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LeadMailbox
Lead-management CRM with built-in telephony, SMS and email campaigns and AI agents, sold by industry with a Mortgage edition beside real estate and insurance.
| What the AI does | AI Composer (Pro Plus tier) and Automated Voice and SMS AI Agents that answer inbound texts and calls and draft emails. |
|---|---|
| Who it serves | All mortgage pros |
| Starting price | $50/seat/mo (Professional); $75/seat/mo (Pro Plus) |
| Pricing model | Per seat per month |
| Free trial | Not stated on the vendor site |
| Best fit | Solo LO, Broker shop |
| Category | Mortgage CRM & Platforms with AI |
| Also fits | AI Lead Follow-up & Borrower Nurture |
| Compliance | Posted on the vendor's site: SOC 2 compliant data center (vendor not attested); SSN field encryption; US-only access; no TCPA. |
| Checked | 2026-10-31, against the vendor's own page |
Good to know
LeadMailbox is a lead-management CRM with built-in telephony, SMS and email campaigns, sold by industry with a dedicated Mortgage edition alongside real estate and insurance; its Voice and SMS AI Agents answer inbound texts and calls and the AI Composer (Pro Plus tier) drafts emails. Two seat prices are posted, $50/seat/mo (Professional) and $75/seat/mo (Pro Plus), with no annual contract, and Pro Plus bundles minutes, texts and emails.
The security statement names servers in a SOC 2 compliant data center, field-level encryption for SSNs and US-only IP access; no TCPA statement is posted, so ask before you buy. Jungo lists LeadMailbox as an integration partner.
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