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Enterprise‑grade CRM with deep mortgage workflow automation, AI‑driven next‑best‑action recommendations, and robust client‑journey tracking to keep borrowers engaged post‑close.
Free‑to‑start CRM with customizable pipelines, automated email sequences, and a built‑in marketing hub that nurtures borrowers through the loan lifecycle and beyond.
Lead‑management focused CRM that scores prospects, triggers timed follow‑ups, and provides detailed retention dashboards for mortgage originators.
Mortgage‑specific CRM with interactive loan scenario tools, automated client check‑ins, and performance analytics that help advisors retain borrowers for future business.
Integrated within the Encompass LOS, this CRM offers automated post‑close communication, borrower segmentation, and retention reporting built for mortgage lenders.
#7 LendingPad
All‑in‑one loan origination and CRM platform featuring drip‑campaigns, birthday/anniversary reminders, and a borrower portal that encourages repeat business.
#8 Floify
While primarily a loan‑origination tool, Floify’s CRM layer provides automated status updates, document reminders, and referral tracking to improve borrower satisfaction.
#9 SimpleNexus
Mobile‑first CRM that lets loan officers stay connected with borrowers via push notifications, personalized content, and in‑app messaging for higher retention.
#10 Roostify
Digital lending platform with built‑in CRM capabilities, including automated follow‑up emails, borrower scorecards, and post‑close engagement tools.
#11 Pipedrive
Highly visual pipeline CRM that can be customized for mortgage workflows, offering activity reminders, email automation, and reporting to monitor client retention.
#12 Zoho CRM
Flexible CRM with mortgage‑specific templates, AI‑driven insights, and multi‑channel outreach (email, SMS, voice) to keep borrowers engaged after funding.
#13 Follow Up Boss
Real‑estate‑focused CRM that many mortgage teams adopt for its powerful automated call‑and‑text sequences, lead routing, and retention reporting.
#14 Mortgage Builder
Purpose‑built CRM for mortgage brokers featuring automated birthday/anniversary campaigns, referral tracking, and a dashboard that highlights at‑risk borrowers.
#15 LenderLive
Cloud‑based CRM with integrated loan officer portals, drip‑marketing automation, and analytics that surface opportunities for cross‑selling and repeat business.
#16 MortgageSnap
All‑in‑one loan origination and CRM solution offering personalized follow‑up workflows, client satisfaction surveys, and retention scorecards.
#17 Mortgage Office
Legacy mortgage software that includes a CRM module with automated email templates, client anniversary alerts, and reporting focused on borrower lifetime value.
Provides lenders with a CRM‑like interface for managing leads, automated nurture campaigns, and post‑close engagement tools to drive repeat referrals.
Designed for mortgage teams, CINC offers lead routing, automated follow‑ups, and a retention dashboard that tracks borrower engagement over time.
#20 BNTouch
Mobile‑first CRM for loan officers with built‑in texting, video messaging, and automated check‑in sequences that keep borrowers connected after closing.
Automation‑centric CRM that syncs with major LOS platforms, delivering scheduled follow‑up emails, referral prompts, and retention analytics.