MloFlo
MloFlo: A mortgage-focused CRM that combines origination workflows, portals, automation and integrations. Ranked #10 of 29 in Mortgage CRM Software by our editors (7.7/10); pricing: Paid; best for loan officers needing origination and borrower tools.
At a glance
- Editor score7.7 / 10
- PricingPaid
- Best forLoan officers needing origination and borrower tools
- Free planNo
- Paid from$4.99/mo
- Borrower managementYes
- Facts checked20 Sep 2026
Where it wins
- Combines borrower records, POS, documents, disclosures and pipeline tracking
- Connects with LendingPad, Encompass, Arive and automated underwriting tools
- Supports SMS, email, voice follow-up and marketing drip campaigns
Where it doesn't
- No free plan is available
- Processor portal and digital 1003 application start on the Pro plan
- White labeling is limited to the Enterprise plan
Our verdict on MloFlo
MloFlo is a mortgage CRM and business operating system for loan officers, mortgage brokers and their teams. It brings borrower relationship and loan record management together with a digital point of sale, borrower and realtor portals, document collection, disclosure signing, pipeline tracking and milestone updates. Mortgage-specific tools include pre-approval generation, loan quoting, credit pulls and automated underwriting integrations. Web, iOS and Android access support teams working across devices, while referral-partner tracking extends the platform beyond the borrower relationship.
Pricing is organized around CRM plans and separate communication options. Basic costs $69.99 per LO seat per month, or $755.88 per LO seat per year with a 10% annual subscription discount. It includes the pre-approval generator, loan quoting tool, secure borrower and realtor portals, and mobile responsive access. Pro costs $199.99 per LO seat per month, or $2,159.88 per LO seat per year with the same 10% annual subscription discount. Pro adds a processor portal, digital 1003 application, smart document upload, pipeline view, task management and marketing drip automation. Enterprise includes custom options and white labeling. SMS/MMS plans are separate, including SMS/MMS at $4.99 per month and the Rookie Plan at $14.99 per month with SMS, voice and 500 voice minutes.
The strongest fit is a lender that wants mortgage workflows connected across origination, borrower communication, partner management and marketing. Integrations with LendingPad, Encompass and Arive support LOS connectivity, while Fannie Mae Desktop Underwriter, Freddie Mac Loan Product Advisor, UWM, Xactus, Nylas, Stikkum and Zapier broaden the surrounding ecosystem. Automated SMS, email and voice follow-up can support ongoing communication, and the mobile apps extend access beyond the web platform. Smaller teams seeking only basic contact management may find the broader Pro workflow unnecessary, while teams requiring white labeling need Enterprise.
Your product? Our editors can test MloFlo in depth and publish a review, labelled as paid · from $149/mo →
MloFlo pricing
All 8 MloFlo plans and prices →
MloFlo fact sheet
| Free plan | No |
|---|---|
| Paid from | $4.99/mo |
| Borrower management | Yes |
| Referral partner management | Yes |
| Loan pipeline tracking | Yes |
| Marketing automation | Yes |
| Compliance workflows | Yes |
| SMS automation | Yes |
| Mobile app | Yes |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Support | Email, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 5,000+ integrations: LendingPad, Encompass, Arive, Fannie Mae Desktop Underwriter, Freddie Mac Loan Product Advisor, Zapier … See all → |
| Pricing | Paid (source) |
| Website | mloflo.com |
| Facts checked | 20 Sep 2026 |
MloFlo integrations
MloFlo lists 5,000+ integrations on its own site — the 10 named here are the ones its pages call out.
- LendingPad
- Encompass
- Arive
- Fannie Mae Desktop Underwriter
- Freddie Mac Loan Product Advisor
- Zapier
- UWM
- Xactus
- Nylas
- Stikkum
Alternatives to MloFlo
- Surefire CRMA mortgage-focused CRM built around milestone outreach, compliance, and post-close marketing.9.1
- Total ExpertA broad mortgage CRM with a free tier and a focused $100-per-user Premium plan.8.8
- ShapeA full-service mortgage CRM covering borrowers, pipelines, referrals, marketing, and mobile work.8.7
Used MloFlo? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used MloFlo for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
MloFlo is listed in our Mortgage CRM Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/mloflo/"><img src="https://www.itechguides.com/best/badge/mloflo.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Last updated · How we research and update