Best Mortgage CRM Software in 2026
Updated
In short: KudosCRM is ranked #1 of 29 as of 8 October 2026, ahead of MloFlo and Mortgage Magic. The best-ranked option with a free plan is Total Expert. The lowest first paid tier on this page is MloFlo at $4.99/mo.
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. 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.
29 mortgage CRM software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
29ranked
3free plans on this page
$4.99/molowest paid tier
8 Oct 2026last checked
Input list Mortgage CRM Software 25 channels on this page · 155 of 200 spec lines stated by the makers
Ch Tool Free planPaid fromBorrower managementReferral partner managementLoan pipeline trackingMarketing automationCompliance workflowsSMS automation Spec sheet Score
01 KudosCRM Free planYesPaid from9/user/moBorrower managementnot statedReferral partner managementnot statedLoan pipeline trackingnot statedMarketing automationYesCompliance workflowsnot statedSMS automationnot stated 3/8spec lines stated 7.5
02 MloFlo Free planNoPaid from69.99/user/moBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 8/8spec lines stated 7.5
03 Mortgage Magic Free plannot statedPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 6/8spec lines stated 7.4
04 Total Expert Free planYesPaid from100/user/moBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 8/8spec lines stated 7.3
05 Effi Free planNoPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 7/8spec lines stated 7.1
06 Aidium Free plannot statedPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 6/8spec lines stated 7.0
07 Broki Free planNoPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 7/8spec lines stated 7.0
08 Viato Free planYesPaid from29/user/moBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 8/8spec lines stated 7.0
09 Jungo Free planNoPaid from96/user/moBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 8/8spec lines stated 6.8
10 Bearberry Free planNoPaid from49/user/moBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 8/8spec lines stated 6.7
11 BrokerDam Free planNoPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 7/8spec lines stated 6.7
12 LeadBolt Free planNoPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 7/8spec lines stated 6.7
13 BNTouch Mortgage CRM Free planNoPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 7/8spec lines stated 6.6
14 Shape Free planNoPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 7/8spec lines stated 6.6
15 LoanOfficer.ai Free planNoPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 7/8spec lines stated 6.5
16 Empower LO Free planNoPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 7/8spec lines stated 6.4
17 Lend1 Free planNoPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 7/8spec lines stated 6.4
18 Brokeredge Free plannot statedPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 6/8spec lines stated 5.9
19 Finova Broker CRM Free plannot statedPaid fromnot statedBorrower managementYesReferral partner managementnot statedLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 5/8spec lines stated 5.9
20 Lender CRM Free plannot statedPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationnot stated 5/8spec lines stated 5.9
21 One Mortgage System Free plannot statedPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationnot statedCompliance workflowsYesSMS automationYes 5/8spec lines stated 5.9
22 TheBigBot Free planNoPaid fromnot statedBorrower managementnot statedReferral partner managementnot statedLoan pipeline trackingnot statedMarketing automationnot statedCompliance workflowsnot statedSMS automationnot stated 1/8spec lines stated 5.9
23 Velocify Free plannot statedPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingnot statedMarketing automationYesCompliance workflowsYesSMS automationYes 5/8spec lines stated 5.9
24 JimNab CRM Free plannot statedPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsnot statedSMS automationnot stated 4/8spec lines stated 5.8
25 RAD CRM Free planNoPaid fromnot statedBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsnot statedSMS automationYes 6/8spec lines stated 5.8
Compare all 25 in a table
| # | Tool | Score | Free plan | From | Free plan | Paid from | Borrower management | Referral partner management |
|---|---|---|---|---|---|---|---|---|
| 1 | KudosCRM | 7.5 | Free plan | $9/mo | Yes | 9 /user/mo | — | — |
| 2 | MloFlo | 7.5 | No | $4.99/mo | No | 69.99 /user/mo | Yes | Yes |
| 3 | Mortgage Magic | 7.4 | No | £85/mo | — | — | Yes | Yes |
| 4 | Total Expert | 7.3 | Free plan | $100/mo | Yes | 100 /user/mo | Yes | Yes |
| 5 | Effi | 7.1 | No | $180,120/mo | No | — | Yes | Yes |
| 6 | Aidium | 7.0 | No | — | — | — | Yes | Yes |
| 7 | Broki | 7.0 | No | C$99/mo | No | — | Yes | Yes |
| 8 | Viato | 7.0 | Free plan | $49/mo | Yes | 29 /user/mo | Yes | Yes |
| 9 | Jungo | 6.8 | No | $8/mo | No | 96 /user/mo | Yes | Yes |
| 10 | Bearberry | 6.7 | No | $49/mo | No | 49 /user/mo | Yes | Yes |
| 11 | BrokerDam | 6.7 | No | C$83.25/mo | No | — | Yes | Yes |
| 12 | LeadBolt | 6.7 | No | $29.99/mo | No | — | Yes | Yes |
| 13 | BNTouch Mortgage CRM | 6.6 | No | $95/mo | No | — | Yes | Yes |
| 14 | Shape | 6.6 | No | — | No | — | Yes | Yes |
| 15 | LoanOfficer.ai | 6.5 | No | $197/mo | No | — | Yes | Yes |
| 16 | Empower LO | 6.4 | No | $297/mo | No | — | Yes | Yes |
| 17 | Lend1 | 6.4 | No | A$149/mo | No | — | Yes | Yes |
| 18 | Brokeredge | 5.9 | No | — | — | — | Yes | Yes |
| 19 | Finova Broker CRM | 5.9 | No | — | — | — | Yes | — |
| 20 | Lender CRM | 5.9 | No | — | — | — | Yes | Yes |
| 21 | One Mortgage System | 5.9 | No | — | — | — | Yes | Yes |
| 22 | TheBigBot | 5.9 | No | $197/mo | No | — | — | — |
| 23 | Velocify | 5.9 | No | — | — | — | Yes | Yes |
| 24 | JimNab CRM | 5.8 | No | — | — | — | Yes | Yes |
| 25 | RAD CRM | 5.8 | No | $197/mo | No | — | Yes | Yes |
Is your tool on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which mortgage CRM software is ranked first on Specifiction?
KudosCRM is ranked #1 of 29 with a score of 7.5. MloFlo is second and Mortgage Magic 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 on what each maker publishes, the fullest spec sheet first: how deeply the product is documented, the platforms it runs on, a free tier or trial to test it, and its standing.
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