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9 The Best Mortgage CRM Software for Loan Officers

Corporate solutions for client management

A high-quality mortgage CRM is an essential software tool for loan officers and their teams. It is a centralized hub for organizing prospects, customers, referral partners, and other contacts. The compatibility with your office workflow and processes is more crucial than the system itself. A seamlessly integrated system aligning with your processes can bring significant benefits. In today’s market, several CRMs are being developed specifically to cater to the unique needs of mortgage professionals.

A Mortgage CRM streamlines your marketing efforts by automating time-consuming tasks such as follow-ups with partners, realtors, closed clients, clients in the pipeline, leads, and prospects. This saves you substantial time by automating what would otherwise be hours of weekly emailing. Additionally, it enhances your pipeline by consistently sending well-timed and tailored emails. Many CRM software are available, but only a select few have the features that address the needs of mortgage and loan offices. We will review 9 of the best mortgage CRMs to help you decide on the one that best suits your needs:

The top three recommended ones are the following:

1. CostaRicaCRM (Best Overall CRM)
2. Whiteboard (Best CRM with task manager)
3. Pipedrive (Best CRM with Email Marketing)

1. CostaRicaCRM (Best Overall CRM)

Costa Rica CRM is a powerful solution for loan officers, brokers, and financial professionals. It provides a comprehensive suite of features focused on improving your customer relationships to help increase sales. With its robust customization options, you can tailor CostaRicaCRM to fit the specific needs of your business. The software includes lead capture, automated follow-up emails, automatic scheduling reminders, and social media integration.

It also includes a CRM dashboard to track deals and pipelines and an advanced analytics tool that provides insights into customer behavior. Furthermore, it has a live chat feature for quick, real-time communication with leads.

The company is based in San Jose, Costa Rica, and a team of experts is readily available to guide you through the CRM setup and answer any questions.


CostaRicaCRM offers an all-inclusive solution for loan officers and is highly recommended. User rating: 4.6/5


  • A comprehensive suite of features for marketing and customer relations
  • Highly customizable
  • Includes lead capture, automated follow-up emails, automatic scheduling reminders, and social media integration
  • CRM dashboard to track deals and pipelines
  • Advanced analytics tool provides insights into customer behavior


  • User Interface can be challenging to learn at first.
  • The live chat feature is limited to Spanish-speaking countries.

Pricing: CostaRica CRM offers solutions starting at $42 per month or $360 for single users. You may also reach out to them to learn more about their services and offers through their email:

2. Whiteboard (Best CRM with task manager)

Whiteboard CRM is cutting-edge mortgage software that offers automated lead nurturing. With Whiteboard, you’ll be instantly notified about new leads and can easily invite them to connect or fill out a loan application via email. Additionally, Whiteboard generates a call script filled with their information and a compelling call to action. It doesn’t stop there – Whiteboard also streamlines the process by sending the lead a comprehensive list of required loan documents. Plus, it automatically notifies them at each new stage, such as when the appraisal is received, the loan is approved, it’s clear to close, and when the closing documents are ready.

Although Whiteboard CRM offers valuable lead nurturing features, it’s pricing (including a setup fee) surpasses several other options on our list and lacks a free trial.

Whiteboard CRM, based in Texas, offers high-quality customer service with an experienced team.


Whiteboard CRM offers excellent automation capabilities for loan officers, although its pricing may be too expensive for some businesses. User rating: 4.5/5


  • Automated lead nurturing feature
  • Instantly notified about new leads
  • Easily invite them to connect or fill out a loan application via email
  • Generates a call script filled with their information and a compelling call to action
  • Automatically notifies them at each new stage of the loan process


  • Expensive pricing, including setup fee.
  • Lack of free trial.

Pricing: Whiteboard offers solutions starting at $99 monthly or $1,440 for a single user. You may also reach out to them to learn more about their services and offers through their email:

3. Pipedrive (Best CRM with Email Marketing)

Pipedrive is a versatile CRM that prioritizes user-friendliness. Although not specifically tailored for the mortgage industry, Pipedrive provides competitive pricing options and the flexibility to enhance its functionality according to your requirements. For instance, you can leverage LeadBooster to optimize lead generation. LeadBooster allows loan officers to create customized forms for their website and integrate it with the CRM.

