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Free Trial Mortgage Software (2026)

Last updated: February 2026

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36 software options

Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Free Trial
No Credit Card Required
CRM Creatio offers a number of various editions and pricing, which allows you to select the edition that best fits your business model. All Creatio licenses include basic support plan, product maintenance and free updates. Contact Creation for more information.

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Floify logo

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

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Free Trial
Business Plan: $79/month or $840/year Team Plan: $250/month or $2400/year Contact Floify to request Enterprise Plan pricing

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LendingWise  logo

Loan origination software with mobile-friendly portals

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Free Trial
Credit Card Required
We have a starter plan at $149/mo perfect for brokers, Pro plan at $695/mo for private lenders, and an Enterprise plan for banks & credit unions.

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Margill Loan Manager logo

Loan servicing and management solution for lenders

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Free Trial
No Credit Card Required
Price is based on number of users and number of loans. Ideal for startups, small lenders and larger organisations. One-time cost for installed, on-site licence plus annual billing for updates, support and maintenance. SAAS (Cloud) installation payable on a monthly basis. Special discounts for non-profits and lower income countries.

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Free Trial
No Credit Card Required
$119/user/month billed monthly

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MBS Highway logo

Web-based mortgage software with advisory tools

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Free Trial
No Credit Card Required
The price shown includes all tools available through MBS Highway. Annual options are available as well as discounted group pricing.

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HES LoanBox logo

Lending Software for Banks & Alternative Lenders

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Free Trial
No Credit Card Required
Please contact HES FinTech for pricing details.

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MortgageHalo logo

MortgageHalo is a mortgage lead-generating CRM

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Free Trial
No Credit Card Required
Flexible Plans for Every Lender MortgageHalo offers scalable pricing designed to meet the needs of mortgage brokers, lenders, and financial institutions of all sizes. Subscription-based model – Pay a predictable monthly fee with no hidden costs. Transparent setup – One-time setup fee with LOS connection. Usage scaling – As your loan pipeline grows, you can easily upgrade without disruption. All plans include core features such as borrower management, loan tracking, document automation, compliance tools, and reporting dashboards. Higher tiers unlock advanced analytics, text messaging, listing alerts, portfolio retention triggers, post closing cross-media campaigns, trigger mailings, and dedicated account support. Request a Quote Contact us to receive a customized pricing proposal aligned with your business model, loan volume, and integration needs.

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RamQuest One logo

Real estate transaction management software

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Free Trial
Contact vendor for pricing details.

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Bryt logo

FULL-FEATURED LOAN SERVICING SOFTWARE

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Free Trial
No Credit Card Required
BUSINESS versions - up to 20 active loans- start at $59/month (45 days free trial available) PROFESSIONAL version - unlimited active loans - start at $130/month for 1 user (45 days free trial available) ENTERPRISE version - Unlimited loans - Start at $500/month, access to Custom Reporting and API

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Help With My Loan logo

Our goal is to help you reach yours!

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Free Trial
Credit Card Required
Contact Help With My Loan for pricing details.

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LOAN SERVICING SOFT logo

Loan Servicing software for private money/hard money lenders

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Free Trial
Contact LOAN SERVICING SOFT for pricing information.

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LeadMaster logo

CRM & Lead Management Solution

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Free Trial
Free 30 day trial. CRM-Xpress - $0 for up to 1,000 contacts Lead-Xpress $10/mo CRM-Xpress $15/mo for more than 1,000 contacts LeadMaster Professional $50/mo

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LoanAssistant logo

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

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Free Trial
No Credit Card Required
Professional - $999 per year (flat rate, no additional charges); Premium - $1299 per year (flat rate, no additional charges); Premium Accrual - $1500 per year (flat rate, no additional charges); Premium NO QuickBooks Integration - $999 per year (flat rate, no additional charges).

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PerfectLO logo

Mortgage & loan origination

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Free Trial
Individual: $59/monthly Team: $95/monthly Multi User Pricing: contact PerfectLO

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Fintech Market Core System logo

Loan management system for financial institutions

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Free Trial
No Credit Card Required

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Maxwell logo

Digital mortgage platform for loan officers & lending teams

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Free Trial
No Credit Card Required
Starter: $99/month (annual) Professional: $139/month (annual) Enterprise: Contact Maxwell Financial Labs for pricing information.

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LoanCirrus logo

Loan origination & servicing platform

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Free Trial
Pricing is based only on the number of active loans in a lender's portfolio.

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DigiFi logo

Cloud-based financial management software

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Free Trial
No Credit Card Required
DigiFi’s usage-based plans are made for banks, credit unions, lenders and fintechs of all sizes, with add-on options to take your originations to the next level.

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Lendstream logo

Loan origination & servicing software for lenders & brokers.

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Free Trial
Contact Lendstream for pricing details

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Financial Services Cloud logo

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

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Free Trial
No Credit Card Required
Contact Salesforce for detailed pricing information.

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Pre-Approve Me logo

Mortgage automation & point of sale platform

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Free Trial
No Credit Card Required
Single LO: $129/month Enterprise: Contact Pre-Approve Me for pricing information.

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Captafi logo

Simple to use loan and loan modification tracking software.

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Free Trial
No Credit Card Required
$25 per user per month. Esign, phone and texting packages are add-on features and priced separately.

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Mortgage+Care logo

Loan origination and servicing for credit unions and banks

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Free Trial
SaaS version starts at $295 per month. Contact Mortgage+Care for a price quote.

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AllCloud Enterprise logo

Powering India’s Lending Growth—Digitally. End-to-End.

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Free Trial
Contact AllCloud for pricing details.

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