Pacific Community Lender

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Client CRM

Past clients, refi opportunities, and equity tracking

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Add Client

Client 1 (Primary Borrower)

First / Middle Name

Last Name / Suffix

Email

Phone

Birthday

Client 2 (Co-Borrower)

First / Middle Name

Last Name / Suffix

Email

Phone

Birthday

Subject Property

Property Address

ZIP Code

Loan Details

Total Loan Amount

Interest Rate

Loan Term (Months)

Current Balance (leave blank to auto-calculate)

Estimated Home Value

Closing Date

Loan Purpose

Loan Number

Originator Info

NMLS Loan Originator ID

Lender NMLS ID

Status & Notes

Last Contact

Status Tags Hold Ctrl/Cmd to select multiple

Notes

Client Details

Import Clients

Click or drop a CSV / Excel file here

Homebot export, spreadsheet export, or any CSV/XLSX with client data

Map columns to client fields: