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Lead management and automation platform built for mortgage lenders; features auto‑dialing, lead scoring, and seamless integration with LOS such as Encompass and Calyx.
Mortgage‑specific CRM with pipeline visualization, automated follow‑ups, and compliance‑ready communication tracking.
Presentation‑focused CRM that helps loan officers create interactive loan scenarios, track client interactions, and integrate with major LOS.
#5 LendingPad
All‑in‑one loan origination and CRM solution offering pipeline management, document collection, and e‑signature capabilities.
#6 Floify
Digital mortgage automation platform with built‑in CRM, borrower portal, and integrations to Encompass, Salesforce, and HubSpot.
CRM module of the Encompass LOS, providing lead capture, automated nurturing, and compliance‑ready communication logs.
Highly customizable CRM that can be tailored for mortgage lending with lead routing, loan pipeline tracking, and extensive third‑party integrations.
#9 HubSpot CRM
Free‑to‑start CRM with marketing automation; mortgage firms add custom pipelines, email sequences, and integrate with LOS via Zapier or native connectors.
#10 Pipedrive
Visual sales pipeline tool that can be configured for mortgage loan stages, with activity reminders and integration to document‑management services.
#11 Zoho CRM
Feature‑rich CRM offering lead scoring, workflow automation, and mortgage‑specific templates; integrates with Zoho Loan Management and third‑party LOS.
#12 Follow Up Boss
Real‑estate‑focused CRM that many mortgage teams adopt for its fast lead distribution, texting, and call‑tracking capabilities.
#13 Realvolve
CRM built for mortgage professionals with automated drip campaigns, compliance‑ready communication logs, and integration to Encompass and Calyx.
#14 SimpleNexus
Mobile‑first mortgage CRM that connects loan officers, borrowers, and processors; includes loan status updates, document upload, and e‑signature.
Dedicated mortgage CRM with lead capture, automated email/text campaigns, and built‑in compliance tracking.
#16 Top of Mind
CRM focused on relationship management for mortgage lenders; offers referral tracking, automated newsletters, and integration with LOS.
Mortgage‑centric CRM that centralizes borrower communications, tracks loan milestones, and provides analytics on conversion rates.
Loan origination system with embedded CRM capabilities, offering pipeline visibility, automated outreach, and compliance reporting.
#19 Mortgage Builder
All‑in‑one mortgage CRM and marketing platform featuring lead generation widgets, automated follow‑ups, and integration to Encompass.
#20 LendingPad
Cloud‑based loan origination platform with built‑in CRM, document management, and e‑closing tools.
#21 BNTouch
CRM for mortgage and real‑estate professionals that provides lead capture, drip campaigns, and a borrower portal for document exchange.