App comparison
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The Mortgage Office
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Web-based mortgage and loan servicing software
Last updated: February 2026
The Mortgage Office Alternatives & Competitors (2026)
Top 2 free alternatives

Salesforce Sales Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM and sales automation software


0.6
Value for money
Starting price
No pricing info
0.3
Functionality
Drag & Drop
5/5
Purchase Order Management
5/5
Source Tracking
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5

The Nortridge Loan System
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Enterprise-grade loan servicing software


0.3
Value for money
Starting price
No pricing info
0.4
Functionality
Pipeline Management
5/5
Payment Collection
5/5
Document Storage
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5

LoanPro
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Full-service lending management platform


0.1
Value for money
Starting price
No pricing info
0.1
Functionality
Multi-Channel Communication
5/5
Alerts/Notifications
5/5
Reporting/Analytics
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5

Zendesk Suite
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Service-first CRM company that builds support & sales tools


0.5
Value for money
Starting price
No pricing info
0.3
Functionality
Audit Trail
5/5
Customer Complaint Tracking
5/5
Voice Mail
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5

Mortgage Automator
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Loan origination & servicing software for private lenders


0.2
Value for money
No pricing info
Starting price
No pricing info
0.1
Functionality
Loan Processing
5/5
Online Applications
5/5
API
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5

Centrex
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM software for finance sector


0.1
Value for money
No pricing info
Starting price
No pricing info
0.1
Functionality
Email Marketing
5/5
Workflow Management
5/5
Lead Management
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5

Clio
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based legal practice management tool for law firms.


0.2
Value for money
Starting price
No pricing info
0.2
Functionality
Receipt Management
5/5
Archiving & Retention
5/5
Version Control
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5

Pipedrive
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM solution for salespeople


0.3
Value for money
Starting price
No pricing info
0.4
Functionality
Offline Form
5/5
Online Forms
5/5
Inbox Management
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5

Apptivo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM solution for managing customer accounts


Value for money
Starting price
No pricing info
0.4
Functionality
Customizable Fields
5/5
For Small Businesses
5/5
Communication Management
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5

Odoo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
All-in-one open-source business software


0.6
Value for money
Starting price
No pricing info
0.5
Functionality
Commenting/Notes
5/5
Catalog Management
5/5
SKU/UPC Codes
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5

AgencyBloc AMS+
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The #1 Recommended Insurance Industry Growth Platform


Value for money
Starting price
No pricing info
0.1
Functionality
Commission Management
4.8/5
Contact Management
4.8/5
Activity Tracking
4.7/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5

HubSpot Sales Hub
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Freemium email productivity & tracking for sales teams


0.5
Value for money
Starting price
No pricing info
0.3
Functionality
Reminders
5/5
For Startups
5/5
Opportunity Management
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5

Wasp Inventory
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Easy-to-use Inventory Management Software


0.4
Value for money
Starting price
No pricing info
0.5
Functionality
Asset Tracking
5/5
eCommerce Management
5/5
Warehouse Management
4.8/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5

Maximizer CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Customer relationship and lead management solution


0.9
Value for money
Starting price
No pricing info
0.8
Functionality
Alerts/Notifications
5/5
Third-Party Integrations
5/5
Multi-Channel Communication
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5


0.2
Value for money
Starting price
No pricing info
0.3
Functionality
Activity Tracking
5/5
Compliance Management
5/5
Recurring Issues
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5


0.7
Value for money
Starting price
No pricing info
0.8
Functionality
Prospecting Tools
5/5
Activity Dashboard
5/5
Template Management
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5


0.5
Value for money
No pricing info
Starting price
No pricing info
0.4
Functionality
Contact Database
5/5
Search/Filter
5/5
Email Marketing
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5


Value for money
Starting price
No pricing info
0.2
Functionality
Task Management
5/5
Lead Management
5/5
Interaction Tracking
5/5
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5


0.4
Value for money
Starting price
No pricing info
0.3
Functionality
Shipping Management
N/A
Opportunity Management
N/A
Supply Chain Management
N/A
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5


4.7
Value for money
Starting price
No pricing info
4.7
Functionality
Calendar/Reminder System
N/A
Interaction Tracking
N/A
Segmentation
N/A
Top Features
Investor Management
5/5
Loan Management
5/5
Automatic Funds Distribution
5/5

