Compare the Top Mortgage CRM Software in 2024
Mortgage CRM software is customer relationship management software that's built specifically for the mortgage industry. If you're a mortgage professional, you want to streamline your business processes as much as possible, and that should include using a CRM that's tailored to work well for the mortgage business. Mortgage CRM software has specific features that mortgage lenders can benefit from. These features include loan pipeline management, regulation compliance, comprehensive client notes, mortgage events, LOS integration, ERP/accounting integration, document management, referral partner and borrower relationship management, and more. Here's a list of the best mortgage CRM software:
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1
monday sales CRM
monday.com
Built on top of monday.com Work OS, monday sales CRM empowers business owners and sales teams to manage all aspects of their sales cycle and customer data, streamlined in one centralized place. They can capture leads from any source, easily manage their contacts’ information, and track every deal's status so that no opportunities slip through the cracks. monday sales CRM lets you create no-code automations, eliminating hours of repetitive processes, and seamlessly integrates with the tools sales teams already use ensuring maximum efficiency. Without the need for an IT professional, build customizable dashboards to get the full overview of your sales cycle to confidently analyze data and optimize your sales processes. Manage your post-sales activities such as client onboarding and their projects to nurture stronger customer relationships. Best of all, it’s extremely user-friendly, standing out from traditional platforms, making it a CRM your sales team would actually want to use.Starting Price: $10 seat / month -
2
Act!
Act!
Act! Premium is perfect for small and midsize businesses looking to market better, sell more, and create customers for life. With unparalleled flexibility and freedom of choice, Act! Premium accommodates the unique ways you do business, whether it’s on-premises (Act! Premium Desktop), in the cloud (Act! Premium Cloud), or, you can leverage a hybrid deployment for maximum flexibility! Act! also offers customizations to fit your specific business or industry processes or your preferences for deployment and access, the possibilities with Act! Premium are limitless. Act! Premium includes powerful CRM and Marketing Automation tools in one platform, making it easy for you to up your sales and marketing game – and ultimately create customers for life.Starting Price: $30.00/month/user -
3
Shape Software
Shape Software
Shape is purpose-built sales and marketing automation software that comes with pre-built features that can be configured for any business. The easy-to-use interface empowers your teams and consolidates all aspects of your business in one AI platform. Shape provides a collaborative space for your teams to stay aligned and efficient in everything they do, whether it's streamlining your sales pipeline, engaging more prospects with marketing sequences and digital ads, nurturing customer relationships, communicating seamlessly, or tracking projects. Start growing your revenue with Shape's suite of services today.Starting Price: $119 -
4
Pipedrive
Pipedrive
Pipedrive is a web-based sales CRM (customer relationship management) software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process to focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite sales tasks in one workspace. Unlock instant sales insights with Pipedrive’s visual sales pipeline and fine-tune your strategy with robust reporting features and a personalized AI Sales Assistant. Reach the right contacts at the right time with intelligent lead segmenting and activity reminders that tell you when to take action. When it’s time to seal the deal, compose instant, irresistible sales emails in just one click. With Pipedrive, winning has never been easier.Starting Price: $14/month (billed annually) -
5
Salesforce
Salesforce
Salesforce helps sales teams accelerate their performance and achieve their goals. Salesforce is the world's most-used CRM, and so much more. With Salesforce, teams get access to tools that allow them to grow their accounts, find new customers, and close deals—faster and from anywhere. It offers a wealth of features that include contact management, opportunity management, lead management, email integration, reports and dashboards, sales forecasting, files sync and share, and so much more. Spend less time digging around in spreadsheets and more time running your business. No hardware, no software, no hassle. Our simple setup assistant will have you streamlining sales and answering customer questions in just minutes. Give buyers seamless, personalized experiences by connecting data across sales, service, and marketing. See a complete view of the customer — their account, activity history, and connections. Pull in social data for a deeper view of your customers.Starting Price: $25.00/month/user -
6
OnePageCRM
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time. Main features: - Next Action sales: action every generated lead - Log calls, notes, and deals. All you need to close a deal is on one scrollable page - Email integration: send personalized emails in bulk, use custom templates, track email opens, and manage all sales communications from one tab - Manage deals with pipelines and send quotes in seconds - Save time with smart sales automation features - Use our Browser Extension and Web Forms to easily capture leads - Custom reports and Live KPIs Dashboard - Native iOS and Android mobile apps - Integrate with your favorite apps like Gmail & Outlook365, Mailchimp, WhatsApp, Wufoo, Xero, Help Scout, Evernote, Zapier, and more! - World-class support: email, phone & chatStarting Price: $9.95 per user/month -
7
BNTouch Mortgage CRM
BNTouch Mortgage CRM
BNTouch Mortgage CRM is a fully integrated Digital Mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. Features Include: - Email and SMS Marketing Automation - Lead Distribution and Management - 35+ Proprietary Mortgage Tools - Digital 1003 Application - Pre-Built Marketing Content - Customized Video Marketing - Curated Social Media Content - Integrated with LOS, Outlook, Zapier, and Others - And Much More Call Us Today! +1 888 971 1117Starting Price: $69 -
8
Zendesk Sell
Zendesk
