Best Mortgage CRM Products in 2026

Close More Loans & Build your Pipeline with Surefire CRM. Enterprise Marketing Automation & Compliance, Award Winning Content, Email, Text, Phone & Print.

Key Surefire CRM features:

User-Friendly Interface Comprehensive Marketing Automation Customizable Workflows Integration Capabilities

The smarter way to buy, sell, and close real estate transactions.

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CRM for Loan Officers.

Key Jungo features:

Comprehensive Integration Customizable Dashboards Robust Reporting Tools User-Friendly Interface

Shape CRM is an AI Powered Sales and Marketing Automation Platform that helps you convert more leads and grow your business profitably. .

Key Shape Software features:

Easy to Use Comprehensive Suite Support & Training Omnichannel Communication

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We make the maths easy.

LoanStacker is a software application that automatically identifies, names, sorts, and stores loan documents.

Key LoanStacker features:

Convenience Competitive Offers Improved Organization Customized Solutions

All in one System PPE, POS, LOS, Communication, CRM, Essentials, Marketing.

Key 1 Solution Mortgage features:

Integrated CRM Marketing Automation Loan Pricing & Comparison E-Signature Support

paid Free Trial $100.0 / Monthly (Minimum 5 users)

Borrower document collection for independent mortgage brokers and loan officers.

Key BorrowerDocs features:

Checklist-driven workflow Magic-link borrower portal In-app chat and reminder emails

freemium $19.0 / Monthly (10 active loan files, premium branding, email notifications)

World’s first Loan Team Optimization Platform, powered by Salesforce is emerging as one of the best Loan Origination Systems in the United States, and ensuring growth with scalability.

Key inflooens features:

Mortgage CRM Client Portal Sales Performance Management Loan Origination

Mortgage.

Key Loan Modification Manager features:

Specialized Loan Modification Focus Streamlined Workflow Management Compliance Support Document Management Capabilities

Inside Sales Lead Tracking and Sales Team Management Software.

Key Velocify features:

Lead Management Sales Automation Integration Reporting and Analytics

Hubdoc gets your key financial docs in one place, automatically.

Key Hubdoc features:

Automation Integration Accessibility Paperless Tracking

BNTouch Mortgage CRM is a cloud-based platform that allows you to automate your marketing processes so that you are able to convert more leads and generate a large amount of revenue.

Key BNTouch Mortgage CRM features:

Comprehensive Features Industry Specific Integrations User-friendly Interface

Mortgage.

Key MortgageDashboard features:

Comprehensive Features User-Friendly Interface Integration Capabilities Cloud-Based Accessibility