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Best Lend1 Alternatives in 2026

#8 of 29 in Mortgage CRM Software

The top Lend1 alternatives are Surefire CRM, Total Expert and Shape: 15 mortgage CRM software our editors would look at instead of Lend1, in our ranking order.

7.9/10Editor score
Lend17.9 Visit Lend1

Lend1: A structured mortgage CRM with strong onboarding, automation and broker workflows. Where it falls short: no dedicated mobile app.

Switching from Lend1? For most mortgage crm software buyers the best Lend1 alternative is Surefire CRM, built for mortgage marketing and post-close engagement. On a budget, MloFlo starts at $4.99/mo. Total Expert has a free plan, which Lend1 does not.

Why People Look for a Lend1 Alternative

  • No dedicated mobile app
  • No free plan; pricing starts at AUD 149 per month
  • Conversations and calculators begin on the Pro plan
  • No free plan — 2 of the alternatives below have it
  • No mobile app — 8 of the alternatives below have it

Quick Picks by What You Need

All 15 Lend1 Alternatives, Ranked

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.

  1. Best forMortgage marketing and post-close engagement

    • Better than Lend1:
    • Editor score 9.1 vs 7.9

    A mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.

    • Compliance workflows
    • SMS automation
    Pricing on request Our Surefire CRM verdict → Visit ICE Surefire
    9.1/10★★★★★
    Visit ICE Surefire
  2. Best forTeams prioritizing value and compliance

    • Better than Lend1:
    • Free plan
    • Mobile app
    • Editor score 8.8 vs 7.9

    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
  3. Shape

    Best forFull-service mortgage teams needing mobile CRM depth

    • Better than Lend1:
    • Mobile app
    • Editor score 8.7 vs 7.9

    A full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work.

    • Mobile app
    • Compliance workflows
    • SMS automation
    Pricing on request Our Shape verdict → Visit Shape
    8.7/10★★★★☆
    Visit Shape
  4. Best forEstablished firms needing configurable compliance workflows

    • Better than Lend1:
    • Editor score 8.5 vs 7.9

    A broad mortgage CRM for firms that need configurable compliance and workflow control.

    • Compliance workflows
    • SMS automation
    Pricing on request Our Finova Broker CRM verdict → Visit Finova
    8.5/10★★★★☆
    Visit Finova
  5. Best forUK advisers needing case processing and compliance

    • Better than Lend1:
    • Editor score 8.4 vs 7.9

    A broad UK mortgage CRM covering case processing, sourcing, portals and compliance workflows.

    • Compliance workflows
    • SMS automation
    8.4/10★★★★☆
    Request a Demo
  6. Best forMortgage teams wanting AI and team governance

    • Better than Lend1:
    • Editor score 8.2 vs 7.9

    A mortgage-focused CRM combining pipeline management, AI conversations, automation, and team controls.

    • Compliance workflows
    • SMS automation
    8.2/10★★★★☆
    Visit Empower LO
  7. Best forTeams wanting AI voice follow-up and pipelines

    • Better than Lend1:
    • Editor score 8.0 vs 7.9

    A mortgage CRM with pipelines, automation, and AI voice follow-up for lending teams.

    • Compliance workflows
    • SMS automation
    8.0/10★★★★☆
    Visit MapleConnect
  8. Aidium

    Best forTeams wanting advanced automation and integrations

    • Better than Lend1:
    • Mobile app

    A mortgage CRM with advanced automation, compliance controls and extensive integrations.

    • Mobile app
    • Compliance workflows
    • SMS automation
    Pricing on request Our Aidium verdict → Visit Aidium
    7.8/10★★★★☆
    Visit Aidium
  9. MloFlo

    Best forLoan officers needing origination and borrower tools

    • Better than Lend1:
    • Mobile app

    A mortgage-focused CRM that combines origination workflows, portals, automation and integrations.

    • Mobile app
    • Compliance workflows
    • SMS automation
    7.7/10★★★★☆
    Visit MloFlo
  10. Jungo

    Best forEstablished teams needing mature LOS connectivity

    • Better than Lend1:
    • Mobile app

    A mature mortgage CRM for teams that need Salesforce and LOS connectivity.

