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26 Best Mortgage CRM Software For Loan Officers In 2024

Discover the best CRM for mortgage brokers and loan officers. Automate your business with the best mortgage CRMs software solutions.

Ivan Karp
Written by
Ivan Karp
Ivan Karp
Ivan Karp

Managing Director at SyncMatters, Europe

More from Ivan Karp

Published: Apr 05, 2024

| 85 mins read

You've heard that building strong relationships with clients and referral partners is critical to your success, but have you taken the necessary steps? And, if so, are you doing it as efficiently as possible?

We live in a technological age. The sheer number of tools available to us is unprecedented. While there are numerous ways to market your business and improve customer relationships, one tool, in particular, is designed to do so - the best mortgage CRM.

The best CRM for loan officers is more than just a database that stores client contact information. It can also be an effective tool for interacting with customers and better understanding them. All of this adds up to improved customer service and increased revenue for you. While Mortgage CRM software focuses on managing mortgage loan processes and client relationships, CRM for the retail industry focuses on customer management and sales growth, providing different features and tools to meet the unique needs of each industry.


We have compiled a rating of the 4 best CRMs that can be useful to you if you work as a credit specialist:

 


Does that make sense? Let's look at what mortgage CRM software is and what it can do for loan officers in particular.

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What is mortgage CRM software?

Customer relationship management (CRM) tools can help your business in a variety of ways. However, if you want to simplify things, the best mortgage broker CRM can help you grow your business and attract more customers in the most organized and efficient way possible.

Simply put, a CRM takes the chaos out of lead management, allowing you to attract, nurture, and close more deals in less time.

The best CRM for mortgage brokers will integrate with your other business processes, from pre-loan to post-closing, leveraging the power of mortgage-specific workflows to help you attract more borrowers while maintaining the highest possible conversion rates.

But the benefits don't stop there. Let's go over the main advantages that the best mortgage CRM can provide for your company.

[Related article: 5 Best CRM for Commercial Real Estate: Сhoose Yours!]

What can CRM for mortgages do? The Benefits of Using CRM Tools

Automation, pipeline management, regulatory compliance, referral management, and event notifications are common features of a mortgage loan CRM. Having all of these in a CRM for mortgage loan officers keeps all client information in one place, streamlining contact management.

  • Automation: The ability to automate means less time spent manually entering marketing, sales, and contact information into the system. Furthermore, automation tools reduce the time required for communication and follow-up. This gives lenders and brokers more time to meet with clients and build relationships.
  • Pipeline management: Having pipeline integration allows lenders and brokers to view loan reports, track loans, and status values in their loan originating software (LOS). Contact information and loan information can be found in one place this way.
  • Referral management: The lender and broker industries rely heavily on referrals. When a dependable referral campaign is in place, such as a drip marketing campaign that can be initiated and organized through the best loan officer CRM, referrals become easier to come by.
  • Mortgage event notifications: A mortgage CRM includes an appointment calendar that lenders and brokers can use to schedule reminders for special events with notes and alerts. They also contain important information and reminders about rising annual premiums and upfront mortgage insurance rates.

Regulation compliance: It is critical that lenders and brokers stay up to date on housing industry regulations and compliance, especially when their clients rely on them for up-to-date information on how their interest rates may be affected. A mortgage CRM includes a module that can be programmed to ensure brokers and lenders follow Federal Housing Administration guidelines (FHA).

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The Differences between Loan Originators Software and a Mortgage CRM

Many lenders commit the mistake of utilizing their loan origination software as their CRM platform. As a result, they are passing up potentially lucrative business opportunities.

While LOS systems are useful for managing every stage of the loan process, they are not intended to nurture leads, coordinate team communication, or grow the business. They are designed to expedite loan-related processes rather than to accommodate (and improve) customer relations.

The best CRM for mortgage loan officers is essential because that is exactly what they are intended to do. They ensure that your relationship with your customer flows smoothly, with no gaps that could cause the customer to lose interest in the process entirely. The two should collaborate rather than compete with one another.

What software do mortgage brokers use?

Mortgage brokers rely on a suite of essential software tools to streamline operations and provide top-notch service to clients:

Customer Relationship Management (CRM) Systems

At the heart of every successful mortgage brokerage is a robust CRM system. These platforms allow brokers to organize client information, track interactions, and nurture relationships effectively. With features like lead management, automated communication, and task scheduling, CRMs enable mortgage brokers to stay organized and provide personalized service to their clients.

Loan Origination Software (LOS)

Loan origination software is another essential tool for mortgage brokers. LOS platforms streamline the loan application process, from initial client intake to loan closing. These systems facilitate document management, credit checks, underwriting, and compliance checks, helping brokers navigate the intricacies of mortgage lending efficiently.

Mortgage Point-of-Sale (POS) Systems

Mortgage POS systems provide a seamless digital experience for borrowers during the application process. These platforms allow clients to submit their loan applications online, upload required documents, and track the status of their applications in real-time. For brokers, POS systems streamline the application intake process, reduce paperwork, and improve overall efficiency.

Document Management Systems (DMS)

Given the volume of paperwork involved in mortgage lending, document management systems are indispensable for mortgage brokers. DMS platforms provide secure storage, organization, and retrieval of important documents, such as loan applications, financial statements, and legal agreements. By digitizing document management, brokers can reduce the risk of errors, improve compliance, and enhance client service.

Compliance and Regulatory Software

Compliance is a top priority in the mortgage industry, and brokers must adhere to a myriad of regulations and guidelines. Compliance and regulatory software solutions help brokers stay up-to-date with changing laws, manage compliance documentation, and ensure adherence to industry standards.

Financial Analysis and Reporting Tools

Financial analysis and reporting tools provide mortgage brokers with insights into their business performance, profitability, and lending trends. These tools enable brokers to track key metrics, generate reports, and make data-driven decisions to optimize their operations and maximize revenue.

However, top-rated and the best CRM for mortgage brokers can combine compliance and regulatory and financial analysis and reporting. Moreover, when you use CRM software in tandem with LOS or DMS systems, it will successfully improve the customers’ experience.

How CRM Solutions help the mortgage industry

Before contacting a business, 90% of consumers read online reviews, and 84% trust an anonymous reviewer just as much as someone they know. These statistics demonstrate the impact of opinions on your business.

Is your free CRM for mortgage brokers tailored to the mortgage industry? Can it handle client and partner feedback, online reputation management, and customer preferences that impact your mortgage company's success?

When your borrowers are satisfied, they are more likely to leave positive feedback online and recommend you to their friends. This results in more referrals, more deals, and more long-term loyalty to your company.

The best mortgage CRM software enables your loan officers to be proactive – and productive – with each customer interaction. Here are three critical ways your CRM should assist your team and customers. 

