Best Mortgage CRM Software

The loan CRM software is an application that makes loan processing easy. It comprises all the customers' records for further investigation to keep them safe, which you can easily retrieve with the help of the software. Loans have different categories, and a mortgage loan is one of them. Mortgage loan officers prefer the best mortgage CRM software for loan officers, which helps realtor follow-up, close deals, automate marketing efforts, centralize all ...

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List of Best Mortgage CRM Software

Pipedrive

Sales CRM & Pipeline Management Software

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, ensuring that opportunities are not missed. Pipedrive's visual sales pipeline provides a clear overview of deals, making it ... Read More

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United States

Salesforce Financial Services Cloud

Drive customer growth and loyalty in ...

Salesforce Financial Services Cloud is a specialized software designed for finance professionals. It's a part of Salesforce, a famous platform known for managing customer relationships. This software is tailored to help banks, insurance companies, and wealth management firms better serve their clients. It does so by giving a complete view of each customer's profile, including their financial goals... Read More

Available

$300/month

United States

Creatio

No-Code Platform to automate workflows ...

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 ... Read More

Available

$25/month

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 ... Read More

7 Days

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United States

Shape Software

The All-in-One Business Management ...

Shape is a cutting-edge CRM and sales automation software specifically crafted to boost efficiency and drive business growth. Its standout feature is the seamless integration of sales, marketing, and customer service tasks within one platform. Shape excels in lead management, effortlessly capturing and nurturing leads to maximize conversion rates. The software's robust automation tools streamline ... Read More

7 Days

$119/month

United States

Apptivo

Simplify your business operations with ...

Apptivo is a cloud-based suite of business applications designed to support various aspects of organizational management. It includes a comprehensive CRM system for effective customer relationship management, streamlining communication and sales processes. The software offers project management tools, facilitating task tracking and team collaboration. Inventory management within Apptivo assists in... Read More

30 Days

$15/month

United States

FreeAgent CRM

CRM Software that's easy to use

FreeAgent CRM is a modern, cloud-based customer relationship management solution tailored for small and medium-sized businesses seeking to enhance customer engagement and streamline sales processes. Its standout features include a highly customizable interface, enabling users to tailor the CRM solution to their specific business needs. FreeAgent CRM excels in automating sales workflows, managing ... Read More

Available

$84/month

United States

Keap

Leading small business CRM and ...

Keap is a versatile customer relationship management (CRM) software designed for small businesses, offering an array of features to streamline client interactions and business processes. It includes advanced automation for tasks and marketing, helping users efficiently manage emails, appointments, and follow-ups. Its sales pipeline management tool ensures effective tracking of prospects and deals... Read More

14 Days

$249/month

United States

HubSpot CRM

Free CRM Software & Tools for Your Whole...

HubSpot CRM is a versatile software designed to simplify and optimize customer relationship management for businesses. With an intuitive and user-friendly interface, it allows organizations to manage contacts, track leads, and nurture customer relationships effectively. HubSpot CRM provides a centralized place for teams to collaborate, ensuring seamless communication and coordination. The software... Read More

14 Days

$20/month

United States

Zoho CRM

Top-rated Sales CRM Software by ...

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, and monitor deals in one centralized platform. The software offers customizable dashboards, enabling businesses to ... Read More

15 Days

$14/month

India

Zendesk Sell

Sales CRM Software & All-in-One Sales ...

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 easy communication and follow-up with prospects. It features detailed reporting tools, providing valuable insights into ... Read More

Available

$19/month

United States

Streak is a CRM tool uniquely integrated within Gmail, streamlining workflow directly in the inbox. It specializes in managing customer relationships and sales pipelines efficiently. Streak allows for tracking emails, which is crucial for timely follow-ups. It features customizable pipelines, adaptable to various business needs. Collaboration is facilitated as teams can share emails and pipelines... Read More

Available

$49/month

United States

Freshdesk

Delight your customers with omnichannel ...

Freshdesk is a cloud-based customer service software offering a suite of tools to streamline support processes. It features a multi-channel ticketing system, allowing teams to manage conversations from email, chat, phone, and social media in one place. The software includes automation tools to assign tickets to the right agents and prioritize urgent issues. Freshdesk's self-service options, like ... Read More

14 Days

$15/month

United States

EngageBay CRM

All-in-One CRM - Marketing, Sales & ...

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. With EngageBay CRM, you can efficiently manage leads, track customer interactions, and automate marketing campaigns, all... Read More

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$12.74/month

United States

Insightly CRM

The modern, scalable CRM teams love

Insightly CRM is a versatile customer relationship management software designed for small to mid-sized businesses, focusing on enhancing customer interactions and streamlining sales processes. It offers a unique blend of project management and CRM capabilities, enabling users to track leads, manage projects, and automate workflows in a single platform. Insightly stands out with its easy ... Read More

14 Days

$29/month

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, ... Read More

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United States

monday sales CRM

The sales CRM software that’s fully ...

monday sales CRM is a versatile software designed to streamline and enhance sales processes for businesses. Functioning as a Customer Relationship Management (CRM) tool, it empowers teams to manage leads, track deals, and foster customer relationships effectively. monday sales CRM stands out with its intuitive interface, enabling easy navigation and collaboration. Noteworthy features include ... Read More

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Israel

Total Expert

Purpose-Built Customer Engagement ...

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 ... Read More

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United States

nCino's Mortgage Suite

nCino's Mortgage Suite for Modern ...

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 ... Read More

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