Pipedrive also has an automated email marketing system, allowing you to send personalized emails quickly and easily. Furthermore, it provides a built-in task manager that helps you stay on top of your workflow.

Based in Estonia, Pipedrive offers 24/7 customer service and onboarding support.


Pipedrive is a powerful CRM with great features for loan officers and competitive pricing options. User rating: 4.3/5


  • Flexible customization options to meet your needs
  • Competitive pricing
  • LeadBooster optimizes lead generation
  • An automated email marketing system allows you to send personalized emails quickly and easily
  • Built-in task manager helps you stay on top of your workflow


  • Not tailored explicitly for the mortgage industry.

Pricing: Experience the power of our pro plans with a generous 14-day trial. Starting at just $129 per month for two users, with an additional $29 fee per user for extra users. Unlock the full potential of our platform and elevate your productivity today!

4. Surefire

Surefire CRM has established itself as a prominent player in the mortgage industry for over a decade, garnering widespread recognition. Every customer benefits from a core set of features, while additional functionality is seamlessly integrated as teams expand in size and choose higher-tier plans.

The Surefire CRM suite includes lead management, marketing automation, workflow optimization, and customer relationship management. It also provides a detailed performance analytics dashboard to track and measure the success of campaigns from one place. Moreover, it features an AI-powered assistant to help streamline tasks such as report generation and document organization.

The company is located in Atlanta, Georgia, and provides 24/7 customer service.


Surefire is one of the oldest players in the mortgage CRM space and offers a comprehensive suite of features. User rating: 4.4/5


  • A core set of features is available regardless of which plan is chosen
  • Marketing automation, workflow optimization, and customer relationship management are included
  • Performance analytics dashboard to track and measure the success of campaigns
  • AI-powered assistant for streamlining tasks


  • No free trial is available.

Pricing: Surefire offers transparent pricing, catering to lenders of all sizes. For individual loan officers (LOs) and smaller teams with up to 30 users, the cost is $150 per user per month. This price is a small investment considering the extensive functionality provided. Pricing differs for organizations with 30-140 users, following a one-time setup fee. Surefire’s pricing structure accommodates diverse needs while ensuring clarity and flexibility.

5. Keap

Keap CRM is a robust sales and marketing automation platform that simplifies capturing, organizing, and tracking leads and contacts. Beyond its comprehensive CRM capabilities, Keap provides users with expert coaching, training, and support, ensuring a seamless experience.

Its top features include the Business Growth Coach, Intuitive Automation, Lead Capture, Smartphone integration, and 24/7 customer support.

Keap is best suited for established businesses looking to scale and grow. It has offices in the United States, Canada, Mexico, Europe, India, Australia, New Zealand, and Singapore.


Keap is better suited for businesses with a well-established client base due to its comprehensive sales and marketing features. User rating: 4.2/5


  • Business Growth Coach helps you find new customers
  • Intuitive automation makes the process of capturing, organizing, and tracking leads and contacts easier
  • Lead Capture feature streamlines lead-generation activities
  • Smartphone integration allows quick access to customer information
  • 24/7 customer support is available


  • Expensive pricing, including setup fee.
  • Not mortgage specific

Pricing: Keap provides a complimentary 14-day trial and offers pro plans starting at $129 monthly for two users. Additional users can be added for a fee of $29 per user. Take advantage of this opportunity to experience the full benefits of Keap!

6. Jungo

Jungo has firmly established itself as a formidable player in its niche, particularly for those managing a large client base. This application enhances the widely popular Salesforce CRM by providing the desired customizations for lenders. By integrating the Jungo Mortgage App module, you can leverage the mortgage-specific functionality, content, and workflows that loan officers crave, all on top of the robust Salesforce platform.

Salesforce is one of the world’s largest software companies, renowned for its immensely popular CRM. This signifies that Jungo, as its foundation, enjoys exceptional stability from both technical and business standpoints.

