# Best Mortgage CRM Software - 2026 Reviews & Pricing > Find the best Mortgage CRM Software for your organization. Compare top Mortgage CRM Software systems with customer reviews, pricing, and free demos. Source: https://www.softwareadvice.com/crm/mortgage-crm-comparison --- [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 June 14, 2026 On this page 1. Popular Comparisons 2. Buyers Guide Filter products 181 results ### Compare Products Showing 1 - 25 of 181 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](https://www.softwareadvice.com/product/2764-Salesforce/) Sales Cloud is equipped with customer relationship management (CRM) functionality that encompasses lead management, marketing au...[Read more about Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** ([18785 reviews](https://www.softwareadvice.com/product/2764-Salesforce/reviews/)) **116** recommendations Free trial Free version Integrations Integrations Google Drive Slack +35 more +34 more +33 more Salesforce Sales Cloud's Best Rated Features 4.88AI/Machine Learning See All Salesforce Sales Cloud's Worst Rated Features 3.71For AEC Industry See All [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with lea...[Read more about LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** ([36 reviews](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/reviews/)) **67** recommendations Free trial Free version Integrations Integrations Google Docs PayPal +207 more +206 more +205 more [BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortga...[Read more about BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/) **4.5** ([97 reviews](https://www.softwareadvice.com/crm/bntouch-profile/reviews/)) **62** recommendations Free trial Free version Integrations Integrations Google Calendar Zapier +6 more +5 more +4 more BNTouch Mortgage CRM's Best Rated Features 4.50Marketing Automation See All BNTouch Mortgage CRM's Worst Rated Features 3.83Client Management See All [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) LeadSquared is an AI-powered platform that unites sales, marketing, field, and service teams to automate workflows and drive out...[Read more about LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** ([167 reviews](https://www.softwareadvice.com/crm/leadsquared-profile/reviews/)) **46** recommendations Free trial Free version Integrations Integrations Salesforce Sales Cloud WordPress +20 more +19 more +18 more LeadSquared's Best Rated Features 5.0Lead Distribution See All LeadSquared's Worst Rated Features 3.36Reporting & Statistics See All [Thryv](https://www.softwareadvice.com/crm/thryv-profile/) Thryv is an AI-powered marketing and sales platform built specifically for small businesses, helping you market smarter, sell mo...[Read more about Thryv](https://www.softwareadvice.com/crm/thryv-profile/) **4.2** ([526 reviews](https://www.softwareadvice.com/crm/thryv-profile/reviews/)) **43** recommendations Free trial Free version Integrations Integrations Google Docs PayPal +56 more +55 more +54 more Thryv's Best Rated Features 4.94Booking Management See All Thryv's Worst Rated Features 3.0Landing Pages/Web Forms See All [Coevera](https://www.softwareadvice.com/crm/pipeliner-crm-profile/) Coevera is the AI-native CRM built on a radical idea: your software should make your salespeople better, not just track what the...[Read more about Coevera](https://www.softwareadvice.com/crm/pipeliner-crm-profile/) **4.6** ([216 reviews](https://www.softwareadvice.com/crm/pipeliner-crm-profile/reviews/)) **39** recommendations Free trial Free version Integrations Integrations Google Drive Dropbox Business +38 more +37 more +36 more Coevera's Best Rated Features 4.83Interaction Tracking See All Coevera's Worst Rated Features 3.33Data Import/Export See All [MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mo...[Read more about MortgageHalo](https://www.softwareadvice.com/product/54657-MortgageHalo/) **4.4** ([48 reviews](https://www.softwareadvice.com/product/54657-MortgageHalo/reviews/)) **36** recommendations Free trial Free version Integrations Integrations LendingPad Calyx Point +4 more +3 more +2 more [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) Zoho CRM is a cloud-based business management platform that caters to businesses of all sizes. It offers sales and marketing aut...[Read more about Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) **4.3** ([6977 reviews](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/)) **28** recommendations Free trial Free version Integrations Integrations Google Drive PayPal +68 more +67 more +66 more Zoho CRM's Best Rated Features 4.93Real-Time Notifications See All Zoho CRM's Worst Rated Features 3.0Social Marketing See All [Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/) Quickbase is a work management and application platform designed to help organizations centralize and manage complex projects an...[Read more about Quickbase](https://www.softwareadvice.com/crm/quick-base-profile/) **4.4** ([329 reviews](https://www.softwareadvice.com/crm/quick-base-profile/reviews/)) **23** recommendations Free trial Free version Integrations Integrations Google Drive Slack +46 more +45 more +44 more Quickbase's Best Rated Features 4.88Contact Database See All Quickbase's Worst Rated Features 3.29Mobile Access See All [SAP Customer Experience](https://www.softwareadvice.com/crm/sap-customer-experience-profile/) SAP Customer Experience is a cloud-based customer relationship management solution that helps small and mid-size businesses mana...