    • Mobile app
    • Compliance workflows
    • SMS automation
    7-day trial Our Jungo verdict → Visit Jungo
    7.6/10★★★★☆
    Visit Jungo
  11. Best forMortgage teams needing portals and mobile access

    • Better than Lend1:
    • Mobile app

    A mortgage-focused CRM combining borrower management, portals, automation, and mobile access.

    • Mobile app
    • Compliance workflows
    • SMS automation
    7.5/10★★★★☆
    Visit BNTouch
  12. Viato

    Best forBudget-conscious mortgage teams needing broad capabilities

    • Better than Lend1:
    • Free plan
    • Mobile app

    A broad mortgage CRM with a free core plan and paid support tiers.

    • Mobile app
    • Compliance workflows
    • SMS automation
    Free plan Our Viato verdict → Visit Viato
    7.4/10★★★★☆
    Visit Viato
  13. Lenlia

    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
    14-day trial Our Lenlia verdict → Visit Lenlia
    7.3/10★★★★☆
    Visit Lenlia
  14. Best forMortgage brokers needing compliance and client apps

    • Better than Lend1:
    • Mobile app

    A focused mortgage CRM combining sourcing, compliance, marketing and borrower apps.

    • Mobile app
    • Compliance workflows
    • SMS automation
    7.2/10★★★★☆
    Visit Mortgage Magic
  15. Broki

    Best forCanadian teams wanting portals and renewals

    A Canadian mortgage CRM with portals, automation, renewals, and file pipelines.

    • Compliance workflows
    • SMS automation
    14-day trial Our Broki verdict → Visit Broki
    7.1/10★★★★☆
    Visit Broki

Lend1 Alternatives: Common Questions

What is the best alternative to Lend1?

Surefire CRM: #1 in our Mortgage CRM Software ranking, with an editor score of 9.1 out of 10. A mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.

Is there a free alternative to Lend1?

Yes. Total Expert and Viato have a free plan or a free tier.

What is the cheapest paid alternative to Lend1?

Of the alternatives here that publish a price, MloFlo starts lowest, at $4.99/mo.

Why do people look for Lend1 alternatives?

No dedicated mobile app; No free plan; pricing starts at AUD 149 per month; Conversations and calculators begin on the Pro plan.

How do I switch from Lend1?

Export your data from Lend1 (most tools have an export in their settings). Sign up for the alternative; start on its free plan or trial if it has one. Import your export and set up the integrations your team relies on. Run both side by side for a short while, then cancel Lend1.

How to Switch from Lend1

  1. Export your data from Lend1 (most tools have an export in their settings).
  2. Sign up for the alternative; start on its free plan or trial if it has one.
  3. Import your export and set up the integrations your team relies on.
  4. Run both side by side for a short while, then cancel Lend1.

Lend1 vs Each Alternative

#ToolFree planPaid fromBorrower managementReferral partner managementLoan pipeline trackingMarketing automationCompliance workflowsScore
8Lend1NoA$149/moYesYesYesYesYes7.9
1Surefire CRMYesYesYesYes9.1
2Total ExpertYes$100/user/moYesYesYesYesYes8.8
3ShapeNoYesYesYesYesYes8.7
4Finova Broker CRMYesYesYesYes8.5
5One Mortgage SystemYesYesYesYes8.4
6Empower LONo$197/moYesYesYesYesYes8.2
7MapleConnectNo$199/moYesYesYesYesYes8.0
8AidiumYesYesYesYesYes7.8
9MloFloNo$4.99/moYesYesYesYesYes7.7
10JungoNo$96/user/moYesYesYesYesYes7.6
11BNTouch Mortgage CRMNoYesYesYesYesYes7.5
12ViatoYes$29/user/moYesYesYesYesYes7.4
13LenliaNo$9/moYesYesYesYesYes7.3
14Mortgage MagicYesYesYesYesYes7.2
15BrokiNoCA$99/user/moYesYesYesYesYes7.1

Head-to-Head

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update