Little CRM

The Little CRM · Beta spring 2027

The CRM that costs less than lunch.

Automated journeys and campaigns. Email, text and push. Integrated with your Encompass LOS and wrapped around BIG POS — with AI optional if you run BIG AI. $9.99 a seat for BIG POS customers, $19.99 for everyone else.

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The Little CRM notification editor with email, SMS and push controls beside a mobile message

What is Little CRM?

The Little CRM is the right-sized mortgage CRM from Mortgage Automation Technologies — journeys, campaigns and email/text/push messaging around BIG POS and Encompass, AI optional. Beta spring 2027; $9.99/seat for BIG POS customers, $19.99 otherwise.

Good enough, on purpose

Enterprise CRMs charge enterprise prices for features mortgage teams never use. Little CRM is deliberately the right size.

Journeys & campaigns

Custom journey management and branded campaign management — the same engine that powers BIG POS outreach.

Every channel

Send email, send text, send push notifications — no per-channel add-ons.

Encompass-native

Integrated with your LOS, not a bolt-on database that drifts out of sync.

AI optional

If you run BIG AI, Little CRM gets intelligent drafting and insights — governed the same way.

Co-brand generation

Tied into Big Agent: generate co-branded marketing straight from a contact record.

Honest pricing

$9.99 per seat for BIG POS customers · $19.99 per seat without. No tiers, no packs.

Pricing

BIG POS customers

The Little CRM

$9.99 / seat / month
  • Journeys, campaigns, email / text / push
  • Encompass-integrated
  • AI optional with BIG AI
Everyone else

The Little CRM

$19.99 / seat / month
  • Same product, same channels
  • Encompass-integrated
  • Beta spring 2027

Join the beta list

Beta opens spring 2027. BIG POS customers get first access.

Frequently asked questions

What is The Little CRM?
The Little CRM is Mortgage Automation Technologies’ right-sized CRM for mortgage teams: automated journeys and campaigns, email, text and push messaging, integrated with Encompass and BIG POS, with AI optional for BIG AI customers. Beta opens spring 2027.
How much will Little CRM cost?
$9.99 per seat for BIG POS customers and $19.99 per seat for everyone else. No tiers, no channel add-ons.

The custom demo environment

This page is the brochure. The product is inside the demo.

demo.thebigpos.com is a self-learning video directory of the whole platform — every system function, walked through on camera and organized by role, so you can learn it all at your own pace.

  • Every function on videothe full system, screen by screen, self-guided
  • Role-based learning pathsloan officer, borrower, real-estate partner, admin
  • Live pricing toolsquote builder with your volume, product bundles, costs
  • Briefs, papers & testimonialswhite papers and client-approved reviews
Inside the BIG POS demo library — role-based video directory with feature search and tourThis is what you’ll log into — every function on video.

How access works: request a code → we email your access code → you’re in.

Request your access code Or schedule a live demo

Codes are approved by a person — usually same business day.

The Little CRM Brief cover

White paper

The Little CRM Brief

Journeys, campaigns and messaging wrapped around BIG POS and Encompass — the right-sized CRM, with per-seat pricing and the spring 2027 beta plan.

We email a private download link — the paper itself is never posted publicly.