Fluid Leads CRM by Daily Edge AI
"Every lead, every follow-up, every Google review — one system, managed for you."
The CRM built for loan officers. Every stage of the loan, from first contact to closing and beyond, in one system we set up and manage for you.
Complete System, Setup and Managed For You
No complex technical setup or steep learning curves. We configure your pipelines, campaigns, and integrations so you can focus on building relationships and funding loans.
Lead Capture and Instant Response
Forms and funnels, instant text and email replies to new leads, and mobile alerts so you never lose a prospective borrower.
Mortgage Pipeline
Stages from new lead to funded, with an optional loan origination system connection to keep your team aligned.
Automated Follow-Up
Pre-approval check-ins, document reminders, and long-term post-close nurture that generates repeat business and referrals.
Google Reviews and Referrals
Automatic review requests at closing, an intuitive review dashboard, and website review widgets that build instant credibility.
Marketing & Presence
Website and landing page builder, multi-channel social media planner, and polished email newsletters tailored to real estate.
Done-For-You Setup
A 7-day demo account, 10 custom automations built around your workflow, two 1-hour onboarding sessions, and a recorded walkthrough of your build.
Select Your Plan
Priced per user per month. On the next page, customize your team size and optional add-ons with a live estimated monthly total before submitting.
Essential
Core PlatformProfessional
Premier
Ultimate AIReady to streamline your mortgage workflow?
Build your customized estimate in Step 2. You will not be charged today — we confirm your needs, generate your service agreement, and invoice separately.