--- title: "Best Mortgage CRM Software - 2026 Reviews & Pricing" description: "Find the best Mortgage CRM Software for your organization. Compare top Mortgage CRM Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/crm/mortgage-crm-comparison/" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / Mortgage CRM Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Mortgage CRM Software of 2026 Updated October 23, 2026 On this page 1. Popular Comparisons 2. Buyers Guide Filter products 187 results ### Compare Products Showing 1 - 25 of 187 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### [Salesforce Sales Cloud](/product/2764-Salesforce/) - Overall rating: 4.4/5 - Reviews: 18,816 - Starting price: $25.00/month - Best for: Mid-size businesses - Free trial: Available - Free demo: Not available #### Overview Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing automation and contact management solutions. It [Read more](/product/2764-Salesforce/) ##### What users love - Enhanced customer relationship management - Comprehensive sales process control - Highly adaptable platform configuration ##### To take in mind - Significant costs and add-on fees - Steep learning and onboarding demands - Complex and limited reporting tools #### Features ##### Best rated features - Proposal Generation: 5/5 - Campaign Analytics: 5/5 - Drag & Drop: 5/5 - Job Scheduling: 5/5 [See all features](/product/2764-Salesforce/#key-features) #### Pricing ##### Starter Suite - Price: $25.00/month - For up to 5 users ##### Pro Suite - Price: $100.00/month - This plan is designed for any size team and is billed annually. ##### Enterprise - Price: $165.00/month - This plan is designed for any size team and is billed annually. [See full pricing details](/product/2764-Salesforce/#pricing-and-plans) --- ### [LeadSquared](/crm/leadsquared-profile/) - Overall rating: 4.3/5 - Reviews: 167 - Best for: Ease of use - Free trial: Not available - Free demo: Not available #### Overview LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive outcomes at scale. The company specializes in solving [Read more](/crm/leadsquared-profile/) #### Features ##### Best rated features - Engagement Tracking: 5/5 - Multi-Channel Marketing: 5/5 - SMS Marketing: 5/5 - Sales Analytics: 5/5 ##### Worst rated features - Activity Dashboard: 1/5 - Social Media Integration: 1/5 - Reminders: 1/5 [See all features](/crm/leadsquared-profile/#key-features) --- ### [BNTouch Mortgage CRM](/crm/bntouch-profile/) - Overall rating: 4.5/5 - Reviews: 98 - Starting price: $95.00/month - Free trial: Not available - Free demo: Not available #### Overview 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 [Read more](/crm/bntouch-profile/) #### Features ##### Best rated features - Task Management: 5/5 - Client Portal: 5/5 - Customizable Templates: 5/5 - Marketing Automation: 4.5/5 ##### Worst rated features - Pre-Qualification: 3.5/5 - Loan Processing: 3.5/5 - Reporting/Analytics: 3.5/5 - Client Management: 3.8/5 [See all features](/crm/bntouch-profile/#key-features) --- ### [LeadMaster](/landing-page/leadmaster-crm-profile/) - Overall rating: 4.1/5 - Reviews: 36 - Starting price: $10.00 - Free trial: Available - Free demo: Not available #### Overview LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for [Read more](/landing-page/leadmaster-crm-profile/) #### Features ##### Best rated features - Search/Filter: 5/5 - Sales Pipeline Management: 5/5 - CRM: 5/5 - Interaction Tracking: 5/5 ##### Worst rated features - Reporting/Analytics: 4/5 - Lead Management: 4/5 [See all features](/landing-page/leadmaster-crm-profile/#key-features) #### Pricing ##### Basic - Price: $10.00 [See full pricing details](/landing-page/leadmaster-crm-profile/#pricing-and-plans) --- ### [Quickbase](/crm/quick-base-profile/) - Overall rating: 4.4/5 - Reviews: 334 - Starting price: $35.00/month - Best for: Small businesses - Free trial: Available - Free demo: Available #### Overview Quickbase is a no-code/low-code operations platform that helps small businesses, mid-market companies, and enterprise organizations across industries such as construction, [Read more](/crm/quick-base-profile/) ##### What users love - Responsive and knowledgeable support - Highly flexible customization options - Automates complex business workflows ##### To take in mind - Expensive for growing teams #### Features ##### Best rated features - Territory Management: 5/5 - Status Tracking: 5/5 - Compliance Tracking: 5/5 - Accounting: 5/5 [See all