Start ReCall.
Launch client recovery from your Genius workspace with one simple action.
ReCallYour past clients.
See how it works
Your past clients.
Back in reach.
Many loan officers lose years of client data because they never had a CRM—or changed companies and systems. Click ReCall and Genius finds those past relationships, rebuilds your database, and imports them into CRM.
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DISCOVER → VERIFY → IMPORT
genius / recallILLUSTRATIVE WORKFLOW
Past clients found.Ready to review and import
AM
Alex MorganPast purchase client
Record matchedJL
Jordan LeePrior refinance client
Record matchedTP
Taylor ParkerPrevious borrower
Record matchedImport recovered clients to CRM
CONNECTED TO THE WAY YOU WORK
From missing history to a living CRM.
Rebuild years of client relationships without reconstructing your database by hand.
Find past clients.
Genius searches available records to identify prior borrowers and reconstruct your book of business.
Bring them into CRM.
Review the recovered contacts and import them into an organized database ready for retention and outreach.
YOUR BOOK OF BUSINESS, RECOVERED
Find them. Keep them.
The relationships you earned should not disappear when software, companies, or time changes.
Recover lost relationships.
Find former clients who disappeared across old systems, spreadsheets, company moves, or years without a CRM.
Build the database for you.
Turn fragmented historical information into organized client records instead of rebuilding the list by hand.
Import directly to CRM.
Bring recovered clients into Genius CRM so contact ownership, history, and future activity stay connected.
Create future opportunity.
Give your past clients a permanent home for homeowner intelligence, relevant follow-up, and repeat business.
Connected intelligence. Clear data practices.
Explore how Genius uses AI and how lender data and retention are handled.
Recover the relationships you earned.
Find your past clients and give them a permanent home in Genius CRM.
Get started