Appolo is a Salesforce‑native platform that unifies CRM, loan origination, and digital application workflows for mortgage lenders.
Funding
Funding not disclosed
Founders
Product
Problem
Mortgage lenders often rely on separate CRM, loan origination, and digital application systems, leading to data silos, manual data entry, and inefficient cross‑department workflows.
Solution
Appolo provides a unified, Salesforce‑based platform that consolidates CRM, loan origination, and digital application processes into a single, secure interface. By linking these core workflows, the solution eliminates duplicate data entry and streamlines communication across sales, underwriting, and servicing teams. Integrated APIs enable easy connection to existing software and third‑party services, while the platform’s compliance with SOC 1 Type II, SOC 2 Type II, and ISO 27001 ensures robust data security and regulatory adherence. The result is higher productivity, faster loan processing, and improved profitability for mortgage lenders.
Target Audience
Primary customers are mortgage lending firms, including loan officers, underwriters, and servicing teams that need an integrated, secure solution for managing the end‑to‑end loan lifecycle.
Features
- Single Salesforce-native environment that merges CRM, loan origination system (LOS), and digital application workflows
- Real‑time data synchronization across departments to prevent duplication and errors
- Comprehensive API library for seamless integration with third‑party mortgage and fintech tools
- Built‑in security controls meeting SOC 1 Type II, SOC 2 Type II, and ISO 27001 standards
- Role‑based access and audit trails to ensure data integrity and compliance
- Dashboard and reporting tools that provide visibility into pipeline performance and profitability