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Enterprise‑grade CRM built on Salesforce, customized for mortgage lenders with lead routing, loan pipeline tracking, and AI‑driven insights.
Lead management and automation platform for mortgage brokers, offering predictive dialing, workflow automation, and real‑time analytics.
#4 Floify
Digital mortgage platform that combines borrower portal, e‑signatures, and CRM integration to accelerate loan processing.
#5 Jungo
All‑in‑one mortgage CRM with automated lead distribution, email marketing, and a borrower‑facing portal for document collection.
Integrated loan origination system with built‑in CRM capabilities, compliance tools, and robust reporting for mortgage firms.
#7 SimpleNexus
Mobile‑first mortgage CRM that connects loan officers, borrowers, and real‑estate agents through a unified communication hub.
#8 LendingPad
Cloud‑based loan origination and CRM solution offering pipeline management, automated marketing, and a borrower portal.
Comprehensive CRM for mortgage brokers with lead capture, drip campaigns, and integration to major LOS platforms.
#10 Roostify
Digital lending platform that includes a CRM layer for tracking leads, managing pipelines, and delivering a seamless borrower experience.
#11 Mortgage Coach
Presentation‑focused CRM that helps loan officers create interactive loan scenarios and track client engagement.
#12 HubSpot CRM
Free, highly customizable CRM that can be tailored for mortgage workflows via pipelines, email sequences, and integrations.
#13 Pipedrive
Sales‑focused CRM with visual pipelines, activity reminders, and API access to integrate with mortgage‑specific tools.
#14 Zoho CRM
Affordable, extensible CRM offering workflow automation, AI predictions, and a marketplace of mortgage‑related extensions.
#15 LendingPro
End‑to‑end loan origination system with built‑in CRM features, document management, and compliance tracking.
#16 Surefire CRM
Mortgage‑specific CRM that automates lead nurturing, tracks loan stages, and provides performance dashboards.
#17 BNTouch
Real‑estate and mortgage CRM offering lead capture, drip marketing, and a mobile app for on‑the‑go loan officers.
#18 Mortgage.io
Cloud‑native CRM designed for mortgage lenders with AI‑driven lead scoring, automated follow‑ups, and integration to major LOS platforms.
#19 Mortech CRM
Specialized CRM for mortgage brokers that includes referral management, automated email campaigns, and compliance reporting.
Adapted version of the CINC real‑estate CRM, tailored for mortgage professionals to manage leads, appointments, and marketing funnels.
SaaS CRM built for mortgage lenders, featuring omnichannel communication, loan pipeline visualization, and integration with credit bureaus.