App comparison
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Free Trial Mortgage Software (2026)
Last updated: February 2026
36 software options
Sponsored
Creatio CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
New era CRM to manage all customer and operational workflows
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.
Read more about Creatio CRM
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The Industry's Leading Mortgage Point-of-Sale Solution
Business Plan: $79/month or $840/year Team Plan: $250/month or $2400/year Contact Floify to request Enterprise Plan pricing
Read more about Floify
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Loan origination software with mobile-friendly portals
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.
Read more about LendingWise
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Loan servicing and management solution for lenders
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.
Read more about Margill Loan Manager
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based CRM, sales & marketing automation software
No Credit Card Required
$119/user/month billed monthly
Read more about Shape
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Web-based mortgage software with advisory tools
No Credit Card Required
The price shown includes all tools available through MBS Highway. Annual options are available as well as discounted group pricing.
Read more about MBS Highway
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Lending Software for Banks & Alternative Lenders
No Credit Card Required
Please contact HES FinTech for pricing details.
Read more about HES LoanBox
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
MortgageHalo is a mortgage lead-generating CRM
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.
Read more about MortgageHalo
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Real estate transaction management software
Contact vendor for pricing details.
Read more about RamQuest One
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
FULL-FEATURED LOAN SERVICING SOFTWARE
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
Read more about Bryt
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Our goal is to help you reach yours!
Credit Card Required
Contact Help With My Loan for pricing details.
Read more about Help With My Loan
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Loan Servicing software for private money/hard money lenders
Contact LOAN SERVICING SOFT for pricing information.
Read more about LOAN SERVICING SOFT
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
CRM & Lead Management Solution
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
Read more about LeadMaster
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Loan servicing add-on for QuickBooks /Stand-alone available
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).
Read more about LoanAssistant
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Mortgage & loan origination
Individual: $59/monthly Team: $95/monthly Multi User Pricing: contact PerfectLO
Read more about PerfectLO
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Loan management system for financial institutions
No Credit Card Required
Read more about Fintech Market Core System
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Digital mortgage platform for loan officers & lending teams
No Credit Card Required
Starter: $99/month (annual) Professional: $139/month (annual) Enterprise: Contact Maxwell Financial Labs for pricing information.
Read more about Maxwell
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Loan origination & servicing platform
Pricing is based only on the number of active loans in a lender's portfolio.
Read more about LoanCirrus
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based financial management software
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.
Read more about DigiFi
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Loan origination & servicing software for lenders & brokers.
Contact Lendstream for pricing details
Read more about Lendstream
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
The world's #1 CRM, reimagined for financial services.
No Credit Card Required
Contact Salesforce for detailed pricing information.
Read more about Financial Services Cloud
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Mortgage automation & point of sale platform
No Credit Card Required
Single LO: $129/month Enterprise: Contact Pre-Approve Me for pricing information.
Read more about Pre-Approve Me
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Simple to use loan and loan modification tracking software.
No Credit Card Required
$25 per user per month. Esign, phone and texting packages are add-on features and priced separately.
Read more about Captafi
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Loan origination and servicing for credit unions and banks
SaaS version starts at $295 per month. Contact Mortgage+Care for a price quote.
Read more about Mortgage+Care
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Scoring model development tool
Read more about Plug&Score Modeler