Mortgage CRM Software

Mortgage customer relationship management (CRM) software is designed to help mortgage professionals run their front-end operations. Mortgage CRM software often includes applications for contact management, so that lenders can organize client data into one, easily accessible location. However, if the tool is specific to the mortgage industry, it will also include additional key features: loan pipeline management, referral partner marketing, mortgage event alerts, and regulation compliance.

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Showing 1 - 20 of 244 products
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Showing 1 - 20 of 244 products

NetSuite CRM

With a strong emphasis on sales and marketing automation, customer support and partner management, NetSuite CRM+ is a comprehensive, Web-based client relationship management system for small and midsize businesses. ...Read more

3.91 (186 reviews)

58 recommendations

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Salesnet CRM

Salesnet CRM is a cloud-based sales and marketing automation tool for businesses of any size with a focus on Sales Force Automation. Salesnet relies on dashboards, pipelines, forecasts, and reports to ensure that each member of th...Read more

4.21 (12 reviews)

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Tracker

Companies committed to providing top-notch customer service find PhaseWare Tracker invaluable for managing their support lifecycle. Intuitive customer support applications help you boost your client retention rates. ...Read more

4.42 (66 reviews)

1 recommendations

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Volly

Specifically designed for the financial services industry, SoftVu’s marketing automation software is used by global brands including Capital One, Chase and Citizens Bank. ...Read more

0.00 (1 reviews)

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Keap

Keap (formerly Infusionsoft) is a cloud-based sales and marketing solution that offers customer relationship management (CRM), marketing automation, and e-commerce functionalities in one suite. Keap helps small businesses across v...Read more

4.08 (1111 reviews)

82 recommendations

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Zendesk

Used by over 20,000 global companies, Zendesk has made a name for itself as a sophisticated, yet simple Web-based help desk solution....Read more

4.36 (2748 reviews)

8 recommendations

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SAP Customer Experience

Whether you’re a mid-market company looking for an on-demand CRM application or a large enterprise that needs a robust, end-to-end client management solution, SAP can meet the unique technology needs of your company. ...Read more

4.19 (206 reviews)

1 recommendations

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Velocify

An ideal sales automation solution for insurance, financial and educational entities, particularly those that primarily use telephone- and email-based sales techniques, Velocify has quickly amassed more than 5,000 customers. ...Read more

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LeadMaster

An industry contender since 1998, LeadMaster is an extremely comprehensive, fluid sales lead management software, offering an arsenal of web-based solutions for sales force automation, lead tracking, and more....Read more

4.10 (36 reviews)

8 recommendations

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HubSpot CRM

With its cloud-based, customer relationship management (CRM) platform, HubSpot CRM helps companies of all sizes track and nurture leads and analyze business metrics. HubSpot is suitable for any B2B or B2C business in a variety of ...Read more

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Software pricing tips

Read our Mortgage CRM Software Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

Web+Center

Web+Center is an extremely affordable Help Desk solution that offers its customers an open database and source code architecture, leading to a highly configurable system that can be customized to each company's needs....Read more

0.00 (1 reviews)

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Freshdesk

Freshdesk simplifies customer support by centralizing all customer interactions into a single, affordable, Web-based solution. Phone calls, emails, Web chats and even social media outreach is fully supported in this solution....Read more

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Campaigner

Campaigner is a cloud-based email marketing solution that caters to small and midsize businesses across various industry verticals. Professionals can create automation workflows using a drag-and-drop interface and improve customer...Read more

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Help Scout

Help Scout is a cloud-based help desk solution that helps small businesses and small teams manage their customer relationships. Help Scout is designed to look like a personal email. There are no ticket numbers, case numbers o...Read more

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Soffront CRM

Small to mid-sized businesses seeking a truly comprehensive Customer Relationship Management system should take a look at Soffront CRM. This web-based, user-friendly solution is easy to customize to your workflow....Read more

4.31 (24 reviews)

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Pulse Mortgage CRM

"Pulse CRM is a Customer Relationship Management solution specifically for the mortgage industry. The solution is cloud-based and OS agnostic. It delivered through a browser-based dashboard, so provides updated information on clie...Read more

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Commence

With more than 25 years in the industry, Commence CRM is a customizable and modular system to help small and midsized organizations convert leads into sales, with functions to nurture prospects throughout the sales cycle....Read more

4.85 (41 reviews)

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ClickPoint

ClickPoint is cloud-based sales force automation, call center, and inside sales lead management solution that helps salespeople reach and connect with more prospects and leads. ClickPoint captures both inbound phone calls and web ...Read more

4.63 (19 reviews)

1 recommendations

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Insightly

Insightly is a SaaS-based CRM solution targeted at growing mid-sized businesses. More than 1.5 million users worldwide use Insightly to securely manage all their customer data in one place, build customer relationships, accelerate...Read more

3.94 (497 reviews)

5 recommendations

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DYL

In today's rapidly changing business world, staying competitive requires agility and innovation. Regardless of what business you’re in, the secret to success is threefold: (1) converting prospects into customers, (2) turning custo...Read more

4.09 (49 reviews)

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Popular Mortgage CRM Software Comparisons

Buyers Guide

Last Updated: March 10, 2022

 

As most people know, CRM software is used for customer relationship management. That sounds simple enough ... and it even has an easy acronym to remember it by! It sounds simple right up until you ask the question—the question all buyers of CRM software really should ask—What kind of customers?