Accelerate sales with Zendesk Sell (formerly Base), a next-generation CRM software for modern sales teams. Zendesk Sell makes it easy for small business, mid-market or enterprise sales teams to enhance their processes, productivity, and pipeline visibility. The platform features an intuitive user interface that enables teams to access, analyze, and collaborate on relevant data, prioritize leads and opportunities, and drive sales actions with data. Make calls, send emails, schedule meetings, and view deal history all from one place—without logging everything by hand. When it comes time to close deals, you can do it anywhere, because Sell gives you the power of a desktop sales tool in the palm of your hand—even when you're offline. Legacy sales management tools are often clunky and difficult to use, but Zendesk Sell is simple and designed to keep reps selling.Starting Price: $19 per user per month -
9
Mortgage Quest
Market Focus
Mortgage Quest is an automated email marketing and CRM system designed for the mortgage industry. The variety of industry-specific content and marketing strategies increase sales from prospects, current and past customers, and referral partners, such as Realtors. It comes with a weekly mortgage and real estate newsletter, premade mortgage video emails, holiday, birthday and loan anniversary ecards and much more in our content library. Social media marketing services are also available. Auto post our content to Facebook, Linkedin, and TwitterStarting Price: $45 per month -
10
Surefire CRM
Top of Mind Networks
Surefire by Top of Mind Networks is recognized as the mortgage industry's most relied upon marketing automation and creative content solution. From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage professionals win new business, earn repeat business and deserve referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals are able to effortlessly maintain and deepen their emotional connections with clients. Services Available: - Email and SMS Marketing Automation - Lead Distribution and Management - Customizable Video Marketing - Curated Library of Award-Winning Marketing Content - Integrations with LOS, POS, PPE Software Systems -
11
Thryv
Thryv
The end-to-end client experience software for growing small businesses. Get the job, manage the job, get paid and get credit online with Thryv. Thryv is a secure, easy to use small business management platform that automates tasks and puts your customers at the center of your business. ThryvPay can help services businesses save thousands when you accept and process credit card and ACH payments. Take advantage of next day funding, automated recurring payments, client-side convenience fees, QuickBooks integration, automatically scheduled payments and more. Desktop, tablet, or app on the go, Thryv puts the complete business management and exceptional customer service at your fingertips. Thryv works with the digital tools you’re already using to run your small business, streamlining the way you work. -
12
karmaCRM
KARMA Software
Build better customer relationships by enhancing clarity and efficiency through karmaCRM. A fully customizable Customer Relationship Management (CRM) platform, karmaCRM is loaded with features for closing more sales, knowing customers, simplifying and optimizing workflows, and planning and organizing tasks. These include automated templates and reminders, easy access to contacts, information, and history, calendars and task management, email templates and mass email distribution, and so much more.Starting Price: $9.00/month/user -
13
LeadMaster
LeadMaster
LeadMaster is an all-in-one CRM Software and Lead management software solution. Specifically built to support marketing and sales teams, LeadMaster lead tracking offers a rich set of tools to capture, follow up, and/or track leads. Comprised of integrated modules for email marketing, CRM, sales force automation, marketing automation, reporting, landing pages, and more, LeadMaster helps users streamline and automate their processes to drive efficiency, profits, and growth. While other lead management software requires additional hardware, our CRM platform takes a different approach. The LeadMaster CRM is cloud-based, giving you and your team the freedom to work and access information from anywhere and at any time. With our forward-thinking, we’ve created a system that’s packed full of customizable and scalable features — from intuitive and powerful tools to sophisticated and marketing-specific algorithms that give you the control you need to promote productivity and boost sales.Starting Price: $50.00/month/user -
14
LeadSquared
LeadSquared
Manage all your products, teams and processes in one platform (digital, call center, or field agent driven). Never, ever miss a sales opportunity. In most B2C businesses, the prospect-to-customer journey is never straightforward. In fact, there isn’t just one path-to-closure. There are multiple sales journeys, involving different channels, processes, teams, and touchpoints. LeadSquared connects them all – processes, distributed teams, and touchpoints – to give you one complete end-to-end sales execution platform – for your digital teams, call center agents, feet-on-street teams (sales, partner onboarding, service), and operations. LeadSquared cuts down all the noise that your teams constantly wade through and allows them just to focus on just their next task, enhancing their efficiency and helping them sell more. No-code sales process builder. Sketch the best-possible sales workflows for your different products & teams. The sales processes are dynamic and completely flexible.Starting Price: $25 per user per month -
15
Captaloans
Interactive Ideas
Captaloans Mortgage and Loan Modification CRM combines robust yet simple loan modification, mortgage, and debt settlement tracking. Collaborate with affiliates, processors and attorneys remotely and efficiently. Use our Customer Portal to grant access to your client to fill out their own loan modification intake form. Once completed it will appear as a new record in the system. Save time by having the client fill out their own intake forms. Simple to use. No software downloads. No start up fees. Free 15 day trial with no credit card required.Starting Price: $18.00/month/user -
16
REIPro
REIPro
