Best Mortgage Software

Are you tired of sifting through endless paperwork and countless hours trying to find the perfect mortgage plan? Say goodbye to the traditional, time-consuming process and hello to innovative mortgage software. Mortgage software is a software program that helps mortgage lenders originate and service loans. The software typically includes a loan origination system (LOS), which handles loan applications, and a loan servicing system, which manages post-closing activities such as payments, escrow, and collections. Some plans also include customer relationship management (CRM) functionality to help mortgage originators build relationships with borrowers. Whether you are a broker or lender looking for the best mortgage software to streamline your workflows or a consumer interested in evaluating different providers, below will provide you with information about the top mortgage software solutions.

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List of Best Mortgage Software

Plaid

The safer way for your users to link financial accounts

Plaid is a cutting-edge financial technology software that acts as a bridge between applications and users' bank accounts, revolutionizing the way financial data is accessed and utilized. Its primary feature is the seamless and secure integration it offers, allowing apps to connect with users’ bank accounts for various purposes like personal finance management, lending, and payments. Plaid stand... Read more about Plaid

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Creatio

No-Code Platform to automate workflows and CRM

Creatio is a unique software platform that combines CRM, process automation, and low-code development capabilities, catering primarily to medium and large enterprises. Its standout feature is the seamless integration of these three core functionalities, enabling businesses to manage customer relationships, streamline processes, and rapidly develop custom applications. Creatio's CRM module excels i... Read more about Creatio

Free Trial

Available

Pricing Type

$25 Per month

Location

United States

Floify

Your Edge in Mortgage Banking Excellence

Floify is a cutting-edge mortgage point-of-sale software developed to optimize the loan origination process for lenders and borrowers alike. Its standout feature is the streamlined document collection and management system, which significantly reduces the hassle of paperwork. Floify excels in enhancing communication, offering real-time updates and notifications to keep all parties informed. The pl... Read more about Floify

Free Trial

NA

Pricing Type

$70price

Location

United States

Total Expert

Purpose-Built Customer Engagement Platform

Total Expert is a comprehensive marketing and customer engagement platform primarily designed for financial institutions like banks, lenders, and credit unions. It uniquely combines marketing automation, CRM, and compliance management into a single, integrated solution. The platform excels in personalizing customer interactions, utilizing data-driven insights to tailor marketing campaigns and comm... Read more about Total Expert

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Calyx Point

The industry’s leading LOS for mortgage brokers, Point covers the origination process from prequalification to closing, saving valuable time & money.

Calyx Point is a comprehensive mortgage origination and processing software developed to streamline the lending process. It stands out for its all-in-one approach, integrating loan processing, underwriting, and closing functionalities into a single, user-friendly platform. Calyx Point simplifies complex loan transactions with its intuitive interface, making it accessible for both beginners and exp... Read more about Calyx Point

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Qualia

Digital Real Estate Closing Platform and Settlement Software

Qualia is an innovative real estate closing platform developed to revolutionize the home buying experience. It's a game-changer for title companies, law firms, and mortgage lenders, offering streamlined, end-to-end processing of real estate transactions. Its standout features include intuitive workflow automation, which significantly reduces paperwork and simplifies communication among parties. Qu... Read more about Qualia

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

LendingPad

A unique web-based, end-to-end innovative LOS for residential mortgage lending

LendingPad is an innovative cloud-based loan origination system (LOS) developed to streamline the mortgage lending process. It stands out for its real-time collaboration capabilities, allowing multiple stakeholders to work simultaneously on a loan file. This feature enhances communication and speeds up loan processing. LendingPad offers an intuitive and user-friendly interface, making it easy for ... Read more about LendingPad

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Surefire CRM

Top Rated Mortgage Marketing Engine

Surefire CRM is a dynamic customer relationship management software specifically designed for the mortgage industry. It distinguishes itself with its robust marketing automation, personalized content creation, and lead management capabilities. The platform offers a comprehensive suite of tools for mortgage professionals, including automated communication workflows, which ensure consistent engageme... Read more about Surefire CRM

