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Mortgage CRM Software

Alternatives to KudosCRM

KudosCRM covers core sales work with a visual pipeline, email sync, marketing automation and AI features. It runs on the web, iOS and Android, and includes a mobile app. The free plan allows up to three users, 1,000 contacts, one pipeline and one email inbox. Basic costs $9 per user per month when billed annually, with higher tiers expanding users, contacts, pipelines and automations. Professional adds unlimited users and pipelines, AI allocation, webhooks, API access and lead scoring; Enterprise adds SSO, SAML, SCIM, audit logs, export and a 99.9% uptime SLA.

  1. 01 BrokerDam
    From C$83.25/mo Free trial Web
    8.8 Visit Specs
  2. 02 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
  3. 03 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
  4. 04 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
  5. 05 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
  6. 06 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
  7. 07 Model Match CRM
    From $49/mo Free trial Web · API
    8.4 Visit Specs
  8. 08 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
  9. 09 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
  10. 10 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
  11. 11 LeadBolt
    From $29.99/mo Free trial Web · API
    8.0 Visit Specs
  12. 12 BNTouch Mortgage CRM
    From $95/mo Web · iOS · Android
    7.9 Visit Specs
  13. 13 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
  14. 14 Empower LO
    From $297/mo Web · API
    7.8 Visit Specs
  15. 15 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
  16. 16 Finova Broker CRM
    Web
    7.7 Visit Specs
  17. 17 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
  18. 18 Lend1
    From A$149/mo Web
    7.5 Visit Specs
  19. 19 Lenlia
    From $9/mo Free trial Web
    7.5 Visit Specs
  20. 20 Mortgage Ready
    From £39/mo Free trial Web
    7.4 Visit Specs
  21. 21 TheBigBot
    From $197/mo Web · iOS · Android · API
    7.4 Visit Specs
  22. 22 RAD CRM
    From $197/mo Web · iOS · Android
    7.3 Visit Specs
  23. 23 JimNab CRM
    Web
    7.1 Visit Specs
  24. 24 Lender CRM

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

    Web
    7.1 Visit Specs
  25. 25 One Mortgage System
    Web · API
    7.0 Visit Specs
  26. 26 Shape
    Web · iOS · Android
    7.0 Visit Specs
  27. 27 LoanOfficer.ai
    Web · iOS · Android
    6.6 Visit Specs
  28. 28 Surefire CRM
    Web
    5.2 Visit Specs

Choosing instead of KudosCRM

Readers may switch for a different platform mix, deployment model, open-source licensing or plan structure. Zoho CRM adds an API platform but starts at $14 per user per month annually. Freshsales matches the $9 starting price and adds an extension. Attio supports macOS and an extension, while Odoo and SuiteCRM offer open-source, self-hosted options. eWay-CRM and Odoo broaden platform coverage, whereas HubSpot CRM lists only Android and iOS. Compare each product's pipeline, email, marketing, AI, lead-management and collaboration scope, alongside trial length, free-plan limits and the platforms your team requires.

KudosCRM, head to head