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Mortgage Software with Client Portal (2026)

Last updated: February 2026

Key features of Mortgage Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

Loan Management: Users value the customizable dashboard, efficient transaction processing, and organized document management for easy loan tracking and decision-making. 100% of reviewers rated this feature as important or highly important.
Contact Management: Reviewers appreciate easy access to contact information, streamlined communication, and the ability to manage tasks and campaigns effectively. 91% of reviewers rated this feature as important or highly important.
Document Management: Users highlight the customization, organization, and secure storage of documents, making it simple to manage and retrieve necessary files. 85% of reviewers rated this feature as important or highly important.
Pre-Qualification: Reviewers emphasize the ease of running credit reports, using underwriting tools, and quickly pre-qualifying clients with minimal effort. 84% of reviewers rated this feature as important or highly important.