Best Mortgage CRM Software - Page 3

Mortgage Returns

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

Average Rating: 4.0/5.0

Total Reviews: 1

MyCRMDashboard

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 Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media. The online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features. The ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.

Average Rating: 3.0/5.0

Total Reviews: 1

Revo Mortgage Collaboration

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.

Average Rating: 4.5/5.0

Total Reviews: 1

Third Floor

Third Floor is the infrastructure for your mortgage business. Built for loan officers, it streamlines communication and workflows so nothing falls through the cracks. Smart templates let you scale personalized outreach, while a centralized communication log keeps your whole team on the same page. Send mass texts, auto-generate documents pre-filled with borrower or loan data, and trigger surveys to catch issues early or gather reviews after closing. Track every referral with clear attribution and smart dashboards, then use automated partner updates via text or email to keep your top sources informed and engaged. Our Story At Third Floor, we’ve spent years inside this industry—building, fixing, and sometimes untangling the messy systems loan officers rely on. We’ve seen first-hand how outdated technology slows down good people. In fact, our founder, Brian Sparr, lived it. Before starting Third Floor, Brian ran a real estate business and experienced the same frustrations loan officers face every day: juggling too many tools, broken processes, and technology that just wasn’t built for the way the business really works. So he built something better. Drawing on his background in tech—with roles at Trulia and PayPal—Brian created the early version of Third Floor to help his own team run smarter and faster. When his lender friends saw what he’d built, they wanted in. That’s when Third Floor became more than a side project. Today, Third Floor is the modern infrastructure for mortgage businesses—designed from the ground up to serve the way today’s top producers operate.

Average Rating: 5.0/5.0

Total Reviews: 1

Velocify LoanEngage

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.

Average Rating: 4.0/5.0

Total Reviews: 1

Adviser IQ

We have developed a CRM system for mortgage and protection brokers in the UK, which is AI-driven and has been created to make the lives of brokers easier.

Akkuro Mortgages

Akkuro Mortgages streamlines the entire mortgage lifecycle, unburdening mortgage originators, providers and servicers by integrating all stakeholders into a shared, streamlined workspace. From quotation to portfolio management, our platform reduces errors, ensures compliance and shortens processing time. With Single Sign-On and automated workflows, mortgage originators, providers and servicers gain efficiency offering clients faster clarity, greater certainty and real-time mortgage insights via a customer portal. 

Anow

With Anow's appraisal management software, mobile app, and form filler, you get one cohesive platform to run your entire business with ease, and more efficiently than ever before. Manage all of your pending and accepted orders, update clients with automated notifications, accept online orders and more with the most modern, user-friendly software on the market. As a third generation appraiser and having completed thousands of appraisals during his decade in the field, Marty Haldane experienced first hand the appraisal industry’s modernization gap. Launched in 2011 by Haldane, a multi-generational appraisal professional, Anow streamlines a wide range of everyday appraisal processes while offering unmatched business insights to help appraisers compete in today’s digital environment. Powerful order tracking, job assignment, collaboration, and scheduling tools allow appraisers and administrative staff to save time, assign appraisals more easily and deliver exceptional service to clients and mortgage lenders from any web-enabled device. Advanced reporting enables business owners to manage fee competition and turn times with ease. Anow is headquartered in Red Deer, Alberta. For more information, visit anow.com.

ASSIST Commission

bips

bips is mortgage placement software designed for Canadian brokers. The platform matches borrower scenarios against Canadian lenders, including A, B, and alternative options, while performing automatic calculations such as loan-to-value ratios, debt service ratios, stress tests, and monthly payments according to Canadian compounding standards. Results are ranked by interest rate and qualification confidence to help brokers identify suitable lender matches. The platform uses AI to extract borrower data from natural language input, Filogix imports, or uploaded documents. A built-in directory provides direct contact information for matched lenders, with real-time updates to lender guidelines ensuring access to current criteria. Brokers retain control over placement decisions, with statistical recommendations supporting their choices. Focused on Canadian mortgage standards, bips offers tailored solutions for residential mortgage lending.

BluMortgage

BrokerOS

BrokerOS is a CRM platform that streamlines mortgage brokerage operations by integrating file management, document processing, and workflow automation into one system. It offers sixteen features tailored for mortgage workflows, including tools for income verification, credit analysis, and downpayment tracing. Document management is enhanced with an integrity scanner to detect alterations, an ID scanner for extracting client details, and tools for organizing, renaming, and compressing files. The platform performs real-time mortgage calculations, such as payment amounts, debt service ratios, and loan-to-value ratios, and includes a scenario generator for comparing lender options. Security is ensured with AES-256 encryption, role-based access controls, and audit trails, while data export functionality allows retrieval of client information and transaction history.

Cleera

Cleera is CRM software for mortgage advisory & protection insurance operations, integrating case management, client communications, client retention, document handling, and compliance tracking enabling you to take a case from first enquiry to completion in one place. A visual pipeline and priority action inbox keep every case on track, while clients get a branded portal to upload documents, complete forms, sign electronically and track progress at any hour. An introducer portal allows you to ingest lead referrals from your partners. Every action is timestamped, giving advisers a complete, FCA-ready audit trail. Built in AI tooling that reasons over the case records supports in helping flag adverse credit, chain risk, review uploaded documents, and draft FCA-aligned suitability notes. Protection cases, team management, lead capture features and an introducer portal round out the firm's workflow.

CloseWise

CloseWise is a business management platform for the mortgage signing and notary industry. Signing services, title and escrow companies, and law firms use CloseWise to place and track closing orders, coordinate notary networks, verify credentials, enforce scanback and quality control rules, automate agent payouts and 1099s, and maintain visibility into every signing from order through completion. The notary signing agents who perform those closings use CloseWise for scheduling, order management, invoicing, expense and mileage tracking, notary log compliance, review collection, and a marketplace listing. A permanent free tier is available with no credit card. CloseWise is not a remote online notarization platform. It manages the business and operational workflow around signings. The notarial act itself is performed by a commissioned notary, either in person or on that notary's own authorized RON platform. Founded in 2020. 140,000+ notaries across all 50 states. $21 billion+ in real estate transactions supported. SOC 2 compliant. Veteran-owned and operated.

DocuQuire

DocuQuire is a mortgage document workflow automation platform built for licensed mortgage brokers, agents, and brokerages across North America. Mortgage professionals use DocuQuire to replace the manual document chasing cycle - emails, follow-ups, wrong formats, missed deadlines - with a streamlined workflow that handles collection, management, and lender submission from a single platform. Borrowers receive a secure upload link and see exactly what documents are required. Automated reminders go out without the broker having to follow up manually. Every document is organized by deal, by borrower, and by document type as it arrives. When the file is complete, the platform compiles a professional lender package and sends it directly to the lender. For brokerages, a dedicated dashboard gives Principal Brokers full visibility into every agent's deals and document status in real time. Key features: document requests and borrower upload portal, automated reminders, lender package generation and submission, compliance package generation, e-signatures, renewal date tracking, appointment booking, performance analytics, and brokerage team management. Built by a 9-year licensed mortgage agent who experienced these problems firsthand. Built to meet mortgage industry compliance and data security requirements across North America.