The Customer Relationship Software (CRM) is an integral part of any mortgage lender’s technology stack. The CRM category is a collection of software companies that are focused on helping every type of mortgage lenders, including, loan officers, brokers, deposit banks, credit unions, and independent mortgage lenders.

CRM Buyer's Guide
  • Say goodbye to legacy systems that slow you down and embrace the future of mortgage origination. inflooens, mortgage technology bolstered by Salesforce, is the ultimate solution for lenders, offering the next-gen CRM, POS, and Loan Process Automation platform. With smart lead management, an intuitive user interface, and automated tasking and tracking, lenders experience increased efficiency, engagement, and improved loan origination. Additional benefits include AI underwriting, automated closing, and OCR functionality, ensuring a seamless and streamlined process.

  • Insellerate is a highly scalable, configurable, and modern platform that accelerates the sales process and generates repeat business. Built by mortgage professionals, the Insellerate platform has full CRM functionality with built-in Lead management and automated marketing. Lenders can improve both the borrower and loan officer experience with multi-channel communication, leveraging tools such as phone, SMS text messaging, email, direct mail and customer monitoring.

  • Elevate your business with OptifiNow—the all-in-one CRM built for mortgage lending. Tailored for retail, consumer direct, wholesale, and correspondent channels, we are the only CRM marrying cutting-edge technology with personalized "white glove" service—crafting success through understanding, customization, and proactive support. Reduce costs, enhance efficiency, and gain a long-term partner invested in your success.

  • ThinkAidium is a business consulting firm that helps companies optimize their marketing, sales, and operations strategies. They offer expertise in areas such as customer experience, digital marketing, sales automation, and data analytics to drive growth and improve business performance.

  • Big Purple Dot is a real estate CRM and transaction management platform that helps agents and brokers streamline their business processes. It offers features such as contact management, lead generation tools, workflow automation, and transaction tracking to enhance productivity and organize real estate transactions effectively.

  • BNTouch is a mortgage CRM and marketing automation platform designed for lenders and mortgage professionals. It offers features for lead management, email marketing, customer relationship management, and business intelligence, helping mortgage professionals enhance customer relationships and drive business growth.

  • Bonzo is a CRM and marketing automation platform designed for sales and marketing professionals. It enables users to create personalized video messages, automate follow-ups, and improve customer engagement. Bonzo enhances communication and helps businesses connect with prospects and customers on a personal level.

  • Candid is a collaborative CRM software designed for professional services firms. It offers a centralized platform for managing client relationships, tracking projects, and streamlining communication within the organization. Candid aims to improve efficiency, productivity, and client satisfaction for service-based businesses.

  • Cimmaron Software offers a variety of software solutions for different industries. It provides custom software development, mobile app development, web-based software solutions, and more. Cimmaron Software focuses on delivering tailored software solutions to meet the unique needs of businesses and help them achieve their goals.

  • HubSpot is an all-in-one inbound marketing and sales platform that provides tools for lead generation, content marketing, social media management, customer relationship management (CRM), and analytics. It helps businesses attract, engage, and delight customers while ultimately growing their brand and increasing revenue.

  • Jungo is a CRM and marketing automation platform designed for the financial services industry, including mortgage, real estate, and wealth management. It offers features for lead management, process automation, customer relationship management, and analytics to help financial professionals streamline their operations and grow their business.

  • LeadMailbox is a sales engagement and CRM platform designed for businesses of all sizes.

  • LoanMore CRM is a CRM software solution tailored for loan officers and mortgage professionals. It offers features for lead management, customer relationship management, and marketing automation, helping loan officers streamline their processes and improve customer interactions.

  • is a comprehensive mortgage CRM platform that offers automation tools for mortgage lenders. It helps streamline the mortgage process with features such as lead management, marketing automation, document management, and integrated communication, improving efficiency and productivity for mortgage professionals.

  • MLOFLO is a CRM and mortgage point-of-sale (POS) system designed to streamline the mortgage application process. It provides features for lead management, document collection, disclosures, and borrower communication, helping loan officers simplify the loan origination process and improve the borrower experience.

  • MortgageHalo, powered by Halo Programs, is a software solution specifically designed for mortgage brokers and loan officers. It offers features for lead generation, customer relationship management, loan pipeline management, and compliance tracking, helping mortgage professionals streamline their operations and increase efficiency.

  • MortgageIQ CRM is an industry-specific CRM software designed for mortgage professionals. It provides tools for lead management, borrower communication, loan pipeline tracking, and marketing automation, helping mortgage originators streamline their workflow and enhance customer relationships.

  • NextWave CRM is a mortgage CRM platform that provides features like contact management, lead nurturing, email marketing, transaction management, and reporting. Developed for Retail, Consumer Direct and TPO/Wholesale lenders, it helps streamline business processes, manage client relationships, and drive growth.

  • OutboundEngine is a marketing automation platform for small and medium-sized businesses. It offers features for social media management, email marketing, lead nurture campaigns, and reputation management. OutboundEngine enables businesses to automate their marketing efforts and stay engaged with their customers to drive growth and increase customer loyalty.

  • Pipedrive is a sales CRM and pipeline management platform that helps sales teams organize and streamline their activities to close more deals. It offers features such as contact management, deal tracking, email integration, and reporting.