[Read more about SAP Customer Experience](https://www.softwareadvice.com/crm/sap-customer-experience-profile/) **4.3** ([245 reviews](https://www.softwareadvice.com/crm/sap-customer-experience-profile/reviews/)) **20** recommendations Free trial Free version SAP Customer Experience's Best Rated Features 4.79Customer Database See All SAP Customer Experience's Worst Rated Features 4.25Sales Pipeline Management See All [Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) Zendesk is a cloud-based help desk management solution offering customizable tools to build customer service portal, knowledge b...[Read more about Zendesk Suite](https://www.softwareadvice.com/product/26892-Zendesk/) **4.4** ([4080 reviews](https://www.softwareadvice.com/product/26892-Zendesk/reviews/)) **9** recommendations Free trial Free version Integrations Integrations Slack Trello +205 more +204 more +203 more Zendesk Suite's Best Rated Features 4.76Customer History See All Zendesk Suite's Worst Rated Features 3.71Contract/License Management See All [HelpCrunch](https://www.softwareadvice.com/crm/helpcrunch-profile/) HelpCrunch is a customer communication platform combining live chat, email marketing automation and a help desk in one solution....[Read more about HelpCrunch](https://www.softwareadvice.com/crm/helpcrunch-profile/) **4.8** ([195 reviews](https://www.softwareadvice.com/crm/helpcrunch-profile/reviews/)) **7** recommendations Free trial Free version Integrations Integrations Slack WordPress +5 more +4 more +3 more HelpCrunch's Best Rated Features 5.0Email Management See All HelpCrunch's Worst Rated Features 4.33Ticket Management See All [Salesforce Service Cloud](https://www.softwareadvice.com/crm/service-cloud-profile/) Salesforce Service Cloud is a customer service platform designed to support organizations in managing interactions across multip...[Read more about Salesforce Service Cloud](https://www.softwareadvice.com/crm/service-cloud-profile/) **4.5** ([824 reviews](https://www.softwareadvice.com/crm/service-cloud-profile/reviews/)) **1** recommendations Free trial Free version Integrations Integrations Salesforce Sales Cloud Talkdesk +16 more +15 more +14 more Salesforce Service Cloud's Best Rated Features 4.90Call Scripting See All Salesforce Service Cloud's Worst Rated Features 3.67Full Text Search See All [Five9](https://www.softwareadvice.com/call-center/five9-profile/) Five9 is an all-in-one cloud contact center solution for inbound, outbound, blended and omnichannel contact centers world-wide. ...[Read more about Five9](https://www.softwareadvice.com/call-center/five9-profile/) **4.2** ([483 reviews](https://www.softwareadvice.com/call-center/five9-profile/reviews/)) **1** recommendations Free trial Free version Integrations Integrations Salesforce Sales Cloud Microsoft Teams +15 more +14 more +13 more Five9's Best Rated Features 5.0Call Tracking See All Five9's Worst Rated Features 3.71Automated Routing See All [LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/) LiveAgent is a multichannel help desk solution with advanced AI features, live chat, ticketing, and call center capabilities. St...[Read more about LiveAgent](https://www.softwareadvice.com/crm/liveagent-profile/) **4.7** ([1787 reviews](https://www.softwareadvice.com/crm/liveagent-profile/reviews/)) Free trial Free version Integrations Integrations PayPal Slack +105 more +104 more +103 more LiveAgent's Best Rated Features 5.0Routing See All LiveAgent's Worst Rated Features 3.75Mobile App See All [Google Contacts](https://www.softwareadvice.com/crm/google-contacts-profile/) Google Contacts is a cloud-based solution that allows enterprises to store and manage contacts in a built-in directory. Professi...[Read more about Google Contacts](https://www.softwareadvice.com/crm/google-contacts-profile/) **4.7** ([703 reviews](https://www.softwareadvice.com/crm/google-contacts-profile/reviews/)) Free trial Free version Integrations Integrations Gmail +0 more +0 more +0 more Google Contacts's Best Rated Features 4.70Contact Database See All Google Contacts's Worst Rated Features 4.16Lead Management See All [Flowlu](https://www.softwareadvice.com/project-management/flowlu-profile/) Flowlu is a cloud-based, all-in-one business management solution designed for teams of all sizes and industries. Whether you're ...[Read more about Flowlu](https://www.softwareadvice.com/project-management/flowlu-profile/) **4.8** ([387 reviews](https://www.softwareadvice.com/project-management/flowlu-profile/reviews/)) Free trial Free version Integrations Integrations Google Drive PayPal +23 more +22 more +21 more Flowlu's Best Rated Features 4.83Calendar/Reminder System See All Flowlu's Worst Rated Features 3.75Time & Expense Tracking See All [The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, payment processin...