CRM for mortgage companies
Swiftlead - Pipeline
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Cloud based

Hosted in the "cloud", we manage your Pipeline so you don't need an IT team!

Lead Import

Import leads in bulk or integrate with lead providers, 'scrub' leads for duplicates, and distribute to your Loan Officers.

Web Security

Keep your leads and loans secure and organized on our systems and prevent losses.


Over 10 years experience.

  • 2003

    Our Humble Beginnings

    Originally a set of Excel spreadsheets and a business process, we conceived of a web based tool to automate our business and bring consistency.

  • 2004 - 2008

    Growth and development

    Tested on the battlefield, Pipeline grows rapidly. After just a short time, we embark on a complete rewrite of the software to make it more scalable and functional. Pipeline is now licensed to multiple companies in the Orange County, CA area.

  • 2008 - 2012

    Dark Ages

    With the economic slowdown, Pipeline is forced to scale back to survive.

  • 2012 - 2015

    Phase Three

    With the recovery of the economy, Pipeline sees new opportunities for growth. Currently undergoing a massive update to support mobile devices better and leverage modern cloud based infrastructure.

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Meet The Team

A swell bunch...

"No one prospers unless he renders benefit to others" - Mr. Yoshida.

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