The CRM your loan officers were promised. Built by lenders who got tired of waiting for it.

A Relationship Experience Platform for independent mortgage banks. Running today on real loans, connected to Encompass.

Prepared for Rich Swerbinsky, autumn 2026.

Sixty seconds. The whole idea.

You bought software to help your producers sell. It became one more thing they manage.

Call lists built by handEvery list an LO assembles is an hour they are not on the phone.

Contacts, not relationshipsThe agent who sent twelve deals last year looks like a cold lead.

Marketing needs a design teamThe flyer for Friday sits in a queue, or never gets made.

The dialer is another billThree logins, three invoices, nothing talking to anything.

Not a CRM. A Relationship Experience Platform.

The CRM was built to record the relationship. Origen was built to run it. One record for every person, a dialer inside, the referral web mapped, and marketing your loan officers make themselves inside rules you set.

Every feature exists because a loan officer needed it, not because it demoed well.

“The best CRM I have ever used.”

The top producer at the launch lender, one week after rollout.

LiveIn daily production at an Ohio independent mortgage bank, about twenty loan officers.

ReplacedSalesforce and SureFire, in a week.

ConnectedEncompass. Call queues and follow-up are built from live loan data.

What we believe, one of three

Superior product.

Built by originators. Proven on our own book before anyone else's.

What a loan officer sees.

Every relationship on one screen. Contacts, active clients, referring partners, today's queue. Duplicates are found and merged, not ignored.

Themed calling days. Realtor day, past-client day. The queue builds itself from live loan data and dials from inside the platform. Every touch is logged.

One person, one record, one owner. Borrower or partner, every contact has a primary owner and the referral relationships around them. No two LOs quietly work the same agent.

A buydown flyer in minutes. Co-branded, on brand, inside the compliance guardrails the company set. Built by the loan officer, no design team.

What we believe, two of three

Freedom to make it your own.

Your loan officers get the freedom to market and sell. You keep the brand, the data, and the relationship.

Freedom because of the control. Not freedom or control.

Your loan officers get

Marketing they build themselves, in minutes
A call list that is ready when they sit down
The whole referral web, not a contact list
Their own book, on their phone

You keep

Brand rules and approval guardrails, set once at the top
Manager oversight across every branch
Audit-ready activity logs
The data, the relationships, and the roadmap

What we believe, three of three

A fraction of the cost.

One bill replaces three. No per-feature upsells, no implementation invoice, no admin headcount.

Simple pricing. No surprises.

Team and branch

Customvolume discounts

Everything in Individual
Branch dashboard, shared referral pools, team analytics
Brand and compliance controls at the organization level
Guided data migration, dedicated onboarding, priority support

Individual

$99per user, per month

The full platform for one producer
Single contact record with a primary owner
Live daily call list and built-in power dialer
AI email and flyer builder, mobile access

Run it for any shop you know.

Starting figures are 2026 list prices for an enterprise or Salesforce-based mortgage CRM plus a standalone dialer and design tool. Change any of them.

Loan officers

25

CRM, per user per monthTotal Expert, Salesforce with Jungo or SureFire

Dialer, per user per monthPhoneBurner, Kixie, similar

Design tool, per user per monthCanva or an agency retainer spread across LOs

Implementation, one timeEnterprise CRMs commonly charge $10,000 to $50,000

Current stack, year one

$0

Origen, year one

$0

saved in year one. Origen runs at 0% of the current stack, before volume discounts.

Rolling out software is where good tools go to die. We built Origen so the switch is the easy part.

Guided migrationWe move your contacts, pipeline, and history. No one starts from a blank screen.

Controls that holdBrand rules, approvals, and permissions are set at the top, so what your team sends is something you can stand behind.

A person, not a ticketHands-on setup, live training, and a named onboarding contact.

A roadmap owned by producersThe people building Origen close loans. When your team needs something, that is who hears it.

Owner-led independents, $100 million to $3 billion a year.

Shops whose business comes from agents and past clients, paying for three tools today, whose owners want producers selling instead of managing software.

Origen is an independent company. The launch lender is its first customer and its proving ground. Modules for the owner's side of the house are in development.

Rich, nobody sits closer to this buyer than you do.

Former president of The Mortgage Collaborative and now advisor to its CEO. Executive director of the Ohio MBA. Co-host of The Big Picture. Pick the play that fits, or all three.

Shape the go-to-market, and share in what it becomes.

Pricing and packaging for the $100M to $3B independent, informed by three hundred lenders' worth of what works.
Positioning against the Salesforce-based and enterprise incumbents.
Structure is open: advisory equity, or revenue share on lenders you help bring in.

Choose three to five owner-led lenders for a free thirty-day pilot.

You pick them. Lenders you know are paying for three tools and frustrated with all of them.
We migrate and run it. Real workflows, real data, guided by a producing branch manager, not a sales rep.
You see the results first.

Put it in front of the rooms you already own.

TMC. A member demo and a path to preferred-partner pricing, so TMC lenders get the best deal available anywhere.
Ohio MBA. A showcase for Ohio independents. The launch lender is one of them.
The Big Picture. A lender built its own CRM and then sold it. That is a story, not an ad.

Thirty days. Continue at member pricing, or walk away.

Week 0

We migrate

Contacts, pipeline, and history moved by our team. Brand and compliance rules set with the owner.

Weeks 1 to 4

LOs work their book

Daily call queues, the referral map, flyers. Live training and a named onboarding contact.

Week 4

Owner review

Activity, referral coverage, and adoption against the old stack.

See it running on real loans.

Bring your team's actual workflow. We will show you how Origen runs it. Thirty minutes, no commitment, no credit card.

Superior product. Freedom to make it your own. A fraction of the cost.