All the Features You Need, All In One Place. Start Simplifying Your Real Estate Business with Tools that will Help You Close More Deals. REIPro is the result of two of the brightest minds in their respective fields coming together to create something more than just another real estate investing software. Chris Goff, long-time investor and one of the most sought-after REI educators in the country, teamed up with Bo Manry, expert online marketing professional and talented software engineer, to develop a tool that could positively change the way people of every experience level and background invest in real estate.Starting Price: $97 per month -
17
B2BBricks
A3 Internet Wings
Real Estate CRM and Marketing Software. Pay only for what you use. Real Estate Software for individual and enterprise level realtors which will help you to provide real estate services in more efficiently and effectively than ever before. Make your mobile a lead capture machine. Leads from all your online channels (like facebook, twitter, website etc.) are automatically captured, and assigned to relevant sales people. Geo track your team to lead them effectively. Get complete activity history of your team members at the end of the day. Review their day and suggest ways to increase efficiency. Promote your real estate business on the internet. Fully responsive design Layout. You can use this to your advantage by making your website more accessible.If you have an optimized website (desktops, tablets, mobile devices), consumers can easily access your website anytime, anywhere using their mobile device.Starting Price: $7.16 per user per month -
18
PreApp 1003
PreApp 1003
PreApp 1003 continues to make life easier with the new Broker Plus System: the most comprehensive, cloud-based, mobile-friendly mortgage platform in the industry. This is a network of contract processing companies that have partnered with Broker Plus to provide contract processing services. If you are a Contract Processor that would like to join the network, click below!Starting Price: $50 per month -
19
NetSuite CRM
NetSuite
Redefine and elevate your customer relationships with NetSuite CRM+. A complete, front-office solution for today's modern businesses, NetSuite CRM+ provides users a 360-degree view of their customers in real time. It offers a wide range of capabilities to ensure a a seamless flow of information throughout the customer lifecycle--from lead, through sales order and fulfillment, to renewal, upsell, cross-sell, and support. It also integrates with leading accounting, ecommerce, warehousing and shipping applications. -
20
Creatio
Creatio
Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. With Creatio, you can take advantage of a ready-to-go industry-leading CRM while also enabling users - whether business users without coding skills or professional developers - to create powerful business apps and easily automate various aspects of the company’s operations with no code. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs. Accelerate lead-to-revenue with 360-degree customer view, advanced lead & opportunity management, omni-channel campaign automation and more. Featuring a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale.Starting Price: $25 per user per month -
21
Workbooks
Workbooks
Workbooks joins up your entire business, helping everyone work better, work together, and work in the right way with a single cloud-based CRM solution. Marketing can generate more high-quality leads, sales can close more deals, finance can invoice quickly and easily, and support can deliver exceptional service. With secure anytime, anywhere access across all devices and seamless integration with your current systems, Workbooks gives your teams a single 360-degree view of your customers that helps them focus on the right things and get the real-time insights they need to make decisions. Workbooks helps you put customers at the heart of your business and build lasting, profitable relationships that grow long-term revenue in a sustainable way. That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them grow better, grow together, and grow in the right way.Starting Price: $39.00 per user per month -
22
LendingPad
LendingPad
LendingPad includes an effective CRM, paperless loan files, document management, pricing/eligibility engine, warehouse management and institutional investor deliveries. Simplified, intuitive screens to review critical loan information quickly and efficiently. Multi-user processing and real-time notifications to simultaneously update files. Paperless loan files with integrated document management. Connectivity options to a multitude of vendors and lenders to eliminate system redundancies. Secondary, funding and post closing functions with an unlimited number of users. Capability to perform banking functions and warehousing activities, Administration of third-party channels, and complete secondary tasks with institutional investors. Unparalleled enterprise API for synchronous and flexible data exchange. Single sign-on access to act as an extension of any client's existing back-office team.Starting Price: $30 per month -
23
RealSavvy
OJO Labs
We build beautiful, easy-to-edit websites that help form the foundation of any successful real estate marketing plan. Drive traffic, capture leads and engage your site visitors. Agent-friendly CRM: View rich insights, manage marketing lists and automate lead routing to yourself or team with our fully-integrated CRM. Stay on top of your game with instant lead alerts and a robust client dashboard. Our unique, collaborative home search converts 9x more leads than other IDX solutions by making it easier for users to organize and socialize. Let us help you rank higher! From themes tailored to millennial buyers to bespoke luxury designs for top-producing agents and brokers, RealSavvy helps you market your real estate business like a pro. Easily create beautiful marketing pages for your listings and give your brand the digital boost it deserves.Starting Price: $299.00/month -
24
Market Quest for Real Estate
Market Focus
Market Quest for Real Estate is a complete marketing and CRM solution for real estate professionals. Whether you manage a group of real estate agents or go solo, Market Quest gives you the tools you need to get more organized, boost sales, and stand out from the competition. The platform covers prospect marketing, past client marketing, relationship marketing, partner cobranding, referral tracking, marketing content, and integrations with leading business tools. -
25
Firepoint
Firepoint
