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Mortgage Software with Task Management (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.
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39 software options

Mortgage Automator logo

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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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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The Mortgage Office logo

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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Qualia logo

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

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.

Read more about nCino’s Mortgage Suite

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FileInvite logo

Streamlining loan document collection for lenders

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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

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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BNTouch Mortgage CRM logo

Your Mortgage CRM & Marketing Tools Anywhere.

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LendingWise  logo

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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Jungo logo

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

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

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

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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Turnkey Lender logo

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.

Read more about Turnkey Lender

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HES LoanBox logo

Lending Software for Banks & Alternative Lenders

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

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RamQuest One logo

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

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.

Read more about LOAN SERVICING SOFT

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MeridianLink Mortgage logo

Streamlined, configurable digital mortgage origination.

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Cloud‑based mortgage loan origination system that streamlines digital workflows, compliance, and collaboration for lenders.

Read more about MeridianLink Mortgage

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Baseline logo

Origination and Servicing Software for Private Lenders.

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

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Fintech Market Core System logo

Loan management system for financial institutions

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Fintech Market's Loan Management System streamlines loan management and risk scoring operations. It includes CRM, crowdfunding, and debt management functionalities for financial services.

Read more about Fintech Market Core System

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Maxwell logo

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

Read more about Maxwell

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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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Aidium logo

Cloud-based CRM solution for teams.

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Aidium is a customer relationship management (CRM) software designed to help mortgage professionals manage marketing campaigns, sales automation, and compliance regulation. Key features include automated partner tracking, file storage, branch and team management, security review, voice calling, bulk email, and ringless voicemail.

Read more about Aidium

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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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Lendstream logo

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.

Read more about Lendstream

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