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Mortgage Software with Campaign Management (2026)

Last updated: March 2026

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9 software options

Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Best-in-class CRM and workflow platform for lending operations with no-code and AI at its core.

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BNTouch Mortgage CRM logo

Your Mortgage CRM & Marketing Tools Anywhere.

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mortgage crm

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Jungo logo

Mortgage and real estate CRM

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Jungo is a cloud-based mortgage and real estate CRM solution that allows users to automate repetitive tasks, enhance marketing efforts, and streamline communication with everyone from prospects, clients, referral partners, and colleagues.

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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Total Expert logo

Marketing automation tool for financial services industry

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Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.

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LeadMaster logo

CRM & Lead Management Solution

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The challenge with CRM for mortgage is that lead come from everywhere and need fast action. LeadMaster’s all-in-one solution takes in all your leads onto one easy-to-use platform that you and your sales team can access from anywhere. The Smart Queue tells you which lead to call next.

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Centrex logo

Cloud-based CRM software for finance sector

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Centrex is a cloud-based customer relationship management (CRM) software for the finance sector, which enables organizations to manage contacts, deals, team productivity, loan portfolio and email/text marketing campaigns on a centralized platform.

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Aidium logo

Cloud-based CRM solution for teams.

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Aidium is a customer relationship management (CRM) software designed to help mortgage professionals manage marketing campaigns, sales automation, and compliance regulation. Key features include automated partner tracking, file storage, branch and team management, security review, voice calling, bulk email, and ringless voicemail.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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