features](/crm/quick-base-profile/#key-features) #### Pricing ##### Free trial - Price: Custom - Pricing available upon request ##### Team - Price: $35.00/month - Minimum of 20 users ##### Business - Price: $55.00/month - Minimum of 40 users [See full pricing details](/crm/quick-base-profile/#pricing-and-plans) --- ### [MortgageHalo](/product/54657-MortgageHalo/) - Overall rating: 4.4/5 - Reviews: 49 - Starting price: $417.00/month - Free trial: Available - Free demo: Not available #### Overview MortgageHalo by Halo Programs is a cloud-based mortgage CRM and marketing automation solution with loan origination system (LOS) integration. Built for banks, credit unions, [Read more](/product/54657-MortgageHalo/) #### Features ##### Best rated features - CRM: 5/5 - Activity Dashboard: 5/5 - Client Database: 5/5 - Reporting & Statistics: 5/5 [See all features](/product/54657-MortgageHalo/#key-features) #### Pricing ##### Starter - Price: $417.00/month - Up to 3 users - Up to 4,500 contacts - Billed annually ##### Growth - Price: $625.00/month - Uo to 6 users - Up to 9,000 contacts - Billed annually ##### Pro - Price: $833.00/month - Up to 10 users - 15,000 contacts - Billed annually [See full pricing details](/product/54657-MortgageHalo/#pricing-and-plans) --- ### [Coevera](/product/113892-Coevera/) - Overall rating: 4.6/5 - Reviews: 216 - Starting price: $85.00/month - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers [Read more](/product/113892-Coevera/) #### Features ##### Best rated features - Activity Dashboard: 5/5 - Reminders: 5/5 - Forecasting: 5/5 - Lead Nurturing: 5/5 ##### Worst rated features - Collaboration Tools: 3/5 - Prospecting Tools: 3/5 [See all features](/product/113892-Coevera/#key-features) #### Pricing ##### Business Edition, Enterprise Edition, Unlimited Edition - Price: $85.00/month - The Business Edition is one of three different versions of Coevera that are available. Each version [See full pricing details](/product/113892-Coevera/#pricing-and-plans) --- ### [Zoho CRM](/crm/zoho-crm-profile/) - Overall rating: 4.3/5 - Reviews: 7,007 - Starting price: $14.00/month - Best for: Enterprise businesses - Free trial: Available - Free demo: Not available #### Overview Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing automation tools with helpdesk, analytics and customer [Read more](/crm/zoho-crm-profile/) ##### What users love - User-friendly and adaptable design - Affordable plans and good value - Comprehensive feature-rich platform ##### To take in mind - Slow and inconsistent support response - Cluttered and overwhelming interface - Limited and complex email tools #### Features ##### Best rated features - Remote Access/Control: 5/5 - Client/Property Matching: 5/5 - Widgets: 5/5 - Customer Activity Tracking: 5/5 ##### Worst rated features - Chatbot: 2/5 - Sales Forecasting: 3/5 - Social Marketing: 3/5 [See all features](/crm/zoho-crm-profile/#key-features) #### Pricing ##### Standard - Price: $14.00/month ##### Professional - Price: $23.00/month ##### Enterprise - Price: $40.00/month [See full pricing details](/crm/zoho-crm-profile/#pricing-and-plans) --- ### [Zendesk Suite](/product/26892-Zendesk/) - Overall rating: 4.4/5 - Reviews: 4,094 - Starting price: $55.00/month - Best for: Customer support - Free trial: Available - Free demo: Not available #### Overview Zendesk is a leading customer relationship management tool that ensures your mortgage agency stays on top of its interactions, contacts and productivity. This cloud-based system [Read more](/product/26892-Zendesk/) ##### What users love - Centralized multichannel support platform - Robust and flexible ticketing - Intuitive and user-friendly interface ##### To take in mind - Escalating costs and limited value - Clunky and limited email handling - Missing and complex feature set #### Features ##### Best rated features - Tagging: 5/5 - Batch Communications: 5/5 - Account Management: 5/5 - Configuration Management: 5/5 ##### Worst rated features - Widgets: 2.7/5 - Interactive Content: 3/5 - Account Alerts: 3/5 [See all features](/product/26892-Zendesk/#key-features) #### Pricing ##### Suite Team - Price: $55.00/month ##### Suite Growth - Price: $89.00/month ##### Suite Professional - Price: $115.00/month [See full pricing details](/product/26892-Zendesk/#pricing-and-plans) --- ### [HelpCrunch](/crm/helpcrunch-profile/) - Overall rating: 4.8/5 - Reviews: 195 - Starting price: $15.00/month - Best for: Small businesses - Free trial: Available - Free demo: Available #### Overview