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Top Rated Mortgage Software with Free trial

Last updated: June 2026

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35 software options

LoanAssistant logo

LoanAssistant

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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LendingWise logo

LendingWise

Loan origination software with mobile-friendly portals

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LendingWise is an end-to-end digital lending platform that streamlines the loan origination process from application through closing, providing a modern, private-labeled experience for borrowers, brokers & the entire user base for many Private & Commercial Lending products including Bridge, Fix & Fl

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HES LoanBox logo

Lending Software for Banks & Alternative Lenders

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HES LoanBox is a ready-made lending platform with customization options. It offers full loan management process automation.

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Floify logo

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

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Floify is a cloud-based loan origination solution and mortgage point of sale which helps mortgage professionals automate lending processes and improve communication between stakeholders. An online portal enables efficient collection and verification of documents, progress tracking, and more.

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MBS Highway logo

Web-based mortgage software with advisory tools

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MBS Highway is a web-based mortgage software designed to help businesses increase conversion with referral partners and customers. It lets mortgage advisors build market knowledge with access to the latest insights and trends.

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Help With My Loan logo

Our goal is to help you reach yours!

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Help With My Loan (HWML) is software that automates the frontend underwriting and lender matching process for Commercial, Residential, Business and Personal loans.

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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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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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Fintech Market Core System logo

Loan management system for financial institutions

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Fintech Market's Loan Management System streamlines loan management and risk scoring operations. It includes CRM, crowdfunding, and debt management functionalities for financial services.

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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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Bryt logo

FULL-FEATURED LOAN SERVICING SOFTWARE

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Bryt Software streamlines your mortgage servicing process. From automated payment processing to seamless borrower communication, we simplify your operation, reduce errors, and improve efficiency. Bryt is intuitive and easy to use. Simple, but powerful. Competitively priced. Easy to implement.

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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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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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AllCloud Enterprise logo

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

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AllCloud is a SaaS-based lending platform that digitizes the entire loan lifecycle—Origination, Management, & Collections. Built for NBFCs, banks, and fintechs, it offers modular, API-first technology with compliance, scalability, and real-time integrations at its core.

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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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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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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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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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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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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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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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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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Crowdsofts logo

Crowdfunding and investment management

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Crowdsofts is a cloud-based crowdfunding platform that helps businesses to manage and track crowdfunding efforts. The solution offers features including investment analytics, crowdfunding performance tracking, portfolio management, transaction monitoring, payout management, and more.

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