CRM
Manage leads, customers, follow-ups and relationships in one record of truth.
Shoola Labs — software company
Software built for modern mortgage operations
Shoola Labs builds software that simplifies complex business operations. Meet BloomOS — our flagship all-in-one mortgage operating system, bringing CRM, loan workflow / LOS, phone, email, messaging, automation and mortgage operations into one platform.
- BloomOS: 30 days free
- $50 per user / month
- Built for mortgage teams
app.shoolalabs.com — Workspace
Loan pipeline
This month- New leads34
- Contacted21
- Application (1003)14
- Processing9
- Clear to close5
Communications hub
- Call — M. Alvarez, 6m 12s
- Email — Conditions requested
- SMS — Docs received
- Task — Callback 4:30 PM
Borrowers
Loans
AI assist
Our flagship platform
BloomOS
The all-in-one mortgage operating system
BloomOS is Shoola Labs' all-in-one software platform for mortgage brokerages and mortgage teams. It replaces the usual stack of separate systems with one connected workspace for leads, borrowers, loans, communications and day-to-day operations.
$50 per user / month · first 30 days free · currently our only public product
All-in-one platform
One platform instead of a stack of disconnected systems
Most mortgage teams run a CRM here, a dialer there, email somewhere else and workflow in spreadsheets. BloomOS brings those categories into a single workspace.
Loan Workflow / LOS
Manage applications, borrowers, loans and pipeline progress from intake forward.
Phone & Dialer
Calling and communication tools built directly into the workspace.
Connected Email
Connect Gmail and Microsoft mailboxes to send, receive, search and manage email inside Bloom.
Messaging
Direct employee messaging, team conversations and customer communications.
Communications Hub
Calls, SMS, email, voicemail and activity organized around the customer.
Tasks
Callbacks, follow-ups, assignments and team workflows that stay attached to the file.
Automation
Trigger actions, workflows and follow-up processes without manual busywork.
AI
AI-assisted calling, workflows and operational support inside daily work.
Team Management
Employees, permissions, roles and activity across your organization.
Product experience
Your business in one workspace
BloomOS is substantial operational software — not a lightweight lead CRM. Each area of the workspace stays connected to the same leads, borrowers and loan files.
Dashboard
Daily priorities, activity and team performance at a glance.
Pipeline
Every loan and its stage, owner and next action.
Leads
Intake, assignment, status and follow-up cadence.
Loans
Loan files with documents, conditions and history.
Borrowers
Borrower profiles with full communication history.
Phone
Dialer, call logging and voicemail in the workspace.
Connected Gmail and Microsoft mailboxes.
Messages
Internal team chat and customer messaging.
Tasks
Callbacks, assignments and team to-dos.
Employees
Roles, permissions and team activity.
Communications Hub
One timeline across every channel.
Automation
Triggers and workflows that move work forward.
Communications
Every conversation in one place
BloomOS keeps calls, email, SMS, internal messages and customer conversations organized around the same customer record — so nobody has to reconstruct history across apps.
- Phone calls and dialer
- Connected email
- SMS
- Internal team messaging
- Customer messaging
- Voicemail
- Full communication history
Users connect their own Gmail or Microsoft mailbox to BloomOS in a few clicks, then send, receive, search and manage that email inside the workspace.
Customer timeline
- 1
Inbound call
Lead captured and assigned to a loan officer
- 2
Email sent
Document request from the connected mailbox
- 3
SMS reply
Borrower confirms upload
- 4
Internal message
Processor loops in the loan officer
- 5
Task created
Follow-up scheduled for tomorrow
Purpose-built
Built for mortgage operations, not adapted to them
BloomOS models the way mortgage teams actually work — from first contact through the loan file — with mortgage language, roles and workflows throughout.
- Leads and lead assignment
- Borrower records and profiles
- Loan officer workspaces
- 1003 loan application workflows
- Loan pipeline and stage tracking
- Mortgage communications history
- Loan file workflow and documents
- Team assignments and handoffs
- Conditions and follow-up workflow
- Mortgage-specific roles and permissions
We only list integrations once they are production-ready. Additional lender and provider integrations will be published here as they become available.
Why BloomOS
Practical advantages for mortgage teams
One workspace
Stop jumping between separate CRM, phone, email, messaging and workflow platforms.
Built for mortgage teams
Designed around real mortgage workflows rather than generic sales software.
Better visibility
Keep communication, tasks, leads and loans organized and easy to review.
Connected communications
Phone, email and messaging stay tied to the work being done.
Built to scale
Suitable for individual teams and multi-user mortgage organizations.
Access controls
Organization-level access, roles and permissions across every workspace.
About Shoola Labs
A software company focused on operations
Shoola Labs builds software designed to simplify complex business operations. Our flagship platform, BloomOS, brings mortgage CRM, loan workflow, communications and automation into one connected system.
Pricing
Simple, per-user pricing
One plan with the full platform. Variable, usage-based services are billed separately where applicable.
BloomOS
$50per user / month
First 30 days free
Includes the core BloomOS platform
- The complete BloomOS platform
- CRM, loan workflow and pipeline
- Communications hub: phone, email, SMS, messaging
- Tasks, automation and AI-assisted workflows
- Team management, roles and permissions
- Connected Gmail and Microsoft mailboxes
Need details on usage-based services or a larger rollout? See full pricing.
Desktop
BloomOS for Windows
Coming soon
A dedicated Windows desktop experience for BloomOS is in development. In the meantime, BloomOS runs in the browser with the full workspace — calls, email, messaging, pipeline and tasks included.
Windows desktop app
No installer is available yet. This space is reserved for the official BloomOS Windows download.
Bring your whole mortgage operation into one workspace.
Start a 30-day free trial of BloomOS, or walk through the platform with our team.
30 days free · $50 per user / month after