The Best Mortgage CRM Software in 2026
We researched mortgage CRM software using official vendor websites, including pricing pages, plan tables, and product documentation. Rankings reflect each product’s core mortgage relationship-management capabilities, value for money, and verified features. This guide helps mortgage professionals compare software for borrower, referral, pipeline, communication, and compliance workflows.
Our top picks
-
Top ranked
Surefire CRM#1 of 299.1/10A mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.
Pricing on request
-
Runner-up
Total Expert#2 of 298.8/10A broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.
Free plan
-
Top-ranked free plan
Viato#13 of 297.4/10A broad mortgage CRM with a free core plan and paid support tiers.
Free plan
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
The full ranking 29 tools, best first
-
Best forMortgage marketing and post-close engagement
A mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.
- Compliance workflows
- SMS automation
9.1/10★★★★★Visit ICE Surefire -
Best forTeams prioritizing value and compliance
A broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.
- Mobile app
- Compliance workflows
- SMS automation
8.8/10★★★★☆Visit Total Expert -
Best forFull-service mortgage teams needing mobile CRM depth
A full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work.
- Mobile app
- Compliance workflows
- SMS automation
8.7/10★★★★☆Visit Shape -
Best forEstablished firms needing configurable compliance workflows
A broad mortgage CRM for firms that need configurable compliance and workflow control.
- Compliance workflows
- SMS automation
8.5/10★★★★☆Visit Finova -
Best forUK advisers needing case processing and compliance
A broad UK mortgage CRM covering case processing, sourcing, portals and compliance workflows.
- Compliance workflows
- SMS automation
8.4/10★★★★☆Request a Demo -
Best forMortgage teams wanting AI and team governance
A mortgage-focused CRM combining pipeline management, AI conversations, automation, and team controls.
- Compliance workflows
- SMS automation
8.2/10★★★★☆Visit Empower LO -
Best forTeams wanting AI voice follow-up and pipelines
A mortgage CRM with pipelines, automation, and AI voice follow-up for lending teams.
- Compliance workflows
- SMS automation
8.0/10★★★★☆Visit MapleConnect -
Best forAustralian brokers needing structured deal workflows
A structured mortgage CRM with strong onboarding, automation and broker workflows.
- Compliance workflows
- SMS automation
7.9/10★★★★☆Visit Lend1 -
Best forTeams wanting advanced automation and integrations
A mortgage CRM with advanced automation, compliance controls and extensive integrations.
- Mobile app
- Compliance workflows
- SMS automation
7.8/10★★★★☆Visit Aidium -
Best forLoan officers needing origination and borrower tools
A mortgage-focused CRM that combines origination workflows, portals, automation and integrations.
- Mobile app
- Compliance workflows
- SMS automation
7.7/10★★★★☆Visit MloFlo -
Best forEstablished teams needing mature LOS connectivity
A mature mortgage CRM for teams that need Salesforce and LOS connectivity.
- Mobile app
- Compliance workflows
- SMS automation
7.6/10★★★★☆Visit Jungo -
Best forMortgage teams needing portals and mobile access
A mortgage-focused CRM combining borrower management, portals, automation, and mobile access.
- Mobile app
- Compliance workflows
- SMS automation
7.5/10★★★★☆Visit BNTouch -
Best forBudget-conscious mortgage teams needing broad capabilities
A broad mortgage CRM with a free core plan and paid support tiers.
- Mobile app
- Compliance workflows
- SMS automation
7.4/10★★★★☆Visit Viato -
Best forLow-cost lenders wanting an end-to-end CRM
A low-cost mortgage CRM that covers marketing, pipelines, LOS sync, and borrower documents.
- Compliance workflows
- SMS automation
7.3/10★★★★☆Visit Lenlia -
Best forMortgage brokers needing compliance and client apps
A focused mortgage CRM combining sourcing, compliance, marketing and borrower apps.
- Mobile app
- Compliance workflows
- SMS automation
7.2/10★★★★☆Visit Mortgage Magic -
Best forCanadian teams wanting portals and renewals
A Canadian mortgage CRM with portals, automation, renewals, and file pipelines.
