Mortgage CRM Software

Mortgage customer relationship management (CRM) software is designed to help mortgage professionals run their front-end operations. Mortgage CRM software often includes applications for contact management, so that lenders can organize client data into one, easily accessible location. However, if the tool is specific to the mortgage industry, it will also include additional key features: loan pipeline management, referral partner marketing, mortgage event alerts, and regulation compliance.

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Showing 1 - 20 of 249 products
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Showing 1 - 20 of 249 products

Keap

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v...Read more

4.07 (1104 reviews)

130 recommendations

Zendesk Sell

Zendesk Sell (formerly Base) is the web and mobile-based customer relationship management application that allows B2B and B2C sales professionals to manage sales, track leads and engage proactively with customers from anywhere. Th...Read more

4.28 (136 reviews)

105 recommendations

NetSuite CRM

With a strong emphasis on sales and marketing automation, customer support and partner management, NetSuite CRM+ is a comprehensive, Web-based client relationship management system for small and midsize businesses. ...Read more

3.92 (185 reviews)

53 recommendations

Thryv

Thryv is an all-in-one business management solution designed to help small businesses with essential business functions. With Thryv, business owners can expand their online presence, improve any customer relationship, and streamli...Read more

4.22 (347 reviews)

40 recommendations

PriceDemo

Salesforce Sales Cloud

One of the most popular CRM systems on the market, Salesforce.com offers a complete sales, marketing and service package. Salesforce is widely regarded as the leader in enterprise cloud computing. ...Read more

4.37 (16509 reviews)

22 recommendations

FreeAgent CRM

FreeAgent is a complete CRM platform and robust work management system. FreeAgent helps teams get everything in one place, work more collaboratively to get more done, and track and improve performance. Whether it’s a deal, a proj...Read more

4.65 (71 reviews)

15 recommendations

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. BNTouch Mortgage CRM includ...Read more

4.50 (37 reviews)

11 recommendations

monday.com

monday.com, an award-winning collaboration and project management platform, helps teams plan together efficiently and execute complex projects to deliver results on time. monday.com team management and task management tool allows ...Read more

4.60 (2546 reviews)

10 recommendations

Insightly

Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate...Read more

3.94 (497 reviews)

8 recommendations

LeadMaster

An industry contender since 1998, LeadMaster is an extremely comprehensive, fluid sales lead management software, offering an arsenal of web-based solutions for sales force automation, lead tracking, and more....Read more

4.10 (36 reviews)

7 recommendations

Software pricing tips

Read our Mortgage CRM Software Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

Shape

Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for b...Read more

4.96 (25 reviews)

7 recommendations

Creatio CRM

Creatio CRM is a no-code powered suite of high-end products for marketing, sales, and service automation to automate the entire customer journey with a maximum degree of freedom. •Marketing Creatio - a ready-to-use platform to ...Read more

4.78 (82 reviews)

6 recommendations

PriceDemo

Issuetrak

Issuetrak is a flexible issue tracking software solution that can be configured to suit the needs of a variety of industries and usages, including IT Help Desk, Customer Support, Project Management, and more. Issuetrak can be dep...Read more

4.53 (157 reviews)

5 recommendations

PriceDemo

Pipeliner CRM

Pipeliner CRM is a web-based customer relationship management solution that is compatible on Mac and Windows. It is also available offline. The system offers standalone sales automation capabilities....Read more

4.72 (168 reviews)

4 recommendations

PriceDemo

ActiveCampaign

ActiveCampaign's category-defining customer experience automation platform (CXA) helps over 130,000 businesses in 170 countries meaningfully engage with their customers. The platform gives businesses of all sizes access to 500+ pr...Read more

4.62 (1502 reviews)

3 recommendations

PriceDemo

Quickbase

Quickvase is a low-code application development platform that enables organizations to unite information, people, and workflows within distribution in a single, cloud-based platform. Unlike traditional software solutions, Quickvas...Read more

4.46 (238 reviews)

3 recommendations

Vivantio

Founded in 2003, Vivantio is a leading provider of customer service optimization software and solutions for demanding B2B service teams. By combining the comprehensive power of enterprise-level software with the flexibility of a ...Read more

4.28 (165 reviews)

3 recommendations

Zendesk

Used by over 20,000 global companies, Zendesk has made a name for itself as a sophisticated, yet simple Web-based help desk solution....Read more

4.36 (2722 reviews)

2 recommendations

PriceDemo

Tracker

Companies committed to providing top-notch customer service find PhaseWare Tracker invaluable for managing their support lifecycle. Intuitive customer support applications help you boost your client retention rates. ...Read more

4.42 (66 reviews)

1 recommendations

MyCRMDashboard

MyCRMDashboard from Continuity Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects...Read more

4.32 (44 reviews)

1 recommendations

PriceDemo

Popular Mortgage CRM Software Comparisons

Buyers Guide

Last Updated: January 21, 2022

 

As most people know, CRM software is used for customer relationship management. That sounds simple enough ... and it even has an easy acronym to remember it by! It sounds simple right up until you ask the question—the question all buyers of CRM software really should ask—What kind of customers?

