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SPECIFICTION
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Sales & CRM

Best Mortgage CRM Software in 2026

Mortgage CRM tools support the work of organizing borrower relationships, tracking loan opportunities, and coordinating with referral partners. Compare borrower management and loan pipeline tracking with compliance workflows to see which parts of the process each option addresses.

  1. 01 KudosCRM

    KudosCRM suits teams that want sales pipeline, email, and marketing workflows in one CRM, with access from web or mobile.

    From $9/mo Free plan Web · iOS · Android · API
    9.0 Visit Specs
  2. 02 BrokerDam
    From C$83.25/mo Free trial Web
    8.8 Visit Specs
  3. 03 MloFlo

    MloFlo suits mortgage teams that need borrower and realtor portals alongside loan officer pipeline and communications tools.

    From $4.99/mo Free plan Web · iOS · Android
    8.7 Visit Specs
  4. 04 Mortgage Magic

    It suits UK mortgage intermediaries and finance professionals who need sourcing, CRM and compliance tools.

    From £85/mo Free trial Web · Windows · iOS · Android
    8.7 Visit Specs
  5. 05 MapleConnect

    MapleConnect is designed for solo loan officers and teams managing borrower and referral-partner relationships.

    From $199/mo Free plan Web · API
    8.6 Visit Specs
  6. 06 Total Expert

    It suits financial-services organizations, particularly mortgage lenders, banks, credit unions, and insurers.

    From $69/mo Free plan Web · iOS · Android · API
    8.5 Visit Specs
  7. 07 Viato

    Viato is aimed at mortgage professionals and loan officers managing leads, loan pipelines, and borrower communication.

    From $49/mo Free plan Web · iOS · API · Browser extension
    8.5 Visit Specs
  8. 08 Model Match CRM
    From $49/mo Free trial Web · API
    8.4 Visit Specs
  9. 09 Broki

    Broki is built for Canadian mortgage brokers and brokerages managing borrower relationships and mortgage workflows.

    From C$99/mo Free trial Web · iOS · Android
    8.3 Visit Specs
  10. 10 Bearberry

    Bearberry suits loan officers and mortgage teams that need borrower and referral tracking, pipeline tools, and follow-up automation.

    From $49/mo Free trial Web · API
    8.2 Visit Specs
  11. 11 Aidium

    Aidium is intended for mortgage executives, loan officers, and producers, balancing enterprise needs with loan officers’ workflows and customization.

    Web · iOS · Android · API
    8.0 Visit Specs
  12. 12 LeadBolt
    From $29.99/mo Free trial Web · API
    8.0 Visit Specs
  13. 13 BNTouch Mortgage CRM
    From $95/mo Web · iOS · Android
    7.9 Visit Specs
  14. 14 Effi

    Effi suits Australian mortgage and finance brokers managing enquiries, loan processing, and post-settlement client relationships.

    Free trial Web · iOS · Android · API
    7.8 Visit Specs
  15. 15 Empower LO
    From $297/mo Web · API
    7.8 Visit Specs
  16. 16 Jungo

    Jungo suits loan officers and financial-industry teams that need lead management, loan pipeline updates, and mortgage marketing automation.

    From $8/mo Web · iOS · Android
    7.8 Visit Specs
  17. 17 Finova Broker CRM
    Web
    7.7 Visit Specs
  18. 18 Brokeredge

    Brokeredge suits Canadian mortgage brokers seeking borrower and referral partner management alongside loan tracking and automated client communication.

    Free trial Web
    7.6 Visit Specs
  19. 19 Lend1
    From A$149/mo Web
    7.5 Visit Specs
  20. 20 Lenlia
    From $9/mo Free trial Web
    7.5 Visit Specs
  21. 21 Mortgage Ready
    From £39/mo Free trial Web
    7.4 Visit Specs
  22. 22 TheBigBot
    From $197/mo Web · iOS · Android · API
    7.4 Visit Specs
  23. 23 RAD CRM
    From $197/mo Web · iOS · Android
    7.3 Visit Specs
  24. 24 JimNab CRM
    Web
    7.1 Visit Specs
  25. 25 Lender CRM

    Lender CRM is aimed at mortgage brokers, independent mortgage banks, credit unions and banks.

    Web
    7.1 Visit Specs
How this list is ordered. Specifiction scores each tool on how fully its maker documents it, whether its prices are published, where the research puts it, the platforms it runs on and whether it can be tried for free (how we rank). Makers can also buy a numbered place (how Specifiction is paid for).

Marketing automation and SMS automation may be relevant to your outreach, while mobile app availability, free plans, and paid-from pricing help you weigh access and cost. The entries include KudosCRM, MloFlo, and Mortgage Magic. Consider how their listed capabilities align with your team's borrower, partner, and pipeline workflows.

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