Read our independent editorial review of the best contact management software for salespeople, including the best use cases for each option.
Mortgage CRMs are software that help lenders attract and nurture potential borrowers and also streamline mortgage applications and approvals. The top mortgage CRMs offer standard features like pipeline management and email marketing plus industry-specific tools such as loan management, mortgage event notifications, and integrations with loan origination systems (LOS). To help you choose your mortgage CRM, we've evaluated the best options and their use cases.
Here are the top six mortgage CRMs for loan salespeople:
Overall, we found that Pipedrive offers the best overall value for those seeking a mortgage-forward CRM, even though it's a general CRM not specifically geared toward mortgage professionals. However, several options scored highly in one category or another, and all CRMs on our list are solid options for the industry. Continue reading to learn how each fared in terms of pricing, features, and primary use cases, plus how we scored each option.
Note: All per-user prices are with a one-year commitment unless noted.
The top tools below are included in the best CRMs for mortgage professionals:
Email marketing capabilities allow you to segment your lists of leads and customers and send targeted email campaigns or ongoing drip sequences to each group, then measure the emails' success via analytics.
Loan management features allow you to track and automate the entire loan lifecycle, from application to close, so you can easily stay on top of the mortgage loans you're working on with applicants and clients.
Mortgage event notifications include reminders about changes to annual premium and insurance rates, and this feature also often includes a built-in calendar where you can add appointments and other events plus pop-up alerts and notes to help you remember key details.
By integrating a loan origination system (LOS) with your CRM, you can connect the information between the two platforms and set them up to automatically sync so the data is always correct.
To determine the best CRM software for mortgage brokers and loan officers, we looked at general as well as industry CRM options, using a weighted scoring method to give each software a score out of five. We divided our scoring criteria into six categories, using key subcriteria to assign each option a score in every category. The CRMs scoring the highest overall made our list and received primary use cases based on their best features and tools.
Investing in the right mortgage CRM software will help you attract and manage clients, plus maintain relationships with them. 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.