Firepoint is a real estate CRM built by agents, for agents. We couldn't find a CRM that worked for us, so we built it. Firepoint has all the features of a powerful real estate CRM plus a full business management system, including: -Call recording for accountability and coaching -Marketing reporting for return on investment -Customizable IDX website Want to learn more? Schedule a demo to see how Firepoint fuels the fire in your real estate business.Starting Price: $499.00/month -
26
Follow Up Boss
Enchant
Never lose another real estate lead. Automatically import and distribute leads. From 200+ sources. Turn leads into clients with always-on follow up that tells agents who to call, when. Instantly assign leads to agents, respond to new leads and send notifications and reminders to agents. New leads and inbound calls from listings or your website flow in and are automatically put into Action Plans. Emails and texts automatically go out, making speed to lead instant. Log in and click the "tasks" button. See the tasks for the day, and start checking them off, one by one (No guessing required). Then respond to all your emails, missed calls, texts and voicemails in one central spot. Review lists of active clients, pending clients and top clients. Pinpoint the ones that need contact. Text them. Go to lunch. Between appointments and showings, respond to push notifications, send texts, make contact notes and redistribute leads to others.Starting Price: $49 per user per month -
27
FreeAgent CRM
FreeAgent Network
FreeAgent CRM delivers a next-gen work experience. Our cloud-based platform help teams unlock productivity and grow sales effortlessly. Stay in the zone, with AI-guided selling. See only what you need when you need it, with a flow-based feed of personalized and prioritized tasks and key insights. Zoom in and out between high-level overviews and deep-dive activity tracking that all happens automagically. Track and celebrate activities that lead to sales and happy customers.Starting Price: $33 per user per month -
28
MyCRMDashboard Mortgage CRM
Continuity Programs
Meet the simplest residential mortgage CRM software. Gain the key to growing your mortgage business. Drive more services per household with MyCRMDashboard. It’s fully integrated with the most powerful mortgage marketing campaigns and allows you to follow up with contacts effortlessly. The easy-to-use mortgage CRM helps you save time and money with automated campaigns. It also generates mortgage leads, referrals, and testimonials for loan officers. You will realize three times more repeat business and 5+% more referrals. Most importantly, you’ll retain customers for life, while measuring and monitoring customer satisfaction. This is where it all comes together. This intuitive, cloud-based mortgage CRM allows each Loan Officer to keep track of his or her database and automatically generated leads. Activities are easily recorded and follow-up activities can be scheduled instantly, so you’ll never miss another potential lead.Starting Price: $29.99 per month -
29
Aidium
Aidium
Aidium is the ultimate all-in-one CRM solution for mortgage professionals — helping you streamline your processes to close more deals, scale your operations and increase ROI. Supercharge your loan origination process with Aidium's lead conversion software, designed to streamline your lead flow, nurture prospects, and turn more leads into successful mortgage deals. Aidium's Mortgage CRM automation streamlines your processes, improves client relationships, and improves lead conversion rates through intelligent workflows and data-driven strategy. Aidium's marketing software includes a comprehensive suite of tools that maximize lead generation and improve client engagement - boosting conversion rates and growing your loan portfolio. Everyone on your team can see your pipeline and follow up where needed. Have multiple team members reaching out to prospects? Now see all of their activity in one easy-to-use place.Starting Price: $79 per user per month -
30
BluMortgage
BluRoot
Top-rated CRM for mortgage brokers. BluMortgage is a CRM for mortgage brokers that provides pre-templated email campaigns to streamline communications with clients. BluMortgage’s application pipeline simplifies the complex operations of a mortgage broker. As a mortgage broker, your most valuable asset is the relationship that you have with your clients. BluMortgage provides tools to establish these relationships during the application process as well as strengthen them even after closing. Pre-built drip campaigns make it automatic to reach out for birthdays, anniversaries and renewals. Use advanced reporting to identify refinance or upsell opportunities. With activities in the CRM, run reports to gain key productivity insights. Keep everyone on your team moving in the same direction with centralized tracking. Track notes, tasks, outstanding conditions and emails in the CRM.Starting Price: $50 per user per month -
31
GoCRM
GoCRM
Boost your sales with marketing automation and state-of-the-art communication tools. GoCRM is the only customer relationship management solution that takes on a full-funnel approach by combining powerful marketing and sales features. This means you get a robust platform that supports scalable business growth, streamlines sales processes, and enhances the overall customer experience. Automatically import leads from hundreds of sources, both online and offline, with all the relevant attribution data such as source, channel, and campaign. With a specialized tool kit that includes call tracking, website tracking, Zapier, and CSV import, you can keep accurate track of all leads and the progress of each. Enjoy the option to distribute leads manually or randomly assign them to your team. With advanced workflows, team members automatically receive and follow up on all leads from their personal VoIP phone or email.Starting Price: $39 per user per month -
32
inflooens
inflooens
inflooens was founded in 2017 by a team of experienced professionals. Our founder saw an opportunity to innovate and improve the mortgage origination process based on his own experience working with a loan officer as a customer. Lack of transparency, tedious and lengthy process along with broken customer experience further solidified a need for a solution that fulfilled the expectations of stakeholders and their aspirations. Hence, for the past three years we have been building a next-generation, cloud-based, integrated mortgage platform with an aim to transform the entire customer experience in the mortgage market; and this is just the beginning. The world’s smartest inflooens Mortgage CRM is the first step towards a larger goal of delivering end-2-end solutions spanning across front office, middle office and back office functions of the mortgage industry. -
