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Best Mortgage CRM Software

Best Mortgage CRM Software – Mortgage CRM software is a specialized tool designed to meet the unique needs of the mortgage industry, aimed at easing the daily responsibilities of loan officers.

These software solutions offer features that streamline agency organization, prompt follow-ups, and enhance client communication.

In addition to these core functionalities, some mortgage CRM solutions also provide real-time lending industry intelligence and reputation management capabilities.

The range of mortgage CRMs varies, from streamlined relationship management and contact solutions to comprehensive, end-to-end platforms that include referral management and marketing automation features.

The primary users of mortgage CRMs are mortgage loan officers, lenders, and brokers.

Qualifications for Mortgage CRM Software Inclusion

To be considered for inclusion in the Mortgage CRM category, a product must meet the following criteria:

  1. Provide features specifically designed for mortgage professionals.
  2. Offer capabilities to store, manage, and track contact information.
  3. Facilitate lead capture and generation.
  4. Ensure compliance with SOC (Service Organization Control) standards.
  5. Integrate seamlessly with loan origination software.

Comparing Top Mortgage CRM Software

SimpleNexus Mortgage Platform

SimpleNexus, an nCino Company, is an award-winning developer of mobile-first technology for modern mortgage lenders.

Their platform brings together people, systems, and stages of the mortgage process into a seamless, end-to-end solution covering engagement, origination, closing, and business intelligence.

Leading mortgage lenders nationwide have embraced SimpleNexus’ single-platform solution, resulting in improved loan production, reduced operational costs, increased referral volume, and enhanced customer satisfaction.

Total Expert

Total Expert is a leading fintech software company that specializes in delivering purpose-built CRM and customer engagement solutions for modern financial institutions.

Their platform unifies data, marketing, sales, and compliance tools, providing a cohesive experience throughout the customer lifecycle.

Total Expert leverages customer insights to drive actionable outcomes, increase loyalty, and fuel growth for banks, lenders, credit unions, and other financial service firms.

Shape Mortgage Software

Shape Mortgage Software is an all-in-one mortgage CRM, point-of-sale, and sales/marketing platform widely used by top mortgage brokers, loan officers, and lenders.

With over 500 purpose-built features tailored for the mortgage industry, Shape Mortgage Software enables users to close more loans with less effort.

Key features include LOS integrations with Encompass, Lendingpad, Calyx, and more; a digital 1003 with built-in mortgage point-of-sale solution; integration with over 100 lead sources; a comprehensive library of professional pre-built marketing templates for emails and texts; pre-built reports and customized reporting; an enterprise-level integrated dialer; automation for email, text, and phone communication; artificial intelligence-based lead scoring; prioritized sales pipeline management; video messaging; automated credit pulling; and referral management.

Shape Mortgage Software is recognized as the number one Mortgage CRM + POS software, offering a best-in-class mortgage software solution, award-winning support, and an intuitive user interface.

Encompass Digital Mortgage Solution

Encompass®, provided by ICE Mortgage Technology®, offers an end-to-end solution equipped with best-of-breed technology that empowers lenders to manufacture and acquire a higher volume of loans with reduced effort.

Successful mortgage companies understand the importance of providing an automated, omnichannel experience and quick closing times to lower costs, enable scalability, and meet borrower demands for convenience and speed.

Encompass, with a customer base of over 3,100 lenders and investors, facilitates more loans than any other lending automation platform, setting the gold standard in the mortgage industry.

Surefire CRM

Surefire CRM supports thousands of mortgage lenders and loan officers, from individuals to enterprise lenders, in winning new business, securing repeat business, and generating referrals.

Its intuitive workflows and award-winning content create emotional connections with customers through an “set it and forget it” approach, making it easy to nurture and engage with clients.


Snapdocs is a digital closing platform that connects lenders and settlement agents, allowing both parties to efficiently manage their closings and deliver a seamless experience for borrowers.

Handling over 2 million closings annually, Snapdocs provides a proven, scalable process for all types of closings, including wet, hybrid, and fully eClose.

Jungo: The Mortgage App

Jungo is a mortgage CRM built on Salesforce, offering comprehensive marketing, co-marketing, compliance, and CRM solutions in a single login.

Key features include pre-built marketing solutions with drip campaigns and templates for various contact types, time-saving automations for lead distribution and repetitive tasks, extensive integrations with LOS platforms, PPE software, and POS systems, customizable reporting and analytics, enhanced multi-channel marketing capabilities, including email marketing with pre-built templates, video marketing with BombBomb integration, and co-marketing tools to build profitable relationships with referral partners.

Jungo also provides a library of targeted emails and social media marketing resources, along with real-time tracking, business intelligence, and compliance features.


Choosing the best mortgage CRM software is crucial for mortgage professionals looking to streamline their operations, improve customer engagement, and boost productivity.

The listed solutions, including SimpleNexus Mortgage Platform, Total Expert, Shape Mortgage Software, Encompass Digital Mortgage Solution, Surefire CRM, Snapdocs, and Jungo: The Mortgage App, offer a range of features tailored to the needs of mortgage loan officers, lenders, and brokers.

Evaluate these options based on your specific requirements, integrations, and support to find the ideal mortgage CRM software to elevate your business to new heights.

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