12 Best CRMs For Mortgage Brokers & Loan Offices

The table below shows a quick price comparison of all the Mortgage Brokers and Loan Officers CRM system solutions that we’ve researched:

Company name	Starting price	Free trial length
Salesforce	$25	30 day
Monday.com	$15	14 day
Keap	$199	14 day
LeadSquared	No	No
Creatio	No	14 day
Apptivo	$20	30 day
EngageBay	Free plan available then $14.99	No
Shape	$119	No trial available
Cimmaron	$75	No trial available
Aidium	Not stated	No trial available
BNTouch	$165	No trial available
Jungo	Not stated	No trial available

*The prices in the table above (where available) come directly from each company’s website and were accurate at the time of writing. Since then, those prices may have changed.

We’ve listed the results of our CRM systems research and the features of each company’s product in a bit more detail below. You’ll be able to see the benefits of their service and some general information about the company as well.

*companies are ranked in no particular order.

Sections

1. Salesforce

They claim to offer the world’s number one AI CRM for financial services.
They offer a CRM platform that provides a connected lending and mortgage solution.
It is a transparent end-to-end platform that assists businesses in creating a better customer experience.
You can streamline your operations through the CRM utilising automation to create efficiencies.
It provides you with a single view of all your customers and their financial borrowing and holdings.
The CRM creates a central location for customer data and key documents that can be shared amongst the team and increase collaboration.
You can personalize customer experiences and optimize your campaigns across all channels.
It helps you to manage your customers throughout the loan pipeline and ensure no leads are lost.
You can integrate the CRM with a variety of lending systems and third-party apps to create a unified system.
Access a 30-day free trial and a demo to learn more about the software first-hand.

Website: https://www.salesforce.com/financial-services/mortgage-software/

2. Monday.com

Offers a customizable CRM for mortgage brokers that can assist them in boosting their business.
It provides a centralized place for all communications and helps you manage customer expectations.
It is designed to also enable you to reduce your workload, stay compliant with regulations and capture leads.
The CRM enables you to track and manage multi-channel marketing and communications as well as monitor your loan pipeline.
You can automate repetitive tasks to free up your staff time for other activities.
It enables you to track and manage your customers and leads more effectively.
The CRM enables you to visualize your data, process it in different ways and see opportunities and improvements.
You can integrate the CRM with your management tools to incorporate all your data.
They provide dashboards with real-time insights that can aid decision-making.
They offer a 14-day free trial of the CRM.

Website: https://monday.com/s/best-crm-for-morgage-brokers

3. Keap

They offer a CRM that caters for mortgage brokers to support business growth and optimize customer experiences.
It provides a powerful sales and marketing platform that supports your growing sales funnel.
You can utilize a variety of intuitive automation to make efficiencies in your processes such as automated lead capture.
They provide a broad range of marketing and landing page templates.
It allows you to easily tag and segment your database so you can automate communications and deliver personalized messages.
The CRM can also track customer payments using some of the leading ecommerce payment methods.
Access data from your CRM to forecast sales, manage campaigns and track engagement to help make smart decisions.
It can be integrated with over 2,500 tools and apps to increase the CRM’s functionality.
They offer a small business Growth Coach and 24/7 support to clients.
A 14-day free trial and demo of the CRM are available so you can explore it in more detail.

Website: https://keap.com/business-success-blog/marketing/best-mortgage-crm-software

4. LeadSquared

They offer a CRM for load officers that assists with managing leads, borrowers and partners.
It is an all-in-one simple mortgage CRM that can help you to convert more leads.
It can also automate your marketing to reduce customer acquisition and ownership costs.
The CRM is a centralized platform that brings together your data and teams securely.
They provide marketing tools which include lead scoring, automated email drips, email and website tracking, and landing page design.
It can help you with referral partners with a referral partner portal and source tracking.
They provide a secure mortgage point-of-sale portal where customers can complete applications, upload documents, eSign and monitor their loan status.
You can monitor your business and team performance through the CRM to assist you in improving your operational efficiency.
It can integrate with all leading software and services into a single solution.
You can book a demo to learn more about the CRM.

Website: https://www.leadsquared.com/mortgage-crm/

5. Creatio

Offers a mortgage CRM that requires no code and can streamline your operations.
It can help track and capture all your leads from a variety of sources into a single database.
They provide automated processes including data verification of leads.
You can streamline your workflows and create best practices across your teams.
It enables you to identify opportunities for cross-selling and upselling.
The CRM aids you in delivering personalized communications and targeting customers using the segmentation of your data.
You can run, manage and monitor omnichannel marketing campaigns at scale using personalized and professional-looking emails.
They provide an advanced partner portal that enables joint leads, campaigns and knowledge sharing.
It enables you to run reports and track what is happening in your business including sales performance and referrals with detailed dashboards and charts.
Offers a 14-day free trial and a live demo of the CRM.

