Product · CRM Platform

A client & marketing platform for licensed mortgage and insurance professionals.

Bytewonders CRM captures leads, manages the client pipeline, enforces industry compliance in software, and runs advertising across Google and Meta — with every customer-facing decision kept under human review.

Explore the platform Advertising integration
  • Compliance gates in software
  • Human-approved creatives
  • Full audit trail
Core features

Everything a regulated practice needs, in one place.

Lead capture & attribution

Web forms feed leads directly into the CRM with their marketing source preserved (campaign parameters, click identifiers) so every client can be traced back to the ad that produced them.

Pipeline management

Stage-based pipelines for loans and policies, with blocking compliance gates that stop work from advancing until required steps are met.

Compliance automation

Required disclosures (NMLS ID, Equal Housing), licensed-state limits, and prohibited-claim checks are enforced by the software, with a full audit trail.

Document intelligence

Uploaded documents are read and structured automatically, matched against the file checklist, and flagged for inconsistencies — never stored beyond what regulation requires.

Client communication

Templated, on-brand emails and status updates keep clients informed at each stage of their loan or policy.

Advertising integration

Google Ads and Meta campaigns are managed from the same system that knows which leads became real customers.

See how
Advertising integration

Marketing that optimizes toward real business outcomes.

The CRM connects to the Google Ads API and the Meta Marketing API to run and improve a practice's advertising. Because the platform sees the full journey — from ad click to funded loan or issued policy — it can teach the ad platforms to bid toward outcomes that actually matter, not just form fills.

Step 1

Attribute

A website lead is stored with its campaign and click identifiers.

Step 2

Qualify

The lead moves through CRM stages as it becomes a real opportunity.

Step 3

Convert

On a value stage, an offline conversion is uploaded back to Google & Meta.

Step 4

Optimize

A nightly job reads performance and adjusts budgets/bids within fixed caps.

How the Google Ads API is used

  • Reporting. Read campaign and ad performance into our analytics for review.
  • Budget & bid management. Adjust daily budgets and bids within hard-coded caps (e.g. max ±20%/day, per-campaign ceiling).
  • Status management. Pause or resume ads and campaigns whose cost per quality lead exceeds a threshold.
  • Offline conversion upload. Enhanced Conversions for Leads — when a lead becomes a funded loan or issued policy, upload the conversion so Smart Bidding optimizes toward outcomes.

The integration manages advertising for the practice's own single advertiser account, linked under our manager account. It is operated by Bytewonders staff on behalf of our client; the API is not offered to third parties.

Built on Google Cloud

Secure, auditable, and reliable by construction.

Cloud-native

Serverless API, managed database, scheduled jobs, and secret management — all on Google Cloud, scaling to zero at rest.

Data protection

Least-privilege access, encrypted storage, sensitive-data minimization before any model call, and no card numbers ever stored.

Auditable AI

Every automated decision is logged with its inputs and rationale. AI assists; humans approve anything that reaches a client or a regulator.