---
title: "Best Mortgage Software - 2026 Reviews & Pricing"
description: "Find the best Mortgage Software for your organization. Compare top Mortgage Software systems with customer reviews, pricing, and free demos."
source_url: "https://www.softwareadvice.com/mortgage/"
page_type: "category"
language: "en"
---

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Mortgage Software

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# Best Mortgage Software of 2026

Updated October 27, 2026

On this page

1.  Popular Comparisons
2.  Related Software

Filter products

81 results

### Compare Products

Showing 1 - 25 of 81 products

#### Company Size

-   Self-Employed
    
-   2-10
    
-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

#### Pricing Options

-   $$$$$
    
-   $$$$$
    
-   $$$$$
    
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### Compare Products

Sort by

**Sponsored**: Sorts listings by software vendors running active bidding campaigns, from the highest to lowest bid. Vendors who have paid for placement have a ‘Visit Website’ button, whereas unpaid vendors have a ‘Learn More’ button.  
  
**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.

### [Target Group](/product/485441-Target-Group/)

- Overall rating: 5/5
- Reviews: 1
- Free trial: Not available
- Free demo: Not available

#### Overview

Target Group is a platform designed to help manage the complete customer journey for various asset classes, including secured and unsecured lending products. It is suitable for

[Read more](/product/485441-Target-Group/)

---

### [Mortgage Automator](/loan-origination/mortgage-automator-profile/)

- Overall rating: 4.9/5
- Reviews: 116
- Best for: Small businesses
- Free trial: Not available
- Free demo: Not available

#### Overview

Mortgage Automator is an end-to-end loan origination and servicing platform built specifically for private and hard money lenders across the US and Canada. Rather than adapting a

[Read more](/loan-origination/mortgage-automator-profile/)

#### Features

##### Best rated features

- Third-Party Integrations: 5/5
- Audit Trail: 5/5
- Pricing Management: 5/5
- Multi-Currency: 5/5

[See all features](/loan-origination/mortgage-automator-profile/#key-features)

---

### [HES LoanBox](/debt-collection/hes-loanbox-profile/)

- Overall rating: 4.9/5
- Reviews: 40
- Starting price: $75,000.00/year
- Free trial: Available
- Free demo: Not available

#### Overview

HES LoanBox is a comprehensive, end-to-end lending automation platform that streamlines every stage of the loan lifecycle, from application and borrower evaluation to origination,

[Read more](/debt-collection/hes-loanbox-profile/)

#### Features

##### Best rated features

- Partial Payments: 5/5
- Configurable Workflow: 5/5
- Commercial Mortgages: 5/5
- Multiple User Accounts: 5/5

##### Worst rated features

- Amortization Schedule: 3/5

[See all features](/debt-collection/hes-loanbox-profile/#key-features)

#### Pricing

##### Basic

- Price: $75,000.00/year

[See full pricing details](/debt-collection/hes-loanbox-profile/#pricing-and-plans)

---

### [The Mortgage Office Loan Servicing](/crm/the-mortgage-office-profile/)

- Overall rating: 4.8/5
- Reviews: 289
- Best for: Value for money
- 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)

---

### [Floify](/loan-origination/floify-profile/)

- Overall rating: 4.8/5
- Reviews: 74
- Starting price: $79.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

Floify is a cloud-based point-of-sale solution designed for the mortgage industry that helps automate and manage all processes of loan origination. Designed for all business sizes,

[Read more](/loan-origination/floify-profile/)

#### Features

##### Best rated features

- Third-Party Integrations: 5/5
- Audit Trail: 5/5
- Customer Management: 5/5
- Compliance Management: 5/5

##### Worst rated features

- Pipeline Management: 4/5
- Borrower Management: 4/5
- For Borrowers: 4/5
- Electronic Applications: 4/5

[See all features](/loan-origination/floify-profile/#key-features)

#### Pricing

##### Basic

- Price: $79.00/month

[See full pricing details](/loan-origination/floify-profile/#pricing-and-plans)

