KudosCRM
by KudosCRMKudosCRM suits teams looking to track sales activity with a visual pipeline, email sync, and marketing automation.
Free plan Free trial From $9 a month, billed yearly AndroidiPhone & iPadWebAPI
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Best Mortgage CRM Software 2026
Mortgage CRM software can help teams keep borrower relationships and loan activity organized. Compared on borrower management, loan pipeline tracking, and compliance workflows, the entries also cover referral partner management, marketing automation, and SMS automation. Consider mobile app availability, free plans, and paid-from pricing alongside the workflows your team needs. MloFlo, Viato, and KudosCRM are among the options to review. Think about how your process handles borrowers, partners, and loan opportunities, then use these listed features to assess which capabilities align with your team’s day-to-day work.
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MapleConnect
MapleConnect is designed for solo loan officers and mortgage teams managing borrower and referral-partner workflows.
WebAPI Record5.5 Visit
03
Mortgage Magic
Mortgage Magic is intended for UK mortgage intermediaries, advisers, brokers, professional introducers, and finance professionals.
AndroidiPhone & iPadWeb+2 Record5.5 Visit
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Total Expert
Total Expert suits financial services organizations, particularly mortgage lenders, banks, credit unions, and insurers managing customer outreach, leads, and compliance…
AndroidiPhone & iPadWeb+1 Record5.5 Visit
05
Jungo
Jungo is aimed at loan officers who need mortgage lead, pipeline, marketing, and client-update workflows.
AndroidiPhone & iPadWeb Record5.2 Visit
6
MloFlo
AndroidiPhone & iPadWeb — Record5.2 Visit MloFlo suits loan officers, brokers, and lending teams that need borrower and realtor portals alongside pipeline and referral management.
7
Viato
iPhone & iPadWebBrowser extension+1 Free plan Record5.2 Visit Viato is intended for mortgage professionals and loan officers managing leads, loan pipelines, and borrower communications.
8
Broki
AndroidiPhone & iPadWeb C$99 a month Record5.0 Visit Broki is aimed at Canadian mortgage brokers and brokerages managing deal pipelines, borrower documents, and client renewals.
10
TheBigBot
AndroidiPhone & iPadWeb+1 $197 one-time Record4.9 Visit TheBigBot may suit mortgage, dental, legal and service businesses that want lead follow-up and call handling in one platform.
17
BNTouch Mortgage CRM
AndroidiPhone & iPadWeb $95 a month Record4.3 Visit It suits loan officers, mortgage brokers, branches, banks, and credit unions seeking borrower, referral partner, pipeline, and marketing tools.
19
Aidium
AndroidiPhone & iPadWeb+1 — Record4.2 Visit Aidium suits mortgage businesses that need loan pipeline, borrower, and referral partner management alongside marketing and compliance workflows.
22
Shape
AndroidiPhone & iPadWeb — Record4.2 Visit Shape is positioned for solo brokers, growing broker shops, multi-branch lenders, and enterprise mortgage organizations.
23
Brokeredge
Web — Record4.0 Visit Brokeredge suits Canadian mortgage broker teams needing web-based borrower, partner, pipeline, messaging, marketing, and compliance workflows.
24
Finova Broker CRM
Web — Record3.7 Visit It suits financial services brokers needing borrower, loan-pipeline, communication and compliance workflows in a browser-based CRM.
25
JimNab CRM
Web — Record3.7 Visit It suits mortgage brokers in Canada, including those working in Quebec, who need borrower, referral-partner and loan-pipeline management.
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