18.2
KudosCRM is a customer relationship management service from KudosCRM, headquartered in Hong Kong.
Free planAndroidiOSWeb
Alternatives to Surefire CRM
28.0
Total Expert is a customer platform for financial services that brings customer information, teams, and outreach into one system.
Free planAndroidiOSWeb
37.9
MloFlo is a mortgage CRM for loan officers, brokers, and their teams, bringing together CRM tools, a point of sale, borrower and realtor portals, and workflow automation.
Free planAndroidiOSWeb
- 4
MapleConnect
MapleConnect is an AI-native mortgage CRM for managing borrower and referral-partner pipelines, follow-up, scheduling, and contact records.
Free planWebAPI7.5From $199 a month - 5
Viato
Viato is a CRM for mortgage professionals and loan officers, available on iOS and the web.
Free planiOSWebAPIExtension7.5From $49 a month - 6
Mortgage Magic
Mortgage Magic is a mortgage CRM, sourcing, and compliance platform for mortgage advisers, broker networks, mortgage clubs, and lenders.
AndroidiOSWebAPI7.4From £85 a month - 7
Model Match CRM
Model Match CRM organizes loan officers, real estate agents, and referral partners using records that combine contact details with live production and market data.
WebAPI6.9From $49 a month - 8
BrokerDam
Web6.8From C$999 a year - 9
Broki
Broki is a Canadian mortgage broker CRM for brokers and brokerages, with tools for managing deals, clients, and referral partners.
AndroidiOSWeb6.8From C$99 a month - 10
6.7 - 11
BNTouch Mortgage CRM
BNTouch Mortgage CRM brings lead generation, point of sale, sales and marketing automation, processing communication, and post-funded borrower…
AndroidiOSWeb6.6From $95 a month - 12
TheBigBot
TheBigBot describes itself as an AI growth platform and CRM that combines lead follow-up, call answering, review requests, database reactivation, and SEO content.
AndroidiOSWebAPI6.6From $197 a month - 13
RAD CRM
RAD CRM is a cloud-based CRM and marketing platform for mortgage loan officers, covering leads, clients, referral partners, marketing and follow-up.
AndroidiOSWeb6.5From $197 a month - 14
Aidium
Aidium is a mortgage CRM platform for mortgage executives, loan officers, and producers.
AndroidiOSWebAPI6.4 - 15
Effi
Effi is a mortgage and finance broker tool built for Australia, covering work from enquiry through loan processing and settlement to client retention.
AndroidiOSWebAPI6.2 - 16
LeadBolt
WebAPI6.2From $29.99 a month - 17
6.1From $49 a month - 18
Lenlia
Web6.1From $9 a month - 196.1From £39 a month
- 20
Shape
Shape is a mortgage CRM platform covering lead generation, loan origination, marketing, communication, automation, AI, and reporting.
AndroidiOSWeb6.1 - 21
LoanOfficer.ai
LoanOfficer.ai is paid software for managing borrowers, referral partners, loan pipelines, marketing, compliance, and SMS communication.
AndroidiOSWeb6.0From $197 a month - 22
Empower LO
Empower LO is a mortgage CRM and marketing automation platform for loan officers, teams, and brokerages.
WebAPI5.9From $297 a month - 23
Lend1
Lend1 is a web-based client onboarding platform and CRM for Australian mortgage, finance and insurance brokers.
Web5.9From A$149 a month - 24
Brokeredge
Brokeredge is a web-based CRM for Canadian mortgage brokers, combining borrower and referral partner management with loan pipeline tracking.
Web5.7 - 25
Lender CRM
Lender CRM is a web-based mortgage relationship management tool within a platform that combines loan origination software, point of sale, and…
Web5.7 - 26
Finova Broker CRM
Finova Broker CRM is web-based software designed for financial services brokers.
Web5.6 - 27
JimNab CRM
JimNab CRM is a web-based customer relationship system for residential mortgage transactions, designed for Canadian mortgage brokers and tailored to…
Web5.4 - 28
One Mortgage System
One Mortgage System (OMS) provides a cloud-based mortgage CRM for intermediaries and an API-led origination platform for lenders and building societies.
WebAPI5.3