7 Best Mortgage CRM Software Solutions

With so much paperwork, documentation, regulations, and communication that goes into closing a mortgage, managing it all can be a challenge. If you’re a financial organization offering loans to multiple property buyers, then multiply this challenge by hundreds or even thousands of clients.

A mortgage customer relationship management (CRM) platform helps organizations keep track of all the leads and borrowers in their pipeline, simplifying the process of tracking progress through mortgage closure. These platforms also make it easier to distinguish high-value prospects from various incoming leads, making growing your business a quicker affair.

In this blog post, we’ll look at mortgage CRMs, their benefits, the key features you need, and some of the solutions available today, including entirely customizable options like monday CRM.

What is a mortgage CRM?

A mortgage CRM is a software solution that’s designed with mortgage and lending professionals in mind. CRMs for different industries often include specific features that allow professionals to better manage their clients and work. For example, a mortgage CRM allows mortgage loan officers to track leads and potential clients, nurture customer relationships, manage tasks, and monitor marketing campaigns all in one place.

Mortgage CRMs give teams a way to manage, store, and organize all their customer and lead data in one place so that mortgage professionals can see where borrowers are in the lending pipeline. These platforms can help loan officers more accurately service their clients at each stage, whether it’s with necessary documents, additional information, approvals, or anything else.

Benefits of using a CRM software for mortgage brokers

Implementing a mortgage CRM comes with many advantages. Not only can it help a mortgage business improve client relationships, but by working more efficiently on prioritizing tasks and leads, you can make your business more productive and profitable. Let’s take a look at some of the core benefits of using CRM software for mortgage professionals.

• Better lead management: Organize all your leads in one place so that you never miss a high-priority opportunity
• Improved client relationships: Build better connections with your clients by gathering data to add a personal touch to customer interactions and automating follow-ups
• Increased productivity: Automating manual data entry and repetitive work can free up more of your time for high-value activities
• Stronger compliance: Built-in compliance tools can help you stay on top of industry regulations
• Real-time insights: Get access to dashboard overviews, comprehensive reports, and data-driven analytics to make more data-driven decisions and get deals closed quickly
• Scalability and customization: Adapt a CRM to your business’s needs so that it can grow as your company expands

7 best mortgage CRM software

Mortgage professionals need to use a CRM to manage their daily tasks like lead management, document handling, marketing campaigns, and more. However, selecting the right CRM for your business can be tricky and time-consuming. Below, we’ll cover a few of the best CRM for mortgage options on the market.

1. monday CRM

Best for: Customizing and automating the mortgage CRM user experience

monday CRM is an all-in-one platform that helps you manage client relationships and mortgages without any fuss. With monday CRM, mortgage agents can tailor their platform to their specific workflows, making it easy to track leads and build stronger client relationships.

Key monday CRM features

• No-code automations: Create custom automations for marketing campaigns or set reminders to follow up with clients so you can close more deals
• Lead management: Score new leads and segment customers to always be prioritizing high-value leads for new mortgages
• Dashboards: Simplify decision-making by seeing real-time customer insights in one cohesive view

monday CRM pricing

• Pricing starts from $12/seat/month
• Four plans to choose from: Basic, Standard, Pro, and Enterprise
• Free trial available
• Learn more about monday CRM plans and pricing here
  

2. Salesforce

Best for: Comprehensive and scalable mortgage CRM solution

Salesforce offers a robust CRM platform tailored for mortgage professionals, providing tools to manage leads, automate the mortgage process, and enhance client engagement. It is highly customizable, making it suitable for mortgage businesses of all sizes looking for a scalable solution.

Key Salesforce features

• AI lead nurturing: Salesforce’s built-in Einstein AI tool can help track and nurture leads and suggest cross-selling opportunities
• Automation tools: Automate routine tasks like sending reminders, processing documents, or managing follow-ups
• Advanced analytics: Get real-time insights, loan reports, finances, and analytics for better decision-making and pipeline management

Salesforce pricing

• Pricing starts at $25/user/month
• Offers multiple tiers for small businesses and enterprises
• Free trial available
• Read more about Salesforce plans and pricing here

3. HubSpot

Best for: Integrating a mortgage CRM with marketing and sales process tools

HubSpot’s CRM is ideal for mortgage professionals who want to combine marketing, sales, and service efforts in a single platform. It provides user-friendly tools to manage client relationships while enabling better team collaboration.

Key HubSpot features

• Email tracking: Automatically track client interactions to streamline communication and follow-ups
• Pipeline management: Visualize and manage your mortgage sales funnel with ease
• Marketing integration: Leverage marketing tools for email campaigns, social media, and content creation

HubSpot pricing

• Pricing starts at $15/month/seat
• Four CRM plans to choose from: Free, Starter, Professional, and Enterprise
• Free forever CRM available with basic features
• Learn more about HubSpot plans and pricing here

4. Pipedrive

Best for: Simplified lead tracking and sales pipeline management

Pipedrive focuses on ease of use and simplicity, making it a great choice for mortgage teams or agents looking to manage sales pipelines effectively. Its intuitive interface allows users to focus on closing deals rather than managing software.

