December 7, 2025

RAD CRM & RateUpdate Integration

RateUpdate.io x RAD CRM Integration Is Now Live

We’re excited to officially announce that RateUpdate.io now integrates seamlessly with RAD CRM, bringing unmatched automation and rate-driven insights directly into the workflows of loan officers nationwide. This integration marks an important milestone for our users who rely on both platforms to convert more leads, nurture more opportunities, and maintain consistent communication with borrowers—all while saving hours each week.

What RAD CRM Does for Loan Officers

RAD CRM is a powerful, modern CRM built specifically for the mortgage industry, giving loan officers an all-in-one platform to manage leads, automate follow-ups, and stay organized throughout the entire loan life cycle. With customizable pipelines, automated communication sequences, and sleek task management tools, RAD CRM helps loan officers simplify the moving parts of their business so they can focus on high-value activities like building relationships and closing deals.

One of RAD CRM’s biggest advantages is its ability to streamline lead management. Every inquiry, referral, past client, and long-term prospect lives in one central system, allowing loan officers to track conversations, schedule reminders, and automate touchpoints effortlessly. Whether it’s onboarding new borrowers, nurturing warm leads, or staying top of mind with a database, RAD CRM’s automation ensures nothing falls through the cracks and every client receives timely, personalized communication.

RAD CRM also stands out for its intuitive design and flexible integrations. It gives loan officers a crystal-clear view of their pipelines, contact histories, marketing activities, and production metrics—tools that help them operate like true mortgage professionals. By combining automation with practical workflow tools, RAD CRM allows loan officers to scale their business without sacrificing the personalized service that clients expect.

What This Integration Means for You

With the new RAD CRM + RateUpdate.io integration, loan officers can now automatically sync their RAD contacts directly into RateUpdate. This unlocks the full power of RateUpdate’s real-time rate monitoring and automated loan-opportunity alerts—giving you the ability to identify refinance opportunities, track market shifts, and send valuable rate updates to your database without manual work.

Instead of exporting contacts, importing spreadsheets, or manually updating lists, the integration keeps your borrowers perfectly connected to RateUpdate in the background. This means your RAD CRM pipeline and RateUpdate alerts work together to help you convert more leads, nurture relationships more effectively, and stay ahead of rate-driven opportunities your competitors are missing.

Connect Your RAD CRM Leads to RateUpdate Today

If you’re already a RAD CRM user, now is the time to activate the integration and connect your leads to RateUpdate.io. With your contacts synced automatically, you’ll gain a powerful edge: smarter rate alerts, consistent nurturing, and more chances to uncover opportunities hiding in your database.

Turn your RAD CRM pipeline into a rate-driven conversion machine.
Connect the integration today and start automating real opportunities with RateUpdate.io.

Learn more about RAD CRM here: 
https://theradcrm.com