The Salesforce CRM, along with Jungo, offers remarkable extensibility and the ability to customize to a great extent. While the process may not always be a walk in the park and can be occasionally exasperating, the foundation is solid, allowing you to create virtually anything you desire. The possibilities are endless, from custom data fields to automated processes and reporting.


Jungo is a powerful CRM that leverages the power of Salesforce to provide loan officers with a comprehensive suite of features for managing large numbers of clients. User rating: 4.7/5


  • Leverages the widely popular and powerful Salesforce platform
  • The mortgage App Module provides mortgage-specific functionality and content
  • Extensibility and the ability to customize almost everything
  • Integrates with third-party applications to meet most mortgage-related needs


  • It can be challenging to learn how to use the platform.

Pricing: Pricing starts at $50 per user per month, depending on your organization’s size. Take advantage of Jungo to maximize efficiency and elevate your customer experience today!

7. Zendesk Sell

Zendesk Sell empowers mortgage sales teams to efficiently gather, organize, and track leads. Salespeople can easily channel leads from websites, spreadsheets, and other marketing platforms. With a robust sales reporting feature, Zendesk Sell users can effectively monitor sales and gain complete visibility into the sales pipeline.

Formerly known as Base CRM, Zendesk Sell is a cutting-edge web and mobile-based customer relationship management (CRM) application. It empowers B2B and B2C sales professionals to track leads, efficiently manage sales, and engage with customers worldwide. Specifically designed for those in the mortgage industry, Zendesk Sell’s comprehensive system boasts a stand-alone sales automation module. This module offers many options, including web self-service capabilities and integrated channel management, ensuring seamless and streamlined operations.

Zendesk Sell is headquartered in San Francisco, California, and serves customers worldwide. Its popular clients include Marriott, Pinterest,, and Yahoo!


Zendesk Sell offers powerful sales automation features tailored to the mortgage industry and is better suited for businesses seeking to streamline lead management. User rating: 4.5/5


  • Comprehensive sales reports allow users to gain complete visibility into the sales pipeline.
  • The Web Self-Service module helps provide customers with the right information quickly and conveniently.
  • Integrated channel management lets users efficiently manage leads from websites, spreadsheets, and other marketing platforms.
  • Proven track record of customer success stories with clients such as Marriott, Pinterest,, and Yahoo!


  • The learning curve might be a bit steep for some users.
  • Zendesk Sell’s platform may not support some complex workflows.

Pricing: Prices start at $49 per user per month, with annual plans and discounts available. They also offer a 14-day free trial.

8. Cimmaron

Cimmaron Mortgage Manager offers comprehensive features that meet the expectations of loan originators in a modern mortgage CRM. With customizable contact management and powerful marketing automation capabilities, it effortlessly helps you stay connected and top-of-mind with your valuable client database.

We were particularly impressed with Cimmaron Mortgage Manager’s emphasis on ensuring client satisfaction throughout the process. Unlike other mortgage CRMs we evaluated, Cimmaron offers a dedicated mobile app for borrowers and a client and partner-facing app that enables loan calculations, direct communication with the lending team, and real-time updates on loan status. Additionally, including built-in surveys streamlines gathering feedback and evaluating the borrowing experience, eliminating the need for third-party providers.

Cimmaron offers a comprehensive range of features for contact management, automated marketing campaigns, and lead management. Additionally, it provides pre-built marketing materials that can be leveraged within campaigns. Notably, Cimmaron enhances borrower and partner satisfaction, making it an invaluable tool.

The company was established in 2013 and is headquartered in San Diego, California.


Cimmaron Mortgage Manager provides comprehensive features tailored to mortgage loan officers, including a mobile app for borrowers and partners. User rating: 4.6/5


  • Comprehensive contact management capabilities
  • Robust marketing automation
  • Dedicated mobile app for borrowers and partners
  • Built-in surveys to assess customer satisfaction
  • Pre-built marketing materials that can be leveraged within campaigns


  • The user interface might take some time to get used to
  • Some of the features may require customizations or more advanced programming knowledge.

