Learn about the best CRM for law firms, plus the primary use case of each top law firm CRM option, in our independent editorial review.
You likely implement loan origination system (LOS) software to streamline mortgage applications and approvals. However, you should also consider using customer relationship management (CRM) software to attract leads, organize contacts, and maintain client connections. Many CRMs integrate with LOS software so you can have everything you need in one place. After hours of research, we present our list of the six best mortgage CRM software.
Here are the top six mortgage CRMs for loan salespeople:
If you need a low-cost CRM with robust general sales and client management features, we recommend Pipedrive. If you're looking for a mid-price CRM with solid general and real estate-specific features, check out LionDesk. Or, if you need a top-tier CRM option with extensive mortgage-specific features for people and teams, visit Shape CRM. Otherwise, our other top-rated options might be best if their primary use-cases sound like a good fit for you.
Mortgage brokers and loan officers will benefit most from uncomplicated CRM software with solid general and mortgage-specific features at a reasonable price. Thus, when determining the best, we looked at both general as well as industry CRM options, using a weighted scoring method to give each top software a score out of five. Take a look at our specific evaluation criteria below:
Note: All per-user prices are with a one-year commitment unless noted.
Even though some options scored high in one category or another, overall, we found that Pipedrive offers the best overall value for those seeking a mortgage-forward CRM. Check out how each faired in terms of pricing, features, and primary use-cases.
Investing in the right mortgage CRM software will help you attract, manage, and maintain relationships with your clients. It’ll also make tracking individual loan processes and organizing key documents much easier. Whether you’re new to the mortgage industry or a veteran in the field, we believe you’ll benefit from any of the six sales software options highlighted on this list.