stay in your account

Your Pipedrive account belongs to you. DeepFlow writes to it, but your clients and your history stay there, whether or not you continue with us.

No CRM yet?

We can set one up for you, as an option. And if you use a CRM other than Pipedrive, tell us about it on the discovery call: setup is tailored to you. See CRM integration.

Pipedrive is a trademark of its owner. It is mentioned here to describe compatibility.

Frequently asked questions

Does DeepFlow work with Pipedrive?

Yes. DeepFlow creates the records in Pipedrive from the client form and fills in the file details.

Does DeepFlow replace Pipedrive?

No. DeepFlow isn’t a CRM: it feeds yours. Your clients stay in your Pipedrive account.

I don’t use Pipedrive. Is that a problem?

No. Setup is tailored to your CRM and your preferences. If you don’t have a CRM, we can set one up for you, as an option.