getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Mortgage Software with Refinance Management (2026)

Last updated: March 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.
1 filter applied

Features


Integrated with


Pricing model


Devices supported


Organization types


User rating


26 software options

The Mortgage Office logo

Web-based mortgage and loan servicing software

learn more
The Mortgage Office is a web based loan servicing software which helps to streamline, manage and automate current loan servicing tasks

Read more about The Mortgage Office

Users also considered
Mortgage Automator logo

Loan origination & servicing software for private lenders

learn more
Mortgage Automator is a loan origination and servicing software designed to help North American private/ hard money lending businesses automate their operations, increase efficiency, and focus their efforts on growth.

Read more about Mortgage Automator

Users also considered
FileInvite logo

Streamlining loan document collection for lenders

learn more
Automate the process of collecting loan information and documents from your clients with our simple and secure interface.

Read more about FileInvite

Users also considered
LendingPad logo

Loan origination system for mortgage brokers and lenders

learn more
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.

Read more about LendingPad

Users also considered
BNTouch Mortgage CRM logo

Your Mortgage CRM & Marketing Tools Anywhere.

learn more
Users also considered
LendingWise  logo

Loan origination software with mobile-friendly portals

learn more
LendingWise is an end-to-end digital lending platform that streamlines the loan origination process from application through closing, providing a modern, private-labeled experience for borrowers, brokers & the entire user base for many Private & Commercial Lending products including Bridge, Fix & Fl

Read more about LendingWise

Users also considered
The Loan Office logo

Flexible loan servicing software for small lenders

learn more
The Loan Office is a loan servicing system designed for small lenders, including mortgage lenders, consumer finance lenders, hard-money lenders & note servicers

Read more about The Loan Office

Users also considered
Surefire CRM logo

CRM and lead management software for mortgage businesses

learn more
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.

Read more about Surefire CRM

Users also considered
Shape logo

Cloud-based CRM, sales & marketing automation software

learn more
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

Read more about Shape

Users also considered
Turnkey Lender logo

Award-Winning Lending Management Software

learn more
TurnKey Lender allows you to run your mortgage & lending business on a single platform. This means your risk & decision management, loan origination, collateral management, loan servicing, collections, reporting are all in the same place with easy integrations from intuitive API functionality.

Read more about Turnkey Lender

Users also considered
HES LoanBox logo

Lending Software for Banks & Alternative Lenders

learn more
HES LoanBox is a ready-made lending platform with customization options. It offers full loan management process automation.

Read more about HES LoanBox

Users also considered
RamQuest One logo

Real estate transaction management software

learn more
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.

Read more about RamQuest One

Users also considered
Bryt logo

FULL-FEATURED LOAN SERVICING SOFTWARE

learn more
Bryt Software streamlines your mortgage servicing process. From automated payment processing to seamless borrower communication, we simplify your operation, reduce errors, and improve efficiency. Bryt is intuitive and easy to use. Simple, but powerful. Competitively priced. Easy to implement.

Read more about Bryt

Users also considered
Encompass logo

Loan origination software

learn more
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.

Read more about Encompass

Users also considered
Baseline logo

Origination and Servicing Software for Private Lenders.

learn more
Loan servicing and origination software that streamlines the inefficiencies associated with real estate private lending.

Read more about Baseline

Users also considered
PerfectLO logo

Mortgage & loan origination

learn more
PerfectLO is a mobile mortgage and loan platform for mortgage brokers, mortgage bankers and banks to help accelerate the digital loan application process

Read more about PerfectLO

Users also considered
Lendstream logo

Loan origination & servicing software for lenders & brokers.

learn more
Mortgage loan software for small-mid size non-bank lenders covering full lending cycle, with broker channel management and investor servicing capabilities. Lendstream is powerful in risk-based pricing, loan servicing, default management, compliance and reporting.

Read more about Lendstream

Users also considered
Pre-Approve Me logo

Mortgage automation & point of sale platform

learn more
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
AllCloud Enterprise logo

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

learn more
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 logo

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

learn more
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
Loansifter PPE logo

Loan servicing platform for mortgage brokers

learn more
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
ABLE Platform logo

End-to-end loan origination and loan management platform

learn more
ABLE Platform completely automates the processes of loan origination and loan management for banks, fintechs, retail lenders and microfinance. Manage incoming loan applications, service disbursed loans, configure the loan product catalog, built-in dashboards and more.

Read more about ABLE Platform

Users also considered
LendCRM logo

Loan Origination Software

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

Read more about LendCRM

Users also considered
MortgageFlexOne logo

Loan Origination/Servicing Software

learn more
MortgageFlex's sole focus is the lending industry. We offer one Loan Origination/POS system that can support all mortgage, consumer finance, and manufactured home chattel lending. we support consumer detect and B2B models.

Read more about MortgageFlexOne

Users also considered
Cloudcore logo

Loan origination software for financial institutions

learn more
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