Website: https://www.creatio.com/landings/mortgage-software

6. Apptivo

Offers a CRM that caters for mortgage brokers which is designed for small and medium-sized businesses.
They offer user-friendly and intuitive software that makes it easy to use.
It is cloud-based enabling you access through web-based tools and apps including mobile devices.
Their comprehensive CRM suite unifies data and can streamline your processes.
It can support you in nurturing your leads by taking them through a tailored journey and monitoring their progress.
You can integrate your email and automate email and SMS for follow-up and reminders.
It can automate your workflows to increase the visibility of your processes and make efficiencies.
The CRM can also offer quotes and invoices as well as integrate accounting software.
You can access custom reports and charts to assess your performance.
Sign up for a 30-day free trial of the CRM or book a demo to learn more about it.

Website: https://blogs.apptivo.com/top-6-mortgage-crm-software-preferred-by-mortgage-professionals/

7. EngageBay

They offer a CRM that caters for mortgage lenders and loan officers and combines your marketing, sales and support teams.
It is an all-in-one platform to communicate with existing and potential customers.
The dashboard enables you to manage communications including email, SMS, phone and live chat.
You can automate your marketing and sales workflow to make efficiencies.
The CRM can manage your deals on sales pipelines which can be viewed visually to get more from it.
It can assist sales teams with predictive lead scoring and lead prioritization
The CRM can also aid with appointment scheduling to better manage your time.
They also offer a Service Bay which can issue tickets, prioritize, assign and resolve them.
The CRM is portable as it is a cloud-based software accessible from anywhere through the iOS and Android apps.
They offer a free plan for up to 250 contacts and 15 users which you could use to trial the software.

Website: https://www.engagebay.com/blog/mortgage-crm-software/

8. Shape

Offers all-in-one mortgage CRM which they claim is the best system for loan officers in the USA.
The CRM is easy to configure and allows you to manage all your accounts and customers in one place.
It assists with origination, sales and marketing and can help with increasing revenue and decreasing costs through making efficiencies.
They provide prioritized pipeline management for borrowers and referral partners.
You can set up a borrower portal to assist your borrowers to access their information and make applications.
They provide a marketing suite and can automate your marketing processes to make efficiencies.
It provides robust communications which includes built-in calling and texting functionality.
They provide metrics to help track engagement and monitor progress.
You can integrate it with over 5,000 tools and apps to extend its functionality.
Provides 24/7 support to customers with in-product support and email.

Website: https://setshape.com/blog/best-mortgage-crm-for-loan-officers

9. Cimmaron

They are a specialist provider of a CRM that is dedicated to the mortgage industry.
It is designed to manage all your communications and customers more effectively.
The CRM can automate your processes to enable you to engage your customers and prospective customers.
It allows you to personalize your communications using the data you have collected and segment it to aid targeting.
You can send bulk emails and SMS including embedding videos to promote your business and products.
It supports you in running campaigns and managing them effectively through workflows.
You can manage two-way communications through the CRM including phone, SMS and web.
It incorporates an online loan application and chat function to support customers in completing their applications.
They also provide powerful online tools to enable partners to work alongside you more efficiently.
The CRM is available across a range of devices allowing you to access it from anywhere.

Website: https://www.cimmaronsoftware.com/

10. Aidium

They offer dedicated mortgage CRM software that provides intelligent automation.
It offers a comprehensive set of tools designed to support mortgage professionals.
It can be tailored to fit your needs so you can get the best out of it.
The CRM can help you manage your leads, streamline your lead flow and nurture your prospects to generate more mortgages.
You can automate your processes with intelligent workflows to improve client relationships.
It provides out-of-the-box content to create customizable marketing materials that are compelling and compliant.
You can manage referrals through the pipeline which is streamlined to process leads faster.
The CRM enables you to share the information between your teams and work together on follow-up.
They provide comprehensive reporting capabilities that can assist you in making data-driven decisions.
You can book a demo to find out more about the CRM.

Website: https://thinkaidium.com/

11. BNTouch

They are a specialist provider of mortgage CRM solutions that are designed to help mortgage businesses grow.
It enables you to automate your marketing processes to make efficiencies.
They cater for businesses with a range of plans which include individual, team and enterprise.
A range of tailored tools for the mortgage industry are available on the CRM.
It can organize your leads through a structured pipeline to ensure no leads are missed.
They provide email and SMS marketing automation tools that enable you to set up and send targeted campaigns.
A custom web portal is available for your borrowers and partners.
The CRM includes over 180 pre-built marketing campaigns for loan officers.
It can be integrated with a range of third-party software.
Book a demo to see what their CRM can offer.

Website: https://bntouch.com/

12. Jungo

They provide a dedicated all-in-one mortgage and real estate CRM.
It is based on a Salesforce solution designed for financial services.
They provide ready-to-send marketing and automation tools which can free up time to work with clients.
It helps you to build your pipeline and win more clients.
They support multi-channel marketing that is managed in a single platform.
It can also assist you in building profitable relationships with referral partners and create co-marketing.
The CRM can manage and record all your activities and documents to organize all your contact information.
It can help you maintain compliance through their on-demand audit-level distributions and payments.
They provide customizable reporting which enables you to track your results and make data-driven decisions.
You can request a demo to explore the CRM in more detail.

Website: https://ijungo.com/