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Top Rated Mortgage Software with Task management - Page 2

Last updated: May 2026

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39 software options

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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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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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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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.

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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.

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BNTouch Mortgage CRM logo

Your Mortgage CRM & Marketing Tools Anywhere.

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mortgage crm

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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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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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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

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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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Apprivo logo
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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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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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Tiimely logo
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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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Intelligrow logo
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Mobile and web application-based lending solution

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Intellligrow is a mobile and web application-based lending solution. It offers a core banking application for NBFCs and microfinance. It assists with the entire lending process, from lead generation, document management, and loan origination to reporting. It supports credit bureau integrations.

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