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Top Rated Mortgage Software with Client database - Page 2

Last updated: May 2026

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40 software options

Surefire CRM logo

CRM and lead management software for mortgage businesses

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Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and streamline marketing operations. Supervisors can collect prospect information using custom forms, surveys or landing pages and store leads’ contact details in a centralized database.

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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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BNTouch Mortgage CRM logo

Your Mortgage CRM & Marketing Tools Anywhere.

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mortgage crm

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RamQuest One logo

Real estate transaction management software

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RamQuest One is a real estate transaction management software that helps businesses manage audits, documents, emails, settlements, workflows, and more from within a unified platform. It allows staff members to create receipts, manage disbursements, handle check writing, generate close disclosure forms, and collaborate with lenders.

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AMB logo

Mortgage and loan origination system

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AMB is a mortgage banking accounting system that helps businesses track transactions and generate accurate reports. It allows users to gain insights into which loans make up the balance of an account. Key features include general ledger, cash management, commission calculations, and financial reports.

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Mortgage+Care logo

Loan origination and servicing for credit unions and banks

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Mortgage+Care is a cloud-based solution, which assists credit unions, banks, and alternative lenders with loan origination and loan servicing. Key features include application management, data import, payment processing, document storage, and cash reporting.

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Blend logo

Digital lending solution for banks and mortgage companies

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Blend is a cloud-based digital lending platform that allows banks, credit unions & mortgage companies manage leads and streamline lending services. Customers can upload documents to the system and managers can access submitted applications from the built-in storage portal.

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LendingPad logo

Loan origination system for mortgage brokers and lenders

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The LOS platform was designed by mortgage professionals to maximize operating efficiency, reduce human errors and increase volume. LendingPad is a proud MBA member, endorsed by both NAMB and AIME. It offers the ability to work with TPO's, wholesalers, investors and various vendors in real-time.

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MortgageHalo logo

MortgageHalo is a mortgage lead-generating CRM

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The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting.

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Encompass logo

Loan origination software

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Encompass is a cloud-based origination system designed to help lenders of all sizes manage the origination and closure of loans via a unified portal. The platform includes artificial intelligence (AI) technology, which enables lenders to automate the borrower management operations.

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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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OrangeGrid logo
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Low code development platform

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OrangeGrid's low-code technology builds workflows and automates business processes to solve for operational fragmentation and simplify exception management. This leads to many benefits, such as reporting consistency, FTE efficiency, operating cost reductions, and less exposure to risk.

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BusinessBANKER logo
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Loan Origination Made Easy

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BusinessBANKER is a cloud-based loan origination SaaS solution from Cognitive Group that makes it easy for lenders to manage documents, collaterals, risk scoring, workflows and compliance, and to scale.

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Intelligrow logo
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Mobile and web application-based lending solution

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Intellligrow is a mobile and web application-based lending solution. It offers a core banking application for NBFCs and microfinance. It assists with the entire lending process, from lead generation, document management, and loan origination to reporting. It supports credit bureau integrations.

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Cloudcore logo
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Loan origination software for financial institutions

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Cloudcore is an end-to-end core banking system that helps businesses manage financial activities such as loans, deposit accounts, and treasuries. The platform enables managers to integrate the solution with anti-money laundering systems, credit unions, general ledgers, and more.

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