That’s a very important question. Not all customers are the same. Of course they vary from individual to individual, but that’s less important than the fact customers in different industries need and expect different relationships with the businesses they patronize. Purchasing CRM software that’s tailored to one specific industry will not work very well, unless you’re in that specific industry.

Similarly, if you’re in an industry that has unique relationships with customers, or requires lots of specialized outreach or management processes, then a generic CRM platform wouldn’t be the best choice. In this Buyer’s Guide, we look at CRM software designed very specifically for the mortgage industry.

Here's what we'll cover:

What Is Mortgage CRM Software?
Common Features of Mortgage CRM Software
Evaluating Mortgage CRM Software
Mortgage CRM Software In the News

What Is Mortgage CRM Software?

Mortgage customer relationship management (CRM) software is designed to help mortgage professionals run their front-end operations. And given all the ups and downs the mortgage industry has faced over the past ten years, it’s an industry that can use all the help it can get. The subprime mortgage crisis is anything but a distant memory. Delinquencies and foreclosures are still common occurrences, and mortgage lenders have realized the importance of focusing on the customer acquisition and management lifecycle as a means of recovery.

In particular, lenders and loan officers must overcome the hurdles of keeping detailed client notes and maintaining timely client follow-up. They require proper contact management coupled with loan pipeline management in order to stay in control of their business. On top of client retention, mortgage lenders also need to grow and expand their operation in a highly competitive market.

Customer management screen in TeamSupport

Customer management screen in TeamSupport

Common Features of Mortgage CRM Software

Mortgage CRM software often includes applications for contact management, so that lenders can organize client data into one, easily accessible location. However, if the tool is specific to the mortgage industry, it will also include additional key features:

Loan pipeline Management Mortgage CRM software should tie in with existing loan-originating software (LOS) systems to improve loan pipeline management. This integration allows lenders to view loan reports on-demand, track loans as they go through the LOS and synchronize important data such as loan status values and 1003 application data. With a few clicks, the lender can access contact information, loan information, email and phone call history.
Referral partner marketing In a highly competitive market, mortgage companies can benefit greatly from a program that facilitates drip marketing campaigns and campaign tracking to send targeted messages to clients and referral partners. Tracking these campaigns helps lenders know how to cultivate and reward client and partner loyalty.
Mortgage event alerts There should also be tools for notes and alerts that remind the lender of important upcoming events, such as which clients want to refinance several weeks or months in the future. Some systems also have a news update application that provides the most up-to-date information, such as increased annual premiums or changes in upfront mortgage insurance rates (UFMIP).
Regulation compliance With the current instability in the market, it is even more important for lenders to stay abreast of new regulations and compliance issues in their industry. Integrated compliance modules are available in some products to help ensure that business operations are in line with regulations enforced by organizations such as the Federal Housing Administration (FHA).

Evaluating Mortgage CRM Software

Mortgage CRM software can automate many of the day-to-day marketing and loan processing, facilitating marketing efforts and increasing accuracy and customer service. When selecting mortgage CRM software, ask the following questions:

  • Do you plan to host the software locally on your own servers or are you looking for a cloud-deployed solution?
  • Does the software integrate seamlessly with your existing LOS system for end-to-end loan visibility?
  • Does the software integrate with other existing legacy systems such as ERP or accounting?
  • Does your organization require a Web-based customer portal so customers can access loan applications and information online?
  • Does your organization require capabilities for multi-channel marketing (i.e., email, phone, direct etc.)?
  • Will you be producing and sending a lot of content and documents to send to customers?

Mortgage CRM Software In the News

Lenders make strides in personalizing borrower relationships. June, 2016. A report in Credit Union Times describes how many mortgage lenders are investing in tools to help them offer more personalized service to their customers. It suggests that consumers are expecting this personalized service and are less responsive to more outdated methods of non-personalized marketing, like generic mass emails.

Email marketing not dead in mortgage industry. July, 2016. NationalMortgageProfessional.com Writer Brent Emler makes the case for a renewed look at the efficacy of email marketing in the mortgage lending industry. Far from dead, Emler says, “E-mail marketing is evolving from the carnival barker pitching a new act to an engaging personalized conversation built on collaboration and timely delivery of appropriate opportunities to help consumers become happily involved with products and services.”

Mason-McDuffie Mortgage Corp. focuses on borrower experience. July 2016. “Borrowers can get lost in the huge amount of paperwork involved in the loan process,” writes Jason Frazier, chief information officer at Mason-McDuffie, in the latest issue of HousingWire magazine. With the company’s newly developed software solution, they’ll reduce paperwork redundancies, shorten wait times for customers and add several other customer experience improvement measures.