HelpCrunch is a customer communication platform built for web and mobile businesses, including SaaS companies, e-commerce stores, and digital agencies of all sizes. The software is [Read more](/crm/helpcrunch-profile/) #### Features ##### Best rated features - Real-Time Monitoring: 5/5 - Surveys & Feedback: 5/5 - Customer Database: 5/5 - Catalog Management: 5/5 ##### Worst rated features - Canned Responses: 3/5 - Third-Party Integrations: 3/5 - Call Center Management: 4/5 - Social Media Integration: 4/5 [See all features](/crm/helpcrunch-profile/#key-features) #### Pricing ##### Basic - Price: $15.00/month - Total pricing depends on the number of team members and emails. ##### Pro - Price: $25.00/month - Total pricing depends on the number of team members and emails. ##### Enterprise - Price: Custom - Pricing available upon request - Contact for pricing details [See full pricing details](/crm/helpcrunch-profile/#pricing-and-plans) --- ### [SAP Customer Experience](/crm/sap-customer-experience-profile/) - Overall rating: 4.3/5 - Reviews: 246 - Starting price: $58.00/month - Best for: Features - Free trial: Available - Free demo: Not available #### Overview Mortgage lenders and brokers can utilize SAP for their customer service, marketing and sales activities. SAP offers a feature rich system that is available in the cloud or on [Read more](/crm/sap-customer-experience-profile/) ##### What users love - Comprehensive client management tools - Effective customer service features ##### To take in mind - Complex and unintuitive interface #### Features ##### Best rated features - Customer Complaint Tracking: 5/5 - Client Management: 4.8/5 - Interaction Tracking: 4.8/5 - Customer Database: 4.8/5 ##### Worst rated features - Campaign Planning: 3/5 - Pipeline Management: 3.8/5 - Forecasting: 3.8/5 - Campaign Management: 4/5 [See all features](/crm/sap-customer-experience-profile/#key-features) #### Pricing ##### Basic - Price: $58.00/month [See full pricing details](/crm/sap-customer-experience-profile/#pricing-and-plans) --- ### [NetSuite](/accounting/netsuite-financials-accounting-software-profile/) - Overall rating: 4.2/5 - Reviews: 2,081 - Best for: On the rise - Free trial: Not available - Free demo: Not available #### Overview NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping [Read more](/accounting/netsuite-financials-accounting-software-profile/) ##### What users love - Deep system tailoring options - Comprehensive and scalable functionality - Centralized financial operations platform ##### To take in mind - Steep learning curve and complexity - Complex and rigid reporting tools - Slow and inconsistent support experience #### Features ##### Best rated features - "What If" Scenarios: 5/5 - Aging Tracking: 5/5 - Vendor Master Data Management: 5/5 - Import/Export Management: 5/5 [See all features](/accounting/netsuite-financials-accounting-software-profile/#key-features) --- ### [Dynamics 365](/product/106335-Dynamics-365/) - Overall rating: 4.4/5 - Reviews: 5,863 - Starting price: $50.00/month - Best for: Popular - Free trial: Available - Free demo: Available #### Overview Microsoft Dynamics CRM offers one of the strongest feature sets on the market at an affordable price point for companies of all sizes. This system helps mortgage professionals [Read more](/product/106335-Dynamics-365/) ##### What users love - User-friendly and intuitive interface - Deep Microsoft ecosystem integration - Centralized workforce and operations control ##### To take in mind - Expensive licensing and add-ons - Limited and complex customization options - Steep learning and onboarding process #### Features ##### Best rated features - Financial Analysis: 5/5 - Trend Analysis: 5/5 - Commission Management: 5/5 - Monitoring: 5/5 ##### Worst rated features - Lead Scoring: 3.5/5 - Sales Trend Analysis: 3.8/5 - Prospecting Tools: 3.9/5 - API: 3.9/5 [See all features](/product/106335-Dynamics-365/#key-features) #### Pricing ##### Professional - Price: $50.00/month ##### Enterprise - Price: $105.00/month ##### Premium - Price: $195.00/month [See full pricing details](/product/106335-Dynamics-365/#pricing-and-plans) --- ### [LiveAgent](/crm/liveagent-profile/) - Overall rating: 4.7/5 - Reviews: 1,789 - Starting price: $15.00/month - Best for: Live Chat - Free trial: Available - Free demo: Not available #### Overview LiveAgent is an all-in-one customer service platform serving startups, small businesses, and enterprises across e-commerce, SaaS, and other