[Related article: CRM Real Estate Meaning: How to Use CRM for Real Estate]

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Customized Interactions

The CRM should provide templates, scripts, and automated marketing materials that are personalized for each client. Everything should address them by their first name. When your loan officers looking for detailed information about a specific client, it should be readily available so that they can speak with people in a friendly and personal manner.

Real-time Information

All information provided by the CRM should never be out of date. It should be precise to the moment. Customers should have the impression that you are constantly providing real-time information that addresses their most pressing needs.

Extending the Experience

Post-close efforts that extend the customer experience into the future should be supported by the CRM: follow-up offers, email marketing, a referral program, and loyalty discounts. This is a critical step in establishing a large following of satisfied customers.

How does CRM help finance?

Customer Relationship Management systems play a crucial role in the finance sector, particularly in the mortgage industry. Here's how CRM helps finance in the mortgage industry:
  • CRM for finance brokers allow mortgage professionals to capture, organize, and track leads effectively. Through lead segmentation and prioritization features, finance professionals can focus their efforts on prospects with higher conversion potential, thus maximizing sales opportunities.
  • Finance professionals deal with vast amounts of client data, including financial documents, credit reports, and personal information. CRM systems provide a centralized database to securely store and manage this information, ensuring compliance with regulatory requirements such as GDPR and maintaining data integrity.
  • CRM for finance brokers offer workflow automation capabilities, allowing finance professionals to automate routine tasks such as document generation, email follow-ups, and appointment scheduling. 
  • CRM systems help identify cross-selling and upselling opportunities by analyzing client data and behavioral patterns. By understanding clients' financial needs and preferences, finance professionals can recommend relevant mortgage products, insurance services, or investment opportunities, thereby increasing revenue and fostering long-term client relationships.
  • The mortgage industry is subject to strict regulatory requirements and compliance standards.
  • CRM for finance brokers assist professionals in adhering to these regulations by implementing compliance workflows, audit trails, and document management features. 

Contact us

Our Top Mortgage CRM Software 

1. Creatio

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Creatio is the foremost global vendor of a no-code platform to automate workflows and CRM with maximum freedom, all accomplished without coding. Creatio's comprehensive offering encompasses a range of valuable solutions, including a versatile no-code platform known as Studio Creatio, CRM applications designed for Marketing, Sales, and Service, and industry-specific workflows for 20 verticals. Moreover, Creatio features a marketplace teeming with add-ons to enhance its capabilities further.

  • Marketing Creatio delivers a ready-to-use platform that streamlines marketing campaigns and facilitates lead management workflows, all achieved effortlessly through a no-code approach while maintaining optimal freedom.
  • Sales Creatio represents an end-to-end platform engineered to automate sales processes of any kind, providing users with a no-code environment that fosters limitless possibilities.
  • Service Creatio encompasses an omnichannel platform built to automate customer service workflows of any complexity, granting users the ability to accomplish this without coding and with an unparalleled degree of freedom.
  • Studio Creatio is a dedicated no-code platform that empowers users to automate workflows and construct applications, all while ensuring maximum freedom in the process.

Key features

  • Creatio's product lineup allows for individual purchases, enabling organizations to select specific solutions according to their requirements. Alternatively, they can opt for a unified CRM solution that seamlessly automates both customer-facing and industry-specific workflows, all accomplished without the need for coding.
  • With a core focus on no-code tools and out-of-the-box capabilities, Creatio empowers organizations to digitize their workflows, enrich customer and employee experiences, and enhance overall efficiency across all business units.
  • Through its intuitive no-code UI builder and drag-and-drop visual design tools, Creatio enables non-technical users to create robust business applications effortlessly.
  • Additionally, Creatio offers a marketplace that hosts a plethora of ready-to-use solutions, connectors, and templates catering to a diverse array of use cases, further augmenting the platform's flexibility and versatility.

Pricing

Creatio provides you with a 14-day free trial for you to test all the features available. Creatio offers a number of various editions and composable pricing, which allows users to select the edition that best fits their business model:

  • Growth starts from $25/user/month. Provide automation to SMB clients
  • Enterprise starts from $55/user/month. Enable full-scale automation for corporate and enterprise needs
  • Unlimited starts from $85/user/month. Deliver limitless automation for advanced enterprise scenarios.

All Creatio licenses include basic support plan, product maintenance and free updates. More information: https://www.creatio.com/products/pricing.

You also can get a free demo with CRM experts and choose an option.

Pros

  • Creatio continues establishing itself as an exceptionally cost-effective solution, offering a wide range of features surpassing industry standards. It not only delivers affordability but also provides an enhanced level of customization options and a superior user interface (UI).
  • Functioning as a low-code platform, Creatio empowers users with unparalleled freedom. Through its low-code approach, users can harness incredible opportunities to accelerate the creation of new features and applications. This efficient methodology facilitates the swift development and deployment of innovative solutions, enabling businesses to stay ahead in a competitive landscape.

Cons

  • Creatio may not always be ideal for small businesses, as their specific needs and requirements might differ. While Creatio offers robust features and capabilities, it might not align perfectly with the scale and scope of smaller operations.
  • Additionally, utilizing Creatio effectively may require a certain amount of time for education and familiarization. Given its extensive range of functionalities, users might need to invest some time in learning the platform and understanding its intricacies to maximize its potential.

2. Whiteboard CRM

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Whiteboard is a mortgage broker CRM system designed specifically for mortgage lenders that was recently acquired by Daily AI. Users can manage all aspects of a mortgage business, including lead generation, nurturing, loan processing, and campaign marketing, using external integrations and the custom-built CRM design.

It's the best overall option for managing mortgage broker operations for a few reasons. The first is that it comes with a pre-built system called the "Mortgage Playbook." This prebuilt structure provides new users with campaign templates, reporting dashboards, and task management modules designed for mortgage brokers. This CRM also integrates with loan processing systems and popular real estate websites to generate buyer leads.

Key features

  • Predesigned CRM system with automated marketing materials, such as text messaging campaign templates, email templates, call scripts, and web lead forms, as well as a system dashboard, tasks, and reporting tools.
  • Strong reporting: Dashboard reporting and analytics features track loan applications, lead conversion rates, and top referral sources, among other things.
  • Email and text campaign management: Use premade templates to automate and mass send email and text campaigns to nurture leads.
  • Integration of mortgage platforms: Integrates with popular loan processing software such as Calyx and Encompass, as well as lead generation tools such as Realtor.com, Zillow, and Facebook Ads.

