Best Mortgage CRM Software (Free and Paid)
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 interactions with existing clients, and coordinate with leads and prospects. In addition to these benefits, the CRM software for mortgage loan officers would allow industry-specific application & customization to take place, which creates trust among the mortgage loan borrowers to avail funds for buying a house or a property. If you are looking for a mortgage CRM, explore a list of top Free and Paid mortgage CRM software for brokers and lenders provided by SoftwareWorld to pick the most feasible offer.
All
Software
Buyer’s
Guide
List of Best Mortgage CRM Software (Free and Paid)
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 ea... Read more about Pipedrive
14 Days
$12 Per month
United States
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 a comprehensive suite of tools to manage customer relationships effectively, streamline sales processes, and drive reve... Read more about HubSpot CRM
Available
$20 Per month
United States
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 sa... Read more about Zendesk Sell
Available
$19 Per month
United States
Salesforce Financial Services Cloud
Drive customer growth and loyalty in financial services with Data + AI + CRM + Trust.
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 about Salesforce Financial Services Cloud
Available
$300 Per month
United States
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 tailo... Read more about Zoho CRM
15 Days
$14 Per month
India
Freshdesk
Delight your customers with omnichannel support solutions that drive meaningful conversations across channels.
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 k... Read more about Freshdesk
14 Days
$15 Per month
United States
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 custo... Read more about monday sales CRM
Available
Contact Vendor
Israel
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 about Streak
Available
$49 Per month
United States
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 integratio... Read more about Insightly CRM
14 Days
$29 Per month
United States
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 about Keap
14 Days
$249 Per month
United States
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
Available
$25 Per month
United States
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 about Apptivo
30 Days
$15 Per month
United States
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
NA
Contact Vendor
United States
LeadSquared CRM is a versatile software designed to streamline sales and marketing activities, particularly for high-velocity sales processes. It's user-friendly and focuses on automating key tasks to increase efficiency. The software excels in lead capture, tracking interactions, and nurturing leads through the sales funnel. With LeadSquared, businesses can easily manage customer data and follow-... Read more about LeadSquared CRM
NA
Contact Vendor
India
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 about EngageBay CRM
NA
$12.74 Per month
United States
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
NA
Contact Vendor
United States
Snapdocs is a specialized digital platform designed to modernize and simplify the mortgage closing process. It stands out for its ability to streamline document management, ensuring efficient and error-free paperwork handling. The platform offers a centralized hub where lenders, title companies, and borrowers can collaborate seamlessly, enhancing transparency and communication. One of its key feat... Read more about Snapdocs
NA
Contact Vendor
United States
Prophet CRM
Prophet CRM in Outlook is a trusted, cloud-based CRM that provides customizable, user-friendly features for any industry.
Prophet CRM is a customer relationship management solution that integrates directly with Microsoft Outlook, aiming to streamline and simplify CRM processes. Designed primarily for small to medium-sized businesses, it transforms Outlook into a CRM tool, making it familiar and easy to use for those already accustomed to the Microsoft environment. Key features include contact and account management, ... Read more about Prophet CRM
NA
Contact Vendor
United States
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
NA
Contact Vendor
United States
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 c... Read more about FreeAgent CRM
Available
$84 Per month
United States
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 about Shape Software
NA
$119 Per month
United States
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
NA
Contact Vendor
United States
Firepoint is a real estate CRM and lead generation software designed to help agents and teams boost productivity and close more deals. It provides a suite of tools for managing leads, tracking communications, and automating tasks, all within a user-friendly interface. Firepoint's robust lead generation system captures leads from various sources and routes them efficiently to the right agents. The ... Read more about Firepoint
NA
Contact Vendor