industries. The software is cloud-based, [Read more](/crm/liveagent-profile/) ##### What users love - Unified and efficient support - Real-time chat and integration - Intuitive and user-friendly design ##### To take in mind - Cumbersome email handling experience - Outdated and cluttered interface design - Limited mobile functionality and usability #### Features ##### Best rated features - Email Templates: 5/5 - Data Security: 5/5 - Real-Time Monitoring: 5/5 - Single Sign On: 4.9/5 ##### Worst rated features - Conversation Intelligence: 2.5/5 - Predictive Analytics: 3.3/5 - Language Detection: 3.8/5 - Mobile App: 3.8/5 [See all features](/crm/liveagent-profile/#key-features) #### Pricing ##### Small - Price: $15.00/month - $15 agent/month (billed annually) — $19 agent/month (billed monthly) ##### Medium - Price: $29.00/month - $29 agent/month (billed annually) — $35 agent/month (billed monthly) ##### Large - Price: $49.00/month - $49 agent/month (billed annually) — $59 agent/month (billed monthly) [See full pricing details](/crm/liveagent-profile/#pricing-and-plans) --- ### [Flowlu](/project-management/flowlu-profile/) - Overall rating: 4.8/5 - Reviews: 387 - Starting price: $0.00/year - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whether you're managing projects, tracking sales, or handling [Read more](/project-management/flowlu-profile/) #### Features ##### Best rated features - Time Tracking: 5/5 - Decision Support: 5/5 - Segmentation: 5/5 - Customizable Invoices: 5/5 [See all features](/project-management/flowlu-profile/#key-features) #### Pricing ##### Free - Price: $0.00/year - This is a forever free plan with up to 2 users and 100 MB of storage space. ##### Essential - Price: $9.00/month - For growing teams: move beyond basic task tracking to manage client work confidently. ##### Advanced - Price: $17.00/month - For mid-sized companies: handle complex projects and finances with more control. [See full pricing details](/project-management/flowlu-profile/#pricing-and-plans) --- ### [Google Contacts](/crm/google-contacts-profile/) - Overall rating: 4.7/5 - Reviews: 709 - Best for: Contact Database - Free trial: Available - Free demo: Not available #### Overview Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professionals can create/import new contacts with details [Read more](/crm/google-contacts-profile/) #### Features ##### Best rated features - Contact Database: 4.7/5 - Search/Filter: 4.7/5 - Shared Contacts: 4.6/5 - Data Import/Export: 4.6/5 ##### Worst rated features - For iPad Devices: 4/5 [See all features](/crm/google-contacts-profile/#key-features) #### Pricing ##### Basic - Price: Custom - Pricing available upon request [See full pricing details](/crm/google-contacts-profile/#pricing-and-plans) --- ### [The Mortgage Office](/crm/the-mortgage-office-profile/) - Overall rating: 4.8/5 - Reviews: 289 - Best for: Ease of use - Free trial: Not available - Free demo: Not available #### Overview The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processing, document storage, workflow automation and [Read more](/crm/the-mortgage-office-profile/) #### Features ##### Best rated features - Loan Management: 5/5 - Electronic Applications: 5/5 - For Borrowers: 5/5 - Activity Dashboard: 5/5 ##### Worst rated features - Business Loans: 1/5 - CRM: 1/5 - Customizable Reports: 1/5 [See all features](/crm/the-mortgage-office-profile/#key-features) --- ### [EngageBay CRM](/crm/engagebay-profile/) - Overall rating: 4.6/5 - Reviews: 912 - Starting price: $0.00/month - Best for: Customer support - Free trial: Not available - Free demo: Not available #### Overview EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service from one simple, affordable platform. Trusted by [Read more](/crm/engagebay-profile/) ##### What users love - Responsive and helpful support team - Affordable and feature-rich plans - Intuitive and user-friendly interface ##### To take in mind - Email deliverability and limitations - Limited reporting and analytics depth #### Features ##### Best rated features - Multi-Campaign: 5/5 - Responsive Web Design: 5/5 - Real-Time Chat: 5/5 - Onboarding: 5/5 [See all features](/crm/engagebay-profile/#key-features) --- ### [noCRM](/crm/you-dont-need-a-crm-profile/) - Overall rating: 4.6/5 - Reviews: 494 - Starting price: $13.