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Mortgage Software Integrated with Microsoft Outlook (2026)

Last updated: February 2026

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7 software options

Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Integrates with Microsoft Outlook, BrainPredict, RingCX, …

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BNTouch Mortgage CRM logo

Your Mortgage CRM & Marketing Tools Anywhere.

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Integrates with Microsoft Outlook, Calyx Point, MeridianLink Mortgage, …

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Jungo logo

Mortgage and real estate CRM

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Integrates with Microsoft Outlook, Floify, Calyx Point, …

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Shape logo

Cloud-based CRM, sales & marketing automation software

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Integrates with Microsoft Outlook, Google Workspace, Clio, …

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LeadMaster logo

CRM & Lead Management Solution

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Integrates with Microsoft Outlook, Xero, Operations Hub, …

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LoanAssistant logo

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

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Integrates with Microsoft Outlook, Microsoft Excel, QuickBooks Enterprise, …

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BluMortgage logo

CRM pipeline with pre-built emails and industry integrations

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Integrates with Microsoft Outlook, Floify, Velocity, …

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