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

Details

Rating: 5/5

Price: Custom

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2. Total Expert

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Rating: 5/5

Price: Custom

Download

3. Encompass Digital Mortgage Solution

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Rating: 4.7/5

Price: Custom

Download

4. Snapdocs

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Rating: 5/5

Price: Custom

Download

5. Surefire CRM

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Rating: 4.8/5

Price: Custom

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6. BNTouch Mortgage CRM

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Rating: 5/5

Price: $148/month

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7. Jungo: The Mortgage App

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Rating: 5/5

Price: Custom

Download

8. Firepoint

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Rating: 5/5

Price: Custom

Download

9. Unify CRM

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Rating: 5/5

Price: Custom

Download

10. Whiteboard CRM

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Rating: 5/5

Price: $79/month

Download

11. AllClient CRM Mortgage

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Rating: 5/5

Price: FREE

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12. Big Purple Dot

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Rating: 5/5

Price: Custom

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13. Cimmaron Mortgage Manager

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Rating: 4.5/5

Price: $100/month

Download

14. E-Closing

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Rating: 5/5

Price: Custom

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15. MLO Shift

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Rating: 5/5

Price: Custom

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16. Mortgage Dashboard

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Rating: 4.2/5

Price: Custom

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17. MyCRMDashboard

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Rating: 4.5/5

Price: Custom

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18. Tabrasa

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Rating: 5/5

Price: Custom

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19. Velocify LoanEngage

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Rating: 4.7/5

Price: Custom

Download

20. Effi

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Rating: 4.5/5

Price: FREE

Download

21. LinxCRM

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Rating: 5/5

Price: Custom

Download

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:

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

Why is an effective CRM strategy essential in the mortgage industry?

Developing a customer relationship management strategy will help you personalize your marketing messages and establish targeted campaigns throughout the customer journey, to keep clients engaged and convert leads. Also, it builds trust and fosters consistent communication for strengthening connections. In addition, you can use it to encourage borrowers to refer your company to people they know.

How do you attract clients to your mortgage company?

Nowadays, amplifying your marketing efforts entails meeting your audience on the channels they prefer to use. That said, you should take advantage of social networks and other popular marketing platforms. Also, focus on developing and improving your referral marketing programs and consider real estate agents as one of the main targets of your marketing strategies.

What are tips for nurturing mortgage leads?

One of the tips to incorporate in nurturing leads is to utilize lead intelligence solutions. You can use it for gathering and securing needed information from varying platforms to improve your content and lead conversion strategy. Also, ensure to listen to feedback and leverage data to pivot and constantly enhance your planning and execution processes.

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.


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