---

### [MBS Highway](/mortgage/mbs-highway-profile/)

- Overall rating: 5/5
- Reviews: 21
- Starting price: $199.95/month
- Free trial: Available
- Free demo: Not available

#### Overview

MBS Highway is a mortgage software designed to help advisors improve their batting average and turn conversations into applications. Key features include social studio, open house

[Read more](/mortgage/mbs-highway-profile/)

#### Features

##### Best rated features

- Compliance Management: 4.7/5

[See all features](/mortgage/mbs-highway-profile/#key-features)

#### Pricing

##### Monthly

- Price: $199.95/month

##### Yearly

- Price: $1,999.95/year

[See full pricing details](/mortgage/mbs-highway-profile/#pricing-and-plans)

---

### [nCino’s Mortgage Suite](/loan-origination/simplenexus-profile/)

- Overall rating: 4.8/5
- Reviews: 126
- Best for: Electronic Signature
- Free trial: Not available
- Free demo: Not available

#### Overview

Unlock new levels of efficiency and profitability with nCino’s Mortgage Suite (formerly: SimpleNexus). The cloud-based solution automates application, origination, and closing,

[Read more](/loan-origination/simplenexus-profile/)

#### Features

##### Best rated features

- Document Storage: 5/5
- Status Tracking: 5/5
- Digital Signature: 5/5
- Pre-Qualification: 5/5

##### Worst rated features

- Alerts/Notifications: 4/5

[See all features](/loan-origination/simplenexus-profile/#key-features)

---

### [Margill Loan Manager](/loan-servicing/margill-loan-manager-profile/)

- Overall rating: 4.8/5
- Reviews: 49
- Starting price: $325.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

Margill Loan Manager is a Windows-based loan servicing and credit management software that supports various loan types including personal, corporate, intercompany, auto,

[Read more](/loan-servicing/margill-loan-manager-profile/)

#### Features

##### Best rated features

- Amortization Schedule: 5/5
- Data Import/Export: 5/5
- Loan Processing: 5/5
- Payment Collection: 5/5

##### Worst rated features

- API: 1/5

[See all features](/loan-servicing/margill-loan-manager-profile/#key-features)

#### Pricing

##### SaaS/Cloud Licensing option

- Price: $325.00/month

[See full pricing details](/loan-servicing/margill-loan-manager-profile/#pricing-and-plans)

---

### [LOAN SERVICING SOFT](/loan-origination/loan-servicing-soft-profile/)

- Overall rating: 5/5
- Reviews: 14
- Starting price: $500.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

LOAN SERVICING SOFT is the most advanced Loan Servicing Software on the market!  Features: Automated Billing, ACH Electronic Payments, Borrower/Investor Web Portals, QuickBooks

[Read more](/loan-origination/loan-servicing-soft-profile/)

#### Features

##### Best rated features

- Compliance Management: 5/5
- Promissory Notes: 5/5
- Pipeline Management: 5/5
- Workflow Management: 5/5

[See all features](/loan-origination/loan-servicing-soft-profile/#key-features)

#### Pricing

##### Month to Month SAAS/Rental

- Price: $500.00/month
- This is our month to month, cloud based, SAAS/Rental plan. We also offer an installed purchase

[See full pricing details](/loan-origination/loan-servicing-soft-profile/#pricing-and-plans)

---

### [The Loan Office](/loan-origination/the-loan-office-profile/)

- Overall rating: 4.8/5
- Reviews: 40
- Starting price: $389.00/month
- Free trial: Not available
- Free demo: Not available

#### Overview

The Loan Office is a cloud-based and on-premise loan servicing solution for enterprises of all sizes. It’s suitable for lending, mortgage and financial service companies. Primary

[Read more](/loan-origination/the-loan-office-profile/)

---

### [LendingWise ](/loan-origination/lendingwise-profile/)

- Overall rating: 4.6/5
- Reviews: 73
- Starting price: $149.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

LendingWise is a cloud-based customer relationship management (CRM) and loan origination software which enables lenders of all sizes to automate complete loan management life

[Read more](/loan-origination/lendingwise-profile/)