33
Lasso CRM
ECI Software Solutions
Lasso is a premier provider of cloud-based customer relationship management (CRM) software solution for new home marketing and sales. Custom-built for home builders, real estate developers, and new home agencies, Lasso CRM aims to improve lead management, turn more prospects into buyers, and sell their communities easier, faster, and more profitably. Powerful capabilities of Lasso CRM include a built-in email marketing system, prospect management, customizable reports, and more. -
34
SweepBright
SweepBright
SweepBright offers a full stack of features that empower real estate agencies of any kind to become far more efficient and deliver exceptional customer experiences. SweepBright comes with your own agency website which is life as you publish your first listing! Alternatively, you can build your own using our API. Monitor your marketing and sales performance, and get visual insights into every aspect of your agency’s business performance. SweepBright works great with third-party apps to make your work even easier. This way you can create and automate your perfect digital work space! SweepBright's platform includes a web app and phone app so your agency can work anyway it wants. Start your agency journey from the office and continue on the go, or vice-versa. Your data is always accessible and in sync. Providing the market with the most up-to-date and detailed transaction data, enabling prospective sellers to get insights into their own property’s value and get in touch with your agency. -
35
Unify CRM
Unify
All the tools for business growth using the Unify full-suite mortgage platform. Unify gives top mortgage professionals the software needed to grow their business. Manage key relationships, automate marketing campaigns, and track leads — all in one place built specifically for mortgage professionals. Mortgage Inquiry Alerts is an automated system that monitors your contacts and alerts you when they apply for a mortgage with your competitor, allowing you the opportunity to connect and retain their business. With the Unify mobile app, you can add and view contacts, manage leads, set and receive reminders, view loan details, start marketing campaigns, create flyers, record and send videos, and much more. Everything you need to manage customer relationships can now fit in your pocket. Growing your mortgage CRM business takes time. But as a top mortgage professional, you may not have time. That’s why we made Unify, for busy mortgage leaders like you to generate new leads and retain clients -
36
Velma CRM
Velma
Our automation solutions integrate directly with existing system of records, such as the loan origination system (LOS), to enable data-driven workflows and unmatched loan processing efficiency and accuracy. State of the art marketing automation and engagement technology coupled with multi-channel communication builds lasting relationships, more referrals, better retention, and more closed loans. Velma CRM focuses on building strong relationships for the Loan Officer which result in a never-ending pipeline of repeat and referral business. Automated marketing campaigns, proven communication strategies, intuitive user interface, and on-demand marketing tools all make is easy to keep your customer yours. Velma CRM provides quality marketing management and messaging, while seamlessly fitting into your business processes. -
37
mloflo
mloflo
Take a proven mortgage business building system and enable it with cutting-edge technology and you get mloflo. The only mortgage CRM on the market that not only makes your business more efficient but shows you specific actions to take to grow your referrals and nurture your network. Trouble setting & sticking to business goals? mloflo comes with proven, customizable success goals. Goals are great, but what specific steps will you take each day to grow your business? We’ll get you started with checklists and strategies that have worked for 1000s of successful mortgage professionals. View the performance of your business against key metrics live and in real time. Get feedback on what’s working and what to do next.Starting Price: $69.99 per month -
38
Cimmaron Mortgage Manager
Cimmaron Software, Inc.
CRM Software Built for Mortgage Professionals. Leverage an extensive set of original marketing content. Ready to use pre-built drip campaigns. Reach out to your clients and referral partners with two monthly newsletters. Use two-way texting to communicate with your contacts. From birthdays and milestones to all the major holidays, Cimmaron has you covered with ready-to-go eCards. Create and deliver videos in your e-mail marketing. Co-branded marketing made easy. Track and measure performance using open rates, click-throughs, conversions, etc. Centralized marketing - one user can easily handle marketing for the entire branch or organization. Integration with all major lead providers and predictive dialers. Create custom business rules to distribute leads. Automated lead distribution with notifications to your mobile app or desktop. Create shark tanks and automatically redistribute leads based on user response times. -
39
Brivity
Brivity
The only system that guarantees success in real estate. Killer lead gen drives traffic to tools that capture the best leads. Nurture and convert all your leads from one centralized location. Easily manage your business, while you communicate with your clients to close more deals, faster. Do more business with past client market reports and follow up plans. Get massive amounts of interested buyers and sellers to make action with lead capture tools that provide them with value and you their contact information. Feed leads from all sources into your CRM to auto assign and route for quick follow up. Nurture like never before with activity and behavior tracking to send targeted emails that allow you to follow up automatically and put your lead conversion on autopilot. Manage all of your leads, transactions, and follow up in one place while tracking every call, text, and interaction. Use Brivity as your team's accountability partner. -
40
Mortgage iQ
CRMnow
