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Best Mortgage CRM Software in 2026

25 mortgage crm software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.

25ranked
2free plans on this page
$4.99/molowest paid tier
2 Oct 2026last checked
#1 Total Expert Top pick · 8.7 Free plan · $100/mo #2 Viato Runner-up · 7.9 Free plan · $49/mo #3 MloFlo Also great · 7.8 $4.99/mo
  1. 1

    Total Expert

    8.7
    Free plan AndroidapiiOSWeb
    Free plan
    Yes
    Paid from
    100 /user/mo
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    $100/mofirst paid tier About Total ExpertVisit site
  2. 2

    Viato

    7.9
    Free plan iOSWeb
    Free plan
    Yes
    Paid from
    29 /user/mo
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    $49/mofirst paid tier About ViatoVisit site
  3. 3

    MloFlo

    7.8
    AndroidiOSWeb
    Free plan
    No
    Paid from
    69.99 /user/mo
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    $4.99/mofirst paid tier About MloFloVisit site
  4. 4

    Shape

    7.7
    AndroidiOSWeb
    Free plan
    No
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About ShapeVisit site
  5. 5

    Aidium

    7.4
    Web
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About AidiumVisit site
  6. 6

    BNTouch Mortgage CRM

    7.4
    AndroidiOSWeb
    Free plan
    No
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    $95/mofirst paid tier About BNTouch Mortgage CRMVisit site
  7. 7

    Effi

    7.3
    Free trial AndroidapiiOSWeb
    Free plan
    No
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    $180,120/mofirst paid tier About EffiVisit site
  8. 8

    Lender CRM

    7.0
    Web
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About Lender CRMVisit site
  9. 9

    Mortgage Magic

    7.0
    WebiOSAndroid
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About Mortgage MagicVisit site
  10. 10

    Jungo

    6.9
    Web
    Free plan
    No
    Paid from
    96 /user/mo
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About JungoVisit site
  11. 11

    Empower LO

    6.7
    Web
    Free plan
    No
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About Empower LOVisit site
  12. 12

    One Mortgage System

    6.6
    Web
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About One Mortgage SystemVisit site
  13. 13

    Lenlia

    6.4
    Web
    Free plan
    No
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About LenliaVisit site
  14. 14

    RAD CRM

    6.3
    Web
    Free plan
    No
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About RAD CRMVisit site
  15. 15

    BrokerDam

    6.2
    Web
    Free plan
    No
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About BrokerDamVisit site
  16. 16

    Lend1

    6.2
    Web
    Free plan
    No
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About Lend1Visit site
  17. 17

    Bearberry

    6.0
    Web
    Free plan
    No
    Paid from
    49 /user/mo
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About BearberryVisit site
  18. 18

    Brokeredge

    6.0
    Web
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About BrokeredgeVisit site
  19. 19

    LeadBolt

    5.9
    Web
    Free plan
    No
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About LeadBoltVisit site
  20. 20

    Finova Broker CRM

    5.8
    Web
    Borrower management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About Finova Broker CRMVisit site
  21. 21

    Mortgage Ready

    5.6
    Web
    Free plan
    No
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About Mortgage ReadyVisit site
  22. 22

    Broki

    5.6
    Web
    Free plan
    No
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About BrokiVisit site
  23. 23

    MapleConnect

    5.4
    Web
    Free plan
    No
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About MapleConnectVisit site
  24. 24

    JimNab CRM

    5.4
    Web
    Borrower management
    Yes
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About JimNab CRMVisit site
  25. 25

    Model Match CRM

    5.3
    Web
    Free plan
    No
    Referral partner management
    Yes
    Loan pipeline tracking
    Yes
    Marketing automation
    Yes
    RecognisedDocumentedFree planFree trialPlatforms
    About Model Match CRMVisit site

Is your platform on this list?

Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.

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Questions about this list

Which mortgage crm software is ranked first on The Geeks Club?

Total Expert is ranked #1 of 25 with a score of 8.7. Viato is second and MloFlo third.

How many of these have a free plan?

2 of the 25 on this page publish a free plan on their own pricing pages.

Which is the cheapest paid option?

On this page, MloFlo has the lowest first paid tier we found: $4.99/mo.

How is this list ranked?

Ranked on how quickly a newcomer can get going: documentation depth, a free tier or trial, and the platforms it runs on. Paid placements never change a rank.

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