#### Features

##### Best rated features

- Third-Party Integrations: 5/5
- Customizable Branding: 5/5
- Workflow Management: 4.7/5
- Financial Analysis: 4.7/5

##### Worst rated features

- Automated Decisioning/Underwriting: 2/5
- HUD Settlement Statements: 3.5/5
- Escrow Management: 3.5/5
- Accounting: 3.6/5

[See all features](/loan-origination/lendingwise-profile/#key-features)

#### Pricing

##### Basic

- Price: $149.00/month

[See full pricing details](/loan-origination/lendingwise-profile/#pricing-and-plans)

---

### [FileInvite](/electronic-signature/fileinvite-profile/)

- Overall rating: 4.7/5
- Reviews: 99
- Starting price: $829.00/month
- Free trial: Not available
- Free demo: Not available

#### Overview

FileInvite is a document collection solution built to streamline how businesses gather documents, signatures, and client data. Designed with the needs of financial services and

[Read more](/electronic-signature/fileinvite-profile/)

#### Features

##### Best rated features

- Customizable Templates: 5/5
- Pipeline Management: 5/5
- Document Generation: 5/5
- Self Service Portal: 5/5

##### Worst rated features

- Customizable Branding: 3/5

[See all features](/electronic-signature/fileinvite-profile/#key-features)

---

### [Qualia](/loan-origination/qualia-profile/)

- Overall rating: 4.7/5
- Reviews: 208
- Starting price: $3,599.00/year
- Best for: Document Storage
- Free trial: Not available
- Free demo: Not available

#### Overview

Qualia is a technology platform that fundamentally changes the way real estate is bought and sold by bringing all parties in the real estate  transaction into one secure,

[Read more](/loan-origination/qualia-profile/)

#### Features

##### Best rated features

- For Borrowers: 5/5
- Accounting: 5/5
- API: 5/5
- CRM: 5/5

##### Worst rated features

- Search/Filter: 3/5

[See all features](/loan-origination/qualia-profile/#key-features)

---

### [Fintech Market Core System](/loan-origination/fintech-market-core-system-profile/)

- Overall rating: 5/5
- Reviews: 8
- Starting price: €4,000.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

Fintech Market's Loan Management System is an all-in-one platform for financial services providers ready to be implemented to streamline loan processes and risk. 

The system is

[Read more](/loan-origination/fintech-market-core-system-profile/)

#### Features

##### Best rated features

- Risk Assessment: 5/5
- Electronic Payments: 5/5
- Document Management: 5/5
- Lead Management: 5/5

##### Worst rated features

- Borrower Management: 4/5
- Document Storage: 4/5
- Contact Management: 4/5

[See all features](/loan-origination/fintech-market-core-system-profile/#key-features)

#### Pricing

##### Basic

- Price: €4,000.00/month

[See full pricing details](/loan-origination/fintech-market-core-system-profile/#pricing-and-plans)

---

### [Bryt Software](/loan-servicing/bryt-profile/)

- Overall rating: 4.8/5
- Reviews: 20
- Starting price: $89.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

Bryt Software is flexible, cloud-based loan servicing software designed for lenders that have outgrown spreadsheets, manual processes, or inflexible legacy systems. Bryt helps

[Read more](/loan-servicing/bryt-profile/)

#### Features

##### Best rated features

- CRM: 5/5
- Loan Management: 5/5
- Reporting/Analytics: 5/5
- Document Management: 5/5

[See all features](/loan-servicing/bryt-profile/#key-features)

#### Pricing

##### Business Version

- Price: $89.00/month
- The Bryt Business Version is designed for smaller lenders and organizations managing up to 10 active

##### Professional Version

- Price: $160.00/month
- The Bryt Professional Version is designed for growing lenders that need greater flexibility,

[See full pricing details](/loan-servicing/bryt-profile/#pricing-and-plans)

---

### [Creatio AI CRM](/crm/bpmonline-profile/)

- Overall rating: 4.7/5
- Reviews: 151
- Starting price: $40.00/month
- Best for: Ease of use
- Free trial: Not available
- Free demo: Not available