Pricing

  • Single-tier pricing: $79 per user, per month
  • Setup fee: $299
  • Free Demo 

Pros

  • LOS integrations including Calyx and Encompass
  • Lead generation capabilities through integrations with Facebook Ads, Realtor.com, and Zillow
  • All-in-one mortgage lead tracking software

Cons

  • Relatively expensive pricing
  • No live chat support
  • No telephonic system built-in or through integrations

3. BN Touch

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BNTouch is one of the best mortgage CRM system that makes it easy to organize contacts and opportunities as well as communicate with buyers. To manage applications and outstanding loans, users can integrate the platform with Calyx, LendingPad, Encompass, and ByteSoftware. The CRM is simple to use and offers a variety of subscription options for individuals, teams, and multi-department businesses.

BNTouch's marketing and content development tools are by far its most valuable feature.  Mortgage brokers can use video, email, SMS, voicemail, and direct mail to communicate with leads, clients, referral partners, and target audiences. The system has a plethora of features for campaign delivery and design, including hundreds of premade templates.

Key features

  • Referral partner management: A tool for building partnerships that allow you to track leads, communicate with referral partners, and analyze top referral partners.
  • Video marketing features include the opportunity to produce and send video recordings and explainer animation videos directly to clients.
  • Email and text campaigns: Create and send campaigns to an unlimited number of recipients using pre-made templates.
  • Integrated lead management: Lead generation integrations with popular platforms such as Zillow, Homes.com, Facebook, and Lending Tree, as well as automatic lead distribution capabilities.

Pricing

  • Individual: $148 per user, per month
  • Team: From $158 per user, per month
  • Enterprise: Call for pricing
  • Setup fee: From $79 per user
  • Free demo: Contact for more information

Pros

  • Options for multichannel communication include video, email, SMS, voicemail, and direct mail.
  • Compatible with LOS applications such as Calyx and Encompass
  • Integrations with Lending Tree, Zillow, and Homes.com, as well as automated lead distribution, are among the lead generation features.

Cons

  • There is no free-forever plan.
  • There is no live chat support.
  • Only the Enterprise plan includes features for managing referral partners and marketing automation.

4. Jungo

 

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The renowned Salesforce platform serves as the foundation for Jungo mortgage CRM. This gives Jungo access to hundreds of Salesforce AppExchange integrations, Salesforce mobile app access, and a plethora of custom elements. Salesforce Power Users will feel right at home with Jungo, whereas those unfamiliar with Salesforce may need to spend some time getting to know this CRM. Fortunately, Jungo offers live onboarding assistance as well as a useful knowledge base.

Key features

  • Management of key referral partners includes full tracking and organization, as well as automated communication options.
  • Loan document management includes loan document tracking, buyer follow-up, and the ability to create document needs lists.
  • Full-cycle marketing entails marketing via video, SMS, and email before, during, and after the loan process.
  • Real estate flyer designer: Use pre-made CRM templates to create co-branded open house flyers, rates sheets, and postcards.

Pricing

  • Single-tier pricing: Request a quote
  • Free Demo: Contact for more information

Pros

  • There are hundreds of app integrations.
  • Workflow automation, including loan management
  • The emphasis is on post-closing marketing.

Cons

  • Hidden price and no free trial
  • Add-ons are useful but costly
  • Steep learning curve

5. SureFire

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Surefire is a specialized CRM for mortgage lenders who offer both retail and wholesale loans. It provides LOS integrations, content development tools, and powerful automation options for marketing, task management, lead distribution, and any other workflow that Zapier allows.

This platform's extensive content library is its most notable feature. 

Many mortgage professionals use visuals such as blog posts, videos, and graphics to educate customers and potential clients about the complicated buying process. Surefire's library contains over 1,000 premade content pieces that are fully compliant and ready to be applied to the marketing campaigns of its users.

Key features

  • Client for Life Campaign: Using automated workflow features, you can stay in touch with past clients via email, text, or printed media.
  • Brand-conscious content library: More than 1,000 compliant-ready pieces for use in direct mail campaigns, emails, and social media posts.
  • Power video: An in-built feature that allows you to shoot videos and easily deploy them via text or email, as well as set deployment schedules.
  • Wholesale lending: B2B communication modules with wholesalers and account executives, including one-on-one emailing and simple rate sheet distribution.

Pricing

  • Should contact vendor for pricing

Pros

  • Content creation capabilities via built-in tools and integrations
  • Options for LOS integration
  • CRM system includes a comprehensive mortgage content library.

Cons

  • Lacks transparent pricing
  • Users report the interface is difficult to navigate
  • Only has email suppor

6. Pipedrive

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Pipedrive is not designed to be a mortgage CRM, but its Financial Services platform provides it with a good set of industry features, such as hundreds of financial app integrations and loan tracking. Pipedrive's client-forward CRM includes a customer portal that organizes documents and provides real-time application status updates. Pipedrive's prices are among the most affordable on our list, and there are no setup fees. Pipedrive is available for free for 14 days.

Key features

  • Ease-of-Use: One of the easiest CRMs to use, with a simple Kanban pipeline.
  • Customer service portal: Clients can access documents and receive real-time updates.
  • Integration of apps: Calyx, LendingPad, PropertyRadar, and other integrations are available.
  • Customizable: Create your own reports, pipelines, and dashboards.
  • Customer service: Chat and email support are available 24 hours a day, seven days a week.

Pricing

  • Essential: $14.90 per user, per month
  • Advanced: $24.90 per user, per month
  • Professional: $29.90 per user, per month
  • Enterprise: $99 per user, per month
  • Free trial: 14 days for all plans

Pros

  • Affordable & includes a 14-day trial
  • Easy to learn and customizable
  • Integrates with many financial apps

Cons

  • Lacking core industry features
  • Only 1 dashboard with basic tiers
  • No SMS integration

7. HubSpot

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HubSpot CRM excels as a top-notch free CRM solution, offering main features that cater to the specific needs of lenders. In its free version, you'll find an array of invaluable features. These include live chat capabilities and the integration of bots, which work together to engage and assess potential borrowers. Additionally, you can create customized quotes to swiftly communicate your mortgage rates and employ canned snippets and email templates to effortlessly nurture leads and address their inquiries.

For a more comprehensive lending experience, consider upgrading to the Sales Hub. This package empowers you to score borrowers, gather electronic signatures for loan applications and agreements, facilitate digital payments, and much more.

Key features

  • Live Chat: Connect with leads and harness the power of bots to evaluate and schedule meetings.
  • Tailored Quotes: Create branded quote templates for rapid dissemination of mortgage rates.
  • Predefined Responses: Easily incorporate FAQ answers into template emails or use them during live chats.
  • E-signatures: Get digital signatures from borrowers for quotes and various other documents.

