Best Mortgage CRM Software in 2026
Updated
In short: MloFlo is ranked #1 of 29 as of 4 October 2026, ahead of KudosCRM and Total Expert. The best-ranked option with a free plan is KudosCRM. The lowest first paid tier on this page is MloFlo at $4.99/mo.
Keeping borrower relationships, loan activity, and partner referrals organized can involve several distinct CRM workflows. Compare borrower management, loan pipeline tracking, compliance workflows, and referral partner management to the way your team handles those tasks. Marketing and SMS automation, mobile app availability, free-plan details, and paid-from pricing round out the stated criteria. Total Expert and Viato lead the ranking, with Shape and Aidium also among the opening entries. Use the published features and the ranking order to focus on the capabilities that match your team's borrower, outreach, and loan-tracking needs.
29 mortgage CRM software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
4 of the 25 here have a free tier you can use, 0 have open-source code on record, and 0 have full bars: free, open, on most of your devices and documented.
| # | App | Signal | Free tier | Open code | Devices | From | Score |
|---|---|---|---|---|---|---|---|
| 1 | MloFloWeb · Android · iPhone | Three bars | — | 3 of 6 | $4.99/mo | 6.6 | |
| 2 | KudosCRMWeb · Android · iPhone | Three bars | — | 3 of 6 | $9/mo | 6.5 | |
| 3 | Total ExpertWeb · Android · iPhone · API | Three bars | — | 3 of 6 | $100/mo | 6.5 | |
| 4 | ViatoWeb · iPhone | Two bars | — | 2 of 6 | $49/mo | 6.5 | |
| 5 | AidiumWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | — | 5.6 |
| 6 | Mortgage MagicWeb · Windows · Android · iPhone | Two bars | — | — | 4 of 6 | £85/mo | 5.6 |
| 7 | BNTouch Mortgage CRMWeb · Android · iPhone | Two bars | — | — | 3 of 6 | $95/mo | 5.2 |
| 8 | BrokeredgeWeb | No signal | — | — | 1 of 6 | — | 5.2 |
| 9 | EffiWeb · Android · iPhone · API | Two bars | — | — | 3 of 6 | $180,120/mo | 5.2 |
| 10 | Finova Broker CRMWeb | No signal | — | — | 1 of 6 | — | 5.2 |
| 11 | JimNab CRMWeb | No signal | — | — | 1 of 6 | — | 5.2 |
| 12 | JungoWeb · Android · iPhone | Two bars | — | — | 3 of 6 | $8/mo | 5.2 |
| 13 | Lender CRMWeb | No signal | — | — | 1 of 6 | — | 5.2 |
| 14 | One Mortgage SystemWeb | No signal | — | — | 1 of 6 | — | 5.2 |
| 15 | ShapeWeb · Android · iPhone | Two bars | — | — | 3 of 6 | — | 5.2 |
| 16 | VelocifyWeb | No signal | — | — | 1 of 6 | — | 5.2 |
| 17 | LoanOfficer.aiWeb · Android · iPhone | Two bars | — | — | 3 of 6 | $197/mo | 5.1 |
| 18 | BearberryWeb | One bar | — | — | 1 of 6 | — | 4.8 |
| 19 | BrokerDamWeb | One bar | — | — | 1 of 6 | — | 4.8 |
| 20 | BrokiWeb | One bar | — | — | 1 of 6 | — | 4.8 |
| 21 | Empower LOWeb | One bar | — | — | 1 of 6 | — | 4.8 |
| 22 | LeadBoltWeb | One bar | — | — | 1 of 6 | — | 4.8 |
| 23 | Lend1Web | One bar | — | — | 1 of 6 | — | 4.8 |
| 24 | LenliaWeb | No signal | — | — | 1 of 6 | — | 4.8 |
| 25 | MapleConnectWeb | No signal | — | — | 1 of 6 | — | 4.8 |
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which mortgage CRM software is ranked first on Freedom251?
MloFlo is ranked #1 of 29 with a score of 6.6. KudosCRM is second and Total Expert third.
How many of these have a free plan?
3 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, MloFlo has the lowest first paid tier we found: $4.99/mo.
How is this list ranked?
Ranked free-and-open first: a usable free tier and open-source code, then the platforms it runs on and its documentation. Paid placements never change a rank.