#### Overview

Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large

[Read more](/crm/bpmonline-profile/)

#### Features

##### Best rated features

- Conversion Tracking: 5/5
- Calendar Sync: 5/5
- Customizable Fields: 5/5
- Campaign Management: 5/5

##### Worst rated features

- Real-Time Monitoring: 1/5
- Live Chat: 3/5
- Lead Verification/Validation: 3/5

[See all features](/crm/bpmonline-profile/#key-features)

---

### [DigiFi](/product/289111-DigiFi/)

- Overall rating: 4.9/5
- Reviews: 9
- Starting price: $3,995.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

DigiFi provides modern loan origination and automated credit decisioning software for banks, credit unions, and non-bank lenders. The platform combines a configurable, no-code

[Read more](/product/289111-DigiFi/)

#### Features

##### Best rated features

- Workflow Management: 5/5
- Financial Analysis: 5/5
- Document Management: 5/5
- Online Applications: 5/5

[See all features](/product/289111-DigiFi/#key-features)

#### Pricing

##### Platform Pricing

- Price: $3,995.00/month
- Includes full platform access, cloud hosting, 10 seats, 3,000 monthly applications, and 10,000

[See full pricing details](/product/289111-DigiFi/#pricing-and-plans)

---

### [Baseline](/loan-servicing/baseline-profile/)

- Overall rating: 4.9/5
- Reviews: 10
- Starting price: $995.00/month
- Free trial: Not available
- Free demo: Not available

#### Overview

Baseline serves as a comprehensive solution for real estate private lenders. The platform streamlines the process of originating and servicing loans, offering online experiences

[Read more](/loan-servicing/baseline-profile/)

#### Features

##### Best rated features

- Compliance Management: 5/5
- Borrower Management: 5/5
- Workflow Management: 5/5
- Payment Collection: 5/5

##### Worst rated features

- API: 2/5
- Document Management: 4/5

[See all features](/loan-servicing/baseline-profile/#key-features)

---

### [Centrex](/loan-origination/centrex-profile/)

- Overall rating: 4.9/5
- Reviews: 8
- Free trial: Not available
- Free demo: Not available

#### Overview

Centrex is a cloud-based finance customer relationship management (CRM) solution, which helps enterprises manage client interactions, revenue generation and loan portfolio. Other

[Read more](/loan-origination/centrex-profile/)

#### Features

##### Best rated features

- Customer Database: 5/5
- Email Marketing: 5/5
- Relationship Tracking: 5/5
- Customer Management: 5/5

##### Worst rated features

- Contact Management: 4/5
- CRM: 4/5

[See all features](/loan-origination/centrex-profile/#key-features)

---

### [Captafi](/loan-origination/captafi-profile/)

- Overall rating: 5/5
- Reviews: 5
- Starting price: $25.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

CaptaFi is a tailored CRM and Agency Management platform designed specifically for financial professionals and legal entities. Unlike generic CRMs, CaptaFi requires no complex

[Read more](/loan-origination/captafi-profile/)

#### Features

##### Best rated features

- Activity Dashboard: 5/5
- Loan Processing: 5/5
- Document Management: 5/5
- Borrower Management: 5/5

##### Worst rated features

- Loan Portfolio Management: 1/5
- Electronic Signature: 3/5

[See all features](/loan-origination/captafi-profile/#key-features)

#### Pricing

##### Core

- Price: $25.00/month
- tart your CaptaFi journey with a 14-day free trial—no credit card required.

CaptaFi’s pricing is

[See full pricing details](/loan-origination/captafi-profile/#pricing-and-plans)

---

### [Salesforce Financial Services Cloud](/insurance/salesforce-fin-serv-cloud-profile/)

- Overall rating: 4.8/5
- Reviews: 6
- Starting price: $325.00/month
- Free trial: Available
- Free demo: Not available

#### Overview

Financial Services Cloud is a customer relationship management (CRM) solution that helps businesses in the finance industry manage referrals, documents, tasks and more. The lead

[Read more](/insurance/salesforce-fin-serv-cloud-profile/)