Intuitive. Smart. Complete. Mortgage iQ takes your business to the next level. Delivering Mortgage CRM, Lead Management and Marketing for Retail, Wholesale/Correspondent and/or Consumer Direct Lenders. We've got you covered. Our CRM Platform includes serious firepower to serve the needs of all of your organization's departments. Mortgage iQ CRM improves your efficiency. Leverage the power of Mortgage iQ's list management capabilities to drive focus and attention on the relationships that matter. Let Mortgage iQ do the driving. Our team will assist you in configuring strategic touch point campaigns or "tracks" for borrowers, transactions, Realtors and other Partners in your database. Create Beautiful Templates for high impact. Our powerful yet easy-to-use Template Editor provides the tools to create great-looking emails that you can use for drip campaigns, mass emails or single use. Top Originators Demand it. So should you. -
41
MLO Shift
MLO Shift
Mortgage professionals that want to manage and convert more leads. MLO Shift is built on ActiveCampaign, a world-class CRM and marketing automation system trusted by over 50,000 businesses. Account includes 2,500 contacts & 25 users. MLO Shift Membership gets you access to our complete library of easy-to-follow, step-by-step video courses to help you get started quickly and get the most out of your investment. Create your own landing pages! Customize a template, or build your own. Pages are fast, easy to edit and mobile-friendly, so you can run campaigns and convert more leads. Automatically drop all of your leads into one system and instantly follow up with email, text and Slybroadcast voicemails, so you can focus your time on running your business. Automatically track and follow-up with your referrals, so you never lose track of another lead, only to find out they ended up working with the competition. -
42
Origence
Origence
We’ve reimagined the entire lending experience to allow consumers and lenders to move easily through the loan process. Origence’s origination solutions can power your lending from application to closing, and every step in-between. Deeper member relationships and better borrowing experiences with solutions built with your members in mind. Faster and easier lending with efficient lending technology that increases profitability and pull-through. Increased productivity and engagement with automated solutions that configure to your needs. Our consumer loan and new account origination system is a comprehensive solution designed to improve the lender and borrower experience. Utilizing powerful reporting, industry-based origination and underwriting, and an ever-increasing lineup of integrations, its highly-configurable decision engine increases efficiency for faster decisioning. -
43
TotalExpert
Total Expert
Deepen your relationships with industry-leading integrations and reporting tools to make your data work for you. Develop more actionable insights with a single source of truth to deeply understand your customers and their financial journeys–transforming engagement and building a better customer experience. Create a data-rich ecosystem at the core of your sales and marketing activities. Then leverage these insights to dig into performance and truly understand your ROI. Total Expert is the CRM and customer engagement platform uniquely built for banks. Banks that partner with Total Expert have grown 2.2x the speed of the industry and win deeper customer relationships, drive higher retention, and provide greater customer satisfaction – all through a hybrid digital + human approach. -
44
Nexys
Nexys
Whether you`re a small lending institution or a large enterprise, Nexys offers scalable solutions tailored to your specific needs Our commitment to innovation is matched only by our dedication to customer success We understand the challenges faced by today`s loan originators, and we are here to provide not just a product, but a partnership that drives growth and profitability. With Nexys, you gain more than software—you gain a trusted ally in navigating the evolving landscape of mortgage lending. Join us at Nexys, where the future of loan origination and management software is here, and your success is our priority. Experience the power of Nexys and unlock new possibilities for your lending operations. -
45
Usherpa
Usherpa
Create relationships that last a lifetime using data intelligence and multi-channel marketing. The future of CRM is Relationship Engagement. Usherpa knows what easy looks like. Our seamless, foolproof platform and robust data intelligence create opportunities you can bank on. Building repeat business and lifelong referrals is simple when you have the right tools. Usherpa is the last CRM you’ll ever need. Forget the generic, uninspiring content you’ve seen before. Usherpa’s customized, highly localized, and automated content written by industry pros resonates with your leads, clients and partners to maintain meaningful, productive relationships. Never stress for your success! Usherpa’s intuitive CRM presents opportunities in an easy-to-use format that gives you everything you need to stay on your client’s radar, generate referrals, and grow your business. Usherpa curates a marketing strategy that works with your workflows so your pipeline is always full. -
46
Tabrasa
Tabrasa
Protect and grow your business with the most robust collection of mortgage-specific marketing and sales capabilities. Tabrasa provides Enterprise level solutions, Individual solutions, and industry leading mortgage market insights. Develop profitable partnerships by providing valuable tools and info. Effectively market to your database by nurturing industry-best content. Recruit and retain top talent by providing the resources to help them succeed. -
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Jungo Mortgage CRM
Jungo
Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integrations, Jungo can be fully customizable to fit your needs. Key features include: Marketing: Let Jungo market for you. Jungo comes pre-built with email templates and drip campaigns for every type of contact in your database. That way, you can educate cold leads, nurture existing prospects, and delight past clients automatically! Automations: Save time and automate repetitive tasks, emails, lead distribution, and more. Jungo is fully customizable to automate your workflow so you can focus on high-value tasks that close. LOS Integrations: Jungo integrates with the top loan origination software including Ellie Mae’s Encompass, Calyx Point, LendingPad, Velocity, and Byte. That way, you can sync all of your loan data into Jungo and set up automations as you get more loans.
