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Mortgage Software with Task Management (2026) - Page 2

Last updated: February 2026

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39 software options

Financial Services Cloud logo

The world's #1 CRM, reimagined for financial services.

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Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device

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Pre-Approve Me logo

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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Captafi logo

Simple to use loan and loan modification tracking software.

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Cloud-based CRM/Agency Management designed for Mortgage professionals. No complex setup—purpose-built for your expertise. $25/user/month, scalable, with discounts for large teams. Start with a 14-day free trial—no credit card required!

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Mortgage+Care logo

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

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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Mortgage Cadence Platform logo

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

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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.

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Stavvy logo

Moving real estate beyond documents.

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Stavvy is a digital transaction platform built for real estate professionals. By connecting people, systems, and processes together, Stavvy modernizes real estate transactions through collaboration, reliability, and choice.

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BluMortgage logo

CRM pipeline with pre-built emails and industry integrations

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BluMortgage is a CRM for mortgage professionals. The CRM pipeline has pre-built automations for your team, clients and partners. BluMortgage's email campaigns include lead nurturing and post-close check-ins. BluMortgage integrates with industry platforms such as Velocity, Finmo and Filogix.

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ABLE Platform logo

End-to-end loan origination and loan management platform

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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.

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LendCRM logo

Loan Origination Software

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

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OrangeGrid logo

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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Apprivo logo

Fully customisable origination platform for lenders.

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Take control of your banking software with finova’s core banking platform, Apprivo, designed to improve your speed to market with faster implementation and quicker on-going change.

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Tiimely logo

Cloud-based lending automation platform for banks

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Tiimely is a cloud-based lending automation platform that helps businesses of all sizes in the banking industry manage loan approvals, customer interactions, risk and compliance requirements, and more.

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Tiimely logo

Cloud-based lending automation platform for banks

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Tiimely is a cloud-based lending automation platform that helps businesses of all sizes in the banking industry manage loan approvals, customer interactions, risk and compliance requirements, and more.

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