Built for 3 to 5 Person Brokerages
The LOS & CRM Built for Small Brokerage Teams
Give the owner a view of every deal, your loan officers automatic follow up, and your processor one clean place to work files. 3 users are included from day one.
No contract. Keep your old system for 30 days.
More People Shouldn't Mean More Chaos
Running a team on scattered tools
- Daily check ins just to find out where each file stands
- Leads go cold when one person gets busy
- Every broker keeps their own private list of lenders
- Files get lost between the loan officer and the processor
- A CRM you pay for that nobody on the team actually opens
Running a team on Private Money HQ
- Every deal, stage and owner visible in one pipeline
- Automated follow up fires for every new lead
- One shared Lenderbase the whole team matches deals against
- Clear handoff from intake to processing to closing
- One system your team uses daily because it runs their deals
Built Around How Your Team Works
Owner: Full Visibility
See every file, stage and stalled deal across the team without chasing anyone for updates.
Loan Officers: Speed to Lead
Automated text and email follow up keeps every borrower warm while your LOs focus on calls.
Processor: Clean Files
Document checklists, conditions and a borrower portal keep every file organized and moving.
Shared Lender Matching
Lenderbase is included, so anyone on the team can match a deal to the right lender in minutes.
The CRM Your Team Will Actually Use
Most CRMs sit empty because they are extra data entry. Here the CRM and LOS are one system, so working a file updates the pipeline automatically. No double entry, no nagging.
Want to see how it stacks up? See how Private Money HQ compares
Questions From Team Owners
Most CRMs sit empty because they ask for manual data entry that doesn't help anyone close. In Private Money HQ, the CRM and LOS are one system. When your team works a file, requests documents or matches a deal in Lenderbase, the pipeline updates on its own. They use it because it makes their day easier, not because you have to remind them.
Run Your Whole Team From One Place
Up and running in about 5 days · Full support included · No contract