Guide to Mortgage CRM Software
Mortgage CRM software is a customer relationship management (CRM) solution specifically designed for the mortgage and lending industry. It helps businesses manage their client base, lenders and referral partners, as well as other important aspects of the loan origination process such as lead generation, sales tracking and automated workflow.
The primary purpose of mortgage CRM software is to help lenders increase their efficiency while reducing costs. By automating mundane tasks such as lead capture, contact management and follow-up communication, mortgage lenders can focus more on strategic activities that will boost revenue growth. Furthermore, a good mortgage CRM system gives lenders access to organized data which they can use to interpret trends in their clients’ financial behavior, helping them make better decisions when extending credit.
A typical mortgage CRM platform consists of several components including an integrated database to store customer information; real-time analytics capabilities that provide insights into customer behavior; automated marketing tools; an online application system; customizable reporting functions; document sharing features; integrated email campaigns; and robust security features like encryption technology.
For loan originators, one of the biggest advantages of using a mortgage CRM system is that it allows them to easily track leads throughout the entire loan origination process from initial contact through closing. This saves originators time by eliminating manual labor associated with data entry and analysis so they can concentrate on building relationships with existing customers while growing their client base. Additionally, it makes it easier to identify potential problems with leads before any money changes hands – something that could save both sides thousands of dollars in lost business opportunities or bad debts down the line.
Using a powerful CRM for mortgages also provides originators with improved visibility into all their current contacts and loans in progress – enabling them to quickly review open contracts or pending applications without wasting hours sifting through paperwork or tracking down borrowers who have gone radio silent. Plus, this type of software often includes features like automatic notifications when key milestones are reached or tasks remain incomplete so nothing slips through the cracks during the loan process.
Finally, because modern mortgage CRMs are cloud-based systems built for scalability, most providers offer users accessible pricing plans along with helpful support teams available via phone or email should any issues arise with setup or usage. This ensures even small businesses don’t need to invest too much capital up front in order get started leveraging these powerful technology solutions right away.
Features Provided by Mortgage CRM Software
- Loan Origination: Mortgage CRM software offers loan origination functionalities to help streamline the mortgage application process. This includes lead management and tracking, workflow automation, automated underwriting, document processing and eSignatures.
- Automated Lead Capture: This feature allows lenders to capture leads in real-time from multiple sources such as websites, email campaigns and social media channels. It helps capture data quickly and gives lenders an advantage over their competition by providing timely feedback to potential borrowers.
- Customer Relationship Management (CRM): This feature helps manage customer relationships through organized contact lists and communication platforms like email, text messaging, phone calls, etc. It can keep track of conversations with potential clients as well as existing customers by storing notes related to their interactions.
- Analytics & Reporting: This feature provides insights into the performance of lenders’ campaigns by providing information about leads that have been converted into loans or declined for one reason or another. It also helps identify trends in the market that may be beneficial for a particular lender’s business strategy.
- Online Payment Solutions: This feature enables lenders to accept payments from their customers online using secure payment gateways such as Stripe or PayPal. This simplifies the payment process while giving customers more flexibility in payment options.
- Security & Compliance: Mortgage CRM software offers security protocols to ensure that all sensitive customer data is kept safe and secure at all times. It ensures compliance with industry regulations so that lenders are always operating within the law when handling confidential information like customer credit scores or identification documents
What Types of Mortgage CRM Software Are There?
- Mortgage Origination CRM Software: This type of software helps mortgage lenders manage their customer relationships and automate loan origination processes. It provides a centralized platform where lenders can capture, store and track customer information to support strategic sales decisions, improve communication with customers and streamline lead management.
- Mortgage Servicing CRM Software: This type of software allows mortgage servicers to efficiently manage loan portfolios. It helps servicers keep detailed records of the payment histories of their borrowers, track escrow payments and ensure prompt collection of all monthly payments. The software also helps servicers stay compliant with regulations by providing oversight into critical areas such as consumer lending, risk management and regulatory reporting.
- Mortgage Lead Generation CRM Software: This type of software is designed to help mortgage professionals generate leads from digital channels like social media, search engines and email marketing campaigns. It allows users to target specific groups of potential buyers with tailored messages through automated marketing tools, helping them quickly identify qualified leads in their local area or across the country.
- Mortgage Analytics CRM Software: This type of software enables users to make data-driven decisions based on real-time insights from past performance data. By leveraging predictive analytics capabilities, lenders can use this software to measure the efficiency and effectiveness of various business strategies while improving customer retention rates through targeted campaigns.
Mortgage CRM Software Benefits
- Increased Efficiency: Mortgage CRM software allows brokers to streamline the process of dealing with loans and customers. The software eliminates paperwork and manual processes associated with mortgage administration, making it faster and easier for brokers to complete tasks.
- Improved Customer Service: Mortgage CRM software provides brokers with up-to-date customer information, allowing them to respond quickly to customer queries and provide better service. It also offers a central platform for communication between brokers, customers, lenders, underwriters, and other stakeholders.
- Automated Tasks: Mortgage CRM software automates routine tasks such as loan tracking, application processing, document management, and more. This reduces errors caused by manual processes while freeing up time for brokers to focus on providing customized solutions for their clients.