- Compliance workflows
- SMS automation
7.1/10★★★★☆Visit Broki -
Best forCanadian brokers needing compliance-heavy workflows
A compliance-focused mortgage CRM with AI underwriting and borrower workflows.
- Compliance workflows
- SMS automation
7.0/10★★★★☆Visit BrokerDam -
Best forMortgage brokers needing mobile and AI document tools
A broad mortgage CRM with AI document tools, mobile access, and broker-focused workflows.
- Mobile app
- Compliance workflows
- SMS automation
6.9/10★★★☆☆Visit Effi -
Best forSmall teams wanting affordable mortgage workflows
Affordable mortgage workflows with pipelines, automation, alerts, and AI assistance.
- Compliance workflows
- SMS automation
6.8/10★★★☆☆Visit Bearberry -
Best forAffordable teams focused on lead follow-up
An affordable mortgage CRM for teams that prioritize lead follow-up.
- Compliance workflows
- SMS automation
6.7/10★★★☆☆Visit LeadBolt -
Best forCanadian brokers wanting integrations and web workflows
A Canadian mortgage CRM with broad integrations, automation, and compliance workflows.
- Compliance workflows
- SMS automation
6.6/10★★★☆☆Visit Brokeredge -
Best forSmall advisers needing affordable case management
A focused mortgage CRM for advisers managing cases, documents and client access.
- Compliance workflows
6.5/10★★★☆☆Visit Mortgage Ready -
Best forLenders needing underwriting and compliance depth
A mortgage-focused CRM with deep underwriting, compliance, document, and portal workflows.
- Compliance workflows
6.4/10★★★☆☆Visit Lender -
Best forMortgage teams prioritizing AI-led lead conversion
A mortgage-focused CRM that pairs AI lead follow-up with borrower, referral, and pipeline tools.
- Mobile app
- Compliance workflows
- SMS automation
6.3/10★★★☆☆Visit LoanOfficer.ai -
Best forTeams wanting multichannel mortgage marketing
A broad mortgage CRM with strong marketing tools, but a high starting price.
- Mobile app
- SMS automation
6.2/10★★★☆☆Visit RAD CRM -
Best forTeams needing flexible relationship and activity tracking
A flexible mortgage relationship CRM with strong activity tools and partner data.
- SMS automation
6.1/10★★★☆☆Visit Model Match -
Best forFirms wanting guided implementation and basic CRM
A guided, Pipedrive-based CRM setup for Canadian mortgage brokers.
5.9/10★★★☆☆Visit JimNab CRM -
Best forBudget users seeking a general CRM foundation
A low-cost general CRM foundation with useful automation, but limited mortgage-specific depth.
- Mobile app
5.8/10★★★☆☆Visit KudosCRM -
Best forMortgage marketers focused on lead capture funnels
A lead-capture and follow-up platform for mortgage marketers, from $197 per month.
5.7/10★★★☆☆Visit TheBigBot
No tools match those filters.
