LiveEasy simplifies the moving and living experience with a dedicated concierge service. It provides an online platform for comparing quotes, exclusive savings, and essential services checklist. With an average savings of $400, it helps homeowners manage their finances and offers exceptional personalized service supported by customer reviews and partnerships with industry leaders.

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.

LoanOfficer.ai 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.

LoanSense is a Mortgage Fintech as a Service platform for mortgage lenders. It helps lenders compete by offering higher pre-approvals, lower student loan payments, and improved debt-to-income ratios. Their proprietary tools and resources enhance marketing credibility and lead generation, optimizing loan processing time for better client satisfaction.

Milestones is a homeowner management system that offers services such as collaborative transactions, a services marketplace, and solutions for real estate, mortgages, and closing services. They aim to deliver personalized service at every step of the homeowner journey and provide access to local resources and trusted professionals.

MindTickle provides a comprehensive sales enablement and readiness platform that focuses on training, coaching, and improving the performance of sales teams through data-driven insights. Their sales enablement solutions help ensure that mortgage sales professionals are well-prepared to engage with prospects and clients.

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.

MorFi delivers an all-in-one mortgage OS for originators—supporting lead gen, borrower‑facing websites, applications, AI estimates, and file monitoring. Plug-and-play modules grow with your business, improving efficiency and profitability.

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.

Mova empowers mortgage lenders with AI-driven conversation intelligence, analyzing every caller interaction—voice, email, chat, text—to surface satisfiers and fallout risks, enabling proactive coaching, compliance monitoring, and enhanced borrower experience.

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.

Passport is a mobile platform that empowers consumers by providing unique insights into credit worthiness, and guiding them through their unique financial journey to meet their goals. Credit needs an overall. The current method is broken. Passport's comprehensive approach opens the doors for both lenders and consumers in a way the world has never seen.

Percy AI is an innovative company that empowers real estate agents and mortgage loan officers to enhance their connections with clients and drive more transactions. Their data-driven approach focuses on fostering borrower retention and providing tools for success to mortgage lenders, delivering impressive results and boosting ROI.

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.

Pixingo helps mortgage professionals strengthen client relationships and stay top‑of‑mind by sending tasteful, branded greeting cards and gifts. Their streamlined ordering, customizable designs, and automated workflows enable lenders to deliver thoughtful touchpoints effortlessly—boosting referrals, loyalty, and retention.

Porch provides home services solutions by offering a range of services from finding top-rated home improvement professionals, moving checklists, insurance, and security solutions to home inspections, handyman services and more. They also provide cost guides for a variety of services in major US cities.

RADCRM offers an all-in-one real estate and mortgage SaaS platform. Designed exclusively for loan officers, it streamlines business operations and enhances realtor relationships. With powerful tools and features, it helps mortgage lenders double production and maximize potential through effective communication and automation.

Real Estate Connection is a nationwide realtor management company that acts as a bolt-on real estate brokerage for mortgage lenders. Their end-to-end software solution increases buyer retention through a panel of preferred realtors, ensuring seamless communication and enhanced borrower satisfaction.

REPAY is a mortgage lending technology provider that offers services such as loan origination, servicing, and collection via a suite of online and mobile tools. The platform streamlines the management of receivables for mortgage lenders, allowing them to focus on growing their businesses.

RetroRate, by Assumable Technologies Inc., revolutionizes real estate by enabling agents, buyers, and mortgage lenders to discover and market homes with assumable loans, enhancing affordability and inventory. A leading mortgage fintech service, it redefines home buying and selling dynamics.