Check out our independent editorial review of the best crm software for sales professionals, including use cases for each option.
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:
Mortgage brokers and loan officers will benefit most from uncomplicated CRM software with a solid core of general and industry-specific features at a reasonable price. Thus, we placed the most emphasis on cost, core features, and ease of use. Other criteria we took into consideration include third-party app integration, customization options, and customer support availability.
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.
Well-rounded CRM ideal for mortgage professionals who need excellent customer-facing features.
Price Range: $12.50 – $99 per user, per month (14-day free trial)
Pipedrive is not a mortgage CRM by design but its Financial Services platform equips it with a decent suite of industry features — including hundreds of financial app integrations and loan tracking. Pipedrive’s client-forward CRM has a customer portal that organizes documents and gives real-time status updates for applications. Pipedrive’s prices are among the most affordable on our list, with no setup fees required. You can try Pipedrive free for 14 days.
Easily track loan applications from start to finish with this CRM, including a generous 30-day trial.
Price Range: $21 – $83 per user, per month (30-day free trial)
LionDesk—one of our top-rated real estate CRMs—offers a Loan Officers platform that transforms it into a reliable mortgage CRM. Use the Transactions tab to manage loan applications, refinancing, and closings. LionDesk also shines when it comes to lead nurturing with a host of drip campaign options and an AI text messaging bot called Gabby. With a generous 30-day trial, you can acquaint yourself with LionDesk before committing.
A general CRM that has AI-based lead scoring, document management, and integration with top LOS programs.
Price Range: $99 per user, per month (14-day free trial)
Shape Software CRM is a general CRM that excels at providing a rich suite of mortgage-centric features. Its ShapeIQ technology uses AI, analytics, and data to qualify and score mortgage leads. Shape Software CRM even supports Fannie Mae 3.2 file exports and integrates with popular LOS programs like Encompass and LendingPad. Enjoy unfettered access to every feature of Shape Software CRM at no cost with a 14-day free trial.
Retain customers with BNTouch’s unlimited email, campaigns, and videos — all of which you can send automatically.
Price Range: $148 – $158 per user, per month ($79 setup fee)
BNTouch mortgage CRM is ideal for loan salespeople involved in multi-channel marketing. Users can create unlimited emails, campaigns, and marketing videos. BNTouch also makes it easy to engage with clients during and after the mortgage process with automated follow-ups. Individual plan subscribers can send 1,000 SMS messages (or up to 1,000 minutes of voice messages) per month at no extra cost; it’s a $49 add-on for Team and Enterprise tiers.
Built on Salesforce, this customizable CRM features hundreds of app integrations and robust features.
Price Range: Request a quote
Jungo mortgage CRM is built on the renowned Salesforce platform. This opens Jungo up to hundreds of integrations via Salesforce AppExchange, Salesforce mobile app access, and plenty of custom elements. Salesforce Power Users will feel at home with Jungo while those unfamiliar with Salesforce may need extra time familiarizing themselves with this CRM. Fortunately, Jungo provides live onboarding support along with a decent knowledge base.
Source mortgage leads from Zillow, LendingTree, and many more popular aggregates with this CRM.
Price Range: $79 per user, per month ($299 setup fee)
Whiteboard Mortgage CRM plays nice with a number of lead aggregates, ranging from pre-mapped imports like Zillow and LendingTree to webhook-enabled imports like Boomtown, and Lead Point. That’s in addition to integrations with top LOS platforms Calyx and Encompass. Also notable is the Whiteboard’s Mortgage Playbook, which provides automated task creation, email templates, call prompts with scripts, and other useful functions right out of the box.
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.
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