Best Mortgage CRM Software in 2026
Updated
29ranked
0free plans on this page
A$149/molowest paid tier
10 Oct 2026last checked
Input list Mortgage CRM Software 4 channels on this page · 23 of 32 spec lines stated by the makers
Ch Tool Free planPaid fromBorrower managementReferral partner managementLoan pipeline trackingMarketing automationCompliance workflowsSMS automation Spec sheet Score
26 Velocify Free planPaid fromBorrower managementYesReferral partner managementYesLoan pipeline trackingMarketing automationYesCompliance workflowsYesSMS automationYes 5/8spec lines stated 6.5
27 Empower LO Free planNoPaid fromBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 7/8spec lines stated 6.4
28 Lend1 Free planNoPaid fromBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsYesSMS automationYes 7/8spec lines stated 6.4
29 JimNab CRM Free planPaid fromBorrower managementYesReferral partner managementYesLoan pipeline trackingYesMarketing automationYesCompliance workflowsSMS automation 4/8spec lines stated 5.8
Compare all 4 in a table
| # | Tool | Score | Free plan | From | Free plan | Paid from | Borrower management | Referral partner management |
|---|---|---|---|---|---|---|---|---|
| 26 | Velocify | 6.5 | Yes | Yes | ||||
| 27 | Empower LO | 6.4 | No | $297/mo | No | Yes | Yes | |
| 28 | Lend1 | 6.4 | No | A$149/mo | No | Yes | Yes | |
| 29 | JimNab CRM | 5.8 | Yes | Yes |
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