Pricing

  • Free Version: available for unlimited users.
  • Sales Hub Starter: starts at $18 per month for 2 users.
  • Sales Hub Professional: starts at $450 per month for 5 users.
  • Sales Hub Enterprise: starts at $1,200 per month for 10 users.
  • Additional users can be purchased for extra cost.

Pros

  • Robust free offering.
  • Seamless integration with Zapier for LOS synchronization.
  • Access to premium upgrades.

Cons

  • Limited customization options.
  • The depth of data and reporting features fall short.
  • Potential for increased expenses when upgrading.

8. Salesforce 

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Salesforce Financial Services Cloud is a comprehensive solution designed for mortgage lenders. It seamlessly combines the capabilities of Sales Cloud and Service Cloud into one easy-to-use platform. With this mortgage software, you can effortlessly keep tabs on your commissions and referrals, making your mortgage lending business more efficient and profitable.

Key features

  • Einstein GPT: Pinpoint high-converting referrals with predictive scoring.
  • Financial Profile: Keep track of your clients' financial accounts, goals, and historical interactions.
  • Mortgage Data Model: Capture crucial borrower and loan officer information.
  • Document Tracking: Streamline the monitoring of loan documents and approvals across various departments.

Pricing

  • Starter Enterprise Edition: $250 per user, per month.
  • Starter Unlimited Edition: $425 per user, per month.
  • Growth Enterprise Edition: $325 per user, per month.
  • Growth Unlimited Edition: $500 per user, per month.

Pros

  • Offers both sales and service functionalities in one package.
  • Utilizes a specialized mortgage data model for precise tracking.
  • Provides robust customization options and seamless integrations.

Cons

  • Pricing plans may be expensive.
  • Learning to use the platform effectively might require some time and effort.
  • Initial setup can be challenging, but an advantage for mortgage brokers is worth it in the long run.

9. Shape 

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Shape CRM is a versatile tool that serves multiple industries, offering an extensive range of advanced features tailored for analytical mortgage professionals. At its core, this CRM mortgage system utilizes cutting-edge ShapeIQ technology, powered by artificial intelligence, to assess, grade, and direct mortgage leads effectively. This results in a meticulously organized sales pipeline where the most promising leads are prioritized for your attention.

Key features 

  • ShapeIQ: Leverage AI for in-depth lead analysis.
  • Document Management: Simplify document storage and transmission, including e-signatures.
  • LOS Sync: Enhance your workflow with LOS software integration.
  • Drip Campaign Automation: Streamline communication with scheduled emails and updates.

Pricing

  • Sales & Marketing CRM: $99 per user, per month.
  • Customer Portal: $47 per user, per month.
  • Lead Engine: $299  per month.

Pros

  • Tailored specifically for the mortgage industry.
  • Seamless integration with well-known LOS software.
  • Simplifies document upload, e-signatures, and storage.

Cons

  • Requires a mandatory setup fee.
  • Customer support primarily relies on email tickets.
  • Initial customization options could be more extensive, but it offers great flexibility once set up.

10. Keap 

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Keap CRM is a dynamic tool that combines the power of sales and marketing automation. With it, you can effortlessly capture, organize, and monitor all your leads and contacts. But what sets this mortgage marketing software apart is that it doesn't stop at providing a robust CRM platform; it goes the extra mile by offering top-notch coaching, training, and support to all its users.

Key features

  • Text Message Marketing: You can now engage in text message marketing, including broadcasting texts with select plans, enhancing your communication reach.
  • Mobile App: Keap offers a popular mobile app that shows much of the CRM functionality of the desktop version, ensuring you're always connected, even on the go.
  • Dedicated Business Phone Line: Gain a dedicated business phone line that operates seamlessly on your personal smartphone, maintaining a professional image.
  • E-commerce and Payment Options: Simplify billing and invoicing with the newly added e-commerce and native payment features, making financial transactions a breeze.
  • Brokers' Benefits: Brokers can efficiently upsell, cross-sell, and obtain valuable referrals using Keap's versatile capabilities.

Pricing

  • Keap Pro: $159 per month.
  • Keap Max: $229 per month.
  • Max Classic: contact the sales team.

Pros

  • All paid plans come with access to a Small Business Growth Coach and round-the-clock support.
  • A vast array of integrations.
  • Harness the power of a potent sales and marketing platform, complete with intuitive automations to fuel your sales funnel.

Cons

  • While versatile, Keap is not specifically tailored for the mortgage industry.

11. MyCRM Dashboard

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MyCRM Dashboard is a comprehensive mortgage CRM platform designed to streamline and optimize the operations of mortgage professionals. It offers a wide range of features and functionalities that are tailored to the specific needs of mortgage lending firms. 

Key features 

  • Lead Management: MyCRM Dashboard provides an efficient system for capturing, organizing, and tracking mortgage leads and contacts. It ensures that no potential client falls through the cracks.
  • Communication Tools: This CRM offers various communication tools, including email templates and SMS messaging, to help you engage with leads and clients effectively. Quick and personalized communication is at your fingertips.
  • Document Management: Document storage and management are simplified with MyCRM Dashboard. You can easily upload and store important documents, making it convenient for both you and your clients.
  • LOS Integration: MyCRM Dashboard seamlessly integrates with popular Loan Origination System (LOS) software, ensuring that your workflow is well-connected and data is synchronized accurately.
  • Customization: While MyCRM Dashboard provides a comprehensive set of features, it also allows for customization, ensuring that the CRM aligns with your unique processes and requirements.

Pricing

  • Lite: free for up to 4 users
  • Pro:
  1. AED 80 per user, per month, up to 9 users.
  2. AED 75 per user, per month, between 10-19 users.
  3. AED 70 per user, per month, 20+ users.

Pros

  • Users can expect excellent customer support to assist with any queries or issues they may encounter. 
  • It offers integration with LOS systems and other software tools, providing a seamless experience.
  • The platform allows for tailoring to your specific workflows and processes.

Cons 

  • Lack of reviews online to corroborate credibility and utility.

12. Streak 

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Streak is a versatile CRM platform that empowers professionals across various industries to efficiently manage their workflow, contacts, and customer relationships. While not specifically tailored to the mortgage sector, it provides a range of advanced mortgage-centric features that can be adapted to suit the needs of mortgage lenders and brokers.

Key features 

  • Pipeline Management: Streak offers a visual and customizable pipeline management system. You can track the progress of your mortgage applications, from initial contact to closing, ensuring no important step is overlooked.
  • Email Tracking: Gain insights into how leads and clients interact with your emails. Streak notifies you when an email is opened or a link is clicked, allowing you to time your follow-ups effectively.
  • Document Management: Store and access important documents, contracts, and files directly within the CRM. This feature ensures that all essential paperwork is organized and easily accessible.
  • Integration Capabilities: Streak seamlessly integrates with Gmail, making it convenient for users who rely on this email platform. Additionally, it offers various integration options for other software tools.

