How Lenders Are Rebuilding Their Mortgage Tech Stacks in 2025 In 2025, the mortgage tech stack is being reimagined. Instead of buying monolithic systems or patching legacy tools, today’s lenders are assembling modular, best-in-class software across the loan lifecycle—from lead to close to post-funding engagement. This shift isn’t just about efficiency. [...]
Mortgage Tech Stack Comparison: How Today’s Lenders Build for Speed, Scale & Compliance What’s in a modern mortgage tech stack? For lenders and brokers, selecting the right mix of technology—LOS, CRM, POS, automation, and more—isn’t just a tech decision. It’s a growth strategy. In this guide, we compare the most important [...]
Mortgage Advisor Tools vs TrustRadius: What’s Better for Mortgage Tech Buyers? Mortgage Advisor Tools is purpose-built for mortgage professionals seeking tech solutions. TrustRadius, while known for long-form software reviews, doesn’t specialize in mortgage technology. Here’s how the two compare. Feature Mortgage Advisor Tools (MAT) TrustRadius Industry Focus Mortgage technology [...]
Best CRM for Mortgage Lenders in 2025: Compare 30+ Top Platforms Looking for the best CRM for mortgage lenders? You're not alone. With borrower expectations rising and competition fierce, having the right customer relationship management (CRM) platform is no longer optional—it's a growth lever. Whether you're a solo loan officer or [...]
PRMG: Pioneering Marketing Tech and Automation in the Mortgage Industry In an engaging episode of Mortgage Tech Talks, we had the pleasure of delving into the innovative world of performance marketing within the mortgage industry. Robin Clayton, the Director of Performance Marketing at Paramount Residential Mortgage Group (PRMG), joins us [...]
Introducing CotalityTM: CoreLogic's Bold Rebrand Signals a New Era for Property and Mortgage Industry Professionals The landscape of property information, analytics, and data-enabled solutions is undergoing a monumental transformation, led by a name familiar to many in the mortgage lending sphere: CoreLogic. However, this trusted entity is stepping into a new [...]
Embracing AI in Mortgage Technology: A Strategic Imperative for Lenders The mortgage industry is at a pivotal juncture, where embracing technology, especially artificial intelligence (AI), is not just an option but a strategic imperative. During a recent episode of Mortgage Tech Talks , Krish Dhokia, CMO of Kind Lending, alongside Steven [...]
MMI Acquires MonitorBase – Creating Powerhouse Lead-to-Loan Platform Salt Lake City, Utah – February 14, 2025 – Mobility Market Intelligence (MMI), a leader in real-time mortgage market data and business intelligence solutions, announces its acquisition of MonitorBase, a pioneer in borrower monitoring and predictive analytics. In August 2023, MMI acquired Bonzo, [...]
From SDK to Success: Upgrading to Encompass APIs for Operational Excellence The mortgage industry stands at the brink of a major transformation, driven by the shift from the traditional Encompass SDK to the innovative Encompass Developer Connect APIs. This change is not just about keeping up with technology—it's about unlocking a [...]
List of Mortgage Settlement & Closing Companies In the ever-evolving landscape of mortgage lending, efficiency, compliance, and innovation are not just desired—they are essential. Understanding this, we've spotlighted 10 mortgage settlement and closing companies. Each one offers a unique blend of technology and services to streamline the mortgage process, enhance compliance, [...]
Building a Business Case for Investing in Borrower Retention Software ROI and Beyond For mortgage lenders, investing in borrower retention software is not merely an operational decision; it is a strategic one with far-reaching financial and operational implications. Here, we build a compelling business case for this technology, showcasing the multifaceted [...]
Drive Growth: Customize Your Mortgage POS Software No two mortgage companies are the same, and every lender is likely to have different requirements when it comes to their loan origination and processing procedures. Customizing mortgage POS (point of sale) software can provide lenders with the flexibility and configurability needed to meet [...]
Centralize Multiple Communication Channels with Mortgage CRM In the modern digital landscape, mortgage lenders face the challenge of managing multiple communication channels effectively. To streamline communication processes and ensure a consistent borrower experience, lenders can leverage mortgage Customer Relationship Management (CRM) software with unified messaging solutions. In this blog post, we [...]
Enhancing Transparency and Accountability with Mortgage Point of Sale Using POS Systems to Track and Audit Loan Origination Activities for Regulatory Compliance Transparency and accountability are critical in the mortgage industry to ensure regulatory compliance and maintain trust with clients. Mortgage loan originators can enhance transparency and accountability by leveraging mortgage [...]
Leveraging Mortgage Point of Sale Data for Improved Client Retention Client retention is a crucial aspect of success for mortgage loan originators. The ability to retain satisfied clients not only boosts reputation but also leads to valuable referrals. In today's digital age, mortgage loan originators have a powerful tool at their [...]
5 Ways Mortgage CRM Software Can Help Lenders Manage Referral Partners Effectively Referral partners play a crucial role in the success of mortgage lenders. To effectively manage and nurture these relationships, lenders need a robust mortgage Customer Relationship Management (CRM) software solution. In this blog post, we will explore five ways [...]
Leveraging AI and Machine Learning in Point of Sale Software Artificial intelligence (AI) and machine learning (ML) have rapidly become transformative technologies across various industries, and the mortgage industry is no exception. Mortgage lenders are increasingly embracing AI and ML to simplify processes, improve efficiency, mitigate risks, and enhance the [...]
The Rise of Mobile Point of Sale for Mortgage Lenders With the proliferation of smartphones and the increasing reliance on mobile technology, the mortgage industry is witnessing a significant shift towards mobile point of sale (POS) solutions. Mobile POS systems enable lenders to engage borrowers on-the-go, streamline the application process, and [...]
Knowledge is Power: Continuing Education for Mortgage Professionals In the competitive mortgage industry, continuing education is essential. Ongoing education to sharpen and refine skills helps mortgage professionals stay ahead, enhance their expertise, and deliver exceptional service to clients. In this blog post, we'll explore why continuing education continuing education is significant [...]
Why Marketing Automation Software is a Game Changer for Mortgage Lenders Staying ahead of the competition and effectively reaching potential borrowers is crucial for mortgage lenders. Marketing initiatives can be time-consuming and resource-intensive., However, with the advent of advanced marketing automation software, mortgage lenders now have a powerful tool to streamline [...]