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut admin, and close more deals. Built for people who [Read more](/crm/you-dont-need-a-crm-profile/) #### Features ##### Best rated features - Calendar Management: 5/5 - Sales Activity Management: 5/5 - Document Storage: 5/5 - Reporting & Statistics: 5/5 ##### Worst rated features - Collaboration Tools: 1/5 - Call Logging: 3/5 - Alerts/Notifications: 4/5 [See all features](/crm/you-dont-need-a-crm-profile/#key-features) #### Pricing ##### Starter - Price: $13.00/month - Shift your attention to what truly drives revenue: converting prospects into customers. ##### Expert - Price: $26.00/month - Organize your sales flow, streamline follow-ups, integrate your favorite tools, and boost your ##### Dream - Price: $39.00/month - Unlock complete oversight, premium capabilities, and the flexibility you need to expand and elevate [See full pricing details](/crm/you-dont-need-a-crm-profile/#pricing-and-plans) --- ### [Yonyx](/crm/yonyx-profile/) - Overall rating: 4.7/5 - Reviews: 259 - Starting price: $25.00/month - Best for: Enterprise businesses - Free trial: Available - Free demo: Not available #### Overview Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage interactive guides for technical support, telemarketing, lead [Read more](/crm/yonyx-profile/) #### Features ##### Best rated features - Web-based Deployment: 5/5 - Help Desk Management: 5/5 - Decision Support: 5/5 - WYSIWYG Editor: 5/5 [See all features](/crm/yonyx-profile/#key-features) #### Pricing ##### Professional - Price: $25.00/month - This plan provides all features of Yonyx platform for stand alone use. Integrations, SSO or API [See full pricing details](/crm/yonyx-profile/#pricing-and-plans) --- ### [ActiveCampaign](/crm/activecampaign-profile/) - Overall rating: 4.6/5 - Reviews: 2,572 - Starting price: $15.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview ActiveCampaign is a cloud-based marketing and sales automation platform serving small to mid-sized businesses through enterprise organizations across ecommerce, retail, education, [Read more](/crm/activecampaign-profile/) ##### What users love - Helpful support and guidance - Flexible marketing automation workflows - Intuitive and user-friendly design ##### To take in mind - Email builder and deliverability issues - Rapidly increasing subscription costs - Clunky and unintuitive navigation #### Features ##### Best rated features - SMS Marketing: 5/5 - Batch Processing: 5/5 - Role-Based Permissions: 5/5 - Email Templates: 5/5 ##### Worst rated features - AI Text Generation: 2/5 - Social Promotion: 3/5 - Real-Time Notifications: 3/5 [See all features](/crm/activecampaign-profile/#key-features) #### Pricing ##### Starter - Price: $15.00/month - Get started with personalized marketing campaigns. For up to 25,000 contacts. ##### Plus - Price: $49.00/month - Go further with automation and powerful customer insights. ##### Pro - Price: $79.00/month - Unlock full omnichannel marketing automation. [See full pricing details](/crm/activecampaign-profile/#pricing-and-plans) --- ### [PhoneBurner](/crm/phoneburner-profile/) - Overall rating: 4.8/5 - Reviews: 177 - Starting price: $165.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highly personalized outreach, and engage up to 4x more contacts in [Read more](/crm/phoneburner-profile/) #### Features ##### Best rated features - Email Marketing: 5/5 - Workflow Automation: 5/5 - Search/Filter: 5/5 - Performance Management: 5/5 ##### Worst rated features - Call Scripting: 2.3/5 [See all features](/crm/phoneburner-profile/#key-features) #### Pricing ##### Standard - Price: $165.00/month - The plan includes CRM solutions and an powerful dialer. ##### Professional - Price: $195.00/month - The plan includes all features from the standard plan with additional add-ons to help teams grow. ##### Premium - Price: $215.00/month - The plan includes all features from the standard and professional plans plus a dedicated inbound [See full pricing details](/crm/phoneburner-profile/#pricing-and-plans) --- ### [Sage Sales Management](/field-service/forcemanager-mobile-profile/) - Overall rating: 4.6/5 - Reviews: 173 - Starting price: €19.00/month - Best for: Ease of use - Free trial: Available - Free demo: Not available #### Overview Sage Sales Management CRM, tailored for any-sized business with a field sales force, now integrates cutting-edge AI and Timeline Conversations. This combination ensures real-time, [Read more](/field-service/forcemanager-mobile-profile/) #### Features ##### Best rated features - Marketing Automation: 5/5 - For Insurance Industry: 5/5 - Document Storage: 5/5 - Quotes/Estimates: 5/5 ##### Worst rated features - Product Catalog: 3/5 [See all features](/field-service/forcemanager-mobile-profile/#key-features) #### Pricing ##### Basic - Price: €19.00/month [See full pricing details](/field-service/forcemanager-mobile-profile/#pricing-and-plans) --- ### [Kommo](/product/3142-Kommo/) - Overall rating: 4.5/5 - Reviews: 263 - Starting price: $15.