[Read more about The Mortgage Office](https://www.softwareadvice.com/crm/the-mortgage-office-profile/) **4.8** ([285 reviews](https://www.softwareadvice.com/crm/the-mortgage-office-profile/reviews/)) Free trial Free version Integrations Integrations QuickBooks Enterprise QuickBooks Online +3 more +2 more +1 more The Mortgage Office's Best Rated Features 5.0Loan Management See All The Mortgage Office's Worst Rated Features 4.45Marketing Automation See All [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) EngageBay is an AI-powered all-in-one CRM that helps small businesses and startups manage marketing, sales, and customer service...[Read more about EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) **4.7** ([908 reviews](https://www.softwareadvice.com/crm/engagebay-profile/reviews/)) Free trial Free version Integrations Integrations Google Drive Mailchimp +30 more +29 more +28 more EngageBay CRM's Best Rated Features 4.89Real-time Consumer-facing Chat See All EngageBay CRM's Worst Rated Features 3.83Email Templates See All [noCRM](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/) Turning sales actions into connections. noCRM helps salespeople focus on selling, not reporting. Capture leads anywhere, cut ad...[Read more about noCRM](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/) **4.6** ([491 reviews](https://www.softwareadvice.com/crm/you-dont-need-a-crm-profile/reviews/)) Free trial Free version Integrations Integrations Slack Trello +28 more +27 more +26 more noCRM's Best Rated Features 5.0Sales Activity Management See All noCRM's Worst Rated Features 4.08Lead Nurturing See All [Yonyx](https://www.softwareadvice.com/crm/yonyx-profile/) Yonyx is a cloud-based solution designed to help call centers and customer service businesses create and manage interactive guid...[Read more about Yonyx](https://www.softwareadvice.com/crm/yonyx-profile/) **4.7** ([258 reviews](https://www.softwareadvice.com/crm/yonyx-profile/reviews/)) Free trial Free version Integrations Integrations Salesforce Sales Cloud Zoho CRM +29 more +28 more +27 more Yonyx's Best Rated Features 5.0Help Desk Management See All Yonyx's Worst Rated Features 4.50AI Copilot See All [PhoneBurner](https://www.softwareadvice.com/crm/phoneburner-profile/) PhoneBurner is an outbound dialer and call center solution that empowers agents to conduct wildly efficient yet highly personali...[Read more about PhoneBurner](https://www.softwareadvice.com/crm/phoneburner-profile/) **4.8** ([176 reviews](https://www.softwareadvice.com/crm/phoneburner-profile/reviews/)) Free trial Free version Integrations Integrations Salesforce Sales Cloud Mailchimp +18 more +17 more +16 more PhoneBurner's Best Rated Features 5.0Contact Management See All PhoneBurner's Worst Rated Features 3.67Real-Time Reporting See All [Supportbench](https://www.softwareadvice.com/help-desk/supportbench-profile/) The AI-Powered Helpdesk for Modern B2B Teams Supportbench is the most complete helpdesk platform built specifically for B2B sup...[Read more about Supportbench](https://www.softwareadvice.com/help-desk/supportbench-profile/) **4.9** ([116 reviews](https://www.softwareadvice.com/help-desk/supportbench-profile/reviews/)) Free trial Free version Integrations Integrations Slack Salesforce Sales Cloud +11 more +10 more +9 more Supportbench's Best Rated Features 5.0SSL Security See All Supportbench's Worst Rated Features 4.42Content Management See All [ActiveCampaign](https://www.softwareadvice.com/crm/activecampaign-profile/) ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active...[Read more about ActiveCampaign](https://www.softwareadvice.com/crm/activecampaign-profile/) **4.6** ([2561 reviews](https://www.softwareadvice.com/crm/activecampaign-profile/reviews/)) Free trial Free version Integrations Integrations Google Docs PayPal +169 more +168 more +167 more ActiveCampaign's Best Rated Features 4.78Customer Database See All ActiveCampaign's Worst Rated Features 3.43Multi-Language See All [Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sales is an ...[Read more about Creatio CRM](https://www.softwareadvice.com/crm/bpmonline-profile/) **4.7** ([135 reviews](https://www.softwareadvice.com/crm/bpmonline-profile/reviews/)) Free trial Free version Integrations Integrations Microsoft Excel Mailchimp +18 more +17 more +16 more Creatio CRM's Best Rated Features 5.0Task Management See All Creatio CRM's Worst Rated Features 4.29Data Import/Export See All 1 [2](https://www.softwareadvice.com/crm/mortgage-crm-comparison/?page=2)[3](https://www.softwareadvice.com/crm/mortgage-crm-comparison/?page=3)[4](https://www.softwareadvice.com/crm/mortgage-crm-comparison/?page=4)[5](https://www.softwareadvice.com/crm/mortgage-crm-comparison/?page=5) ... [8](https://www.softwareadvice.com/crm/mortgage-crm-comparison/?page=8) ## Popular Comparisons [ HubSpot CRM vs Salesforce Sales Cloud ](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/2764-Salesforce/)[ ActiveCampaign vs Mailchimp ](https://www.softwareadvice.com/crm/activecampaign-profile/vs/mailchimp/)[ 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/)[ Zoho Desk vs Intercom ](https://www.softwareadvice.com/crm/intercom-profile/vs/zoho-desk/) ## 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: **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](https://www.softwareadvice.com/referral-management/) 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](https://www.softwareadvice.com/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.