Pricing: Pricing for Cimmaron Mortgage Manager starts at $99 per user per month, with discounts available for annual plans. They also offer a free 15-day trial.

9. BNTouch

BNTouch is a powerful mortgage CRM designed specifically for lenders who utilize multichannel marketing strategies. With BNTouch, you can effortlessly create unlimited marketing videos and email campaigns using pre-built assets and templates. Enhance your borrower outreach by incorporating SMS or voice messages for personalized texts. Stay organized by sending individual notes related to loan agreements and receive convenient notifications when they’re signed. Even after the mortgage process, BNTouch makes it simple to keep your clients engaged with automated email or SMS follow-ups.

BNTouch is an intuitive and reliable system created to satisfy the needs of mortgage lenders. It offers features such as a fully automated loan origination process, customizable sales dashboards, marketing campaigns tailored to specific clients, lead capture tools, and more. As a result of its versatility, BNTouch has become one of the most popular CRMs in the mortgage industry.

BNTouch was founded in 2011 and is based in Plano, Texas.


BNTouch offers users mortgage-specific features such as an automated loan origination process, customizable sales dashboards, marketing campaigns tailored to specific clients, and lead capture tools. User rating: 4.6/5.


  • Fully automated loan origination process
  • Customizable sales dashboards for comprehensive visibility into the pipeline
  • Lead capture tools that allow users to quickly and easily import leads from external sources.
  • Ability to create unlimited marketing videos and email campaigns using pre-built assets and templates.
  • Incorporate SMS or voice messages for personalized texts
  • Automated email or SMS follow-ups to keep clients engaged after the mortgage process


  • Some users might find the learning curve too steep.
  • BNTouch may not be suitable for businesses not focused on multichannel marketing strategies.

Pricing: BNTouch prices start at $148 per individual user per month. They offer a free demo and have custom prices for Enterprise accounts.

What is Loan Officers CRM?

Customer Relationship Management, or CRM, is a crucial tool for loan officers. Specifically designed for the mortgage industry, a CRM software platform helps loan officers effectively manage, track, and nurture their relationships with leads and clients. The primary objective of a high-quality CRM is to enhance organization, streamline workflows, improve time management, and foster stronger relationships with all contacts.

In the mortgage industry, a CRM is more than just a tool for managing customer interactions; it’s a comprehensive system that vastly improves the loan process. This powerful software aids in managing loan applications, documenting and tracking phone calls, organizing essential documents, and providing a robust knowledge base for employees.

A mortgage CRM also offers the added benefit of marketing automation. It can automate intricate marketing campaigns, such as drip campaigns, and employ advanced marketing automation tools to reach potential customers effectively. By leveraging a CRM, loan officers can stay on top of their current client relationships and proactively engage with prospective clients to drive business growth.

How CRM can be used in Loan Officers?

CRM software revolutionizes the way loan officers work, offering a comprehensive range of features to streamline their daily operations. With a CRM platform, loan officers can efficiently manage, track, and cultivate relationships with potential and current clients, ensuring exceptional service throughout the entire loan process.

With CRM, loan officers can automate repetitive tasks like data entry and follow-ups, freeing up precious time to concentrate on more strategic endeavors. Additionally, this software provides a centralized platform to manage all customer interactions, ensuring that no crucial details are overlooked.

CRM software offers remarkable marketing automation capabilities, empowering loan officers to automate intricate marketing campaigns, such as drip campaigns, and utilize advanced tools for effective customer outreach. This guarantees a continuous flow of client engagement, a vital element in establishing and nurturing strong client relationships.

Furthermore, a high-quality CRM system provides powerful data analytics and insightful tools. These enable loan officers to gain a deeper understanding of their clients, customize their services accordingly, and evaluate the effectiveness of their marketing campaigns. The system also facilitates efficient management of loan applications, call tracking, organization of critical documents, and serves as a comprehensive knowledge base for employees.

