Lead & relationship CRM
Capture every lead and keep every relationship warm — borrowers, investors, and connectors alike. Track status, source, and notes on each.
Every relationship and every deal, in one place.
The all-in-one workspace for money brokers and connectors.
One workspace
Lead capture
Applications
Documents
Term sheets & agreements
E-sign
Email
Everything you need to run the deal, in one place.
From first hello to funding day, the whole deal file stays in one place.
One secure link. The whole application.
Send a single link and your client completes their application and uploads every qualifying document — purchase contracts, bank statements, proof of funds — in one place. No portal to explain, no attachments to chase.
First hello
Client applies
Funded
Your inbox and calendar, built in
Connect Gmail or Outlook and every email lands beside the right contact automatically. Link your Google or Outlook calendar and meetings sync straight to the deal timeline — no more digging through threads.
Your template library
Term sheets, proof-of-funds letters, broker and referral agreements, invoices — reusable templates your whole team can customize.
E-signatures
Send agreements and closing docs for signature and let clients e-sign in minutes, from any device. No printer required.
A record of everything
Every change to a contact is logged automatically, so you always have a complete, audit-ready history of the file.
Built for your team
Invite your team or connectors, share the pipeline, and keep everyone working from the same records and templates.
Your pipeline, start to close.
Carbon Copi follows the deal the way you do — nothing falls through the cracks.
Capture the lead
An inquiry comes in by email, phone, or in person — and lands in your CRM.
Take the application
Fill it out with the client, or send a link for them to complete it.
Prequalify
Size up the deal from the information on the application.
Assign to a lender partner
Route the file to the right partner and send a prequal letter when it applies.
Collect & submit documents
Gather what the lender needs, then submit for conditional approval.
Clear conditions & close
Order appraisal, title, and insurance, clear conditions, and close.
Your inbox and calendar, on the same desk as every deal.
Connect the email and calendar you already use — every conversation and meeting is carbon copied to the client's record automatically.
Connect in seconds. Securely link the Gmail or Outlook inbox and calendar you already use, with one click.
Every message, carbon copied. Incoming email is matched to the right client for you.
Nothing slips. The full thread lives with the contact, not in your head.
DR
Dana Reyes
Client · Bridge loan
Copied to file
- Application.pdf
- Bank statement.pdf
- Re: Term sheet
DR
Dana Reyes
dana.reyes@gmail.com
9:41 AM
Re: Term sheet — 24 Harbor St
Initialed page 3 — anything else you need from me?
Less busywork.
More deals.
Email matched, documents filed, updates logged — automatically. Book a 20-minute demo and we'll set it up around your pipeline.