Best CRM’s for the Mortgage & Loan Industry

Does a Mortgage Broker or MLO really need a CRM? CRMs aren’t only about relationship management, they’re about starting off a client relationship on the right foot. For mortgage lenders, that often means being able to provide options for different mortgage programs with a reliable loan rate estimate. Tracking the rate estimates quoted to the client helps ensure continuity throughout the process, that estimates stay accurate and customers aren’t subject to any unexpected spikes. Credibility, after all, is the cornerstone of any good relationship, and sticking with the original estimates is important to building an Mortgage Loan Officer’s credibility.


Capsule CRM


Capsule CRM is a suitable CRM for the Mortgage & Loan Industry as it offers a comprehensive customer management system that enables businesses to manage leads, track deals, and automate workflows. Its pipeline management tools provide a clear overview of the sales process, while its integration with popular apps like Xero and Zapier provide a flexible and powerful solution for businesses in the Mortgage & Loan Industry.

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Less Annoying CRM


Less Annoying CRM is a suitable CRM for the Mortgage & Loan Industry as it provides a simple and intuitive customer management system. Its easy-to-use interface enables businesses to manage leads, track opportunities, and automate workflows. Less Annoying CRM’s customization options and integration with popular apps like Xero and Zapier make it a flexible and cost-effective solution for businesses in the Mortgage & Loan Industry.

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If your CRM is suitable for this industry and you would like to see it here,  please contact us.

Cimmaron Mortgage Manager

Cimmaron Mortgage Manager is a CRM, lead distribution, and automated mortgage marketing software solution created specifically for the loan industry. Mortgage Manager makes it easy and affordable to get organized, effectively reach out to new prospects, and keep in contact with existing clients and referral partners. There are no account setup fees. No long term contracts are required. Simply pay by the month on a per user basis. Pricing starts at $59 per user per month plus a $199 once off set up fee. For a comprehensive pricing breakdown please consult the website.

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EyeonMyLoan is a software system created by Loan Mortgage Professionals for Loan Mortgage Professionals. This online loan software can help you keep your customers up to date on the status of their loan by helping you manage their communications and professional contacts. EyeonMyLoan also has several features to help you share documents involved in the loan process, even giving you the ability to customize a EyeOnMyLoan template to match your current website.

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MortgageKeeper CRM - eKeeper CRM Systems

MortgageKeeper CRM system by eKeeper, is a sales, compliance, and mortgage processing system designed for Morgtage Loan officers. The system is easily adapted to suit individual broker needs with straightforward expansion for additional users, providing an overview of the status of any mortgage application at any stage. The system takes advisers through logical steps with constant prompts and cross-checks for essential details. It also operates as a diary, automatically scheduling work for advisers and administrators. Useful features are built in to help manage the customer database more effectively and there is a comprehensive commission handling function.

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Unify improves the overall quality, efficiency and experience of the customer engagement process. It provides the visibility, ease of use, consistency and controls that help improve customer acquisition, engagement and retention. The integration with the Loan Origination System provides vital information to the Loan Officer throughout the application process and the synchronization of data allows them to easily continue their communication with the customer throughout their mortgage life cycle. A variety of additional tools and services are provided within the platform to help originators grow their business, reduce their costs and become more efficient.

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