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10+ Best Mortgage CRM Software 2022

A mortgage CRM software is a client relationship management software for loan officers and mortgage professionals and offers tools for tracking clients, capturing loan prospects, solving customer issues, and analyzing sales. A good mortgage CRM software does this, and so much more.

Alternatives

Logo Name Rating CEO Pricing Founded Revenue Employees Location Reviews Customers
Big Purple Dot 4.8 Roxana Davidoff Custom 2012 $3.8 M 20+ Irvine 1748+ Reviews N/A
BNTouch Mortgage CRM 4.5 Yuri Polukeev $148 2004 $2.9 M 61+ Oregon 1654+ Reviews N/A
Surefire CRM 4.8 John Matthews Custom 2003 $21 M 113+ Atlanta 1753+ Reviews N/A
Snapdocs 4.5 Aaron King Custom 2012 $63 M 300+ San Francisco 1958+ Reviews N/A
Encompass Digital Mortgage Solution 4.2 Bill Tillson Custom 2000 $1.1 B 1750+ Pleasanton 1753+ Reviews N/A
Total Expert 4.5 Joe Welu Custom 2012 $19.5 M 300+ Minnesota 1852+ Reviews N/A
SimpleNexus Mortgage Platform 4.9 Cathleen Schreiner-Gates Custom 2011 $24 M 115+ Lehi 1654+ Reviews N/A
AllClient CRM Mortgage 4.4 Jeff Shamus $29 2004 $1 M 10+ Nevada 1963+ Reviews N/A
Whiteboard CRM 5 Brian Bomar $125 2014 $1.6 M 20+ Oklahoma 1827+ Reviews N/A
Unify CRM 4.2 Scott Lidberg Custom 2008 $15 M 79+ Minnesota 1823+ Reviews N/A

Big Purple Dot

4.8 User Rating
Custom Price
Lead Management, Call Dialer, Email Marketing Features
Overview
Big Purple Dot is a robust real estate CRM solution that facilitates effective collaboration between mortgage lenders or realtors and their team members in an effort to capture as well as generate more leads. The platform empowers managers with the ability to track leads from an array of sources, including Facebook, Zillow, landing pages, and personal websites. It comes with a centralized dashboard that fosters excellent tracking and recording of incoming or outgoing calls and messages while enabling seamless management of contact databases.

BNTouch Mortgage CRM

4.5 User Rating
$148 Price
Digital 1003 Application, Email & SMS Marketing Automation, Collaboration Tools Features
Overview
BNTouch Mortgage CRM is a highly integrated digital mortgage solution that comes with powerful CRM, POS, and marketing tools, delivering an extensive mortgage business growth platform built for mortgage companies and loan officers. The platform is designed with a comprehensive suite of incredible features, including but not limited to an automated email and SMS marketing, lead management and distribution, pre-designed marketing content, and specially curated social media content. BNTouch integrates perfectly with Outlook, Zapier, or any other existing system and boasts over 35 proprietary mortgage tools.

Surefire CRM

4.8 User Rating
Custom Price
Dashboards, Multi-level corporate, Reporting Features
Overview
Surefire CRM accelerates mortgage marketing with the industry’s leading mortgage CRM solution. It enables a number of mortgage professionals to drive new business effectively while earning repeat and referral businesses using robust automated workflows. The platform is built with award-winning content that empowers effortless customer retention and loyalty while deepening relationships not only with borrowers but also with brokers, recruits, members, and real estate agents from a single powerful platform with a proven track record.

Snapdocs

4.5 User Rating
Custom Price
Collaboration, Custom Workflows, Secure Features
Overview
Snapdocs is a premier digital mortgage closing solution specifically designed for eClosings as well as hybrid and wet closings. The platform is set to delight customers immensely with its proven guarantee to close loans fast, powering at least 2,000,000 closings per year. Snapdocs is notable for its ability to connect lenders and settlements for efficient management of closings, at scale.

Encompass Digital Mortgage Solution

4.2 User Rating
Custom Price
Settlement Collaboration, Data and Analytics, Intelligent Automation Features
Overview
Encompass is an excellent cloud-based digital mortgage CRM solution uniquely created for medium-sized to large enterprises. It robustly facilitates seamless loan application tracking, compliance management, and risk management optimization. The platform has a proven capacity to boost ROI while eliminating all complexities associated with the lending process, lowering the cost, and investing at scale. It is the most comprehensive digital mortgage solution in the industry that can ensure users in acquiring more clients as well as in deriving, selling, and purchasing loans more rapidly all from one centralized system of record.

Total Expert

4.5 User Rating
Custom Price
Lead & Contact Management, Dashboards & Reporting, Analyze performance Features
Overview
Total Expert is a distinguished fintech software company that provides the most reliable purpose-built CRM solutions as well as customer engagement platforms for modern financial institutions. Its highly integrated mortgage CRM platform consolidates data, compliance, marketing, and sales solutions to deliver an incredibly cohesive experience throughout the customer lifecycle. The software empowers companies to turn customer insights into actionable outcomes with which an increase in customer loyalty and business growth are guaranteed. 

SimpleNexus Mortgage Platform

4.9 User Rating
Custom Price
Compliance Management, Configurable Workflow, Communication Management Features
Overview
SimpleNexus Mortgage Platform is an incredibly reliable homeownership platform that reimagines the way borrowers, loan offers, and real estate agents connect while providing the most remarkable mortgage experience. It comes with a robust native mobile toolset that allows lenders to derive, process, and close home loans from any device or location without compromising efficiency and convenience. The platform facilitates loan officers in the effective management of loan pipelines as well as in their order credit and in running pricing, sending pre-approvals, signing disclosures, and executing eClosings while on the go.

AllClient CRM Mortgage

4.4 User Rating
$29 Price
Marketing Automation, Inbound Call For Information, Deal Tracking System Features
Overview
AllClients is the sole loan officer CRM that allows you to display your whiteboard on your computer. With AllClients, you can view all of your loans in progress and their stage at any given time. And it even appears like your whiteboard in the AllClients CRM platform for mortgage loan officers. This mortgage broker software system will allow you to track your existing and former clients. Still, it will also help you generate new leads via easy-to-create landing pages and autopilot email campaigns.

Whiteboard CRM

5 User Rating
$125 Price
Automated meeting scheduler, Pipeline Management, Lead Management Features
Overview
Whiteboard is one of the top mortgage CRMs on the market as it was designed exclusively for mortgage professionals by mortgage industry leaders. Whiteboard is a results-driven platform that uses tried-and-true ways to put your clients and partners, the lifeblood of your business, at the heart of your daily operations. Whiteboard Mortgage CRM software helps in the growth and profitability of your business by saving you time, enhancing your efficiency and production, and controlling your workflow.

Unify CRM

4.2 User Rating
Custom Price
Client Retention, Automated Workflows, Mobile App Features
Overview
Unify CRM is software designed specifically for top mortgage professionals to help them stay ahead of the competition. With its strong mortgage software, Unify CRM can help you increase loan volume. Unify Mortgage software streamlines procedures, automates jobs, speeds up teamwork, and promotes development. With Unify CRM, you can enhance your mortgage loan originations by developing strong relationships with prospects, clients, and partners. Expect that you can foster efficient team collaboration and improve client experiences.