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CrestConnect CRM
Each loan officer’s CRM / Realtor List and Campaigns, organized by owner.
Capital Crest Mortgage Group / Workspace
Welcome to CrestHub
One portal for eight business modules. CrestConnect manages relationships; CrestFlow manages loan files; Loan Production tracks performance. Each protected module checks your access when opened.
Business applications
8 modules · 6 launchers connected · 2 integrations pending⌂
CrestFlow LOS
Loan applications, documents, processing, and approvals.
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Loan Production
Pipeline, funded loans, volume, and broker fees by month and loan officer.
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Team & Onboarding
Officer roster, bio-data, SOP acknowledgments, account setup, and access checks in one place.
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Payroll
Funding confirmation, compensation, deductions, and statements. Access depends on your role.
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Teams
Internal communication and collaboration. Teams integration is not connected yet.
Integration pending
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Compliance
Policies, licensing, training, and audit records. The compliance workspace is not connected yet.
Integration pending
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Kim AI Agent
Ask about connected modules and review workflow improvements. Kim uses authorized summaries; Teams and Compliance data remain unconnected.