Pro Connect

Strengthen your client and Realtor relationships

Empower your Loan Officers to build stronger relationships with advanced tools to stay on top of their pipeline — through our Loan Officer Portal or right inside their CRM.

The solution that helps Loan Officers excel


Loan Officers on platform.


Realtors nationwide.

Make Loan Officers more efficient and responsive

Empower Loan Officers to stay on top of their pipeline with real-time client and realtor updates, captured and prioritized in their Loan Officer Portal and CRM of choice.

Drive superior sales performance with instant surveys and feedback

We capture survey feedback from borrowers, Realtors, and Loan Officers so your team can address concerns in real time — and identify where they can improve.

Get Loan Officers the information they need to act, wherever they work best

Make sure key update never get lost with fully-configurable CRM integrations and notification preferences.

Your Pro™️ Account Managers are licensed real estate salespeople and former loan originators.

Dedicated Account Managers to help your Loan Officers succeed

Our expert Account Managers support your Loan Officers via regular on-sites, webinars, one-on-ones and real-time resolution of any issues with clients or Realtors.

“Great to work with, full staff and team support. The client is always the main focus. I love Clever Real Estate.”
Lance O.
Clever Partner Agent

Don't just take our word for it...

Clever Pro™️ has a proven track-record helping Loan Officers and Realtors build stronger working relationships.

Pro Connect

Start building stronger relationships.

Ready to see how Clever Pro™ Connect can help your Loan Officers strengthen their relationships with clients and Realtors? Click "Get Started" and fill out the form to learn more from our team!

Learn more about growing your business with Clever Pro™

Tell us a bit about you and your company, and our team will be in touch within 48 hours.

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Get Ready to Experience the Power of Clever Pro™

Congratulations! You're one step closer to unlocking the full potential of your business and closing more loans. We're thrilled to connect with you soon and showcase why top Fortune 1000 companies are choosing Clever Pro.