Customer relationship management (CRM) software for mortgage businesses facilitates various mortgage brokering activities such as loan origination. It boosts efficiency in processing new mortgage loans from appraisal and approval to fund disbursement or application denial. The best mortgage CRM software streamlines sales, marketing, and service tasks to help mortgage professionals focus more on client engagement and closing loans.
Plus, they integrate with loan origination software (LOS) and come with document management and electronic signature capability. We evaluated several mortgage CRM software and identified the best options based on their pros, cons, features, pricing, and use cases.
- Zoho CRM: Best overall for mobile mortgage processing
- Shape Mortgage CRM: Best for marketing
- Jungo: Best for Salesforce users
- Pipedrive: Best for automating sales activities
- monday CRM: Best for time tracking and organizing files
- Streak CRM: Best for managing mortgage pipelines in Gmail
- Best Mortgage CRM Software Compared
- Zoho CRM: Best for Overall Mortgage Processing in a Mobile CRM
- Shape Mortgage CRM: Best for Marketing
- Jungo: Best for Salesforce Users
- Pipedrive: Best for Automating Mortgage Sales Activities
- monday CRM: Best for Time Tracking & Organizing Files
- Streak CRM: Best for Managing Mortgage Pipelines in Gmail
- Frequently Asked Questions (FAQ)
- Bottom Line
Best Mortgage CRM Software Compared
| Provider | Starting Monthly Price per UserBased on annual billing on a per user, monthly basis; monthly billing is available at slightly higher rates, unless otherwise specified. | Free Plan | Our Rating out of 5 |
|---|---|---|---|
 | $14 | ✓3 users | 4.91 |
| Visit Zoho CRM | |||
 | $119 | ✕ | 4.86 |
| Visit Shape Mortgage CRM | |||
 | $119 | ✕ | 4.79 |
| Visit Jungo | |||
 | $14 | ✕ | 4.78 |
| Visit Pipedrive | |||
 | $12Three-user minimum requirement | ✕ | 4.43 |
| Visit monday CRM | |||
 | $49 | ✓1 user | 3.99 |
| Visit Streak CRM | |||
Zoho CRM: Best for Overall Mortgage Processing in a Mobile CRM
Zoho CRM Pricing Plans*
Cost:
- $0 for three users
Key Features:
- Lead, account, contact, and deal management
- Mobile app
- Integration with Zoho apps
- Tasks, meetings, and calls
- Standard CRM reports
- Marketing campaign management
- Mass email and custom email templates
- Customization for the home page and tabs
- Automation for workflow rules, tasks, email notifications, and records
- Document library and approve records on web forms
Zoho CRM Add-ons:
- Additional File Storage: $4 per month for 5GB (paid plans only)
- Additional Data Storage (up to 200 users): $4 for 100MB per month (for Professional and up)
- Additional Data Storage (>200 users): $2 for 100MB per month (for Professional and up)
- Data Backup: $12 per request
*Pricing is based on annual billing on a per-user monthly breakdown. Monthly billing is available for a higher cost. Zoho CRM comes with a 15-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing.
Zoho CRM and BluMortgage integration lets loan officers book meetings on mobile. (Source: YouTube) 
Zoho CRM and BluMortgage integration lets loan officers check mortgage statuses on mobile. (Source: YouTube) 
Zoho CRM and BluMortgage integration lets loan officers see nearby borrowers. (Source: YouTube)
Our Expert Opinion
Zoho CRM is the best mortgage CRM software for mobile use because users can quickly access borrower data, engage with clients, and track loan progress using a smartphone, tablet, or laptop.
When integrated with BluMortgage, loan officers can do almost all desktop CRM functionalities on their mobile devices. This includes checking borrowers near you when you are in the field to know how they are currently doing in terms of their home loans.
Shape Mortgage CRM: Best for Marketing
Shape Mortgage CRM Pricing Plans*
Sales & Marketing CRM
Cost:
- $119 per user
Key Features:
- Automated CRM
- Built-in calling, text, email, video, and multimedia messaging (MMS)
- Marketing suite with drip campaigns and premade templates
- AI suite (includes ShapeIQ AI lead scoring)
- Task and event management
- Document storage
- Email tracking
- Analytics and reporting
- Custom configurations
- 5,000-plus API integrations
Add-ons:
- Communications Package: $39 per monthComms package required call, text, and email. Billed monthly per company. Additional fees for 10DLC texting.
- Point of Sale (POS) Customer PortalIt includes a secure customer portal for applications, documents, automated notifications, and more. It also includes a referral partner portal platform with an intuitive mobile design for seamless agent and client engagement. : $47 per user monthly
- Lead EngineIt includes optimized pages, lead funnels, and scheduling to capture and convert qualified leads. It also includes professional setup and customization plus CRM Integrations with Google Sheets and any CRM for automated lead creation in supported formats. : $299 per month
*Pricing is based on annual billing on a per-month breakdown, though monthly billing is available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.
