20+ Best Mortgage CRM Software for Windows, Mac, Android 2022

Take steps that guarantee results in engaging borrowers and impressing prospects with robust mortgage CRM software at your aid. Know what aspects to target and personalize borrower experience to garner better results when establishing client relationships by choosing yours now. Read on and learn more about this software solution in this article. 

20+ Mortgage CRM Software

1. SimpleNexus Mortgage Platform

2. Total Expert

3. Encompass Digital Mortgage Solution

4. Snapdocs

5. Surefire CRM

6. BNTouch Mortgage CRM

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7. Jungo: The Mortgage App

8. Firepoint

9. Unify CRM

10. Whiteboard CRM

11. AllClient CRM Mortgage

12. Big Purple Dot

13. Cimmaron Mortgage Manager

14. E-Closing

15. MLO Shift

16. Mortgage Dashboard

17. MyCRMDashboard

18. Tabrasa

19. Velocify LoanEngage

20. Effi

21. LinxCRM

What Is Mortgage CRM Software?

Mortgage CRM software is a digital solution designed to help lenders streamline the processes involved in starting and nurturing relationships with borrowers. This software provides a user-friendly interface that integrates needed functionalities in a single platform. It measures data analytics, tracks behavior, and gathers essential data regarding clients, and centralizes them in a database, making data readily available for access.

Also, it offers customer chat platforms, making it easier to follow up and reach out to borrowers during events and other activities. In addition, it has functionalities for managing and responding to feedback and generating campaigns to expand customer reach. 

Benefits

With this technology, you no longer need to consume most of your time doing repetitive work. Instead, you can use its workflow automation capabilities to deal with manual and repeating tasks of managing customer relationships productively. Also, it reduces costs and maximizes the quality of the borrower experience, giving you an edge. 

Features

Choosing the software for you out of the list that occupies multiple pages in the software market can be overwhelming. Unless you know the trends in the mortgage CRM software category and know what you are looking for in your ideal solution, singling out one software is a challenging feat. Also, considering that your choice can impact the success of your CRM strategy, ensure to look out for aspects that will help you determine their compatibility with your organization and how they align with your strategy. The following are also features you should consider:

• Contact management tools
• Customer database
• Lead generation capabilities
• Marketing automation tools
• Communications management features
• Powerful reporting tools
• Third-party applications integration

Top 10 Mortgage CRM Software

1. Encompass Digital Mortgage Solution

With this loan origination platform, you can streamline lead management and contact management. Its developer, ICE Mortgage Technology, has employed 1,090 people and has a revenue of 158.1 million dollars.

2. Snapdocs

With Snapdocs, you can improve your practices for compliance management and access custom workflows. They have 66.4 million dollars in revenue and have 578 people on their team. 

3. Total Expert

With this real estate agency software, you can use client management and lead nurturing capabilities. They have 263 employees and have generated a revenue of 37.4 million dollars. 

4. SimpleNexus Mortgage Platform

This mortgage solution has tools for managing online applications and document management features. They have 24 million dollars in revenue and have 115 employees in their team.

5. Surefire CRM

This platform offers digital tools for managing sales pipelines and contacts. Its software company, Top of Minds, has 92 people working for them and has 23 million dollars in generated revenue. 

6. Unify CRM

UnifyCRM is a digital solution that provides users with a knowledge base and sales tracking features. They have 79 employees and have a generated revenue of 15 million dollars. 

7. Jungo: The Mortgage App

Functionalities for marketing automation and loan servicing are accessible in this software. They have 60 people in their team and have a generated revenue of 8.7 million dollars.

8. Firepoint

Firepoint is a mortgage lead management system with email marketing and campaign management tools. They have a generated revenue of 5 million dollars and have 29 people working for them.

9. BnTouch Mortgage CRM

BnTouch Mortgage CRM is a platform with loan origination functionalities and a client database. They have 61 employees and have 2.9 million dollars in revenue. 

10. Whiteboard CRM

Customer relationship management functionalities and sales tracking capabilities are features you can use in this software. They have employed 11 people and have generated a revenue of 1.6 million dollars.

FAQs

Stay consistent and build a strong foundation for your client relationships without having your plate occupied while optimizing the outcomes with just a few clicks, scrolls, and swipes with the best mortgage CRM software for you. Equip your software solution now and start taking more clients to your company while building a more emotional connection with your existing customers.