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Top 10 Mortgage CRM Software in UK

Mortgage CRM software is specifically designed to help UK mortgage brokers and lenders manage their customer relationships more effectively. These platforms offer tools for tracking leads, managing client interactions, and automating follow-ups, ensuring that no potential customer is overlooked. With features like pipeline management, document storage, and integration with mortgage calculators, Mortgage CRM software streamlines the entire mortgage application process. Additionally, these systems provide detailed reporting and analytics, helping businesses understand their performance and identify areas for improvement. By using Mortgage CRM software, brokers can enhance their customer service, increase efficiency, and ultimately close more deals. Whether you’re a small brokerage or a large lending institution, the right CRM solution can make a significant difference in your operations. Explore the top 10 Mortgage CRM software solutions available in the UK to boost your mortgage business:
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★★★★★4.8 average rating from 10 reviews
Last Updated: October 12, 2026
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  • 12 Software
Complete Product Directory

List of Top Mortgage CRM Software

Review each product’s overview, then open available tabs for buyer fit, use cases, features, integrations, pros and cons, and pricing.

Mortgage CRM Software UK Products

Overview is available for every product. Additional tabs appear only when matching profile information exists.

12 products shown
#1

Creatio

🏆 SW Recommended

Agentic CRM & Workflow Platform with No-Code and AI at Its Core

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Overview

Creatio enables mortgage providers to manage leads, borrower relationships, application workflows, and service processes with AI agents and no-code automation. Teams can streamline communication, automate follow-ups, and improve coordination across the mortgage lifecycle while ma...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#2

Zoho CRM

🏆 SW Recommended

Top-rated Sales CRM Software by Customers

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Overview

Zoho CRM is a user-friendly software designed to streamline customer relationship management for businesses. It helps companies organize and automate their sales processes, fostering better customer interactions. With Zoho CRM, users can efficiently manage contacts, track leads,...

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Free Trial15 Days Starting Price₹9.08 Per month HeadquartersIndia
#3

BNTouch Mortgage CRM

🏆 SW Recommended

Best Mortgage CRM for Brokers & Lenders

★★★★★ 5.0 (2 Reviews)
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Overview

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...

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Free TrialNA Starting Price$165 Per month HeadquartersUnited States
#4

Pipedrive

🏆 SW Recommended

Sales CRM & Pipeline Management Software

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Overview

Pipedrive is an outstanding CRM software designed to simplify and optimize sales processes for businesses. Its straightforward interface helps teams manage leads and deals efficiently. The software enables users to track communication, set reminders, and prioritize tasks, ensurin...

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Free Trial14 Days Starting Price$14 Per month HeadquartersUnited States
#5

Keap

🏆 SW Recommended

Leading small business CRM and automation platform

★★★★★ 5.0 (2 Reviews)
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Overview

Keap is a leading CRM and business automation platform tailored for small businesses, entrepreneurs, and service-based teams seeking to automate sales, marketing, and client management in one unified platform. Combining robust customer relationship management (CRM) tools wit...

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Free Trial14 Days Starting Price$249 Per month HeadquartersUnited States
#6

Shape

AI CRM for Modern Businesses

★★★★★ 5.0 (2 Reviews)
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Overview

Shape is a modern product feedback and roadmap management tool designed to help SaaS teams build what users actually want. It brings customer feedback, feature requests, and internal ideas into one organized workspace, making it easier to identify patterns and prioritize high-imp...

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Free TrialNA Starting Price$119 Per month HeadquartersUnited States
#7

Surefire CRM

🏆 SW Recommended

Top Rated Mortgage Marketing Engine

★★★★☆ 4.8 (2 Reviews)
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Overview

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...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#8

Zendesk Sell

🏆 SW Recommended

Sell smarter, not harder

★★★★☆ 4.1 (2 Reviews)
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Overview

Zendesk Sell is a sales automation software designed for enhancing productivity in sales processes. It offers a streamlined interface for managing sales pipelines, ensuring efficient tracking of deals from initiation to closure. The software integrates with email, allowing for ea...

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Free TrialAvailable Starting Price$19 Per month HeadquartersUnited States
#9

HubSpot CRM

🏆 SW Recommended

Free CRM Software & Tools for Your Whole Team

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Overview

HubSpot is a top-rated all-in-one CRM platform that caters to the needs of small and scaling businesses. With its intuitive user experience, powerful features, and scalability, HubSpot stands out as the best CRM choice for small and scaling businesses alike. This platform offers...

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Free TrialAvailable Starting Price$752 Per month HeadquartersUnited States
#10

Salesforce Financial Services Cloud

🏆 SW Recommended

Best Financial Services CRM

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Overview

Salesforce Financial Services Cloud (FSC) is a purpose-built CRM platform designed specifically for banks, wealth management firms, insurance companies, lenders, and asset managers that need more than a generic CRM can offer. Built on top of Salesforce's trusted Sales Cloud and S...

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Free TrialAvailable Starting Price$325 Per month HeadquartersUnited States
#11

nCino's Mortgage Suite

nCino's Mortgage Suite for Modern Lenders

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Overview

nCino's Mortgage Suite is an innovative software solution designed to revolutionize the mortgage lending process. Its cloud-based platform offers unparalleled accessibility, allowing users to manage loan processes from anywhere. The suite's standout feature is its automated under...

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Free TrialNA Starting PriceContact Vendor HeadquartersUnited States
#12

EngageBay CRM

🏆 SW Recommended

All-in-One CRM - Marketing, Sales & Support Software

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Overview

EngageBay CRM is a comprehensive software solution tailored to enhance customer relationship management for businesses of all sizes. It serves as a centralized platform, simplifying the organization and nurturing of customer interactions, marketing efforts, and sales activities....

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Free TrialAvailable Starting Price$12.74 Per month HeadquartersUnited States

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