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Best Mortgage CRM Software in 2026

Keeping borrower relationships and loan activity organized calls for a CRM that fits the way your mortgage team works. Compared on borrower management, loan pipeline tracking, compliance workflows, and referral partner management, the entries cover core relationship and process needs. Marketing automation and SMS automation are also useful points to weigh for outreach; a mobile app may matter for access away from a desk. MloFlo, KudosCRM, and Total Expert are among the options, alongside Viato and Aidium. Free-plan availability and paid-from pricing add cost context as you compare the capabilities against your team's workflows.

  1. 1

    KudosCRM

    by KudosCRM
    Free plan AndroidAPIiPhone+1

    KudosCRM offers a free entry tier and paid plans with larger contact, user, and automation limits. Check annual billing and plan caps against your team’s needs.

    7.4 Free plan · paid from $9/user/mo (annual) · 14-day trial Visit site
  2. 2

    Mortgage Magic

    Free plan AndroidAPIiPhone+2

    Mortgage Magic combines mortgage sourcing, CRM, compliance and a client app for UK finance professionals.

    7.1 Visit site
  3. 3

    MapleConnect

    Free plan APIWeb

    MapleConnect combines mortgage lead response, borrower nurture, referral-partner tracking, and scheduling. Its scope stops short of credit decisions and underwriting, and paid plans start at $199/mo.

    6.9 From $199/mo · 14-day trial Visit site
  4. 4

    Total Expert

    Free plan AndroidAPIiPhone+1

    Total Expert brings customer signals, sales functions, and campaign tools together for financial services organizations.

    6.9 Free plan · paid from $100/user/mo Visit site
  5. 5

    Viato

    Free plan APIExtensioniPhone+1

    Viato combines mortgage-focused CRM workflows with lead automation, call features, and a borrower portal.

    6.9 Free plan · paid from $29/user/mo Visit site
  6. 6

    Effi

    Free trial AndroidAPIiPhone+1

    Effi brings lead intake, document handling, loan processing, and retention tools together for Australian brokers. Review the plan-specific seat, commitment, and setup terms before choosing a plan.

    6.4 From 120/mo · 14-day trial Visit site
  7. 7

    Bearberry

    Free trial APIWeb

    Bearberry combines mortgage pipeline and client management with rate monitoring, guideline assistance, and integration options.

    6.3 From $49/user/mo · 14-day trial Visit site
  8. 8

    Broki

    Free trial AndroidiPhoneWeb

    Broki combines mortgage deal workflows with client-facing tools and renewal monitoring. Teams should distinguish the live integrations from those still marked as coming soon.

    6.3 From 99 CAD/user/mo · 14-day trial Visit site
  9. 9

    Aidium

    Paid AndroidAPIiPhone+1

    Aidium brings mortgage pipeline management, communications, marketing, and reporting into a CRM built for mortgage professionals.

    6.1 Pricing on request Visit site
  10. 10

    BrokerDam

    Free trial Web

    BrokerDam combines mortgage application review with pipeline, communication, marketing, and client-portal tools.

    6.1 From 99 CAD/user/mo · 14-day trial Visit site
  11. 11

    LeadBolt

    Free trial APIWeb

    LeadBolt combines lead tracking, messaging, calling, and video email for real estate follow-up. Check the Founder's Plan limits and Enterprise terms against your team's needs.

    6.0 From $29.99/mo · 14-day trial Visit site
  12. 12

    BNTouch Mortgage CRM

    Paid AndroidiPhoneWeb

    BNTouch brings mortgage sales, marketing, and borrower communication into one CRM, with an online 1003 and listed LOS integrations.

    5.9 Visit site
  13. 13

    Model Match CRM

    Free trial APIWeb

    Model Match CRM combines relationship records, production data, pipeline tools, and team follow-up features. It offers a 14-day trial, while ongoing plans are month-to-month and paid.

    5.8 From $49/mo · 14-day trial Visit site
  14. 14

    Brokeredge

    Free trial Web

    Brokeredge brings borrower and partner management together with loan tracking and automation. Consider the 14-day trial if those web-based workflows match your needs.

    5.7 14-day trial Visit site
  15. 15

    Jungo

    Paid AndroidiPhoneWeb

    Choose Jungo if your loan team wants a Salesforce-based mortgage CRM with lead distribution, pipeline automation, and LOS syncing.

    5.7 From $96/user/mo (annual) · 7-day trial Visit site
  16. 16

    Lenlia

    Free trial Web

    Lenlia combines lead management, borrower workflows, and email and SMS campaigns for lending teams.

    5.7 From $9/mo · 14-day trial Visit site
  17. 17

    Empower LO

    Paid APIWeb

    Empower LO focuses on mortgage relationship management, marketing automation, and integrations around an existing LOS.

    5.6 From $197/mo Visit site
  18. 18

    Mortgage Ready

    Free trial Web

    Mortgage Ready combines case management, client access, document controls and lead intake for mortgage firms.

    5.6 15-day trial Visit site
  19. 19

    Finova Broker CRM

    Paid Web

    Finova Broker CRM combines broker-focused case management with configurable workflows, customer portal functions, and compliance tools.

    5.4 Pricing on request Visit site
  20. 20

    MloFlo

    Paid AndroidiPhoneWeb

    MloFlo brings loan, borrower and realtor tools together, with features that differ by plan. Review Basic and Pro limits, API availability and potential additional fees before choosing.

    5.4 From $69.99/user/mo Visit site
  21. 21

    TheBigBot

    Paid AndroidAPIiPhone+1

    TheBigBot brings reception, follow-up, messaging, and CRM workflows into one platform for specified business sectors.

    5.4 From $197/mo Visit site
  22. 22

    Lend1

    Paid Web

    Lend1 combines broker onboarding, CRM operations, document AI, fraud checks, and workflow automation in a web platform.

    5.3 From 149 AUD/mo Visit site
  23. 23

    RAD CRM

    Paid AndroidiPhoneWeb

    Choose RAD CRM if you need mortgage-focused lead, borrower, marketing, and loan officer tools alongside team features.

    5.3 From $197/mo Visit site
  24. 24

    Shape

    Paid AndroidiPhoneWeb

    Shape connects mortgage lead management, borrower intake, loan-system synchronization, marketing, communications, and automation.

    5.3 Pricing on request Visit site
  25. 25

    One Mortgage System

    Paid APIWeb

    Mortgage intermediaries, packagers, and networks can consider OMS for its cloud CRM, mortgage workflows, and reporting. Lenders and building societies may consider its API-led origination platform.

    5.2 Pricing on request Visit site

#1Places #1, #2, #3, #4, #5 on this list can be bought by the makers of the software on it. See the price

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