- Data Insight: Mortgage CRM software provides powerful insights into your data via interactive dashboards that help you make informed decisions quickly. You can use the insights gained from this data to improve services or introduce new products that are tailored to your customers’ needs.
- Security & Compliance: The financial services industry is highly regulated, so it’s important that mortgage brokers adhere to strict compliance regulations. Mortgage CRM software helps you do this by ensuring your data is securely stored in a centralized system that meets industry standards.
What Types of Users Use Mortgage CRM Software?
- Real Estate Agents: Real estate agents use mortgage CRM software to track prospects, manage relationships with current clients, and generate leads to grow their business.
- Mortgage Brokers: Mortgage brokers leverage mortgage CRM software to organize customer information, communicate with lenders and borrowers, and streamline the loan process.
- Lenders: Lenders use mortgage CRM software to track the progress of their loan applications throughout the underwriting process. They also use the system to store documents and keep up with compliance regulations.
- Borrowers: Home buyers are able to use mortgage CRM software for online tracking of future or in-process loans as well as access past loan information that is saved in the system.
- Property Managers: Property managers can utilize mortgage CRM systems to keep track of tenant payments, current maintenance requests and upcoming projects. The system also allows them to maintain accurate records on all properties in their portfolio.
- Investors: Investors turn to mortgage CRM solutions when searching for potential investments or monitoring market trends. The system provides insights into real estate values and lending rates across different markets so that investors can make better decisions about their investments.
How Much Does Mortgage CRM Software Cost?
The cost of mortgage CRM software can vary greatly depending on the features and capabilities of the software, as well as the size of your business. Generally speaking, you can expect to pay anywhere from a few hundred dollars for basic CRM software up to thousands of dollars for more robust solutions with extensive features and customization options.
At the entry-level, some mortgage CRM products may provide basic customer relationship management functions such as contact imports, email campaigns and marketing automation tools. These solutions typically cost between $200-$400 per month. Beyond entry-level products, there are mid-tier solutions that provide complex sales pipeline automation tools and reporting capabilities. These packages usually start around $500 per month and could go up to $1,000 or higher based on additional features needed.
High-end mortgage CRM packages offer even further functionality related to loan origination systems (LOS), integrations with other third-party services and data analytics capabilities tailored specifically for lenders. Expect these types of solutions to range from several thousand dollars per month all the way up to tens of thousands for larger operations.
In any case, it's important that you do your due diligence when researching mortgage CRM software so you can find a product that offers all the features you need while still fitting within your budget.
What Software Does Mortgage CRM Software Integrate With?
Mortgage CRM software has the ability to integrate with many different types of software. Depending on the mortgage company's needs, it can be integrated with other customer relationship management (CRM) software, such as Salesforce or HubSpot, as well as enterprise resource planning (ERP) systems like Oracle and SAP. It is also possible to integrate a mortgage CRM system with email marketing platforms like MailChimp and Constant Contact. Additionally, mortgage companies may choose to link their CRM system with loan origination systems or customer support platforms that provide services like chatbots and automated ticketing. Finally, social media integration is also available, allowing mortgage companies to post updates and respond to interactions on popular networks like Facebook and Twitter directly from their CRM platform.
Mortgage CRM Software Trends
- Streamlining of Processes: Mortgage CRM software is designed to help streamline the loan process by allowing lenders and brokers to manage all aspects of the loan origination process in one place. This helps to reduce paperwork, speed up the application process, and minimize errors.
- Automation: With mortgage CRM software, lenders can automate many tasks that were previously done manually such as sending automated emails and SMS messages for communication with borrowers, tracking leads and applications, generating reports, etc.
- Improved Customer Service: By using mortgage CRM software, lenders are able to provide better customer service by gathering detailed information about a borrower’s credit history and financial status. This allows them to tailor their services more precisely to meet the specific needs of each individual client.
- Increased Efficiency: Mortgage CRM software can significantly improve efficiency within organizations by enabling faster processing of loans and helping eliminate redundancies in processes. It also reduces data entry time and improves accuracy since it stores all relevant information in centralized databases.
- Data Security: Mortgage CRM software has built-in security measures which protect sensitive customer data from unauthorized access. This ensures that all confidential information remains secure at all times, providing peace of mind for both customers and lenders alike.
How to Pick the Right Mortgage CRM Software
- Determine Your Needs: First, assess what features your business needs in a mortgage CRM software and prioritize them. Ask yourself questions such as: Does the software have pre-built loan origination scenarios? What level of automation does it offer? How much data storage does it provide?
- Research Options: Once you’ve determined what you need, start researching the different mortgage CRM software options available. Compare features and prices to find the right fit for your business. Make use of the comparison tools above to organize and sort all of the mortgage crm software products available.
- Read Reviews: Read online reviews from other customers who have used the mortgage CRM software you’re considering to get an idea of how well it works in real life situations.
- Try It Out: Most mortgage CRM softwares offer free trials or demos that let you test out the software before buying to ensure it meets all your needs and is user-friendly for everyone on your team.
- Finalize Purchase Decision: Once you’ve determined that a certain mortgage CRM software is the best fit for your business, decide on pricing and make sure license agreements are understood by all parties involved (vendor, customer).