That’s a very important question. Not all customers are the same. Of course they vary from individual to individual, but that’s less important than the fact customers in different industries need and expect different relationships with the businesses they patronize. Purchasing CRM software that’s tailored to one specific industry will not work very well, unless you’re in that specific industry.

Similarly, if you’re in an industry that has unique relationships with customers, or requires lots of specialized outreach or management processes, then a generic CRM platform wouldn’t be the best choice. In this Buyer’s Guide, we look at CRM software designed very specifically for the mortgage industry.

Here's what we'll cover:

What Is Mortgage CRM Software?
Common Features of Mortgage CRM Software
Evaluating Mortgage CRM Software
Mortgage CRM Software In the News

What Is Mortgage CRM Software?

Mortgage customer relationship management (CRM) software is designed to help mortgage professionals run their front-end operations. And given all the ups and downs the mortgage industry has faced over the past ten years, it’s an industry that can use all the help it can get. The subprime mortgage crisis is anything but a distant memory. Delinquencies and foreclosures are still common occurrences, and mortgage lenders have realized the importance of focusing on the customer acquisition and management lifecycle as a means of recovery.

In particular, lenders and loan officers must overcome the hurdles of keeping detailed client notes and maintaining timely client follow-up. They require proper contact management coupled with loan pipeline management in order to stay in control of their business. On top of client retention, mortgage lenders also need to grow and expand their operation in a highly competitive market.

Customer management screen in TeamSupport

Customer management screen in TeamSupport

Common Features of Mortgage CRM Software

Mortgage CRM software often includes applications for contact management, so that lenders can organize client data into one, easily accessible location. However, if the tool is specific to the mortgage industry, it will also include additional key features:

Loan pipeline Management Mortgage CRM software should tie in with existing loan-originating software (LOS) systems to improve loan pipeline management. This integration allows lenders to view loan reports on-demand, track loans as they go through the LOS and synchronize important data such as loan status values and 1003 application data. With a few clicks, the lender can access contact information, loan information, email and phone call history.
Referral partner marketing In a highly competitive market, mortgage companies can benefit greatly from a program that facilitates drip marketing campaigns and campaign tracking to send targeted messages to clients and referral partners. Tracking these campaigns helps lenders know how to cultivate and reward client and partner loyalty.
Mortgage event alerts There should also be tools for notes and alerts that remind the lender of important upcoming events, such as which clients want to refinance several weeks or months in the future. Some systems also have a news update application that provides the most up-to-date information, such as increased annual premiums or changes in upfront mortgage insurance rates (UFMIP).
Regulation compliance With the current instability in the market, it is even more important for lenders to stay abreast of new regulations and compliance issues in their industry. Integrated compliance modules are available in some products to help ensure that business operations are in line with regulations enforced by organizations such as the Federal Housing Administration (FHA).

Evaluating Mortgage CRM Software

Mortgage CRM software can automate many of the day-to-day marketing and loan processing, facilitating marketing efforts and increasing accuracy and customer service. When selecting mortgage CRM software, ask the following questions:

  • Do you plan to host the software locally on your own servers or are you looking for a cloud-deployed solution?
  • Does the software integrate seamlessly with your existing LOS system for end-to-end loan visibility?
  • Does the software integrate with other existing legacy systems such as ERP or accounting?
  • Does your organization require a Web-based customer portal so customers can access loan applications and information online?
  • Does your organization require capabilities for multi-channel marketing (i.e., email, phone, direct etc.)?
  • Will you be producing and sending a lot of content and documents to send to customers?

Mortgage CRM Software In the News

Lenders make strides in personalizing borrower relationships. June, 2016. A report in Credit Union Times describes how many mortgage lenders are investing in tools to help them offer more personalized service to their customers. It suggests that consumers are expecting this personalized service and are less responsive to more outdated methods of non-personalized marketing, like generic mass emails.

Email marketing not dead in mortgage industry. July, 2016. NationalMortgageProfessional.com Writer Brent Emler makes the case for a renewed look at the efficacy of email marketing in the mortgage lending industry. Far from dead, Emler says, “E-mail marketing is evolving from the carnival barker pitching a new act to an engaging personalized conversation built on collaboration and timely delivery of appropriate opportunities to help consumers become happily involved with products and services.”

Mason-McDuffie Mortgage Corp. focuses on borrower experience. July 2016. “Borrowers can get lost in the huge amount of paperwork involved in the loan process,” writes Jason Frazier, chief information officer at Mason-McDuffie, in the latest issue of HousingWire magazine. With the company’s newly developed software solution, they’ll reduce paperwork redundancies, shorten wait times for customers and add several other customer experience improvement measures.