Compare at a glance
| # | Tool | Free plan | Paid from | Borrower management | Referral partner management | Loan pipeline tracking | Marketing automation | Compliance workflows | Score |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Surefire CRM | Yes | Yes | Yes | Yes | 9.1 | |||
| 2 | Total Expert | Yes | $100/user/mo | Yes | Yes | Yes | Yes | Yes | 8.8 |
| 3 | Shape | No | Yes | Yes | Yes | Yes | Yes | 8.7 | |
| 4 | Finova Broker CRM | Yes | Yes | Yes | Yes | 8.5 | |||
| 5 | One Mortgage System | Yes | Yes | Yes | Yes | 8.4 | |||
| 6 | Empower LO | No | $197/mo | Yes | Yes | Yes | Yes | Yes | 8.2 |
| 7 | MapleConnect | No | $199/mo | Yes | Yes | Yes | Yes | Yes | 8.0 |
| 8 | Lend1 | No | A$149/mo | Yes | Yes | Yes | Yes | Yes | 7.9 |
| 9 | Aidium | Yes | Yes | Yes | Yes | Yes | 7.8 | ||
| 10 | MloFlo | No | $4.99/mo | Yes | Yes | Yes | Yes | Yes | 7.7 |
| 11 | Jungo | No | $96/user/mo | Yes | Yes | Yes | Yes | Yes | 7.6 |
| 12 | BNTouch Mortgage CRM | No | Yes | Yes | Yes | Yes | Yes | 7.5 | |
| 13 | Viato | Yes | $29/user/mo | Yes | Yes | Yes | Yes | Yes | 7.4 |
| 14 | Lenlia | No | $9/mo | Yes | Yes | Yes | Yes | Yes | 7.3 |
| 15 | Mortgage Magic | Yes | Yes | Yes | Yes | Yes | 7.2 | ||
| 16 | Broki | No | CA$99/user/mo | Yes | Yes | Yes | Yes | Yes | 7.1 |
| 17 | BrokerDam | No | CA$999/user/yr | Yes | Yes | Yes | Yes | Yes | 7.0 |
| 18 | Effi | No | $120/user/mo | Yes | Yes | Yes | Yes | Yes | 6.9 |
| 19 | Bearberry | No | $49/seat/mo | Yes | Yes | Yes | Yes | Yes | 6.8 |
| 20 | LeadBolt | No | $29.99/mo | Yes | Yes | Yes | Yes | Yes | 6.7 |
| 21 | Brokeredge | Yes | Yes | Yes | Yes | Yes | 6.6 | ||
| 22 | Mortgage Ready | No | Yes | Yes | Yes | Yes | 6.5 | ||
| 23 | Lender CRM | Yes | Yes | Yes | Yes | Yes | 6.4 | ||
| 24 | LoanOfficer.ai | No | $197/mo | Yes | Yes | Yes | Yes | Yes | 6.3 |
| 25 | RAD CRM | No | $197/mo | Yes | Yes | Yes | Yes | 6.2 | |
| 26 | Model Match CRM | No | $49/mo | Yes | Yes | Yes | 6.1 | ||
| 27 | JimNab CRM | Yes | Yes | Yes | Yes | 5.9 | |||
| 28 | KudosCRM | Yes | $9/user/mo | Yes | 5.8 | ||||
| 29 | TheBigBot | No | $197/mo | 5.7 |
Head-to-head All 28 comparisons →
- Surefire CRM vs Total Expert
- Surefire CRM vs Shape
- Surefire CRM vs Finova Broker CRM
- Surefire CRM vs One Mortgage System
- Surefire CRM vs Empower LO
- Surefire CRM vs MapleConnect
- Surefire CRM vs Lend1
- Total Expert vs Shape
- Total Expert vs Finova Broker CRM
Explore other topics All topics →
- AI Tools 303 directories · 8,270 tools ranked AI Writing Tools · AI Video Generators · Text-to-Speech Software
- Web Hosting & Domains 275 directories · 6,107 tools ranked Shared Web Hosting · Managed Cloud Hosting · Dedicated Server Hosting
- Productivity 157 directories · 4,948 tools ranked Note-Taking Apps · Calendar Apps · Project Management Software
- Marketing 135 directories · 3,977 tools ranked SEO Tools · Influencer Marketing Platforms · Email Marketing Software
- Customer Service 55 directories · 1,547 tools ranked Chatbot Builders · Knowledge Base Software · Call Center Software
- Communication 109 directories · 3,229 tools ranked Business Phone Systems · Email Clients · Audience Response Systems
How we rank mortgage CRM software
Every tool on this page was researched by iTechGuides Editors from its official website — pricing pages, plan tables and product documentation. We rank on how well each one does this category's core job, what the free or entry plan includes, and where it falls short. Where we have enough verified facts, the score out of 10 is a rubric — job fit, value and how much we could verify — shown with its breakdown on every tool's page; a tool we have not verified enough to score yet shows its rank without a number. Scores are re-checked when a product changes its plans. Read the full editorial policy, or submit a tool we missed.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Last updated · How we research and update