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Lead management and automation platform designed for mortgage lenders, with predictive dialing, lead routing, and robust reporting.
#3 Floify
Digital loan origination solution that streamlines document collection, borrower communication, and integrates with major LOS platforms.
#4 LendingPad
All‑in‑one loan origination and CRM system offering pipeline visibility, automated marketing, and e‑signature capabilities.
Comprehensive mortgage management suite that includes CRM, LOS, compliance, and analytics in a single platform.
#6 SimpleNexus
Mobile‑first mortgage CRM that connects loan officers, borrowers, and real‑estate agents with real‑time updates and document sharing.
Customizable CRM built on Salesforce, tailored for mortgage professionals with lead routing, marketing automation, and reporting.
#8 Roostify
Digital lending platform that combines a borrower‑friendly portal with CRM tools for loan officers to manage pipelines and communications.
#9 Surefire CRM
Mortgage‑specific CRM offering lead capture, automated follow‑up, and integration with popular LOS solutions.
#10 Mortgage360
End‑to‑end mortgage software with CRM, LOS, and compliance modules, focused on improving loan officer productivity.
#11 Pipedrive
General sales CRM that can be customized for mortgage workflows, offering visual pipelines, activity tracking, and integrations.
#12 HubSpot CRM
Free CRM with marketing automation and pipeline management; mortgage firms can use its integrations and custom properties for loan tracking.
Enterprise‑grade CRM that can be tailored for mortgage lending, providing robust analytics, AI insights, and extensive integration options.
A lighter version of LendingPad focused solely on CRM functions like lead capture, drip campaigns, and pipeline visualization.
#15 Mortech CRM
Mortgage‑focused CRM with built-in loan calculators, presentation tools, and integration with major LOS platforms.
Lead generation and CRM suite designed for mortgage brokers, featuring automated follow‑up and compliance‑ready communication logs.
#17 BNTouch
CRM and marketing automation platform for mortgage professionals, offering lead nurturing, email campaigns, and performance dashboards.
#18 MoxiWorks
Real‑estate‑oriented CRM that also serves mortgage lenders with shared pipelines, co‑branding, and transaction management tools.
#19 LoanEngage
Customer engagement platform for lenders that combines CRM, automated outreach, and borrower portal functionality.
A communication‑focused add‑on to LendingPad, providing SMS, email, and call tracking within the CRM workflow.
Part of the Mortgage Office suite, this CRM offers lead distribution, activity tracking, and integration with the Mortgage Office LOS.