Best Mortgage CRM Software in 2026
Updated
In short: MloFlo is ranked #1 of 29 as of 8 October 2026, ahead of Viato and KudosCRM. The best-ranked option with a free plan is Viato. The lowest first paid tier on this page is MloFlo at $4.99/mo.
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.
29 mortgage CRM software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Recognised 40% · Phone app 26% · Documented 20% · Free plan 14% of the score
- 1 MloFlo iPhone + Android RecognisedPhone appDocumentedFree plan 7.9$4.99/mo Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 2 Viato iPhone only RecognisedPhone appDocumentedFree plan 7.9$49/mo Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 3 KudosCRM iPhone + Android RecognisedPhone appDocumentedFree plan 7.8$9/mo
- 4 Total Expert iPhone + Android RecognisedPhone appDocumentedFree plan 7.8$100/mo Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 5 Aidium iPhone + Android RecognisedPhone appDocumentedFree plan 7.3 Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 6 Mortgage Magic iPhone + Android RecognisedPhone appDocumentedFree plan 7.3£85/mo Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 7 BNTouch Mortgage CRM iPhone + Android RecognisedPhone appDocumentedFree plan 7.1$95/mo Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 8 Jungo iPhone + Android RecognisedPhone appDocumentedFree plan 7.1$8/mo Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 9 Shape iPhone + Android RecognisedPhone appDocumentedFree plan 7.1 Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 10 Broki iPhone + Android RecognisedPhone appDocumentedFree plan 7.0C$99/mo Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 11 Effi iPhone + Android RecognisedPhone appDocumentedFree plan 7.0$180,120/mo Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 12 LoanOfficer.ai iPhone + Android RecognisedPhone appDocumentedFree plan 6.9$197/mo Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 13 Bearberry No phone app RecognisedPhone appDocumentedFree plan 5.5$49/mo Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 14 BrokerDam No phone app RecognisedPhone appDocumentedFree plan 5.5C$83.25/mo Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 15 Empower LO No phone app RecognisedPhone appDocumentedFree plan 5.5$297/mo Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 16 LeadBolt No phone app RecognisedPhone appDocumentedFree plan 5.5$29.99/mo Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 17 Lend1 No phone app RecognisedPhone appDocumentedFree plan 5.5A$149/mo Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 18 Brokeredge No phone app RecognisedPhone appDocumentedFree plan 5.4 Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 19 Finova Broker CRM No phone app RecognisedPhone appDocumentedFree plan 5.4 Borrower management: YesLoan pipeline tracking: Yes
- 20 One Mortgage System No phone app RecognisedPhone appDocumentedFree plan 5.4 Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 21 Velocify No phone app RecognisedPhone appDocumentedFree plan 5.4 Borrower management: YesReferral partner management: Yes
- 22 JimNab CRM No phone app RecognisedPhone appDocumentedFree plan 5.3 Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 23 Lender CRM No phone app RecognisedPhone appDocumentedFree plan 5.3 Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 24 RAD CRM No phone app RecognisedPhone appDocumentedFree plan 5.2 Borrower management: YesReferral partner management: YesLoan pipeline tracking: Yes
- 25 TheBigBot No phone app RecognisedPhone appDocumentedFree plan 5.2$197/mo
Compare all 25 in a table
| # | App | Score | Free plan | From | Free plan | Paid from | Borrower management | Referral partner management |
|---|---|---|---|---|---|---|---|---|
| 1 | MloFlo | 7.9 | No | $4.99/mo | No | 69.99 /user/mo | Yes | Yes |
| 2 | Viato | 7.9 | Free plan | $49/mo | Yes | 29 /user/mo | Yes | Yes |
| 3 | KudosCRM | 7.8 | Free plan | $9/mo | Yes | 9 /user/mo | — | — |
| 4 | Total Expert | 7.8 | Free plan | $100/mo | Yes | 100 /user/mo | Yes | Yes |
| 5 | Aidium | 7.3 | No | — | — | — | Yes | Yes |
| 6 | Mortgage Magic | 7.3 | No | £85/mo | — | — | Yes | Yes |
| 7 | BNTouch Mortgage CRM | 7.1 | No | $95/mo | No | — | Yes | Yes |
| 8 | Jungo | 7.1 | No | $8/mo | No | 96 /user/mo | Yes | Yes |
| 9 | Shape | 7.1 | No | — | No | — | Yes | Yes |
| 10 | Broki | 7.0 | No | C$99/mo | No | — | Yes | Yes |
| 11 | Effi | 7.0 | No | $180,120/mo | No | — | Yes | Yes |
| 12 | LoanOfficer.ai | 6.9 | No | $197/mo | No | — | Yes | Yes |
| 13 | Bearberry | 5.5 | No | $49/mo | No | 49 /user/mo | Yes | Yes |
| 14 | BrokerDam | 5.5 | No | C$83.25/mo | No | — | Yes | Yes |
| 15 | Empower LO | 5.5 | No | $297/mo | No | — | Yes | Yes |
| 16 | LeadBolt | 5.5 | No | $29.99/mo | No | — | Yes | Yes |
| 17 | Lend1 | 5.5 | No | A$149/mo | No | — | Yes | Yes |
| 18 | Brokeredge | 5.4 | No | — | — | — | Yes | Yes |
| 19 | Finova Broker CRM | 5.4 | No | — | — | — | Yes | — |
| 20 | One Mortgage System | 5.4 | No | — | — | — | Yes | Yes |
| 21 | Velocify | 5.4 | No | — | — | — | Yes | Yes |
| 22 | JimNab CRM | 5.3 | No | — | — | — | Yes | Yes |
| 23 | Lender CRM | 5.3 | No | — | — | — | Yes | Yes |
| 24 | RAD CRM | 5.2 | No | — | No | — | Yes | Yes |
| 25 | TheBigBot | 5.2 | No | $197/mo | No | — | — | — |
Is your app on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which mortgage CRM software is ranked first on Samsung Mobile US Press?
MloFlo is ranked #1 of 29 with a score of 7.9. Viato is second and KudosCRM third.
How many of these have a free plan?
3 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, MloFlo has the lowest first paid tier we found: $4.99/mo.
How is this list ranked?
Ranked mobile-first: a phone app alongside the web or desktop product, a free tier and the depth of its documentation.