Best Mortgage Software for Small Businesses (Free & Paid)

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

PhoneBurner is a cloud-based power dialer and sales acceleration platform designed to increase productivity in outbound call centers and among sales teams. Its primary feature is the ability to dial numbers rapidly, reducing the time sales reps spend waiting for calls to connect or dealing with busy signals and voicemails. PhoneBurner also offers functionalities like voicemail drop, email follow-u... Read more about PhoneBurner

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

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

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 underwriting system, which significantly speeds up loan approvals while reducing errors. It provides a holistic view of the b... Read more about nCino's Mortgage Suite

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

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

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

Avista Accelerator is a leading loan origination software that streamlines the lending process for financial institutions. With its robust features, it simplifies application management, credit checks, and compliance tracking, ensuring a seamless experience for both lenders and borrowers. The software offers customizable workflows, allowing organizations to tailor the process to their specific nee... Read more about Avista Accelerator

REALTrans is an innovative mortgage and loans software designed to streamline the loan origination and processing workflow for financial institutions. It offers a comprehensive suite of tools for managing applications, underwriting, and closing processes, ensuring compliance with industry regulations. REALTrans enables users to automate routine tasks, reducing manual effort and improving operation... Read more about REALTrans

TValue is a specialized loan servicing software designed to enhance the management of loan portfolios for lenders and financial institutions. This comprehensive platform provides tools for tracking payments, monitoring loan performance, and ensuring compliance with regulatory standards. With features such as automated reporting, customizable dashboards, and real-time analytics, TValue enables orga... Read more about TValue

MeridianLink Mortgage is a comprehensive software solution designed to streamline the mortgage and loan origination process for financial institutions. This robust platform offers a suite of tools for managing applications, automating workflows, and ensuring compliance with regulatory requirements. With MeridianLink Mortgage, lenders can efficiently track the status of applications, manage documen... Read more about MeridianLink Mortgage

Particeep Plug is a customizable banking and investment platform that enables financial institutions to offer online financial services quickly. It provides ready-to-use modules for account management, loan origination, investment products, and customer onboarding. The software allows banks and fintech companies to digitalize their offerings without extensive development time. Particeep Plug suppo... Read more about Particeep Plug

AllCloud Enterprise is a comprehensive loan servicing software designed to streamline the management of loans and financial transactions for lenders and financial institutions. This platform offers an array of features that facilitate the entire loan lifecycle, from origination and underwriting to servicing and collections. With its user-friendly interface, AllCloud Enterprise enables users to tra... Read more about AllCloud Enterprise

EDocGen is a powerful mortgage and loans document automation tool, designed to streamline and simplify document generation in the financial services sector. With EDocGen, mortgage and loan providers can automatically generate, distribute, and manage crucial documents such as loan agreements, disclosures, and mortgage statements. Its flexible template design allows users to create standardized form... Read more about EDocGen

The FICO Optimization Solution for Mortgage Pricing offers a sophisticated approach to mortgage pricing by utilizing advanced data analytics and optimization techniques. This software enables lenders to set competitive and profitable mortgage rates, taking into account numerous market variables and customer segments. With its predictive modeling, the FICO Optimization Solution provides lenders wit... Read more about FICO Optimization Solution for Mortgage Pricing

Roostify is an innovative point of sale software designed to streamline the transaction process for retail and hospitality businesses. This platform provides comprehensive tools for managing sales, inventory, and customer interactions efficiently. With Roostify, users can process transactions seamlessly, track inventory levels, and manage customer data in real time. The software includes features ... Read more about Roostify

Blend is a comprehensive loan origination software designed to streamline the mortgage and lending process for financial institutions. This platform offers tools for managing applications, verifying borrower information, and facilitating communication between lenders and applicants. With Blend, users can create a user-friendly online application process that enhances the borrower experience and re... Read more about Blend

MeridianLink Consumer is a specialized loan origination software designed to streamline the lending process for financial institutions. This platform provides tools for managing loan applications, automating workflows, and ensuring compliance with industry regulations. Users can create customizable application forms that capture essential borrower information, improving the efficiency of the loan ... Read more about MeridianLink Consumer

BeSmartee is a user-friendly mortgage and loans software designed to simplify the home loan process for both lenders and borrowers. The platform streamlines loan origination, application processing, and documentation, enabling mortgage lenders to provide a faster, more efficient service. BeSmartee’s digital interface allows borrowers to apply for loans online, upload required documents, and rece... Read more about BeSmartee

Trelix is a mortgage and loans software designed to help lenders and financial institutions manage the entire loan lifecycle, from origination to servicing. The platform offers tools for loan application processing, credit assessment, document management, and compliance tracking, ensuring a smooth and efficient lending process. Trelix includes features like automated underwriting, risk management,... Read more about Trelix

TrustStar is an insight engines software designed to help businesses unlock valuable insights from their data by using advanced search and analytics capabilities. The platform combines machine learning, natural language processing (NLP), and artificial intelligence (AI) to provide businesses with real-time insights, trend analysis, and predictive analytics. TrustStar includes features for content ... Read more about TrustStar

MSO (Mortgage and Loans Software) is a comprehensive platform designed to streamline the management of mortgages and loans. It helps lenders, brokers, and financial institutions manage the entire loan lifecycle, from application and approval to servicing and repayment. MSO simplifies tasks such as loan origination, credit checks, underwriting, and documentation, ensuring that processes are efficie... Read more about MSO

Flex Engine is a robust lease accounting software solution designed to help businesses comply with accounting standards, manage leases, and streamline their financial processes. With the implementation of accounting standards like ASC 842 and IFRS 16, Flex Engine simplifies the complex task of lease reporting by automating calculations and generating accurate financial reports. The platform enable... Read more about Flex Engine

1 Solution Mortgage Software (1SMTG) is a comprehensive mortgage automation platform that streamlines the loan origination process from application to closing. It features AI-powered underwriting, compliance tracking, fraud detection, and seamless integration with credit bureaus and financial institutions. With built-in CRM and marketing tools, 1SMTG helps mortgage professionals increase efficien... Read more about 1 Solution Mortgage Software

LoanCirrus is a comprehensive Loan Servicing Software designed to streamline the management of loan portfolios for financial institutions. This platform offers a user-friendly interface that enables lenders to track, manage, and service loans efficiently throughout their lifecycle. With features such as automated payment processing, delinquency management, and detailed reporting, LoanCirrus ensure... Read more about LoanCirrus

Finmo is a comprehensive mortgage and loans software designed to simplify the lending process for financial institutions and mortgage brokers. This platform offers an array of tools that facilitate loan origination, processing, and management, ensuring a streamlined experience for both lenders and borrowers. With Finmo, users can create customized loan applications, automate workflows, and track t... Read more about Finmo

SIAC Suite is a comprehensive mortgage and loans software solution designed to simplify and streamline the loan management process for financial institutions. The software covers the entire loan lifecycle, from origination and underwriting to servicing and collections. SIAC Suite provides intuitive tools for loan officers to assess applications, analyze credit risks, and evaluate the financial hea... Read more about SIAC Suite