Key Pipedrive features

• Visual sales pipeline: Track leads at every stage on a user-friendly pipeline to see all your deals in one glance
• Integrations: 400+ app integrations to continue working with the tools you already use
• Instant insights: Monitor sales, deals, forecasts, and more through real-time data analytics

Pipedrive pricing

• Starts at $14/seat/month
• Five plans to choose from: Essential, Advanced, Professional, Power, and Enterprise
• Free trial available
• Learn more about Pipedrive plans and pricing here

5. Surefire CRM

Best for: Mortgage-specific CRM features and compliance

Surefire CRM is a platform designed for mortgage professionals that helps loan officers and mortgage lenders grow their businesses. Its specialized features cater specifically to the mortgage industry, ensuring compliance and efficiency.

Key Surefire CRM features

• Pre-built marketing campaigns: Access a library of customizable marketing content tailored for mortgages
• Compliance tools: Ensure adherence to industry regulations with automated compliance checks
• Sales and loans features: Focus on sales and loans with built-in alerts, reporting, outbound calling, referral partner management, and more

Surefire CRM pricing

• Pricing available on request
• Free demo available

6. Jungo

Best for: Mortgage professionals looking for a Salesforce-powered solutions

Jungo is a Salesforce-based CRM tailored specifically for mortgage and lending professionals. It combines the flexibility of Salesforce with industry-specific tools, making it ideal for managing leads, automating tasks, and maintaining client relationships.

Key Jungo features

• Lead management: Capture, track, and segment leads from sources like Zillow, LendingTree, and others
• Loan document management: Simplify the loan process with integrated tools for storing, managing, and collaborating on documents
• Automation: Put repetitive tasks on auto-pilot to streamline marketing efforts and task creation

Jungo pricing

• Pricing starts at $96/user/month
• Three plans to choose from: Mortgage App, Jungo Bundle, and Jungo Enterprise
• Free demo available

7. Shape

Best for: Small to mid-sized mortgage companies looking for a simple solution

Shape CRM provides an AI-powered solution for managing mortgages, designed to meet the needs of smaller teams. It’s a user-friendly option that helps agents qualify, score, and prioritize mortgage clients and leads.

Key Shape features

• AI lead scoring: ShapeIQ helps teams identify sales-ready leads
• Communication tools: Manage calls, texts, and customized emails directly within the platform
• Customer portal: Create a responsive customer point of sale to help increase conversions and gather data

Shape pricing

• Pricing starts at $47/user/month
• Three plans available: Sales and Marketing CRM, Point of Sale, Lead Engine

Must-have features for a mortgage CRM

When searching for the best mortgage CRM for your business, it’s important to make a list of the features you’ll need. Start by assessing your company’s goals for a new CRM platform, and then list the features you’ll need to help you reach them. Some key mortgage CRM features you may want to consider include:

• Lead management: The right CRM will have functionalities to make it easier to manage, track, engage, and prioritize leads
• Mortgage pipeline management: You should be able to visualize and manage the loan process from initial inquiry to closing
• Workflow automation: Automate repetitive tasks like follow-ups, reminders, and status updates
• Mobile app: If your team is always on the go, make sure they can update and access the CRM on the go through a mobile app
• Effective communication and collaboration tools: Make sure a CRM has the tools you’ll need to send messages, streamline emails, work together on documents, and more
• Integrates with other apps: The solution you opt for should easily integrate workflows and data from the tools you’re already using
• Compliance: Make sure the CRM is compliant with local data regulations so your customers’ sensitive information is always secure

Effortlessly manage mortgage workflows with monday CRM

Selecting a CRM isn’t a decision teams should make lightly. Ideally, you want to choose a platform that can grow with your business and offers functionalities you may need in the future even if you’re not using them now. With a powerful platform like monday CRM, your team can access all the tools they need when they need them, and not have to worry about whether the software will be able to scale and add additional users as the business grows.

monday CRM is an intuitive CRM platform that makes it quick and easy to get started with plenty of templates, a drag-and-drop interface, and plenty of room for customization. With monday CRM, mortgage professionals from both small businesses and enterprises can keep track of their leads, clients, and marketing campaigns while maintaining complete visibility into their lending pipelines.

Aside from the great features we mentioned above, here are a few more features monday CRM offers that mortgage professionals will find useful:

• 200+ seamless integrations with the work applications you already use
• A mobile app to stay connected on the go
• Over 27 different work views like To-Do, Timeline, Calendar, Workload, and more to visualize work your way
• Customizable dashboards to keep track of lending activity and trends at a glance
• Track all communications such as emails, messages, meetings, and more in one place

• Automate personalized messaging to clients for better customer service
• Instantly compose emails using smart templates
• AI assistant to help quickly create content from meeting notes or call transcripts
• Qualify, prioritize, and score leads so you know what to focus on
• Keep records of client data including previous communications, messages, activities, and contact details

Choosing the best Mortgage CRM for your team

At the end of the day, not every CRM will be right for every mortgage team. You need to consider your team’s unique needs alongside requirements that will support your workflows. However, by opting for a CRM that’s flexible, customizable, and simple to use such as monday CRM, you get the peace of mind knowing that you can get all the functionality you want in a platform that will evolve alongside your business.