Viato

Viato is a mortgage technology brand offering an AI-powered CRM and borrower application platform for loan officers, brokers, and mortgage teams. Its CRM brings leads, contacts, opportunities, and communications together, helping users manage relationships from initial inquiry through closing and beyond. Teams can capture leads from forms, integrations, and webhooks; assign them across branches and teams; and track lead sources, loan milestones, and conversion performance. Communication tools include email, calls, texts, group conversations, and iMessages, with call recording and AI-generated summaries. Automated campaigns and reminders support follow-up with borrowers, past clients, and referral partners, while a power dialer and task creation help loan officers manage daily outreach.

Viato POS provides borrowers with a guided mortgage application and secure document portal, with branded experiences and clear next steps. The platform connects with tools including Gmail, Google Calendar, Outlook, Twilio, and RingCentral, and can integrate with loan origination systems. Viato says its full platform is free, with no trials or feature gates, and is currently in open beta.