#### Features

##### Best rated features

- Compliance Tracking: 5/5
- Activity Dashboard: 5/5
- Drag & Drop: 5/5
- Accounting: 5/5

##### Worst rated features

- Task Management: 3/5
- For Financial Institutions: 3.5/5
- Referral Tracking: 4/5
- Interaction Tracking: 4/5

[See all features](/insurance/salesforce-fin-serv-cloud-profile/#key-features)

#### Pricing

##### Financial Services Cloud for Sales

- Price: $325.00/month

##### Financial Services Cloud for Service

- Price: $325.00/month

##### Financial Services Cloud for Sales and Services

- Price: $350.00/month

[See full pricing details](/insurance/salesforce-fin-serv-cloud-profile/#pricing-and-plans)

---

### [LoanAssistant](/loan-servicing/loanassistant-profile/)

- Overall rating: 4.8/5
- Reviews: 13
- Starting price: $999.00/year
- Free trial: Available
- Free demo: Not available

#### Overview

LoanAssistant is a loan servicing solution for QuickBooks that assists lending businesses across various segments including residential mortgages, education loans and installment

[Read more](/loan-servicing/loanassistant-profile/)

#### Pricing

##### Proffesional Package License

- Price: $999.00/year
- Unlimited number of loans and credit lines; Single user with up to 2(two) QuickBooks® Company

##### Premium Package License

- Price: $1,299.00/year
- Professional Package plus Connection to Unlimited Number of QuickBooks® Companies; 1098 Reporting;

##### Premimum Accrual Package License

- Price: $1,500.00/year
- Premium Package plus Accrual Accounting module; Network/Multiuser for up to 5 users.

[See full pricing details](/loan-servicing/loanassistant-profile/#pricing-and-plans)

---

### [inGain SaaS Loan Management System](/loan-servicing/fis-system-profile/)

- Overall rating: 4.7/5
- Reviews: 18
- Starting price: €500.00/month
- Free trial: Not available
- Free demo: Not available

#### Overview

inGain (ex FIS.solutions) is a no-code SaaS loan management system that empowers traditional & fintech lenders, SME lenders, crowdfunding platforms and businesses in non-finance

[Read more](/loan-servicing/fis-system-profile/)

#### Features

##### Best rated features

- Electronic Payments: 5/5
- Borrower Management: 5/5
- Payment Collection: 5/5
- Third-Party Integrations: 5/5

##### Worst rated features

- Contact Management: 2.8/5
- Data Import/Export: 2.8/5
- Customizable Reports: 3/5

[See all features](/loan-servicing/fis-system-profile/#key-features)

---

### [MeridianLink Consumer](/loan-origination/loanspq-profile/)

- Overall rating: 4.7/5
- Reviews: 17
- Starting price: $17,000.00
- Free trial: Not available
- Free demo: Not available

#### Overview

MeridianLink Consumer is a digital loan origination platform designed to help financial institutions manage and process consumer lending applications across online, mobile, branch,

[Read more](/loan-origination/loanspq-profile/)

---

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[2](https://www.softwareadvice.com/mortgage/?__ai_markdown=true&page=2)[3](https://www.softwareadvice.com/mortgage/?__ai_markdown=true&page=3)[4](https://www.softwareadvice.com/mortgage/?__ai_markdown=true&page=4)

## Popular Comparisons

[

Mortgage Automator vs The Mortgage Office Loan Servicing

](https://www.softwareadvice.com/loan-origination/mortgage-automator-profile/vs/the-mortgage-office/)[

BNTouch Mortgage CRM vs LendingPad

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Plaid vs nCino’s Mortgage Suite

](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/vs/simplenexus/)[

Margill Loan Manager vs FileInvite

](https://www.softwareadvice.com/electronic-signature/fileinvite-profile/vs/margill-loan-manager/)[

Encompass vs LendingWise

](https://www.softwareadvice.com/compare/76638-lendingwise/vs/133471-Encompass360/)[

MortgageHalo vs IncomeXpert

](https://www.softwareadvice.com/compare/54657-MortgageHalo/vs/147391-uberwriter/)

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