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Mortgage
Page 2

Mortgage Software with Client Database (2026) - Page 2

Last updated: March 2026

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Features

Client Database

Client Portal(23)

Pipeline Management(32)

Accounting(22)

Compliance Management(32)

Integrated with

Zapier(12)

Microsoft Outlook(6)

Pricing model

Free(3)

Open Source(0)

Free Trial(20)

One Time License(4)

Subscription(27)

Devices supported

Mac(14)

iPad(18)

Android(18)

Linux(10)

Web-based(38)

iPhone(19)

Windows(18)

Organization types

Small Business(37)

Non Profit(6)

Large Enterprises(35)

Public Administrations(10)

Freelancers(29)

Mid Size Business(36)

User rating

All Reviews

& up

(33)

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40 software options

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Sponsored

Financial Services Cloud

4.8

(5)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Cloud-based CRM software for financial services institutions

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.

Read more about Financial Services Cloud

Users also considered

Captafi

5.0

(4)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Simple to use loan and loan modification tracking software.

Cloud-based CRM/Agency Management designed for Mortgage professionals. No complex setup—purpose-built for your expertise. $25/user/month, scalable, with discounts for large teams. Start with a 14-day free trial—no credit card required!

Read more about Captafi

Users also considered

Pre-Approve Me

5.0

(4)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Mortgage automation & point of sale platform

Pre-Approve Me is a mobile mortgage automation & point of sale (POS) solution designed to help loan officers & mortgage companies manage loan processing & client communication with a custom DTI calculator, data reporting, in-app messaging, instant pre-approval letters, real-time milestones, and more

Read more about Pre-Approve Me

Users also considered

Mortgage+Care

4.0

(8)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Loan origination and servicing for credit unions and banks

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.

Read more about Mortgage+Care

Users also considered

AllCloud Enterprise

5.0

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Powering India’s Lending Growth—Digitally. End-to-End.

AllCloud is a SaaS-based lending platform that digitizes the entire loan lifecycle—Origination, Management, & Collections. Built for NBFCs, banks, and fintechs, it offers modular, API-first technology with compliance, scalability, and real-time integrations at its core.

Read more about AllCloud Enterprise

Users also considered

Mortgage Cadence Platform

4.7

(3)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

The industry’s most modern, complete, open digital lending.

MCP is a modern, end-to-end mortgage LOS designed to redefine your digital mortgage strategy. Built on advanced technology with a modern, user-friendly interface, MCP offers unparalleled flexibility and openness, allowing you to scale as the market and your business evolve.

Read more about Mortgage Cadence Platform

Users also considered

BluMortgage

5.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

CRM pipeline with pre-built emails and industry integrations

BluMortgage is a CRM for mortgage professionals. The CRM pipeline has pre-built automations for your team, clients and partners. BluMortgage's email campaigns include lead nurturing and post-close check-ins. BluMortgage integrates with industry platforms such as Velocity, Finmo and Filogix.

Read more about BluMortgage

Users also considered

Blend

3.6

(5)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Digital lending solution for banks and mortgage companies

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.

Read more about Blend

Users also considered

Loansifter PPE

4.5

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Loan servicing platform for mortgage brokers

Loansifter PPE is a loan servicing platform designed to help businesses execute profitable lending strategies and calculate pricing for multiple financing scenarios across products. Administrators can create built-in pricing adjustment rules according to requirements and set up parameters for specific investors.

Read more about Loansifter PPE

Users also considered

LendCRM

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Loan Origination Software

Using LendCRM, Lenders and brokers can manage leads, Process, Under write, Close and Service loans.

Read more about LendCRM

Users also considered

AMB

1.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Mortgage and loan origination system

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.

Read more about AMB

Users also considered

Cloudcore

(0)

Loan origination software for financial institutions

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.

Read more about Cloudcore

Users also considered

OrangeGrid

(0)

Low code development platform

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.

Read more about OrangeGrid

Users also considered

BusinessBANKER

(0)

Loan Origination Made Easy

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.

Read more about BusinessBANKER

Users also considered

Intelligrow

(0)

Mobile and web application-based lending solution

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.

Read more about Intelligrow

Users also considered

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