Packed with every tool you need.
Engineered to run without you.

Documents collected. Addbacks calculated. Filogix injected.
Without you lifting a finger.

We built an absolute beast of a CRM packed with advanced tools. Use them all if you want. But unlike traditional platforms that become useless paperweights the second you log off, oCoRM is designed to run entirely in the background.

Broker Login / Register Customer Login
0 Hours Data Entry
100% Automated
📄

Client Uploads Documents

⚙️

oCoRM Goes To Work

Bank Statement income calculated. Rental worksheets filled out. Self-employed income analyzed, addbacks calculated and added back in.

✓

Deal Injected To Filogix

Broker picks lender and submits.

You are a broker.
Not a data-entry clerk.

Every CRM on the market promises to save you time, yet they hand you 50 dashboards to manage and 100 settings to configure. They force your borrowers into confusing email chains. We realized the only way to build a perfect CRM was to build one that doesn't need you there to operate.

For Borrowers

Bank-Grade Security.
Zero Friction.

We give your clients a beautiful, dead-simple portal. They always know exactly what documents are missing. No lost emails. No confusion. Just a straight path to their new home.

  • Secure document vault (No email attachments)
  • Crystal clear missing-document checklists
  • Frictionless e-signatures on any device
For Brokers

1,000 Tools.
Zero Babysitting.

While you sleep, oCoRM is working. We chase the documents, pull the signatures, and map the data directly where it needs to go. The administrative paperwork simply vanishes.

  • Google Drive auto-organization
  • Calendar deadline synchronization
  • Automated client follow-ups

Invisible on the surface.
Unstoppable underneath.

We designed oCoRM to be completely hands-off by default. But underneath the automated surface lies a massive suite of enterprise-grade tools built strictly for modern mortgage professionals. Dive deep when you want to.

Automated Worksheets

Stop typing. Our system maps client data directly to rental worksheets, applications, and Filogix instantly. What used to take hours now takes seconds.

Compliance Engine

Sleep easy. We generate ironclad, fully exportable audit trails of every signature, document view, and automated email sent.

Custom Workflows

Tweak the exact triggers and actions that fire when a borrower uploads a document or misses a deadline.

Broker-First API

Integrate with absolutely anything. We play nice with your entire existing technology stack.