getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Top Rated Mortgage Software with Microsoft outlook

Last updated: June 2026

1 filter applied

Features


Integrated with


Pricing model


Devices supported


Organization types


User rating


7 software options

Creatio CRM logo

New era CRM to manage all customer and operational workflows

learn more
Best-in-class CRM and workflow platform for lending operations with no-code and AI at its core.

Read more about Creatio CRM

Users also considered
LoanAssistant logo

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

learn more
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. .

Read more about LoanAssistant

Users also considered
BluMortgage logo

CRM pipeline with pre-built emails and industry integrations

learn more
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.

Read more about BluMortgage

Users also considered
Shape logo

Cloud-based CRM, sales & marketing automation software

learn more
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

Read more about Shape

Users also considered
BNTouch Mortgage CRM logo

Your Mortgage CRM & Marketing Tools Anywhere.

learn more
Users also considered
LeadMaster logo

CRM & Lead Management Solution

learn more
The challenge with CRM for mortgage is that lead come from everywhere and need fast action. LeadMaster’s all-in-one solution takes in all your leads onto one easy-to-use platform that you and your sales team can access from anywhere. The Smart Queue tells you which lead to call next.

Read more about LeadMaster

Users also considered
Jungo logo

Mortgage and real estate CRM

learn more
Jungo is a cloud-based mortgage and real estate CRM solution that allows users to automate repetitive tasks, enhance marketing efforts, and streamline communication with everyone from prospects, clients, referral partners, and colleagues.

Read more about Jungo

Users also considered