Mortgage Software

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Read more about Creatio CRM

Mortgage Automator is a loan origination and servicing software designed to help North American private/ hard money lending businesses automate their operations, increase efficiency, and focus their efforts on growth. Read more about Mortgage Automator

ACTICO Credit Decision Platform is a robust and highly scalable platform for automating credit origination and decisioning processes. Based on a powerful graphical decision management suite, the system allows the implementation, testing, simulation and optimization of any bank-internal decision services, including but not limited to risk scoring,... Read more about Credit Decision Platform

LoanAssistant is a loan servicing add-on for QuickBooks designed to help businesses across various segments of lending industries including education, vehicle, construction loans, and residential or commercial mortgages manage multiple loans and credit lines. . Read more about LoanAssistant

Bryt Software streamlines your mortgage servicing process. From automated payment processing to seamless borrower communication, we simplify your operation, reduce errors, and improve efficiency. Bryt is intuitive and easy to use. Simple, but powerful. Competitively priced. Easy to implement. Read more about Bryt

The Mortgage Office is a web based loan servicing software which helps to streamline, manage and automate current loan servicing tasks Read more about The Mortgage Office

Qualia Connect streamlines your partnership with title during closing. Automate order placement, exchange information & documents, and gain the title vendor management tools you need without ever leaving your LOS. Read more about Qualia

LOVED by mortgage and loan agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and close more loans. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card. Read more about PhoneBurner

Award-winning developer of mobile-first technology for modern mortgage lenders. As a leading homeownership platform, SimpleNexus unites the people, systems, and stages of the mortgage process into an end-to-end solution that spans engagement, origination, closing, and business intelligence. Read more about nCino’s Mortgage Suite

Jungo is a cloud-based mortgage and real estate CRM solution that allows users to automate repetitive tasks, enhance marketing efforts, and streamline communication with everyone from prospects, clients, referral partners, and colleagues. Read more about Jungo

Automate the process of collecting loan information and documents from your clients with our simple and secure interface. Read more about FileInvite

Floify is a cloud-based loan origination solution and mortgage point of sale which helps mortgage professionals automate lending processes and improve communication between stakeholders. An online portal enables efficient collection and verification of documents, progress tracking, and more. Read more about Floify

The LOS platform was designed by mortgage professionals to maximize operating efficiency, reduce human errors and increase volume. LendingPad is a proud MBA member, endorsed by both NAMB and AIME. It offers the ability to work with TPO's, wholesalers, investors and various vendors in real-time. Read more about LendingPad

Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and streamline marketing operations. Supervisors can collect prospect information using custom forms, surveys or landing pages and store leads’ contact details in a centralized database. Read more about Surefire CRM

LendingWise is an end-to-end digital lending platform that streamlines the loan origination process from application through closing, providing a modern, private-labeled experience for borrowers, brokers & the entire user base for many Private & Commercial Lending products including Bridge, Fix & Fl Read more about LendingWise

Margill Loan Manager is an installed or cloud-based loan servicing solution, which assists lenders with servicing loans, lines of credit, receivables and leases. Key features include interest computation, custom fields, data export, multi-currency, customizable reporting and revenue tracking. Read more about Margill Loan Manager

Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform. Read more about Total Expert

Calyx Point is a cloud-based loan servicing software designed to help businesses streamline the entire loan origination process, from managing mortgage underwriting to preparing documentation. It allows professionals to create templates for standardizing loan programs, borrower files, closing costs, and more. Read more about Calyx Point

MortgageHalo is a mortgage lead-generating CRM that was built specifically for residential lenders, banks and credit unions. Read more about MortgageHalo

The Loan Office is a loan servicing system designed for small lenders, including mortgage lenders, consumer finance lenders, hard-money lenders & note servicers Read more about The Loan Office

Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more Read more about Shape

mortgage crm Read more about BNTouch Mortgage CRM

Encompass is a cloud-based origination system designed to help lenders of all sizes manage the origination and closure of loans via a unified portal. The platform includes artificial intelligence (AI) technology, which enables lenders to automate the borrower management operations. Read more about Encompass

RamQuest One is a real estate transaction management software that helps businesses manage audits, documents, emails, settlements, workflows, and more from within a unified platform. It allows staff members to create receipts, manage disbursements, handle check writing, generate close disclosure forms, and collaborate with lenders. Read more about RamQuest One

The challenge with CRM for mortgage is that lead come from everywhere and need fast action. LeadMaster’s all-in-one solution takes in all your leads onto one easy-to-use platform that you and your sales team can access from anywhere. The Smart Queue tells you which lead to call next. Read more about LeadMaster

Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets Read more about Plaid

TurnKey Lender allows you to run your mortgage & lending business on a single platform. This means your risk & decision management, loan origination, collateral management, loan servicing, collections, reporting are all in the same place with easy integrations from intuitive API functionality. Read more about Turnkey Lender

