---
title: Mortgage365 Reviews
meta_title: 'Mortgage365 Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Mortgage365 works for a business like yours.
date_modified: '2024-10-06'
parent_category:
  name: Loan
  url: https://www.g2.com/categories/loan
---


# Mortgage365 Reviews
**Vendor:** Mortgage365  
**Category:** [Loan Servicing Software](https://www.g2.com/categories/loan-servicing)
## About Mortgage365
Mortgage365 is an all-in-one mortgage automation platform designed to streamline the loan process for loan officers (LOs) and lenders. By integrating all the essential tools LOs rely on into a single workspace, Mortgage365 eliminates the need to switch between multiple systems. With a focus on enhancing borrower relationships, LOs can manage the entire mortgage lifecycle from lead to close, simplifying workflows and unlocking real-time borrower insights. Built to drive better lending, Mortgage365 helps teams close more deals and retain more clients, providing a seamless, frictionless experience for both lenders and borrowers.






- [View Mortgage365 pricing details and edition comparison](https://www.g2.com/products/mortgage365/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-06+17%3A12%3A13+-0500&secure%5Bsession_id%5D=5ebc8a5b-4868-499f-82b0-4ddd3d1ab69b&secure%5Btoken%5D=18fb180c34b8702f881a3193da9ea69dad1465b103e058e679d1ae9119c24d6e&format=llm_user)

## Mortgage365 Features
**Additional Functionality**
- Activity Tracking
- Customizable Reports
- Customer Database
- Mobile Access
- Lead Management
- Student Loans
- Loan Processing
- CRM
- Auto Loans
- Data Security
- Amortization Schedule
- Document Management
- Activity Dashboard
- AI Copilot
- Compliance Management
- Escrow Management
- Transaction History
- Multi-Company
- Business Loans
- Borrower Management
- Third-Party Integrations
- Workflow Management
- Data Import/Export
- Electronic Payments
- Investor Management
- Role-Based Permissions
- Contact Management
- Digital Signature
- Pipeline Management
- Automatic Funds Distribution
- Loan Portfolio Management
- Approval Process Control
- Document Storage
- Payment Reminders
- Mortgages
- ACH Payment Processing
- Collateral Tracking
- Customizable Templates
- Audit Trail
- Reporting/Analytics
- Alerts/Notifications
- Credit Reporting
- Multi-Currency
- PCI Compliance
- Payment Collection
- API
- Accounting
- Multi-Channel Communication
- Generative AI
- Construction Loans

## Top Mortgage365 Alternatives
  - [CloudBankin](https://www.g2.com/products/cloudbankin/reviews) - 5.0/5.0 (123 reviews)
  - [Finflux](https://www.g2.com/products/m2p-fintech-finflux/reviews) - 4.6/5.0 (104 reviews)
  - [The Mortgage Office Loan Servicing](https://www.g2.com/products/the-mortgage-office-loan-servicing/reviews) - 4.9/5.0 (95 reviews)