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Mortgage Software with Customizable Fields (2026)

Last updated: March 2026

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8 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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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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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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DigiFi logo

Cloud-based financial management software

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DigiFi is a cloud-based financial CRM software that helps businesses process loan applications, handle official documents, generate performance reports, and more.

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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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EDocGen logo

Document generation software for business users

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Generate documents faster to increase productivity and to improve customer and partner communications, creating a great experience for the stakeholders.

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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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