MBS Highway is a web-based mortgage software designed to help businesses increase conversion with referral partners and customers. It lets mortgage advisors build market knowledge with access to the latest insights and trends. Read more about MBS Highway

Customisable no-code loan management system/ lending solution for lenders, fintech companies and banks. The system covers loan origination, collateral management, loan servicing, and debt collection. Custom feature development and system connections are available on top of the core system. Read more about inGain SaaS Loan Management System

MeridianLink Consumer, formerly known as LoansPQ, is a loan origination solution designed to help banks and credit unions manage lending processes for various loan types including both unsecured, secured, and small business loans. Read more about MeridianLink Consumer

MeridianLink Mortgage, formerly known as LendingQB, is a loan origination solution designed to help organizations streamline processes for mortgage lending. The platform includes a rules-based engine, which enables users to automate various operations including underwriting, product pricing & more. Read more about MeridianLink Mortgage

Help With My Loan (HWML) is software that automates the frontend underwriting and lender matching process for Commercial, Residential, Business and Personal loans. Read more about Help With My Loan

OmniConnect's API connectivity as a service is the quickest and most cost-effective way to securely connect a FinTech solution to any US-based financial institution. The platform support integration with various systems such as payments, point of sale (POS), lending, general ledger, deposits & more. Read more about OmniConnect

Mortgage Quest is a cloud-based marketing automation and CRM software for the mortgage industry that enables executives to create and run marketing campaigns Read more about Mortgage Quest

The most advanced Loan Servicing Software on the market! Designed from the ground up to increase loan origination and loan servicing efficiencies. We serve private money/hard money lenders, auto, consumer, credit unions, banks, and non profit/city/state governments. Read more about LOAN SERVICING SOFT

LoanCirrus is a loan management platform that helps lenders manage loan operations from anywhere, offering a range of configurable features for any business Read more about LoanCirrus

Maxwell is a digital mortgage platform designed to help loan officers & lending teams streamline the loan process from application to closing, as well as enhance borrower satisfaction, using a range of features including notifications & reminders, secure messaging, custom reporting, and more Read more about Maxwell

Aidium is a customer relationship management (CRM) software designed to help mortgage professionals manage marketing campaigns, sales automation, and compliance regulation. Key features include automated partner tracking, file storage, branch and team management, security review, voice calling, bulk email, and ringless voicemail. Read more about Aidium

HES LoanBox is a ready-made platform for loan management automation with customization options. The platform offers seamless onboarding and custom landing, a secure borrower portal, functional back office with dozens of KYC, BI, scoring, and other integrations. Fast start within 2-4 weeks. Read more about HES LoanBox

PerfectLO is a mobile mortgage and loan platform for mortgage brokers, mortgage bankers and banks to help accelerate the digital loan application process Read more about PerfectLO

Mortgage+Care is a cloud-based solution, which assists credit unions, banks, and alternative lenders with loan origination and loan servicing. Key features include application management, data import, payment processing, document storage, and cash reporting. Read more about Mortgage+Care

Centrex is a cloud-based customer relationship management (CRM) software for the finance sector, which enables organizations to manage contacts, deals, team productivity, loan portfolio and email/text marketing campaigns on a centralized platform. Read more about Centrex

Mortgage loan software for small-mid size non-bank lenders covering full lending cycle, with broker channel management and investor servicing capabilities. Lendstream is powerful in risk-based pricing, loan servicing, default management, compliance and reporting. Read more about Lendstream

For medium to large businesses - Totus is a multi-channel marketing automation engine for housing, personalizing, and distributing marketing materials. By working with your marketing teams, your distributed sales force can now customize, print, and send marketing collateral more efficiently through a variety of channels like email, direct mail,... Read more about TOTUS

Blend is a cloud-based digital lending platform that allows banks, credit unions & mortgage companies manage leads and streamline lending services. Customers can upload documents to the system and managers can access submitted applications from the built-in storage portal. Read more about Blend

Pre-Approve Me is a mobile mortgage automation & point of sale (POS) solution designed to help loan officers & mortgage companies manage loan processing & client communication with a custom DTI calculator, data reporting, in-app messaging, instant pre-approval letters, real-time milestones, and more Read more about Pre-Approve Me

Bankruptcy, loan modification and hard money loan tracking software combined with a lightweight CRM, phone system, and an eSign module. Manage documents, tasks, calendars, and more. Read more about Captafi

Plug&Score is a scoring model development tool for building and managing scorecards as fast and easy as possible. Plug&Score can be used at all stages of the decision-making cycle from loan origination to debt collection, helping customers to grow their business through better lending decisions. Designed for business users and not for statisticians... Read more about Plug&Score Modeler

Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device Read more about Financial Services Cloud

AllCloud Enterprise (formerly known as AutoCloud) is a cloud-based loan management solution, which assists banks and lending companies with managing processes for loan disbursement and customer onboarding. Key features include document uploads, reminders, accounting, activity dashboard, data collection, and reporting. Read more about AllCloud Enterprise