Best Mortgage CRM Software

Mortgage CRM software is tailored software that understands the intricacies of the mortgage industry, and its purpose is to ease the daily responsibilities of loan officers. The software facilitates agency organization and prompt follow-up and client comms; some mortgage CRM solutions also provide real-time lending industry intelligence as well as reputation management functionality. Mortgage CRMs can range from streamlined relationship management and contact management solutions to full suite, end-to-end platforms that include referral management and marketing automation functionality. Common users of mortgage CRMs include mortgage loan officers, lenders, and brokers.

To qualify for inclusion in the Mortgage CRM category, a product must:

  • Provide features designed exclusively for mortgage professionals
  • Store, manage, and track contact information
  • Facilitate lead capture and generation
  • Ensure activity is SOC compliant
  • Integrate with loan origination software
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    Encompass is Ellie Mae's all-in-one integrated solution that covers the loan lifecycle and provides one system of record so you can close compliant loans.

    Unify is a comprehensive contact management system for the mortgage industry that provides integrated features and functions that are essential to increasing profitability and streamlining the sales process. As a CRM for the mortgage industry Unify improves the overall quality, efficiency and experience of the customer engagement process. It provides the visibility, ease of use, consistency, and controls that help improve all aspects of the customer journey, from initial acquisition, to any and

    Firepoint is an all-in-one, CRM and lead conversion platform built by agents, for agents. It was designed by top real estate teams who combined forces to create a solution that is built specifically for growing real estate teams. With Firepoint, teams can... - Promote their brand with an IDX website, PPC management, and 3rd party integrations - Automate busy work with lead distribution, auto-text, and drip campaigns - Clarify their day by prioritizing their time and effort with leads ready t

    Designed for loan originators and mortgage professionals, Floify is the mortgage industry's leading point-of-sale solution that streamlines the loan process by providing a secure communication and document portal between the lender, borrower, and other mortgage stakeholders. Loan originators use Floify to collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. Request a free demo today - plans start at only $29/mo

    Jungo provides financial industry experts with marketing, co-marketing, compliance, and CRM solutions from one login. It is a one-stop-shop solution, integrating with thousands of leading platforms to give clients the ability to track, interact with, and market to all of their contacts.

    Powerful real estate management software for lenders & realtors.

    The proven mortgage system that helps you convert more leads, get organized and grow your business

    MyCRMDashboard from Continuity Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO. The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Sco

    SimpleNexus provides Branded Mobile Apps for Mortgage Professionals that increase realtor engagement and increase purchase business.

    A Mortgage CRM that gets you. You'll pull away from the competition when you enable Surefire CRM in your business.

    Close more loans and minimize risk simultaneously with a platform and solutions designed by mortgage experts for mortgage experts.

    AllClients, a superior contact manager, will help the lender stay organized by reminding him or her to follow up with the client who wants to refinance several weeks or months in the future. They can set a reminder and then forget it. When that time rolls around, a to-do reminder will pop up and tell them to go get the deal. All the transaction details are stored on a single screen for easy entry and easy access.

    Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one simple Mortgage CRM solution.

    Captaloans CRM and Tracking Software combines robust yet simple lead management with mortgage, loan modification, bankruptcy, and debt settlement tracking so you can process more business. Captaloans gives you the tools to manage your loans, leads, and agent productivity.

    Cimmaron Software has delivered cutting-edge software solutions in variety of industries focusing on the mortgage industry since 2005. We value customer satisfaction and technological innovation over short term profits.

    E-Closing is a cloudbased title and closing software

    We provide our services in a range of sectors including Mortgage Lending, Property Management, Financial Advice, Legal Services, Recruitment, Insurance, Telesales, Business to Business, Business to Consumer and more. Our systems are perfect for the regulated environment and are used by businesses regulated by the Prudential Regulation Authority () as well in many areas regulated by the Financial Conduct Authority , including mortgages, insurance and consumer credit activities. iZone offers you a

    LinxCRM is a Client Relationship Management (CRM) system designed specifically for financial service professionals. It handles mortgage finance, equipment finance, insurance, financial planning and property.

    LoanPricer the Mortgage Pricing Engine puts you in charge by giving you a powerful central hub to manage loan offers for all of your current and prospective borrowers. It provides you with your best pricing, immediately and automatically, without wasting time searching multiple investors, websites to find the best pricing for your leads and customers.

    Market Focus is a marketing and CRM for Mortgage, Insurance and Real Estate industries.

    MGIC Elements is a bit like your ideal personal (lab) assistant. You get to call all the shots, like choosing professionally designed letters and emails, and Elements will customize and automate the process, freeing you from licking envelopes and keeping your business at the top of your customer's mind.

    Mortgage Dashboard is an all-in-one mortgage information portal, designed to deliver relevant data for analyzing the Canadian mortgage market, as well as trends in lending rates.

    Mortgage iQ CRM is a leading provider of Enterprise CRM Software for the Residential Lending Industry. Capabilities include: Database Management, Lead Assignment and Routing, Prequalification, Presentation, Disposition, Call Management, Follow-up and Communications, Sales Workflow, Drip and Nurture, LOS Sync/Integration, Mobile Apps and more for all of your Mortgage Divisions.

    MortgageMapp offers mobile marketing solutions for real estate professionals.

    Integrated CRM for the modern mortgage world. Integrated into the industry's leading loan origination systems, including Ellie Mae's Encompass

    Moso Mortgage Software is a digital mortgage platform that provides Brokers and LOs with customized websites, online application generation, rate alerts, borrower portal, CRM and Cloud-based Document Management.

    Motivator is the most powerful combination of a digital marketing platform and CRM in the mortgage industry.

    Nestablish was founded in 2010 by a group of loan officers who wanted a simpler way to provide their real estate agents with the pre-qualification letters, pre-approval letters, and loan status updates they require for each and every offer they make.

    Supercharges your loan origination system and provides lead management tools, automated email marketing, loan status alerts and intelligent task management so you dont have to.

    Revo Mortgage Collaboration is a cloud-based deal management service, it addresses the missing technology gap for mortgage application process and workflow management for high volume mortgage producers and their assistants using a cloud-based CRM service solution.

    SimpleNexus, LLC is a leading provider of fully customized,white-labeled platform that bridges the gap between mortgage loan originators, Realtors, and borrowers.

    With SoftWorks AI's Trapeze for mortgage automation, packets can be assembled, classified and prioritized in a streamlined manner with exceptional accuracy rates. It also auto-validates critical data from the loan packets so that users can approve or deny loan applications with as little time and effort possible, improving turnaround time and helping financial institutions acquire more profitable loans in an efficient manner.

    Velocify LoanEngage is the only mortgage CRM software powerful enough to unite lenders and loan officers. In addition to the marketing features offered by other platforms, which mostly benefit lenders, Velocify LoanEngage provides our unique brand of sales automation that helps loan officers build and grow their relationships with borrowers and referral partners.

    Whiteboard is a completely scalable Mortgage CRM platform that gives you total control and team accountability.

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