A CRM offers loan officers a multitude of benefits. Not only does it boost productivity and efficiency, but it also enhances the overall client experience. By automating communication and ensuring consistent engagement, CRMs help foster stronger, personalized relationships with clients. Additionally, the valuable insights derived from CRM analytics can inform strategic decision-making, ultimately driving business growth and increasing client satisfaction.

What are the advantages of CRM for Loan Officers?

Utilizing a mortgage CRM offers numerous advantages. Let’s briefly explore some of the key reasons why investing in one today is a wise decision:

  • Organization – You have the opportunity to enhance the organization of your information in a more cohesive manner, resulting in improved clarity and effectiveness.
  • Automation – The system can automate many time-consuming daily tasks, saving you time and money.
  • Customer service – Effective customer service hinges on staying on top of emails and having access to relevant information. Customer Relationship Management (CRM) systems not only organize and streamline this process but also provide automated customer service options, enhancing overall customer experience.
  • Marketing automation – Using the CRM’s automated marketing features, loan officers have the power to position themselves as experts in their field and remain front of mind with prospective customers. This helps to ensure that they are getting the highest quality leads and converting them into long-term clients.

What are the disadvantages of CRM for Loan Officers?

Despite the numerous advantages that CRMs offer, they also come with certain downsides.

  • Cost – The cost of implementing a CRM system can be substantial. Therefore, it is important to consider your budget before investing in one.
  • Setup and maintenance costs – After purchasing a CRM, you will have to spend time setting it up and ensuring that it is running optimally. This includes the cost of training your team and ensuring consistent maintenance over time.
  • Data security – Although CRMs are generally secure, they can include loopholes or vulnerabilities due to misconfiguration or lack of oversight. It is important to ensure strict data security protocols are in place to avoid any potential risks.

What CRM practices should Loan Officers avoid?

CRM can be a powerful asset, however, certain practices should be avoided to ensure effective and efficient use. Here are some of the most common CRM pitfalls that loan officers should steer clear of:

  • Neglecting Research Before Selection – It’s essential to understand your specific needs and match them with the features and functionalities that a CRM offers. A hasty decision can lead to a mismatch between your requirements and the CRM’s capabilities.
  • Ignoring Compliance Issues – Ensuring compliance is paramount in mortgage marketing. A robust CRM should possess the ability to develop an approved content strategy and implement controls to effectively manage compliance-related matters. Overlooking this critical aspect can result in regulatory complications in the future.
  • Failing to Segment – A CRM offers numerous advantages, including the ability to segment data, establish parameters, and execute sophisticated marketing strategies. Neglecting these features can lead to less impactful marketing campaigns and missed opportunities.
  • Overlooking the Importance of Continuous Engagement – Utilizing a CRM tool is crucial for loan officers to maintain consistent communication with clients throughout the entire process. Overlooking this vital feature may lead to a detrimental effect on client relationships due to a lack of sustained communication.
  • Not Adhering to Marketing Regulations – Every mortgage lender should be aware of marketing regulations, such as Regulation B, which aims to prevent discrimination. A CRM can aid in ensuring adherence to these regulations, but ignoring or failing to use these features can lead to non-compliance.
  • Not Analyzing Campaign Results – While some loan officers utilize their CRM solely for creating and sending marketing campaigns, they often fail to recognize the importance of analyzing campaign results. This analysis is critical for gaining insights into the effectiveness of these campaigns and enabling continuous improvement of marketing strategies.

What is the Role of CRM for Loan Officers Use?

CRM software is an essential tool for loan officers, empowering them to effectively manage, track, and cultivate relationships with leads and clients. Specifically tailored for the mortgage industry, a specialized CRM software streamlines the loan process, enhancing efficiency and effectiveness.

A high-quality CRM offers numerous benefits to loan officers. For instance, it enhances productivity by automating repetitive tasks like data entry and follow-ups, allowing loan officers to focus on their core responsibilities. Additionally, it provides a centralized platform for managing all customer interactions, ensuring that no important details are overlooked. Moreover, a CRM facilitates efficient management of loan applications, call tracking, document organization, and provides a comprehensive knowledge base for employees.

How much does a Loan Officers CRM software cost?

