The 8 Best Mortgage CRM Software for Brokers and Lenders

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As a mortgage broker or lender, managing your contacts and leads is essential to your success. With the right CRM software, you can streamline your workflow, increase productivity, and generate more business. In this article, we’ll take a look at the eight best mortgage CRM software options for brokers and lenders.

1. Salesforce

Salesforce is a popular CRM software that offers a range of features for mortgage brokers and lenders. With Salesforce, you can manage your contacts, track your leads, and automate your sales process. The software also offers advanced reporting and analytics tools, allowing you to track your performance and make data-driven decisions.

2. Velocify

Velocify is another popular CRM software for mortgage brokers and lenders. The software offers lead management, sales automation, and reporting tools. Velocify also offers integrations with popular mortgage software, such as Encompass and Calyx Point.

3. Mortgage iQ

Mortgage iQ is a CRM software designed specifically for mortgage brokers and lenders. The software offers lead management, pipeline tracking, and automated marketing tools. Mortgage iQ also offers integrations with popular mortgage software, such as Ellie Mae and Fannie Mae.

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4. BNTouch

BNTouch is a CRM software that offers lead management, marketing automation, and pipeline tracking tools. The software also offers integrations with popular mortgage software, such as Encompass and Calyx Point.

5. Jungo

Jungo is a CRM software designed specifically for mortgage brokers and lenders. The software offers lead management, pipeline tracking, and automated marketing tools. Jungo also offers integrations with popular mortgage software, such as Ellie Mae and Fannie Mae.

6. Surefire

Surefire is a CRM software that offers lead management, sales automation, and reporting tools. The software also offers integrations with popular mortgage software, such as Encompass and Calyx Point.

7. SimpleNexus

SimpleNexus is a mobile-focused CRM software that offers lead management, pipeline tracking, and automated marketing tools. The software also offers integrations with popular mortgage software, such as Ellie Mae and Fannie Mae.

8. Total Expert

Total Expert is a CRM software that offers lead management, sales automation, and reporting tools. The software also offers integrations with popular mortgage software, such as Encompass and Calyx Point.

When choosing a mortgage CRM software, it’s important to consider your specific needs and requirements. Look for software that offers the features and integrations you need to streamline your workflow and grow your business.

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In conclusion, these eight mortgage CRM software options are among the best for brokers and lenders. Whether you’re looking for lead management, pipeline tracking, or marketing automation tools, there’s a software option that can meet your needs.