NetDesk gives mortgage professionals, realtors and insurance agents one place to capture leads, book consultations and follow up automatically, so no homebuyer slips through the cracks.
Ready-made pipelinesAutomated follow-upBuilt for compliance-minded teams
Every stage can trigger tasks, emails and team alerts.
Choose the setup that fits your business. Each one comes with its own pipeline, forms, calendars and follow-up sequences.
Move borrowers from first inquiry to funded loan with a clear, trackable process.
Respond to buyers and sellers quickly and stay in touch long after the first showing.
Capture quote requests and keep renewals on schedule for the families you serve.
Onboarding is repeatable, so your team spends time with clients, not configuring software.
Start from the pipeline, forms, calendars and templates made for your line of business.
Add your branding, team members, booking links and messaging, then connect your tools.
We test every trigger and follow-up before going live, so your first lead is handled properly.
Practical tools that keep leads moving and keep you in control.
New inquiries create or update a contact, tag the source, open an opportunity and alert the right person.
Clients choose a time that suits them, then get confirmations and reminders, including rescheduling instructions.
Friendly email and permitted SMS sequences stop automatically when a lead books, converts or opts out.
Route leads to the right team member, create first-contact tasks and escalate when no one has responded.
See where every borrower, buyer or seller stands, from first contact to closed, in a single view.
Manage affiliate and referral partners with unique links, attribution and commission reporting.
Speed matters when a buyer is deciding who to call. NetDesk handles the first steps instantly and hands your team a clear next action.
See it in actionRun a referral or affiliate program with applications, unique links, commission tracking and payout reporting. Advanced multi-level structures are scoped with you during onboarding.
Ask about referral programsMortgage professionals, realtors and real estate teams, and homeowners insurance agents who want a repeatable way to capture, book and follow up with leads.
No. NetDesk is business software. Lending, brokerage and insurance services are provided by you, the licensed professional.
No. Marketing forms do not ask for Social Security numbers, bank account details or loan documents. Use your approved secure systems for that information.
SMS is sent only where permitted and based on the consent a contact has given. Every message includes opt-out instructions.
It depends on your integrations and branding. Book a consultation and we will outline the steps and a realistic timeline for your team.
Book a free consultation and we will walk you through the setup that fits your business.
Send us a message and the NetDesk team will get back to you as soon as we can.
Choose a time that suits you. We will show you how NetDesk fits the way you work.
We have received your request. A member of the NetDesk team will review it and follow up shortly.
Look for a confirmation email. If you do not see it, check your spam folder.
Our team reviews every request and reaches out using your preferred contact method.
Learn how pipelines, reminders and follow-up work while you wait.