Pricing

  • Free plan available.
  • Solo: $15 per user, per month.
  • Pro: $49 per user, per month.
  • Pro+: $69 per user, per month.
  • Enterprise: $129 per user, per month.

Pros 

  • Streak's integration with Gmail makes it a straightforward choice for users already familiar with this email service.
  • Streak's customization options allow for a degree of adaptability, which can be useful for aligning the CRM with mortgage-related processes.
  • Streak offers affordable pricing plans, making it accessible for small businesses and professionals.

Cons 

  • It may lack certain specialized features that are commonly found in mortgage-specific CRMs.

13. Velocify 

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Velocify is a dynamic and comprehensive Customer Relationship Management (CRM) platform primarily designed for professionals in the mortgage and lending industry. This CRM software for mortgage brokers is engineered to streamline and enhance the processes specific to mortgage lenders and brokers, making it a powerful tool for managing leads, contacts, and customer relationships.

Key features 

  • Lead Management: Velocify offers an advanced lead management system, allowing mortgage professionals to capture, organize, and track leads effectively. 
  • Automated Communication: Velocify automates communication processes through email, SMS, and phone call campaigns. This ensures that you stay engaged with your leads and clients, fostering strong relationships.
  • Loan Origination System (LOS) Integration: This one of mortgage CRM systems seamlessly integrates with popular LOS systems, facilitating a smooth flow of data and information between your CRM and LOS software.
  • Workflow Customization: While Velocify comes with a wealth of pre-built features for the mortgage industry, it also allows for extensive customization. You can tailor workflows and processes to match your specific needs and preferences.
  • Performance Analytics: The platform offers robust reporting and analytics tools, providing insights into your team's performance, lead conversion rates, and other critical metrics. This data empowers you to make informed decisions and optimize your lending processes.

Pricing

  • Should contact the vendor for pricing.

Pros 

  • Personalized loan scenario presentations.
  • Velocify's automation features help streamline communication, lead management, and follow-up processes, saving time and improving efficiency.
  • The platform provides in-depth analytics and reporting, enabling data-driven decision-making and continuous improvement.

Cons

  • Due to its extensive feature set, there might be a learning curve involved in mastering all of Velocify's capabilities.

14. Zendesk Sell

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Zendesk Sell provides a powerful platform for mortgage sales teams to efficiently gather, arrange, and monitor leads. What sets it apart is its ability to funnel leads from various sources, including websites, spreadsheets, and numerous marketing platforms, giving salespeople a wide range of options to work with. Furthermore, the robust sales reporting feature in this mortgage CRM software offers users comprehensive insights, giving a complete view of their sales pipeline.

Key features 

  • Standalone Sales Automation Module: This module is tailor-made for integrated campaigns, enhancing your sales strategies.
  • Mobile App: The mobile app is compatible with various phone platforms, ensuring accessibility on the go.
  • Sales Email Intelligence: Advanced features help manage customer information derived from email interactions, improving communication.
  • Native Dialer Tool: Capture essential customer communication data with the native dialer tool.
  • Integration Capabilities: This one of mortgage CRM systems boasts solid integrations with numerous APIs and SDKs, facilitating seamless workflow connections.

Pricing

  • Sell Team: $19 per user, per month.
  • Sell Growth: $55 per user, per month.
  • Sell Professional: $115 per user, per month.
  • Sell Enterprise: contact the vendor.

Pros

  • Suited for businesses catering to both B2B and B2C clients, ensuring broad applicability.
  • It serves the needs of small- and medium-sized businesses effectively.
  • Features are designed to enhance sales productivity and expedite lead conversion.

Cons 

  • Some users have reported issues with customer support, indicating room for improvement.
  • A few users expressed a desire for more robust reporting features.

15. Cimmaron

cimmaron-logo

Cimmaron is a specialized Customer Relationship Management (CRM) platform that is tailor-made for the mortgage industry. This loan officer CRM is meticulously designed to cater to the unique needs and requirements of mortgage lenders and brokers, making this mortgage broker software an indispensable tool for professionals in this sector.

Key features 

  • Customizable Dashboard: You can easily customize the dashboard to your preferences.
  • Mobile App: A fantastic mobile app for both clients and partners.
  • LOS Integration: Offers seamless integrations with LOS providers, although this may come at an extra cost.
  • Two-way Chat: The two-way texting and contact chat feature is exceptionally effective, but available only in the Enterprise-level package.
  • Automated Marketing Processes: Robust automated marketing processes for every step of the sales journey.

Pricing

  • Should contact the vendor for pricing.

Pros

  • Prioritizes client satisfaction throughout the sales process.
  • Strong functionality for managing clients, running automated marketing campaigns, and handling leads efficiently.
  • A generous selection of customizable templates and other marketing resources.

Cons

  • Due to its extensive feature set, there may be a steep learning curve.

16. HES

HES-logo

HES offers top mortgage CRM designed to seamlessly integrate with your current systems. HES delivers a significant boost in power and functionality to all users, including a wide array of sales and marketing activities, comprehensive analytics, personalized dashboards, and more. 

Key features

  • Feature-rich: Provides SMS notifications and various other features.
  • Integrations: Seamlessly integrates with sales activities and supports integration with various other service providers.
  • Customizable Dashboards: Personalized dashboards enhance the user experience.

Pricing

  • Should contact the vendor for pricing.

Pros

  • The platform is user-friendly and integrates seamlessly with existing systems.
  • Users gain a comprehensive 360-degree view of the CRM process.
  • This mortgage CRM software enables efficient campaign targeting for optimal results.

Cons

  • While HES is already feature-rich, there are plans to add more features in the near future to further enhance its capabilities.

17. Mortgage Magic

mortgage-magic-logo

Mortgage Magic is a specialized software solution tailored exclusively for this industry. It serves as a comprehensive mortgage CRM software designed to simplify and optimize the operations of mortgage lenders, brokers, and professionals. With its approach to mortgage-related tasks, this mortgage automation software aims to streamline processes, enhance customer relationship management, and boost overall efficiency within the industry.

Key features

  • Rate Lock Management: Enables precise management of interest rate locks, a critical aspect of mortgage lending, ensuring accurate tracking and compliance.
  • Automated Compliance Checks: Conducts automated compliance checks to help users adhere to regulatory requirements and avoid potential legal issues.
  • Automated Milestone Tracking: Automatically tracks and updates milestones throughout the mortgage process, providing transparency and reducing the risk of missed deadlines.
  • Mobile Mortgage Calculator: Provides a mobile-friendly mortgage calculator that enables clients to estimate payments conveniently, enhancing the customer experience.
  • Pipeline Analytics: Offers in-depth analytics and reporting on the mortgage pipeline, helping users gain insights into performance and make data-driven decisions.
  • Credit Score Integration: Integrates with credit score services, enabling quick and accurate credit assessments for mortgage applicants.
  • Comprehensive Reporting: Provides comprehensive reports on lead conversion rates, application status, and overall performance, helping businesses track and improve their processes.