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview Kommo is a multifunctional CRM that excels at taking the conversation with your customers to the next level. With messengers, the connection is personal. All major messenger [Read more](/product/3142-Kommo/) ##### What users love - Centralized communication integrations hub - Efficient lead organization tools - Organized and visual sales tracking ##### To take in mind - Slow and ineffective support response #### Features ##### Best rated features - Appointment Scheduling: 5/5 - Engagement Tracking: 5/5 - Sales Forecasting: 5/5 - Drag & Drop: 5/5 ##### Worst rated features - Segmentation: 1/5 [See all features](/product/3142-Kommo/#key-features) #### Pricing ##### Base - Price: $15.00/month - 2,500 active leads per user ##### Advanced - Price: $25.00/month - 5,000 active leads per user ##### Enterprise - Price: $45.00/month - 10,000 active leads per user [See full pricing details](/product/3142-Kommo/#pricing-and-plans) --- ### [HubSpot CRM](/product/1854-HubSpot-CRM/) - Overall rating: 4.5/5 - Reviews: 4,491 - Starting price: $20.00/month - Best for: CRM - Free trial: Not available - Free demo: Not available #### Overview HubSpot Smart CRM helps teams win more deals by keeping customer records current. It unifies your customer data, teams, and tech stack in one source of truth, so your team has the [Read more](/product/1854-HubSpot-CRM/) ##### What users love - Centralized customer relationship management - Unified sales and marketing hub - Intuitive and accessible interface ##### To take in mind - Escalating costs and rigid plans - Email integration and automation issues - Cumbersome contact organization tools #### Features ##### Best rated features - Collaboration Tools: 5/5 - For Mac Devices: 5/5 - Contract/License Management: 5/5 - Commission Management: 5/5 ##### Worst rated features - Business Card/Badge Scanning: 3/5 - File Management: 3.3/5 - Data Visualization: 3.8/5 - Multi-Channel Communication: 3.8/5 [See all features](/product/1854-HubSpot-CRM/#key-features) --- 1 [2](https://www.softwareadvice.com/crm/mortgage-crm-comparison/?__ai_markdown=true&page=2)[3](https://www.softwareadvice.com/crm/mortgage-crm-comparison/?__ai_markdown=true&page=3)[4](https://www.softwareadvice.com/crm/mortgage-crm-comparison/?__ai_markdown=true&page=4)[5](https://www.softwareadvice.com/crm/mortgage-crm-comparison/?__ai_markdown=true&page=5) ... [8](https://www.softwareadvice.com/crm/mortgage-crm-comparison/?__ai_markdown=true&page=8) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ Dynamics 365 vs Zoho CRM ](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/392464-zoho-crm/)[ LiveAgent vs Zendesk Suite ](https://www.softwareadvice.com/compare/26892-Zendesk/vs/109980-liveagent/)[ EngageBay CRM vs Pipedrive ](https://www.softwareadvice.com/crm/engagebay-profile/vs/pipedrive/)[ Salesforce Service Cloud vs Zoho Desk ](https://www.softwareadvice.com/crm/service-cloud-profile/vs/zoho-desk/)[ ActiveCampaign vs Nimble ](https://www.softwareadvice.com/crm/activecampaign-profile/vs/nimble/) ## Send me a copy of this list to my inbox ### Get a copy of this list with pricing info sent to your inbox so you can pick up where you left off when convenient to you. 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?](#WhatIsMortgageCRMSoftware) [Common Features of Mortgage CRM Software](#CommonFeaturesofMortgageCRMSoftware) [Evaluating Mortgage CRM Software](#EvaluatingMortgageCRMSoftware) [Mortgage CRM Software In the News](#MortgageCRMSoftwareIntheNews) ## 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_ ## 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: | Feature | Description | | --- | --- | | 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](https://www.softwareadvice.com/erp/) or [accounting](https://www.softwareadvice.com/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](http://www.cutimes.com/2016/07/10/members-expect-you-to-make-it-personal) 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](http://www.housingwire.com/articles/37425-mason-mcduffie-mortgage-corp-focuses-on-borrower-experience) 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.