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On the recordRead 8 Oct 202614 facts
RAD CRM
Gilbert, Arizona, United States
Plans and prices
Expert
$197a month
$25 per team member per month · usage charges: $.0147/min outbound, $.0089/min received, $.0083/text segment, $.000709/email · $10 starting credit
Read 8 Oct 2026 · theradcrm.com
Master
$350a month
Includes Expert plus RETR agent tools · $25 per team member per month · usage charges: $.0147/min outbound, $.0089/min received, $.0083/text segment, $.000709/email · $10 starting credit
Read 8 Oct 2026 · theradcrm.com
Enterprise
Priced on request
Team onboarding and dedicated support; contact RAD CRM for pricing
Read 8 Oct 2026 · theradcrm.com
On the record
- AI assistant
- RAD LOA, powered by Addy AI, calculates borrower income, reads documents, and pre-approves borrowers while integrating with Arive, LendingPad, and other LOSs.theradcrm.com · read 8 Oct 2026
- Cloud access
- RAD CRM describes itself as fully cloud-based and says users can access it from any device with an internet connection.theradcrm.com · read 8 Oct 2026
- Communication
- The platform offers a unified inbox for texting, live chat, bulk messaging, Google My Business, and Facebook, plus call recording, AI call summaries, and mobile messaging integrations.theradcrm.com · read 8 Oct 2026
- Company
- The maker identifies itself in its privacy policy as The Rad CRM, LLC; its site lists Gilbert, Arizona as its location.theradcrm.com · read 8 Oct 2026
- Integrations
- The partner directory lists more than 30 integrations and names Arive, RETR, MABLS, Addy AI, and LendingPad among its partners.theradcrm.com · read 8 Oct 2026
- Lead management
- Lead-source connectors include Zillow, Bankrate, FreeRateUpdate, and Mortgage Research Center, and the platform provides pipelines, task management, and automated progress reports.theradcrm.com · read 8 Oct 2026
- Loan officer tools
- Features include MISMO 3.4 and 1003 generation, automated prequalification letters, income calculations, mortgage comparisons, and rate tracking.theradcrm.com · read 8 Oct 2026
- Marketing
- Marketing features include automated workflows and newsletters, review pages, QR-code forms, course tools, and website and landing-page builders.theradcrm.com · read 8 Oct 2026
- Mobile apps
- RAD CRM has an iOS app for iPhone and iPad and an Android app listed on the app stores.apps.apple.com · read 8 Oct 2026
- Purpose
- RAD CRM is an all-in-one CRM and marketing platform built for mortgage loan officers to manage leads, clients, agent partners, marketing, and follow-up.theradcrm.com · read 8 Oct 2026
- Security and privacy
- RAD says it uses commercially reasonable measures to protect stored information, does not sell personal information, and processes customer data on customers’ behalf and according to their instructions.theradcrm.com · read 8 Oct 2026
- Support
- RAD says its support team provides onboarding, day-to-day help, and strategic guidance, and lists [email protected] and a phone number on its site.theradcrm.com · read 8 Oct 2026
- Team features
- RAD offers team and enterprise tools to distribute and assign leads, manage shared permissions and standards, and review team production.theradcrm.com · read 8 Oct 2026
