Mortgage + Real Estate CRM for modern teams
Turn every lead into a closed deal with Relityv CRM
Relityv brings your mortgage pipeline, real estate relationships, and marketing automation into one platform—built specifically for high-performing brokers and agents.
14-day free trial. No credit card. Live onboarding call included.
2,400+ agents and brokers trust Relityv to run their deals.
Average users close 23% more transactions in their first 90 days.
Today’s deals overview
See every buyer, refi, and listing opportunity in one view.
Trusted by high-growth brokerages and teams
Built for mortgage brokers & real estate teams
One CRM for borrowers, agents, and every deal stage
Relityv combines mortgage-specific workflows with real estate relationship tracking so you can manage pre-approvals, listings, and refis without bouncing between tools.
- Visual pipeline for every loan and transaction
- Automated follow-up for cold online leads and warm referrals
- Shared notes, tasks, and timelines between brokers and agents
- Compliance-friendly communication history in one timeline
Result: faster responses, cleaner handoffs, and more deals that actually make it to the closing table.
“Relityv finally gives our LOs and agents one source of truth. Nothing slips through the cracks anymore.”
Sarah Klein, Managing Broker, Klein & Co Realty
Designed for the way real estate deals actually happen
Relityv gives both sides of the transaction exactly what they need—without forcing your team into a generic sales CRM.
For Realtors & teams
Stay top-of-mind with every buyer, seller, and past client—without living inside spreadsheets.
- Smart contact profiles with buy-side, sell-side, and investor tags
- Drip campaigns tuned for open houses, new listings, and post-close reviews
- Instant alerts when your lender updates pre-approval status
- Team dashboards showing which deals need attention today
For Mortgage Brokers & LOs
Win more referral partners and keep borrowers warm from first inquiry to clear-to-close.
- Loan stages built for purchase, refi, and HELOC pipelines
- Automations for document requests and status updates
- Referral partner leaderboard and co-marketing tracking
- Pre-built templates for rate changes, disclosures, and milestone emails
Launch your free Relityv trial in minutes
Connect your existing leads, import contacts from spreadsheets or other CRMs, and invite your team. Our onboarding team will do the heavy lifting with you.
No contract. Cancel anytime.
Simple pricing that scales with your team
Try any plan free for 14 days. No setup fees. All plans include live onboarding and migration support.
Need enterprise or white-label? Talk to sales for custom pricing.
Teams who switched to Relityv close more, faster
From independent agents to regional brokerages, Relityv helps teams stay on top of every client, every time.
“We moved off a generic sales CRM and immediately saw better adoption. Our agents actually log in because Relityv speaks their language.”
James Parker
Principal Broker, Summit Ridge Realty
“Our average response time on new internet leads dropped from hours to minutes. That alone paid for Relityv in the first month.”
Amanda Chen
Team Lead, Chen Home Group
“As a mortgage team, our biggest win was visibility. Our agents always know where their buyers stand and we get more repeat and referral business.”
Michael Ruiz
Branch Manager, Horizon Mortgage
Questions about getting started?
Relityv was built for busy real estate and mortgage professionals. Here are answers to the most common questions about switching.
Still unsure? Book a 15-minute walkthrough and we’ll show you exactly how Relityv would work for your team.
Do I need to enter a credit card to start the free trial?
No. You can explore Relityv free for 14 days without a credit card. When your trial ends, you can choose a plan and add billing details to continue using the platform.
How long does it take to get my data into Relityv?
Most teams are fully migrated in under a week. You can import contacts from CSV, Gmail, Outlook, and many popular CRMs. Our onboarding team will review your data structure and help you map fields correctly.
Is Relityv only for realtors, or can my mortgage team use it too?
Relityv is built specifically for both sides. You’ll get real-estate friendly contact and deal types plus mortgage-specific pipelines, automations, and reporting so agents and LOs can work in the same system.
What if my team is not very tech-savvy?
We run live onboarding calls, provide step-by-step playbooks, and can even build your first automations with you. Most users are fully comfortable in Relityv after a single week of use.
Can I integrate Relityv with my lead sources and marketing tools?
Yes. Relityv connects with common lead providers, website forms, and marketing tools. We also support webhooks and APIs for custom workflows.
Ready to see Relityv in your pipeline?
Start your 14-day free trial and we’ll tailor Relityv to your brokerage or team on a live kickoff call.
Or email us at [email protected]
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