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Lead management and automated workflow engine designed for mortgage lenders, with real‑time lead routing, predictive analytics, and seamless LOS integration.
#3 Jungo
All‑in‑one mortgage CRM with built‑in loan officer portal, lead capture, automated follow‑ups, and compliance tracking.
Comprehensive loan origination system that includes robust CRM capabilities, pipeline management, and integrated document collection.
Client‑facing presentation platform with built‑in CRM, allowing loan officers to create interactive loan scenarios and track engagement.
#6 LendingPad
Cloud‑based mortgage CRM focused on lead management, automated email/text campaigns, and integration with major LOS platforms.
#7 Floify
Digital mortgage automation platform that includes a borrower portal, e‑signatures, and a CRM for tracking loan progress.
#8 Roostify
Consumer‑focused mortgage platform with built‑in CRM, allowing lenders to capture, nurture, and close borrowers through a branded portal.
#9 SimpleNexus
Mobile‑first mortgage CRM that gives loan officers real‑time visibility into leads, tasks, and documents from any device.
#10 BNTouch
Mortgage‑specific CRM with lead routing, drip campaigns, and a built‑in loan officer portal for pipeline visibility.
#11 Surefire CRM
Designed for mortgage professionals, offering lead distribution, automated follow‑ups, and integration with Encompass and other LOS.
#12 Mortgage360
End‑to‑end mortgage solution that includes CRM, loan origination, and compliance tools in a single cloud platform.
#13 Mortech
CRM and LOS hybrid that provides lead management, automated underwriting, and real‑time analytics for mortgage lenders.
Customizable sales pipeline tool adapted for mortgage workflows, with email automation and integration via Zapier.
Free CRM with marketing automation, lead capture forms, and integration options for mortgage-specific tools.
#16 Zoho CRM
Highly configurable CRM that can be tailored for mortgage lead management, with workflow automation and extensive third‑party integrations.
Enterprise‑grade CRM built on Salesforce, offering mortgage‑specific data models, lead routing, and AI‑driven insights.
Collaboration‑focused platform that combines CRM, document management, and team communication for mortgage teams.
#19 Lendesk
Mortgage CRM with built‑in loan officer portal, automated lead distribution, and integration to Encompass, Calyx, and other LOS.
#20 Calyx Point
While primarily an LOS, Calyx Point includes CRM features such as lead tracking, task automation, and reporting.
#21 MortgageSnap
Simple, cloud‑based mortgage CRM that offers lead capture, automated follow‑ups, and real‑time pipeline dashboards.