Pricing

  • Basic: £19.99 per month.
  • Prometheus: £69.99 per month, per user account.
  • Premium: contact the vendor.

Pros

  • A complete, secure system for video and ID verification.
  • Detailed and thorough reports.
  • Safe storage of documents in the United Kingdom, ensuring compliance with GDPR regulations.

Cons

  • The compliance features are specifically designed for businesses located in the United Kingdom.

18. Zoho 

zoho-logo

Zoho CRM is a powerful Customer Relationship Management (CRM) platform that offers a versatile solution for businesses in various industries, including the mortgage sector. While not specialized exclusively for mortgages, Zoho CRM provides an array of features that can be effectively tailored to meet the unique needs of mortgage professionals.

Key features

  • Loan Application Tracking: Create customized fields and workflows to track the progress of loan applications, ensuring timely and accurate updates at every stage of the mortgage approval process.
  • Document Management: Streamline document handling and storage within the CRM. Upload, store, and retrieve mortgage-related documents securely, ensuring compliance and easy access.
  • LOS Integration: Integrate Zoho CRM with popular Loan Origination System (LOS) software, facilitating the smooth transfer of data between systems and reducing manual data entry.
  • Credit Score Check: Integrate credit score checking services directly into the CRM to assess and verify creditworthiness quickly and efficiently.
  • Pipeline Analytics: Gain insights into the mortgage pipeline with analytics and reporting tools for mortgage lenders designed to monitor deal progress, identify bottlenecks, and forecast closing dates.
  • Client Communication Templates: Create and use email and SMS templates for consistent and compliant client communication, enhancing the client experience throughout the mortgage process.
  • Secure Data Storage: Ensure data security and compliance with GDPR regulations by storing sensitive client and loan data securely, providing peace of mind for both clients and professionals.
  • Mobile App for Loan Officers: Enable brokers and loan officers to access critical client information, respond to inquiries, and update loan status on the go through a mobile app, enhancing responsiveness.
  • Multi-Currency Support: If dealing with international clients or investors, Zoho CRM offers multi-currency support to handle transactions and deals in different currencies accurately.

Pricing

  • Standard version: €14 per user, per month.
  • Professional: €23 per user, per month.
  • Ultimate: €40 per user, per month.
  • Enterprise version: €52 per user, per month.

Pros

  • Ideal for those new to CRM for loan officers.
  • Easily create automation and workflows with a simple point-and-click approach.
  • The reporting system is highly skilled at delivering valuable insights.

Cons

  • The user interface could be more intuitive, and there's room for workflow enhancements.
  • Even on enterprise plans, there are restrictions on the number of custom fields you can create.
  • The availability of comprehensive documentation, instructions, and tutorials for all product features is lacking.

19. DigiFi

digify-logo

DigiFi stands out as an online lending technology that simplifies the lending journey, from application to loan funding. Unlike many other Mortgage CRM software options, it doesn't strive to be an all-in-one mortgage CRM. Instead, it focuses on three core mortgage CRM components that boost borrower acquisition and expedite loan funding.

Key features

  • Customized Digital Lending Portals: This loan officer CRM offers the capability to create completely customized digital lending portals. Mortgage professionals can tailor these portals to align with their branding and unique processes, providing a seamless and branded experience to borrowers.
  • Intuitive Drag-and-Drop Interfaces: Setting up and configuring DigiFi is made exceptionally user-friendly with intuitive drag-and-drop interfaces. This feature empowers mortgage professionals to design and optimize their lending processes without the need for extensive technical expertise.
  • Streamlined Borrower Acquisition: DigiFi's specialized components are designed to enhance borrower acquisition efforts. It provides tools and workflows that simplify the process of attracting, engaging, and converting potential borrowers into clients.
  • Expedited Loan Funding: This CRM for loan officers focuses on expediting the loan funding process, helping professionals fund loans faster and more efficiently. It offers features and automation options that reduce delays and enhance the overall efficiency of the lending process.

Pricing

  • Should contact the vendor for pricing.

Pros

  • Offers fully tailored digital lending portals to suit your specific needs.
  • Setting up the platform is a breeze, thanks to its intuitive drag-and-drop interfaces.
  • Boasts remarkable reliability with uptime exceeding 99.9%.

Cons

  • Primarily designed for lenders, which may limit its versatility for businesses outside the lending sector.

20. Unify CRM

unify-logo

Unify CRM stands out as a straightforward system that delivers robust support for contact management and marketing. It's the ideal choice for data-driven sales professionals who value analytics. This CRM particularly shines when it comes to relationship management. This mortgage lead management system provides the essential tools to effectively manage contacts, market your services, and make data-driven decisions, making it an excellent choice for professionals in the mortgage industry.

Key features 

  • Lead and Contact Management: Efficient management of contacts, referral partners, and leads.
  • LOS Integration: Real-time integration with Loan Origination Systems (LOS), coupled with database monitoring and instant opportunity notifications.
  • Co-branded Marketing Materials: Access to co-branded marketing materials for collaborative marketing efforts.
  • Extensive Library: An extensive library of campaigns, emails, flyers, and more at your disposal for maximum marketing impact.
  • Analytics: Comprehensive marketing and business analytics to drive data-informed decisions.
  • Mobile App: A mobile app that lets you manage your contacts wherever you go.

Pricing

  • Should contact the vendor for pricing.

Pros

  • Unify CRM is purpose-built for the mortgage industry, ensuring that it caters to the unique needs and demands of mortgage professionals.
  • The CRM offers strong support for contact management, helping mortgage professionals efficiently organize and engage with leads, referral partners, and clients.
  • Unify CRM streamlines marketing efforts with automated communications, making it easier to nurture leads and maintain client relationships.
  • The inclusion of dynamic video marketing capabilities helps engage and captivate the audience.

Cons 

  • This loan officer CRM may have limitations when applied to businesses outside of this sector due to its specialized features.
  • Although it offers customization options, some users may find that certain aspects of the CRM are less customizable than desired for their specific needs.

21. Aidium 

aidium-logo

Aidium is a relatively new player in the world of mortgage CRMs. They claim to have developed their platform based on insights and experience gained from closely working with top-performing loan officers for two years.