Shape Mortgage CRM’s dashboard shows drip campaign settings. (Source: Shape Mortgage CRM) 
Shape Mortgage CRM lets you send bulk video emails for marketing. (Source: Shape Mortgage CRM)
Our Expert Opinion
We categorized Shape Mortgage CRM as the best mortgage broker software because of its robust marketing features, especially its video marketing and drip campaigns that help promote home loans.
Another notable feature is ShapeAI, which we believe can be a great tool for streamlining content marketing and borrower engagement. Moreover, we find its mortgage POS-branded customer portal highly beneficial for managing loan applications.
Jungo: Best for Salesforce Users
Jungo Pricing Plans*
Jungo Mortgage App
Cost:
- $119 per user
Key Features:
- Optimize Salesforce with LOS integration and Mortgage Coach EDGE
- Send fresh leads from popular LOS and other mortgage solutions directly to JungoExamples include LendingTree, Zillow, Informa Research Services, and Trulia.
- Mortgage-customized automated email marketing campaigns
- Access all loan documents like financial history and loan agreements
- Assign and track tasks like loan progress
- Manage calendars and schedule follow-ups
- Set permissions and automate workflows with Jungo’s team management
- Custom, personalized email templates
- Send automatic emails for milestones (like loan anniversaries and birthdays)
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available at a higher cost. Jungo offers a real estate app for $799 per user annually. While we update pricing information regularly, we encourage our readers to check current pricing.
Jungo and Velocity integration with sync reports and other sync options (Source: Jungo) 
Jungo integrates with popular LOS. (Source: Jungo)
Our Expert Opinion
Jungo is a great option if you’re looking for a dedicated industry-specific CRM for the mortgage sector. It is the best CRM for mortgage and real estate that we recommend for existing Salesforce users since it is already built on the platform.
One of the most notable features of this CRM is its seamless integration with LOS platforms and mortgage apps for accurate loan rate quotes. With Jungo, you can easily access and manage loans and listings on one platform.
Pipedrive: Best for Automating Mortgage Sales Activities
Pipedrive Pricing Plans*
Cost:
- $14 per user
Key Features:
- Apps marketplace for third-party integrations like Microsoft Outlook
- Company and user sales goals tracking
- Custom data fields and pipeline stages
- Deal reports, report collaboration, and activity reporting
- Lead and contact managementWith activity tracking and document storage
- Deal managementWith rotting indicator alerts and deal progress reporting
- Duplicate data detection and merge
- Comments and user mentionsOn CRM records for collaboration
- Smart-app recommendations and AI sales assistant
- Marketplace search
Pipedrive Pricing Add-ons:
- ProjectsProject management tools, free with Power and Enterprise plans : Start at $6.70 per user monthly
- CampaignsCustomizable email campaigns : Start at $13.33 per company monthly
- LeadBoosterLead generation tool set (chatbot, live chat, prospector, web forms, and appointment scheduler) : Start at $32.50 per company monthly
- Smart DocsTrackable quotes, proposals, and contracts; free with Professional, Power, and Enterprise plans : Start at $32.50 per company monthly
- Web VisitorsWeb tracking and lead ranking : Start at $41 per company monthly
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available at a higher cost. It comes with a 14-day free trial for the paid plans. While we update pricing information regularly, we encourage our readers to check current pricing.
Pipedrive automation to follow up on new leads, interact with new deals, and more (Source: Pipedrive) 
Pipedrive’s Smart Docs with a request to add signatures (Source: Pipedrive)
Our Expert Opinion
Pipedrive is our top pick for mortgage sales automation because of its powerful yet easy-to-use tools like an automation builder to streamline routine tasks like loan appraisal.
These automated capabilities boost work efficiency, so you have more time to engage with potential borrowers and clients and close more loans. Another notable feature for mortgage professionals is the Smart Contact Data for data management, profile enrichment, and mortgage proposal generation.
monday CRM: Best for Time Tracking & Organizing Files
monday CRM Pricing Plans*
Cost:
- $12 per userTotal $36 per month (billed annually) with a three-user minimum requirement.
Key Features:
- Unlimited boardsAdd as many boards as you like. Boards are places where you organize your work and data (e.g., projects, clients, and processes).
- Templates for lead, contact, and deal management
- Unlimited customizable pipelines
- Unlimited contacts
- iOS and Android apps
- Unlimited free viewersGive users read-only access to data within your account.