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

FileInvite

Stop chasing your clients for documents

FileInvite is a streamlined document collection software that revolutionizes the way professionals gather information from clients. It's particularly effective for industries like finance and legal services, where secure document handling is crucial. FileInvite simplifies the process by allowing users to create customizable requests for information or documents, which clients can respond to direct... Read more about FileInvite

Free Trial

NA

Pricing Type

$$49 Per month

Location

United States

BNTouch Mortgage CRM

Mortgage Business Growth Platform

BNTouch Mortgage CRM is a comprehensive and versatile software tailored for mortgage professionals. It excels in streamlining client interactions and loan processing, making it an essential tool in the mortgage industry. Its standout features include automated marketing campaigns that keep clients engaged and informed. The CRM offers a centralized database for easy access to client information, en... Read more about BNTouch Mortgage CRM

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

The Mortgage Office

Market Leader in Loan Servicing & Origination Software

The Mortgage Office is a comprehensive software solution tailored for the mortgage industry offering a seamless blend of loan servicing and origination features. It stands out for its user-friendly interface, enabling effortless management of loan portfolios of any size. Key features include automated loan calculations, detailed payment tracking, and robust reporting tools, ensuring accuracy and c... Read more about The Mortgage Office

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Margill Loan Manager

World-Class Loan Servicing Software

Margill Loan Manager is a highly specialized software developed for precise and efficient loan management. It is ideal for organizations managing loans, lines of credit, leases, and other forms of credit. The software's standout feature is its exceptional ability to handle complex interest rates and repayment terms, which makes it suitable for a wide range of financial scenarios. It simplifies the... Read more about Margill Loan Manager

Free Trial

NA

Pricing Type

Contact Vendor

Location

Canada

Mortgage Automator

Complete Loan Origination and Servicing Software for Private Lenders

Mortgage Automator is a dynamic, cloud-based software specifically developed for private mortgage lenders and brokers. It streamlines the entire lending process, from origination to closing, with an emphasis on automation and efficiency. The software's standout feature is its ability to automate repetitive tasks, saving time and reducing errors. It offers robust loan tracking, document generation,... Read more about Mortgage Automator

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

MortgageHalo

Simplify Mortgage Broker CRM with MortgageHalo

MortgageHalo is an innovative software developed specifically for mortgage brokers and lenders, aiming to modernize and simplify the mortgage process. Its standout feature is the integration of AI technology, which enhances efficiency by automating complex tasks like underwriting and data analysis. This leads to faster, more accurate loan decisions. MortgageHalo offers a user-friendly interface th... Read more about MortgageHalo

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

LendingWise

Loan Origination Software

LendingWise is a versatile, cloud-based software platform developed to cater to the diverse needs of the lending industry, including commercial, hard money, and residential sectors. It distinguishes itself with its end-to-end loan lifecycle management, covering everything from origination to servicing and asset management. The software's powerful customization capabilities allow users to tailor it... Read more about LendingWise

Free Trial

NA

Pricing Type

$149 Per month

Location

United States

The Loan Office

Affordable Loan Servicing Software Platform

The Loan Office is a versatile software solution developed for small to medium-sized lenders, offering a comprehensive suite of tools to manage loans efficiently. Key to its appeal is its affordability, making it accessible to businesses of all sizes. The software excels in loan servicing and management, featuring robust tracking capabilities for payments, interest rates, and insurance. It offers ... Read more about The Loan Office

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

IncomeXpert

Comprehensive income analysis software for mortgage professionals.

IncomeXpert is a specialized software tool developed to streamline and enhance the income analysis process in the mortgage industry. It's particularly tailored for loan officers and underwriters, offering a robust solution for calculating borrower income accurately and efficiently. Key features include advanced algorithms that can handle a wide range of income types, from basic salary to complex s... Read more about IncomeXpert

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Oper Credits

The Best Mortgage Origination Software

Oper is a leader in cloud-based mortgage software that revolutionizes the borrowing experience. Our platform streamlines the entire mortgage process, enabling borrowers to manage applications efficiently while providing loan advisors with powerful tools for personalized service. With features like automated document generation and seamless integration with core banking systems, Oper achieves 81% ... Read more about Oper Credits

Free Trial

NA

Pricing Type

Contact Vendor

Location

Belgium

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