RAD CRM

Name: RAD CRM
Price: 197 USD

Web · Android · iPhone · paid plans from $197/mo

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Freedom report

Two barsScore 5.2

Free tierNo free tier on record
Open codeNo open-source code on record
Runs widely3 of 6 device platforms
DocumentedPlans, terms and facts published

RAD CRM is ranked #18 of 29 in mortgage CRM software on Freedom251. It runs on Android, iOS, Web. There is no free plan. Paid plans start at $197/mo.

RAD CRM plans and pricing

All plans

Expert $197/mo $197/ month $25 per team member per month · usage charges: $.0147/min outbound, $.0089/min received, $.0083/text segment, $.000709/email · $10 starting credit theradcrm.com · 8 Oct 2026

Master $350/mo $350/ month Includes Expert plus RETR agent tools · $25 per team member per month · usage charges: $.0147/min outbound, $.0089/min received, $.0083/text segment, $.000709/email · $10 starting credit theradcrm.com · 8 Oct 2026

Enterprise Not published Custom enterprise plans; volume pricing Team onboarding and dedicated support; contact RAD CRM for pricing theradcrm.com · 8 Oct 2026

Compared on mortgage CRM software

Free plan: No
Borrower management: Yes
Referral partner management: Yes
Loan pipeline tracking: Yes
Marketing automation: Yes
SMS automation: Yes
Mobile app: Yes

Best RAD CRM alternatives

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One bar MloFlo Paid plans No. 1$4.99/mo6.6 Two bars KudosCRM Free tier No. 2$9/mo6.5 Two bars Total Expert Free tier No. 3$100/mo6.5 One bar Viato Free tier No. 4$49/mo6.5 One bar MapleConnect Free tier No. 5$199/mo6.4 One bar Aidium Paid plans No. 6—5.6

The record

Purpose: RAD CRM is an all-in-one CRM and marketing platform built for mortgage loan officers to manage leads, clients, agent partners, marketing, and follow-up.
AI assistant: RAD LOA, powered by Addy AI, calculates borrower income, reads documents, and pre-approves borrowers while integrating with Arive, LendingPad, and other LOSs.
Lead management: Lead-source connectors include Zillow, Bankrate, FreeRateUpdate, and Mortgage Research Center, and the platform provides pipelines, task management, and automated progress reports.
Marketing: Marketing features include automated workflows and newsletters, review pages, QR-code forms, course tools, and website and landing-page builders.
Communication: The platform offers a unified inbox for texting, live chat, bulk messaging, Google My Business, and Facebook, plus call recording, AI call summaries, and mobile messaging integrations.
Loan officer tools: Features include MISMO 3.4 and 1003 generation, automated prequalification letters, income calculations, mortgage comparisons, and rate tracking.
Integrations: The partner directory lists more than 30 integrations and names Arive, RETR, MABLS, Addy AI, and LendingPad among its partners.
Team features: RAD offers team and enterprise tools to distribute and assign leads, manage shared permissions and standards, and review team production.
Cloud access: RAD CRM describes itself as fully cloud-based and says users can access it from any device with an internet connection.
Security and privacy: RAD says it uses commercially reasonable measures to protect stored information, does not sell personal information, and processes customer data on customers’ behalf and according to their instructions.
Support: RAD says its support team provides onboarding, day-to-day help, and strategic guidance, and lists [email protected] and a phone number on its site.
Mobile apps: RAD CRM has an iOS app for iPhone and iPad and an Android app listed on the app stores.
Company: The maker identifies itself in its privacy policy as The Rad CRM, LLC; its site lists Gilbert, Arizona as its location.
Headquarters: Gilbert, Arizona, United States
Price from: $197/mo

Where it ranks on Freedom251

Best Mortgage CRM Software in 2026#18 of 29

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Sources

theradcrm.com/features· checked 8 Oct 2026
theradcrm.com/partners· checked 8 Oct 2026
theradcrm.com/pricing· checked 8 Oct 2026
theradcrm.com/privacy-policy· checked 8 Oct 2026
apps.apple.com/gb/app/the-rad-crm/id6466106366· checked 8 Oct 2026
theradcrm.com· checked 28 Sept 2026