- Create a dashboard based on one boardDashboards are free and users can combine data from one, five, 10, or 50 boards, depending on your plan.
*Pricing is based on annual billing on a monthly breakdown. Monthly billing is also available for a higher cost. The provider offers a 14-day free trial. Pricing is reflected at the time of this publication. We update pricing information regularly but encourage readers to check current pricing.
Monday CRM’s customizable dashboard allows users to arrange tasks by priority. (Source: monday CRM) 
Monday CRM’s customizable dashboard allows users to arrange tasks by priority. (Source: monday CRM)
Our Expert Opinion
We categorized monday CRM as the best mortgage CRM for organizing loan documents with its unlimited boards, multiple views, time-tracking, and document-linking features. This provider seamlessly facilitates the loan origination process and fund disbursement for approved applications. It streamlines client communication and team collaboration, from loan appraisal to status monitoring.
Streak CRM: Best for Managing Mortgage Pipelines in Gmail
Streak CRM Pricing Plans*
Cost:
- $0 for one userThe free plan now only includes email tracking tools, whereas the paid plans have exclusive access to the CRM features.
Key Features:
- Unlimited contacts and organizations
- Email tracking and snippetsSee when your email is read and create email templates.
- Link trackingSee when links in your email are clicked.
- Email sharing
- Mail merge up to 50 per daySend the same email to multiple recipients with automatic follow-ups.
*Pricing is based on annual billing on a monthly breakdown. Monthly billing is also available for a higher cost. Streak CRM offers a 14-day free trial for its Pro+ plan. We update pricing information regularly, but we encourage readers to check current pricing.
Streak CRM allows you to track pipeline statuses such as won and lost deals directly within your Gmail inbox. (Source: Streak CRM) 
Streak’s mail merge feature for personalized bulk emails from inside Gmail (Source: Streak CRM)
Our Expert Opinion
Streak CRM is our top pick for mortgage pipeline management using Gmail. You can access prospect data and track their statuses in the sales pipeline within your Gmail inbox. This capability lets you quickly send personalized email messages to help more homebuyers find the best mortgage for their needs. With consistent communication, you can decrease your average cycle time or the duration of processing new loans.
How We Evaluated the Best Mortgage CRM Software
To determine the best CRM for mortgage brokers and home loan providers, we evaluated the software in terms of features relevant to these businesses. For example, we looked at the ability to integrate with a LOS. Additionally, each CRM must generate buyer leads and manage critical mortgage documentation. We also evaluated general product characteristics such as price, ease of use, and customer support.
When choosing the best CRM, pricing considerations include having free plan availability and scalable yet affordable product subscription options. We also looked at each provider’s ability to offer flexibility to pay monthly subscription fees or save more by paying annually.
We looked at overall features we feel are necessities for any business, such as CRM integration options, analytics tools, and a mobile app. We also evaluated features specific to mortgage providers, such as integrations with LOS, the ability to generate and track homebuyer opportunities, and robust document management systems to organize important loan files.
We looked at the niche features of the best mortgage software. These include customer segmentation, sales territory management, and document management and storage. We also considered marketing automation and omnichannel marketing tools like text, email, video, and multimedia messaging service (MMS).
Since many mortgage officers may not come from a sales history or have experience with a CRM, platform usability was an important criterion. This was analyzed in terms of the expertise needed to set up an account, the ease of integrating with native or third-party applications, and the skill required to use the features specific to mortgage companies. We also reviewed the overall intuitiveness of navigating the system’s interface.
Extensive support and service help prevent poor user experiences and outcomes users may encounter while using any of these platforms. Help and support were evaluated in terms of customer service hours and the availability of support via phone, live chat, and email.
In addition to firsthand experience with these software systems, we evaluated what users say about each product. These criteria consider how customers feel based on their reviews to gain insight into platform popularity, ease of use, and overall value for the price.
Frequently Asked Questions (FAQ)
A loan CRM system is specifically designed to help loan officers seamlessly manage loan applications, borrower interactions, and more on a centralized platform. This type of CRM has document management, electronic signature, and other file organization tools.
Mortgage brokers use LOS for managing loan applications and files, generating disclosures, and submitting files to underwriting. They also use CRM systems for managing leads and deals, marketing, and monitoring sales performance metrics.
Yes. Banks use CRM systems to serve their clients better. CRMs have customer service and marketing tools that help bankers drive engagement and manage customers in multiple touch points.
Bottom Line
Mortgage CRM systems help mortgage professionals with their day-to-day work by automating prospecting, appraisals, organizing loan documents, marketing, lead nurturing, and more. While Zoho CRM is our top pick, choosing the best mortgage CRM software for your practice or company depends on your needs or use cases.
