For mortgage teams running on RAD CRM

RAD CRM runs the pipeline.
Sequifi runs the payroll.

Your loan officers live in RAD CRM. Sequifi gives owners and branch leaders the other half: HR, payroll, and LO compensation, so every funded loan turns into an accurate paycheck without a spreadsheet in between.

Book a demo Explore the platform

Your branch

Funded loansThis week

Team memberLoansStatus

J. Alvarez

Loan officer

6 funded

Ready

S. Patel

Branch

Override

Ready

K. Brooks

Processor

9 files

Ready

Pay

RAD CRM integration in development

Hire

Onboard

HR & Docs

Payroll

Run payroll

Sample pay cycle

Total payout

$18,650

Team memberPayStatus

J. Alvarez

Loan Officer

$14,200

Paid

S. Patel

Branch Mgr

$3,100

Processing

K. Brooks

Processor

$1,350

Queued

Illustrative exampleLO, override, and processor pay

Trusted by 20,000+ reps, managers, and operators

Trusted by 20,000+ reps, managers, and operators across commission-led teams

From funded loan to LO paycheck.

Sequifi turns funded loans into accurate comp and payroll for the whole branch. Next up: an integration in development that brings each LO's payout into RAD CRM, so a loan officer can follow a deal from lead to funded loan to paycheck in one place.

Pairs with RAD CRM

Keep RAD CRM for relationships and pipeline. Add Sequifi for the people side of the business: hiring, payroll, and LO comp. Each system does the job it was built for.

See how it works

LO comp without the spreadsheet

Basis-point plans, tiered comp, branch and manager overrides, and processor pay calculated automatically and flowed straight into payroll, so every LO can see how their number was built.

Explore LO comp

One back office for the branch

HR, onboarding, documents, and payroll for W-2 and 1099 staff on a single platform built for commission-based teams. One login for your entire people stack.

Explore the platform

LO Compensation

LO comp, calculated the same way every time.

Model the comp plans your branch actually runs. Basis-point plans, tiers, splits, branch and manager overrides, processor and LOA pay, draws, and claw-backs. Sequifi calculates each payout from the funded loan and sends it straight to payroll.

Basis-point and tiered LO comp plans
Branch and manager overrides applied automatically
Processor, LOA, and support staff pay
Draws and claw-back logic
Comp statements every LO can read and verify

Comp Statement: J. Alvarez

Sample

Funded loans (6)$1,620,000

LO comp (bps plan)$16,200.00

Draw offset-$2,000.00

Net comp$14,200.00

Flows to payroll Synced

Payroll

Payroll for W-2 and 1099 on one run.

Full-service payroll for mortgage teams. Run W-2 loan officers, salaried ops staff, and 1099 contractors in one flow, with tax calculation and filing handled for you.

W-2, 1099, salaried, and commission pay in one run
Automatic tax calculation and filing
Garnishments, deductions, and reimbursements handled
Pay stubs, W-2s, and 1099s delivered automatically

Payroll preview

Sample

Loan officers (W-2)12

Ops & processing6

Contractors (1099)2

Pay dateNext cycle

Run payroll

Sample comp

$14,200.00

Paid on time

Why LOs stay

Close the loan. Trust the paycheck.

RAD CRM keeps the loan officer in front of borrowers and referral partners. Sequifi makes sure the comp on every funded loan lands correctly, with a statement the LO can check line by line.

Every funded loan traced to the LO who earned it

Basis-point plans and overrides applied automatically

Comp statements LOs can read and verify

HR Management

Every LO, processor, and branch in one system.

Keep employee records, time off, and reporting lines in one place, mapped to your branches and managers.

Centralized employee profiles and records
Custom fields for the details your team tracks
Org charts mapped to branches and managers
Self-service portal for every employee and contractor

Team overview

Sample

J. AlvarezLoan OfficerActive

K. BrooksProcessorActive

S. PatelBranch ManagerActive

R. NguyenLOAOnboarding

Onboarding

New LOs, ready before day one.

From signed offer to first paycheck, onboarding runs itself. New hires complete tax forms, direct deposit, and comp agreements from their phone.

Customizable workflows per role and branch
Mobile-first new-hire paperwork
E-signed comp agreements stored with the employee record
Automatic handoff to payroll with no rekeying

Onboarding: R. Nguyen

In Progress

Offer letterComplete

Tax forms (W-4, I-9)Complete

Direct deposit setupIn Progress

Comp agreementPending

Progress50%

customers recommend Sequifi

based on customer satisfaction surveys

saved per year on average

across payroll, HR, and commission admin

average rating from verified users

across all customer segments

Frequently asked questions

What mortgage teams on RAD CRM ask about Sequifi.

RAD CRM is the loan officer's CRM: relationships, pipeline, and automated follow-up for every stage of the loan cycle. Sequifi is not a CRM. It runs HR, payroll, and LO compensation for the people originating those loans. Your LOs keep working in RAD CRM, and payroll and comp run in Sequifi.

An integration is in development. RAD CRM is scoping a connection that would bring LO payout data from Sequifi into RAD CRM, so a loan officer could follow a deal from lead to funded loan to payout in one place. It is not available yet. We will share timing with RAD CRM teams as it gets closer.

Yes. Basis-point plans, tiered comp, splits, branch and manager overrides, processor and LOA pay, draws, and claw-backs are all calculated automatically and flowed into payroll.

Yes. Sequifi runs W-2 employees, salaried staff, and 1099 contractors on the same roster, with the right tax handling for each, in one payroll run.

Use any Book a demo button on this page to pick a time. A Sequifi specialist will walk through your comp plans and payroll setup with you.

Built for mortgage teams

Relationships in RAD. Payroll in Sequifi.

New LOs, new branches, new comp plans. The pipeline keeps moving, and payroll keeps up with it.

See Sequifi for your mortgage team

Pair RAD CRM's pipeline with Sequifi's HR, payroll, and LO compensation. Pick a time and we'll walk through your comp plans.

RAD CRM integration in development

Book a demo

RAD CRM runs the pipeline.Sequifi runs the payroll.

From funded loan to LO paycheck.

Pairs with RAD CRM

LO comp without the spreadsheet

One back office for the branch

LO comp, calculated the same way every time.

Comp Statement: J. Alvarez

Payroll for W-2 and 1099 on one run.

Payroll preview

Close the loan. Trust the paycheck.

Every LO, processor, and branch in one system.

Team overview

New LOs, ready before day one.

Onboarding: R. Nguyen

Frequently asked questions

Relationships in RAD. Payroll in Sequifi.

See Sequifi for your mortgage team

RAD CRM runs the pipeline.
Sequifi runs the payroll.