Aidium stands out by employing campaign "playbooks" that automate marketing and sales tasks and present them on a central dashboard. This includes everything, from sending personalized and branded emails to providing call prompts and scripts.

Key features

  • Automated Marketing and Workflows: Aidium relies on The Mortgage Playbook to power automated marketing and sales workflows, streamlining your daily tasks.
  • Centralized Dashboard with Reporting: You can access comprehensive reporting and data analytics through a centralized dashboard, simplifying your decision-making process.
  • Customizable Lead Capture Forms: Create custom forms to capture leads and gather crucial information efficiently.
  • Daily Task Management: Aidium delivers daily essential tasks based on your chosen playbooks directly to the dashboard for easy tracking and execution.
  • Co-Branded Marketing: Access a library of co-branded marketing materials to enhance your marketing efforts.
  • Call Prompts with Proven Scripts: Aidium offers call prompts along with well-tested scripts to assist in your communication with leads and clients.
  • Integration with Key Platforms: Seamlessly integrate with industry giants like Fannie Mae, LendingQB, and popular lead generation sources like Zillow and LendingTree, among others.
  • Team-Based, Two-Way Texting: Enjoy team-based, two-way texting for effective communication (may involve an additional fee).

Pricing

  • Should contact the vendor for pricing.

Pros 

  • Aidium's use of campaign "playbooks" simplifies the automation of marketing and sales tasks, making it easy for users to manage their daily workflow.
  • The presence of a centralized dashboard provides a convenient hub for users to access key data, analytics, and manage their tasks efficiently.
  • Aidium allows users to create custom forms, aiding in lead capture and data collection, which is crucial in the mortgage industry.

Cons 

  • Being a newcomer in the field of mortgage CRMs, Aidium might still be evolving and refining its features and user experience.
  • While it offers team-based, two-way texting, there may be an additional fee associated with this feature, which users should be aware of.

22. MLO Shift

mloshift-logo

MLO Shift is built upon the robust ActiveCampaign platform, which provides a wealth of CRM and Marketing Automation capabilities. Building upon this foundation, founder Jeff Irving, drawing from his experience as a loan originator, has customized the platform specifically for the mortgage industry. This results in a ready-to-use system that can be swiftly implemented by loan officers.

Key features

  • Automated Marketing for Loans and Leads: MLO Shift facilitates automated marketing through various channels such as email, SMS, and even the option to integrate Slybroadcast voicemails.
  • One-Way SMS Messaging: The platform includes one-way SMS messaging as a standard feature, while two-way messaging can be seamlessly integrated using RingCentral or Burner.
  • Website and Event Tracking: MLO Shift offers tracking capabilities that help loan officers manage and stay informed about client interactions.
  • Drag-and-Drop Pipelines: Users can easily design and manage loan and lead pipelines using a user-friendly drag-and-drop interface.
  • Intuitive Email Designer: The platform provides an intuitive drag-and-drop email designer, simplifying the creation of engaging and effective email campaigns.
  • Referral Source Tracking: MLO Shift helps loan professionals track the sources of their referrals, providing valuable insights into lead generation.
  • Email Autoresponders: MLO Shift enables users to set up email autoresponders, enhancing client communication and engagement.

Pricing

  • MLO Shift: $195 per month + one-time $300 setup fee

Pros 

  • MLO Shift leverages the robust ActiveCampaign platform, offering access to a wealth of CRM and Marketing Automation capabilities.
  • This mortgage CRM simplifies marketing efforts with automated features, including email and SMS marketing, allowing loan officers to engage with clients and leads efficiently.
  • The platform offers tracking capabilities, enabling loan officers to monitor website activities and client interactions closely.
  • An intuitive drag-and-drop email designer simplifies the creation of effective email campaigns, enhancing client communication.
  • A mobile app allows users to access their contacts and manage tasks while on the move, enhancing flexibility and responsiveness.

Cons 

  • As a specialized platform, MLO Shift may have limited user feedback and reviews available, making it challenging to gauge its overall performance and reliability.

23. Mortgage iQ

mortgage-iq-logo

Mortgage iQ offers a comprehensive range of essential CRM services tailored specifically for mortgage and lending companies. Unlike some broader CRM platforms, it's focused on meeting the unique needs of the mortgage industry, making it a powerful and specialized choice. Mortgage iQ equips users with a wealth of valuable tools and strategies to foster lasting success in their mortgage businesses.

Key features 

  • Efficient Lead Management: Streamline lead management processes to maximize conversions.
  • Marketing Services: Access a suite of marketing services for email campaigns, drip campaigns, and more.
  • Suitable for Correspondent and Consumer Direct Lenders: Designed to serve both correspondent and consumer direct lenders effectively.
  • iCloud Compatibility: Seamlessly integrates with iCloud for convenient data storage and accessibility.
  • Integration Capabilities: Connects with popular platforms such as Facebook, Five9, Wufoo, and Contact Center Compliance.
  • Templates and Template Editor: Provides a variety of templates and a user-friendly editor for customizing content.

Pricing

  • Should contact the vendor for pricing.

Pros

  • Mortgage iQ is specifically designed for the mortgage and lending industry, making it well-tailored to the unique needs and demands of this sector.
  • The CRM offers a range of specialized tools and features aimed at enhancing lead management, marketing, and communication.
  • The CRM seamlessly integrates with iCloud, enabling convenient data storage and accessibility from various devices.

Cons

  • Users might find that the system offers limited capabilities for tracking loans and data, which could impact comprehensive reporting.
  • The platform's analytics features may be less robust compared to some other CRM solutions, potentially limiting data-driven decision-making.

24. TotalExpert

TotalExpert-logo

TotalExpert is a dedicated solution designed to cater to professionals working in the mortgage and financial sectors. This advanced mortgage industry software excels at ensuring a seamless flow across marketing, sales, data management, and compliance processes while placing a strong emphasis on data-driven insights.

Key features

  • Lead Prioritization: Prioritize leads effectively to enhance conversion rates and streamline the sales process.
  • Co-Marketing Capabilities: Collaborate with partners and utilize co-marketing features to expand your outreach and client base.
  • Workflow Management: Efficiently manage workflows to ensure tasks are organized and executed smoothly.

Pricing

  • Should contact the vendor for pricing.

Pros 

  • CRM for finance brokers is designed specifically for professionals in the mortgage and financial industries, ensuring that it caters to the unique needs and compliance requirements of these sectors.
  • The CRM platform seamlessly integrates marketing, sales, data management, and compliance processes, promoting a cohesive and efficient workflow.
  • TotalExpert places a strong emphasis on data and insights, allowing users to make informed decisions and strategies based on valuable data-driven insights.

