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Mortgage Software with Task Management

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Creatio CRM logo
4.8
(119)

Boost marketing, sales and service performance!

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Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom.

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Mortgage Automator logo
4.9
(72)

Loan origination & servicing software for private lenders

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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.

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The Mortgage Office logo
4.8
(259)

Web-based mortgage and loan servicing software

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

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PhoneBurner logo
4.8
(173)

Power dialer & outbound sales acceleration software for SMBs

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LOVED by mortgage and loan agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and close more loans. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card.

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Qualia logo
4.7
(189)

Discover the All-in-One Title Production Software

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Qualia Connect streamlines your partnership with title during closing. Automate order placement, exchange information & documents, and gain the title vendor management tools you need without ever leaving your LOS.

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nCino’s Mortgage Suite logo
4.8
(125)

Mortgage technology for the modern lender.

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Award-winning developer of mobile-first technology for modern mortgage lenders. As a leading homeownership platform, SimpleNexus unites the people, systems, and stages of the mortgage process into an end-to-end solution that spans engagement, origination, closing, and business intelligence.

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FileInvite logo
4.7
(99)

Automated cloud-based document collection system for clients

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

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Floify logo
4.8
(74)

The Industry's Leading Mortgage Point-of-Sale Solution

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Floify is a cloud-based loan origination solution and mortgage point of sale which helps mortgage professionals automate lending processes and improve communication between stakeholders. An online portal enables efficient collection and verification of documents, progress tracking, and more.

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Jungo logo
4.2
(121)

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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The Loan Office logo
4.8
(41)

Flexible loan servicing software for small lenders

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

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Surefire CRM logo
4.6
(54)

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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Shape logo
4.8
(41)

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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LendingWise  logo
4.5
(50)

Loan origination software with mobile-friendly portals

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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

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Turnkey Lender logo
4.6
(36)

Award-Winning Lending Management Software

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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.

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RamQuest One logo
4.4
(38)

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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LOAN SERVICING SOFT logo
5.0
(13)

Loan Servicing software for private money/hard money lenders

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The most advanced Loan Servicing Software on the market! Designed from the ground up to increase loan origination and loan servicing efficiencies. We serve private money/hard money lenders, auto, consumer, credit unions, banks, and non profit/city/state governments.

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Maxwell logo
4.8
(11)

Digital mortgage platform for loan officers & lending teams

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Maxwell is a digital mortgage platform designed to help loan officers & lending teams streamline the loan process from application to closing, as well as enhance borrower satisfaction, using a range of features including notifications & reminders, secure messaging, custom reporting, and more

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MeridianLink Mortgage logo
4.5
(15)

Loan origination solution for mortgage lenders

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MeridianLink Mortgage, formerly known as LendingQB, is a loan origination solution designed to help organizations streamline processes for mortgage lending. The platform includes a rules-based engine, which enables users to automate various operations including underwriting, product pricing & more.

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HES LoanBox logo
4.7
(10)

Loan servicing software

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HES LoanBox is a ready-made platform for loan management automation with customization options. The platform offers seamless onboarding and custom landing, a secure borrower portal, functional back office with dozens of KYC, BI, scoring, and other integrations. Fast start within 2-4 weeks.

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Centrex logo
4.9
(8)

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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Lendstream logo
4.6
(7)

Loan origination & servicing software for lenders & brokers.

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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.

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Captafi logo
5.0
(4)

Simple to use loan and loan modification tracking software.

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Bankruptcy, loan modification and hard money loan tracking software combined with a lightweight CRM, phone system, and an eSign module. Manage documents, tasks, calendars, and more.

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Pre-Approve Me logo
5.0
(4)

Mortgage automation & point of sale platform

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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

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Mortgage+Care logo
4.0
(8)

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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Snapdocs logo
5.0
(3)

Fast, convenient, and error-free eClosings.

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Snapdocs is an eClosing provider, automating the mortgage closing process by offering eClosing, eVault, and Notary Scheduling solutions.

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