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RAD CRM
What RAD CRM is
RAD CRM is a CRM and marketing platform for mortgage loan officers, with tools for managing borrowers, referral partners, loan pipelines, marketing, and follow-up. Lead-source connectors include Zillow, Bankrate, FreeRateUpdate, and Mortgage Research Center; pipelines, task management, and automated progress reports support lead tracking. Marketing tools include automated workflows, newsletters, review pages, QR-code forms, course tools, and website and landing-page builders. A unified inbox brings together texting, live chat, bulk messaging, Google My Business, and Facebook, with call recording, AI call summaries, and mobile messaging integrations also available.
RAD LOA, powered by Addy AI, calculates borrower income, reads documents, and pre-approves borrowers, integrating with Arive, LendingPad, and other loan origination systems. Loan officer tools include MISMO 3.4 and 1003 generation, automated prequalification letters, mortgage comparisons, and rate tracking. Team and enterprise tools support lead assignment, shared permissions and standards, and production review. RAD CRM is cloud-based, with web, Android, and iOS access. Expert costs $197 a month, plus team-member and usage charges. Master costs $350 a month and adds RETR agent tools, with additional charges. Enterprise pricing is custom.
Who it suits
RAD CRM suits mortgage loan officers who want borrower, referral-partner, pipeline, marketing, and follow-up tools in one platform. Teams may also find its lead assignment, shared permissions, and production review tools useful.
What it does well
- Connects to Zillow, Bankrate, FreeRateUpdate, and Mortgage Research Center.
- RAD LOA calculates income, reads documents, and pre-approves borrowers.
- Includes loan pipeline tracking and automated marketing and SMS workflows.
- Supports iOS, Android, and web access.
- Offers team tools for assigning leads and reviewing production.
What to know first
- No free plan is available.
- Expert starts at $197 a month, with added team and usage charges.
- Enterprise pricing is custom and requires contacting RAD CRM.
Limits
Expert costs $197 a month, plus $25 per team member per month and usage charges for calls, texts, and email. Master costs $350 a month, with the same team-member and usage charges; it adds RETR agent tools. Enterprise plans use custom pricing.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Expert | $197/ month · $25 per team member per month · usage charges: $.0147/min outbound, $.0089/min received, $.0083/text segment, $.000709/email · $10 starting credit | $197 a month |
| Master | $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 | $350 a month |
| Enterprise | Custom enterprise plans; volume pricing · Team onboarding and dedicated support; contact RAD CRM for pricing | On request |
As theradcrm.com lists them, read 8 Oct 2026. The maker's own page has the final word.
Getting started
- Visit the RAD CRM website.
- Choose Expert, Master, or contact RAD CRM about Enterprise pricing.
- Use the web platform or access it through the iOS or Android app.
- Contact support for onboarding and day-to-day help.
Verdict
Choose RAD CRM if you need mortgage-focused lead, borrower, marketing, and loan officer tools alongside team features. Look elsewhere if you need a free plan or want to avoid per-team-member and usage charges.
Questions
How much does RAD CRM cost?
Expert is $197 a month and Master is $350 a month. Both add $25 per team member per month and usage charges; Enterprise pricing is custom.
Does RAD CRM have a free plan?
No. Its listed plans are paid.
Which platforms can I use RAD CRM on?
RAD CRM is available on the web, Android, and iOS. Its iOS app supports iPhone and iPad.
What integrations does RAD CRM offer?
Its partner directory lists more than 30 integrations, including Arive, RETR, MABLS, Addy AI, and LendingPad. RAD LOA also integrates with Arive, LendingPad, and other loan origination systems.
What does the Master plan add?
Master includes Expert plus RETR agent tools. It costs $350 a month, with additional team-member and usage charges.
Who makes RAD CRM?
The maker identifies itself as The Rad CRM, LLC and lists Gilbert, Arizona, as its location.
Facts from RAD CRM's own pages
- 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. · theradcrm.com, 8 Oct 2026
- Cloud access
- RAD CRM describes itself as fully cloud-based and says users can access it from any device with an internet connection. · theradcrm.com, 8 Oct 2026
- 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. · theradcrm.com, 8 Oct 2026
- Company
- The maker identifies itself in its privacy policy as The Rad CRM, LLC; its site lists Gilbert, Arizona as its location. · theradcrm.com, 8 Oct 2026
- Headquarters
- Gilbert, Arizona, United States · theradcrm.com, 28 Sept 2026
- Integrations
- The partner directory lists more than 30 integrations and names Arive, RETR, MABLS, Addy AI, and LendingPad among its partners. · theradcrm.com, 8 Oct 2026
- Lead management
- Lead-source connectors include Zillow, Bankrate, FreeRateUpdate, and Mortgage Research Center, and the platform provides pipelines, task management, and automated progress reports. · theradcrm.com, 8 Oct 2026
- Loan officer tools
- Features include MISMO 3.4 and 1003 generation, automated prequalification letters, income calculations, mortgage comparisons, and rate tracking. · theradcrm.com, 8 Oct 2026
- Marketing
- Marketing features include automated workflows and newsletters, review pages, QR-code forms, course tools, and website and landing-page builders. · theradcrm.com, 8 Oct 2026
- Mobile apps
- RAD CRM has an iOS app for iPhone and iPad and an Android app listed on the app stores. · apps.apple.com, 8 Oct 2026
- 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. · theradcrm.com, 8 Oct 2026
- 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. · theradcrm.com, 8 Oct 2026
- 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. · theradcrm.com, 8 Oct 2026
- Team features
- RAD offers team and enterprise tools to distribute and assign leads, manage shared permissions and standards, and review team production. · theradcrm.com, 8 Oct 2026
Where RAD CRM stands on Freedom251
- Mortgage CRM Software#23 of 29