Cons

  • Some users have reported that the interface may feel cumbersome or less intuitive, potentially affecting the user experience.
  • There have been instances where users encountered system outages and experienced data loss, highlighting potential reliability concerns.

25. LoanMore CRM

loan-more-logo

LoanMore CRM is a unique mortgage CRM option developed by Good Vibe Squad. It's designed to help professionals in the mortgage industry streamline their processes, effectively nurture leads, and ultimately boost conversions. With LoanMore CRM, loan originators and brokers can efficiently handle leads, close deals promptly, and cultivate enduring relationships that lead to increased referrals and client retention.

Key features

  • Lead Prioritization: Effectively prioritize leads to focus on the most promising opportunities for conversion.
  • Efficient Follow-Ups: Streamline follow-up actions to ensure timely and consistent communication with leads and clients.
  • Built-in Nurture Campaigns: Leverage pre-designed nurture campaigns to engage leads and maintain meaningful connections.
  • Workflow Management: Manage workflows effortlessly to ensure tasks are organized and executed seamlessly.

Pricing

  • Should contact the vendor for pricing.

Pros 

  • LoanMore CRM simplifies follow-up processes, enabling users to maintain consistent and timely communication with leads and clients.
  • The CRM offers efficient workflow management capabilities, ensuring that tasks are well-organized and executed smoothly.

Cons

  • This CRM for loan officers is not a "set it and forget it" solution.

26. SimpleNexus

simplenexus-logo

SimpleNexus provides a mobile technology solution tailored for mortgage lenders, aiming to enhance the entire mortgage process from initial lead generation to the final closing.

Key features

  • User-Friendly Interface: This mortgage customer relationship management system is designed with ease of use in mind, offering a platform that is accessible and straightforward for users.
  • Intuitive Workflows: SimpleNexus offers intuitive workflows, making it easier for both borrowers and lenders to navigate and manage the process.
  • Enhanced Efficiency: Users can expect an improved and streamlined process for borrowers and lenders alike, potentially reducing complexities and delays.
  • Mobile Compatibility: SimpleNexus allows users to work directly from their smartphones, providing flexibility and convenience.

Pricing

  • Should contact the vendor for pricing.

Pros 

  • SimpleNexus is designed with a mobile-first approach, catering to the needs of mortgage lenders who require on-the-go access and functionality.
  • The platform is user-friendly, offering an accessible interface that simplifies the mortgage process for both lenders and borrowers.
  • SimpleNexus has received generally positive reviews from users, indicating a favorable user experience and satisfaction with its features.

Cons

  • Some users report the automations to be confusing.
  • Some users find CRM software to be sluggish.

How We Evaluated the Best CRM Software

We evaluated mortgage CRMs in terms of features relevant to mortgage brokers and home loan providers to determine the best CRM for these businesses. We looked at the ability to integrate with a loan origination system, for example. Each CRM must also generate buyer leads and manage critical mortgage documentation. We also looked at general product features like price, ease of use, and customer service.

We found Streak to be the best mortgage CRM because it has a free plan, low prices, and an easy-to-use system. Furthermore, CRM features like contact, pipeline, and task management are integrated into the Gmail system, giving it the same usability as other Google Workspace applications. Finally, users can manage their critical mortgage files through integration with Google Drive to store and share important documents with buyers.

crm-mortgage-findmycrm

How To Choose The Best Mortgage CRM Right For You

If you Google "mortgage CRM meaning," you'll get hundreds of results. Scrolling through them can cause your eyes to blur. So, how do you make your decision? We're here to assist you. We scoured the internet for mortgage-specific software and discovered six of the best options available.

It is critical to choose a CRM solution that was created with your company in mind. Because it was designed specifically for the industry, the ideal CRM solution supports a mortgage company down to the smallest detail.

First, let's go over the features that any mortgage CRM software must have in order to be considered among the best of the best. Here are the absolute must-haves. A CRM is useless in the mortgage industry if it lacks these features.

[Related article: Best Real Estate Lead Generation CRM Software: TOP 10 CRM for Real Estate Agents]

Automatic Lead Prioritization

The current issue with mortgage leads isn't one of quantity. It's of high quality.

Loan operators can quickly fill their databases with hundreds of thousands of prospects thanks to digital marketing and a plethora of lead distributors to choose from.

But what good is a large database if you can't reach out to everyone in it?

This is where a good mortgage CRM system can help. Your loan officers will never have to guess who to call next with smart prioritization in place. Shape includes a deep prioritization algorithm that organizes and ranks leads based on over 28 indicators such as time zone, status, activity, and more.

Full Compliance

The mortgage industry is well-known for its excessive red tape. Every broker must follow hundreds of laws and regulations, not to mention a growing number of telemarketing laws and guidelines.

Unfortunately, some mortgage CRM systems are simply not designed to handle such compliance demands.

Many mortgage CRMs promise unlimited text messages, omnichannel calling, and extensive broadcasting features, but fail to mention that these practices can result in crippling fines and legal fees.

Mortgage software for brokers will assist you in growing your business without jeopardizing it. Shape, for example, will automatically notify your team members when they exceed their daily email send limit, ensuring that your network provider does not label your emails as "spam."

Open Architecture

A mortgage that is future-proof CRM will work with a variety of LOS systems and other loan processing tools. Look for a CRM system for mortgage brokers that supports bi-directional syncing with your LOS, allowing you to automate time-consuming administrative tasks while engaging with prospects at every stage of the process.

For example, when a client progresses from pre-approval to loan application, your CRM should be able to update the status in your LOS in real-time and automatically send an email, launch a personalized drip campaign, or notify your team to contact the client.

Smart Automation

We've already talked about how automated lead prioritization can help you close more deals, but what about your other workflows? When choosing the right CRM software for mortgage professionals, consider the key workflows that keep your business running today, while leaving room for change and adjustment to whatever happens in your business tomorrow.

What if you decide to open a new location in a different city? What if you need to expand your team, increase your marketing budget, or attract more leads?

[Related Article: The Best Marketing Automation Software & Platform]

Streamline Your Workflow with Cutting-Edge Mortgage CRM Solutions

Top Mortgage System

4.7

Creatio is a comprehensive mortgage CRM platform designed to streamline and optimize the mortgage lending process.

 

By streamlining your workflow with advanced mortgage CRMs, you can revolutionize how you manage client interactions and business operations. From lead management to automated communication, centralized data management, workflow automation, and advanced analytics, these solutions offer many benefits that can propel your business forward.

With the ability to track individual loan processes, organize key documents, track performance metrics, and ensure compliance with regulatory standards, advanced mortgage CRM systems empower you to deliver exceptional service while maximizing revenue opportunities.

Find Your CRM

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Ivan Karp

Managing Director at SyncMatters, Europe

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