The cost of a Loan Officer CRM software can vary widely based on the software’s features, the number of users, and the pricing model the provider uses. Typically, CRM software falls into three primary pricing tiers:

  • Entry-Level Tier: These are typically priced between $20 to $50 per user, per month. They offer essential CRM features such as contact and lead management, email integration, and basic reporting. An example would be Pipedrive.
  • Mid-Range Tier: These CRMs are priced between $50 to $100 per user, per month. They offer more advanced features, including marketing automation, advanced analytics, and customizable features. CostaRicaCRM would fall into this category.
  • Enterprise-Level Tier: These range from $100 upwards per user, per month. They offer the most comprehensive set of features, including advanced automation, predictive analytics, and high-level security measures. An example of this would be Zendesk Sell.

What are the things to consider in a Loan Officers CRM software?

A mortgage loan CRM offers a range of key features that greatly benefit mortgage loan officers. These include automation, regulation compliance, referral management, and mortgage event notifications. Consolidating all client information in a centralized location, a CRM for mortgage loan officers simplifies contact management and streamlines the entire process.

  • Automation – Harnessing the power of automation translates into reduced manual data entry for marketing, sales, and contact information. Moreover, it significantly streamlines communication and follow-up processes, sparing valuable time.
  • Pipeline management – Pipeline integration empowers lenders and brokers to effortlessly access loan reports, effectively tracking loans and status values within their loan originating software (LOS). This consolidated approach ensures streamlined management of contact information and loan data, all in one centralized location.
  • Referral management – The lending and brokerage industry relies heavily on the frequency of referrals. A dependable referral campaign, like a drip marketing campaign managed through a mortgage CRM, makes it easier to obtain referrals.
  • Mortgage event notifications – A CRM designed for small businesses offers an appointments calendar feature that allows lenders and brokers to set reminders for important events, complete with notes and alerts. Additionally, it provides crucial information and reminders regarding annual premium adjustments and upfront mortgage insurance rates.
  • Regulation compliance – Staying informed about regulations and compliance updates in the housing industry is crucial for lenders and brokers. Clients rely on them for accurate information and understanding how their interest rates may be impacted. A mortgage CRM offers a programmable module that ensures brokers and lenders maintain compliance with the Federal Housing Administration (FHA).

What other industries that uses CRM?

Customer Relationship Management (CRM) software is not exclusive to the lending and brokerage industry. It has found extensive use across numerous other sectors, streamlining operations and bolstering customer service. Here are few prominent industries that leverage CRM:

  • Field Services – CRM solutions in the field services industry help manage customer data, work orders, and service requests. It aids in tracking technician locations and job status, improving operational efficiency and customer satisfaction.
  • Salon Industry – Salons use CRM for appointment scheduling, customer feedback, and loyalty program management. It provides salons with the ability to track customer preferences, helping them offer personalized services.
  • Construction Industry – CRM is used in the construction industry to manage client relationships, project timelines, and contract details. It also provides a platform for collaboration, data sharing, and issue resolution, all crucial for project success.
  • Lawn Care Services – CRM assists lawn care services in scheduling, invoicing, and customer interaction. It enables companies to keep track of customer requests, work history, and payment details, enhancing customer service and business efficiency.
  • Healthcare – CRM tools in healthcare help manage patient data, appointments, and medical history. It supports healthcare providers in delivering personalized patient care and improving health outcomes.
  • Retail – Retailers use CRM to track customer purchasing habits, manage inventory, and execute targeted marketing campaigns. It helps retailers in enhancing the shopping experience and fostering customer loyalty.

In essence, CRM systems have revolutionized the way businesses operate across various sectors, enabling them to establish closer relationships with their customers and improve overall service delivery.

Is CRM safe for Loan Officers?

Yes, CRM is safe for Loan Officers. CRMs are designed to protect sensitive customer information and provide a secure environment for data storage. For instance, most systems use encryption technology and two-factor authentication to ensure that only authorized users can access customer information. Additionally, they provide an audit trail of activities for tracking user activity in the system. These measures help maintain privacy and security while using a CRM system.

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