Tools For Mortgage Brokers

Best Mortgage CRM

Best Mortgage Point-Of-Sale

BNTouch

Mortgage-specific CRM with built-in marketing and an AI assistant (MAIA).

Floify

Borrower point-of-sale that streamlines applications and document collection.

Total Expert

Enterprise CRM and marketing platform for banks and lenders.

Surefire

Mortgage CRM known for ready-made marketing content.

Encompass

Encompass is ICE Mortgage Technology's end-to-end loan origination system and the most complete LOS in its category, covering everything from borrower point of sale throu

Shape Software

A modern all-in-one mortgage CRM — dialer, texting, and ShapeIQ lead scoring, priced per user (quoted by the vendor).

Jungo

A Salesforce-based mortgage CRM.

Insellerate

Speed-to-lead mortgage CRM with call routing and multi-channel engagement.

Blend

Enterprise digital lending platform used by large banks.

Arive

Broker-first LOS/POS platform tightly linked to the wholesale channel.

LendingPad

Cloud LOS with broker, lender, and TPO editions and per-closed-loan pricing options.

Optimal Blue

Product, pricing, and eligibility engine for accurate loan pricing.

Homebot

Monthly home-value and equity digests that keep past borrowers engaged and flag likely movers.

Ocrolus

Reads and analyzes financial documents to speed underwriting.

Zeitro

AI-native newcomer in guideline verification — its flagship Strata AI assistant, with a free query tier.