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Mortgage Software for Windows

Last updated: February 2026

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34 software options

Mortgage Automator logo

Mortgage Automator

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

Creatio CRM

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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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.

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LendingPad logo

Loan origination system for mortgage brokers and lenders

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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.

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Margill Loan Manager logo

Loan servicing and management solution for lenders

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Margill Loan Manager is an installed or cloud-based loan servicing solution, which assists lenders with servicing loans, lines of credit, receivables and leases. Key features include interest computation, custom fields, data export, multi-currency, customizable reporting and revenue tracking.

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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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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.

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LoanAssistant logo

Loan servicing add-on for QuickBooks /Stand-alone available

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LoanAssistant is a loan servicing add-on for QuickBooks designed to help businesses across various segments of lending industries including education, vehicle, construction loans, and residential or commercial mortgages manage multiple loans and credit lines. .

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Kinective Bridge logo

API connectivity as a service for financial institutions.

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OmniConnect's API connectivity as a service is the quickest and most cost-effective way to securely connect a FinTech solution to any US-based financial institution. The platform support integration with various systems such as payments, point of sale (POS), lending, general ledger, deposits & more.

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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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PerfectLO logo

Mortgage & loan origination

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

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CreditOnline logo

Loan management software for lending businesses of all sizes

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CREDITONLINE is a cloud-based solution, which helps lending businesses manage the entire lifecycle of loan origination and servicing based on various marketing requirements. Using multiple lending models, it lets users automate business processes to provide P2P and secured/unsecured loans.

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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.

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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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Plug&Score Modeler logo

Scoring model development tool

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Plug&Score is a scoring model development tool for building and managing scorecards as fast and easy as possible. Plug&Score can be used at all stages of the decision-making cycle from loan origination to debt collection, helping customers to grow their business through better lending decisions.
Designed for business users and not for statisticians, Plug&Score allows banks and other financial organizations to obtain the maximum benefit with the minimum resources with a zero learning curve.

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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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SBS Banking Platform logo

Transform your bank on your terms, at your speed

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SBS Banking Platform is a holistic, front-to-back cloud banking solution. From digital to open banking, deposits, payments, lending, and compliance, it helps retail banks, corporate banks, neobanks, and microfinance institutions, whether global or local, stay ahead of the curve.

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EDocGen logo

Document generation software for business users

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Generate documents faster to increase productivity and to improve customer and partner communications, creating a great experience for the stakeholders.

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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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Advance Loan Manager logo

Loan management software

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Advance Loan Manager is a cloud-based loan management software that provides a user interface for various business use cases with various analytical reporting and customer notifications.

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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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