Best CRM for Mortgage Professionals: Benefits & Recommendation

Best CRM for Mortgage Professionals: Make Your Mortgage Business Easier

One of the most effective means for loan officers to enhance the prospects of their businesses is by adopting the best CRM for mortgage professionals system. However, each of these systems offers unique advantages and benefits that provides a considerable impact on your business’s success. 

To make the right choice, it’s crucial to check and balance the distinctions between these programs, ensuring that you select the best CRM for mortgage professionals. Learn about the program here! 

What Is CRM for Mortgage Professionals?

Mortgage CRM software streamlines the intricacies of the mortgage industry, aiming to simplify loan officers’ daily tasks. It empowers them with tools for organizing agencies, ensuring prompt follow-up, and facilitating client communication. 

Some mortgage CRM solutions even offer real-time intelligence about the lending industry and reputation management features. In addition, the scope of mortgage CRMs can vary from simplified relationship and contact management. 

Those intend to comprehensive end-to-end platforms encompassing referral management and marketing automation. Typical users of mortgage CRMs consist of mortgage loan officers, lenders, and brokers.

For a product to be considered in the Mortgage CRM category, it must meet these criteria:

1. Offer exclusive features tailored to mortgage professionals

2. Store, manage, and monitor contact information

3. Enable lead capture and generation

4. Ensure compliance with SOC regulations

The Benefits of CRM for Mortgage Professionals

Here are some benefits of using CRM for mortgage professionals:

1. Enhanced Customer Relationships

First, A CRM empowers you to cultivate the strongest, most enduring customer relationships. When clients have previously worked with you, they’ll appreciate your meticulous attention to detail and marvel at your profound understanding of their preferences.

2. Streamlined Mortgage Processes

CRM software makes your mortgage processes seamless. It liberates you from the need to constantly strain your memory to recall minute details, greatly simplifying the overall experience.

3. Effective Customer Retention and Growth

You can meticulously track and manage your percentage of returning customers, providing valuable insights into your business’s performance. This data reveals whether your business is struggling and, if so, why. 

Conversely, it can also highlight successful strategies by showcasing return customer rates and purchase frequency. After all, it allows you to enhance these winning practices.

4. Informed Decision-Making

With mortgage CRM software, you no longer need to speculate about your business’s status because you have precise information at your fingertips. Armed with such data, your business is better positioned not only to survive but to thrive.

5. Increased Deal Closure and Loan Success

Arguably the most pivotal reason for adopting a CRM system is the ability to close more deals and assist customers in securing loans. In pursuit of profit, every business aims for efficiency, and the right mortgage CRM ensures faster loan closures with considerably less effort than your competitors.

Best CRM for Mortgage Professionals Companies

Meanwhile, the 5 following CRM are the most recommended for mortgage agents. Here they are:

1. Pipedrive 

Firstly, Pipedrive is a versatile CRM that emphasizes user-friendliness, catering to a wide audience. While it is not tailored exclusively to the mortgage industry, Pipedrive offers flexible pricing options and the option to enhance its functionality by incorporating additional features. One of them is LeadBooster, which aids in lead generation.


  • User-friendly interface
  • Customization options
  • Extensive supplementary features
  • Seamless integration with multiple applications


Pricing plans begin at $14.90 per user per month, and they provide a 14-day free trial.


Not tailored specifically to the mortgage industry

2. Shape Mortgage CRM

Secondly, Shape Mortgage CRM stands out as a potent, sophisticated software designed for the mortgage industry. It leverages ShapeIQ technology to assess and rank mortgage leads, enabling their organized arrangement in your sales pipeline.

Key Features:

  • Utilization of ShapeIQ technology
  • Document management capabilities
  • LOS Sync integration
  • Automation of campaigns
  • Comprehensive Mortgage CRM and lead scoring functionality
  • Structured, and prioritized pipelines


The cost is $99 per month for each licensed user.


It may not offer the same level of customization as some other tools and platforms.

3. Creatio CRM for Mortgage

Next, Creatio is a leading global provider of a no-code platform, designed to automate workflows and CRM processes with the utmost flexibility, all achieved without the need for coding. 

Creatio’s extensive offering includes a versatile no-code platform called Studio Creatio, CRM applications tailored for Marketing, Sales, and Service, as well as industry-specific workflows for 20 different verticals. Furthermore, Creatio boasts a marketplace filled with add-ons to further enhance its capabilities. Here is the detail:

  • Marketing Creatio: Offers a ready-to-use platform for streamlining marketing campaigns and simplifying lead management workflows. Those features work without coding while maintaining maximum freedom.
  • Sales Creatio: This represents a comprehensive platform designed to automate various sales processes, providing users with a no-code environment that fosters limitless possibilities.
  • Service Creatio: Encompasses an omnichannel platform built to automate complex customer service workflows, granting users the ability to achieve this without coding and with an unparalleled degree of freedom.
  • Studio Creatio: A dedicated no-code platform that empowers users to automate workflows and build applications, ensuring maximum freedom in the process.

Key Features:

  • Creatio’s product lineup allows organizations to make individual purchases, tailoring solutions to their specific needs, or opt for a unified CRM solution that seamlessly automates both customer-facing and industry-specific workflows, all without the need for coding.
  • Focusing on no-code tools and out-of-the-box capabilities, Creatio enables organizations to digitize their workflows, enhance customer and employee experiences, and improve overall efficiency across all business units.
  • Additionally, through its intuitive no-code UI builder and drag-and-drop visual design tools, Creatio enables non-technical users to effortlessly create robust business applications.


Creatio provides a 14-day free trial for users to explore its full feature set. The platform offers various editions and flexible pricing options to cater to different business models:

Growth: Starting from $25/user/month

Enterprise: Starting from $55/user/month

Unlimited: Starting from $85/user/month

4. Jungo 

Jungo is an additional CRM system specialized in catering to mortgage, lending, and other finance-related enterprises. It boasts a cloud-based CRM framework that’s founded on Salesforce CRM, offering unique customization capabilities that set it apart from other CRMs.

Key Features:

  • Customizability
  • Inclusion of ready-made templates for flyers, documents, and more.
  • Management of loan documents
  • Video email functionality
  • Lead capture capabilities
  • Tracking of loan referrals
  • Sending of document collections
  • Automated concierge packages
  • Monitoring of loan transactions
  • Data Analytics
  • Seamless integration with Act-On, Optimal Blue, and Mortgage Coach


For personalized pricing information, you’ll need to get in touch with the provider.

5. Keap CRM for Mortgage

Lastly, Keap CRM is a comprehensive sales and marketing automation system that simplifies the process of capturing, categorizing, and monitoring your leads and contacts. Beyond offering a powerful CRM platform, Keap provides all its users with professional coaching, training, and assistance.


  • Access to a Business Growth Coach
  • 24/7 customer support
  • Intuitive automation
  • Lead Capture
  • Business line that connects to your smartphone


You can enjoy a complimentary 14-day trial, and if you decide to upgrade to the pro plan, it begins at $129 per month for two users, with an additional fee of $29 per user for extra users.

Choose Your Best CRM for Mortgage Professionals!

In conclusion, the best CRM for mortgage professionals offers a solution to simplify tasks, handling marketing and client interactions, also optimizing internal communication across clients and projects. Nevertheless, with numerous excellent CRM providers, selecting the best one isn’t easy unless you have clear criteria in mind.

Posted in: CRM

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