As a mortgage broker or lender, you understand the importance of managing your client relationships efficiently. One of the best ways to do this is by using a Customer Relationship Management (CRM) software. A mortgage CRM software helps you track your leads, automate communication, and streamline your workflow. With so many options available in the market, it can be difficult to choose the right one for your business. To help you out, we have compiled a list of the 8 best mortgage CRM software for brokers and lenders.
1. Salesforce
Salesforce is a cloud-based CRM software that is widely used by businesses of all sizes. It offers a customizable platform that can be tailored to meet the specific needs of mortgage brokers and lenders. With Salesforce, you can manage your leads, automate your marketing campaigns, and track your sales pipeline. It also offers a mobile app that allows you to access your data on the go.
2. HubSpot
HubSpot is an all-in-one marketing, sales, and service platform that includes a CRM software. It offers a free version of its CRM software that includes basic features such as lead management, contact management, and email tracking. The paid version offers advanced features such as lead scoring, sales automation, and predictive lead scoring.
3. Velocify
Velocify is a cloud-based lead management software that is designed specifically for mortgage brokers and lenders. It offers features such as lead distribution, lead nurturing, and automated communication. Velocify also integrates with popular mortgage loan origination systems such as Ellie Mae Encompass and Calyx Point.
4. Total Expert
Total Expert is a CRM software that is designed for mortgage lenders. It offers features such as lead tracking, lead nurturing, and automated marketing campaigns. Total Expert also integrates with popular loan origination systems such as Fiserv and Black Knight.
5. Mortgage iQ
Mortgage iQ is a CRM software that is designed specifically for mortgage brokers. It offers features such as lead management, automated communication, and pipeline management. Mortgage iQ also integrates with popular loan origination systems such as Calyx Point and Encompass.
6. Jungo
Jungo is a CRM software that is designed for the mortgage industry. It offers features such as lead management, automated marketing, and pipeline management. Jungo also integrates with popular loan origination systems such as Encompass and Calyx Point.
7. BNTouch
BNTouch is a CRM software that is designed for mortgage brokers and lenders. It offers features such as lead management, automated communication, and pipeline management. BNTouch also integrates with popular loan origination systems such as Encompass and Calyx Point.
8. Shape Software
Shape Software is a CRM software that is designed for businesses of all sizes. It offers features such as lead management, automated communication, and pipeline management. It also offers a mobile app that allows you to access your data on the go.
Conclusion
Choosing the right mortgage CRM software can help you manage your client relationships more efficiently and increase your productivity. The 8 software listed above are some of the best options available in the market. Consider your business needs and budget before making a decision. With the right software, you can take your mortgage brokerage or lending business to the next level.