The Mortgage CRM That Turns Cold Agents Into Referral Partners
The only CRM designed to make referral partners your #1 source of business.
No Credit Card Required
Access the Referral Partner Playbook
and all plug-n-play features.
Why LOs Struggle to Get Consistent Referrals — And How to Fix It
Loan officers don’t have to chase referrals anymore.
LogicLinks automates trust and follow-up so you become the first name agents think of.
Most systems fail because they focus on leads and automation, not the relationships that generate referrals.
LogicLinks is designed to fix that.
- Track referrals: Know where every lead comes from.
- Automated newsletters: Stay top-of-mind effortlessly.
- Pre-built campaigns: Plug-and-play marketing that works.
- Turn relationships into referrals: Consistent follow-up drives business.
With LogicLinks, building a referral-driven business is simple, automated, and reliable.
Build Referrals with Clients & Agents
Our referral and retention strategy keeps clients and referral partners informed and referring — automatically.
Client Engagement
- Monthly newsletters educating on homeownership & wealth-building
- HomeLens updates showing monthly home value
- Interactive calculators for planning & visualization
- Encourages sharing with friends, family, and neighbors
Referral Partner Nurturing
- Weekly marketing tips & actionable insights
- Monthly newsletters keeping you top-of-mind
- Client activity updates so agents know what’s happening
- Ad-hoc alerts for big news in the market
- Positions you as the trusted go-to lender
Referrals Happen Automatically
- No chasing or manual follow-up — runs in the background
- Works seamlessly with CRM updates
- Everything pre-built, ready to go — customize if you want
- Builds consistent referrals and trust without extra effort
Less Clicks, More Closings
Faster Loan Approvals
Automated pre-approvals so you spend less time clicking and more time building relationships.
Automate Pre-Approvals
- Hard-coded guidelines built in
- Calculate VA entitlement and residual income automatically
- Automates income calculations
- Eliminates manual errors and speeds approvals
How You’ll Out-Position, Out-Trust, and Out-Sell the Competition
Forget features for a moment.
The only question that matters is:
“Will this system help me produce more?”
Here’s the unfair advantage that lets you dominate your market:
Trust-Based Marketing Playbooks
Proven strategies to make agents see you as the go-to expert.
The Marketing Vault
Fresh campaigns, angles, and high-converting assets added weekly — so you’re always one step ahead.
Sales Scripts + Agent Growth Training
Master the conversations that turn agents into referral machines — without cutting price.
Advanced Positioning Tools
Subtle but powerful ways to differentiate yourself — so agents sell you to their clients (without being asked).
Built on Real Experience — Because Trust Isn’t Given, It’s Earned
Most CRMs talk about leads and automation. LogicLinks focuses on trust that drives referrals.
- Add value before agents ask
- Solve problems, don’t create noise
- Automated messages, timing, and follow-up
- Build real relationships without extra work