18.2
KudosCRM is a customer relationship management service from KudosCRM, headquartered in Hong Kong.
Free planAndroidiOSWeb
Alternatives to Total Expert
Total Expert combines customer data, sales work, and marketing for mortgage lenders, banks, credit unions, and insurers. Customer IQ adds signals such as credit inquiries, equity changes, rate opportunities, new listings, and life events to profiles. Sales Center supports lead routing, nurturing, pipeline visibility, prioritized lists, texting, and mobile access. Marketing Center provides journeys, targeted campaigns, and compliant email, social, and print content. Its AI…
27.9
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
37.5
MapleConnect is an AI-native mortgage CRM for managing borrower and referral-partner pipelines, follow-up, scheduling, and contact records.
Free planWebAPI
- 4
Viato
Viato is a CRM for mortgage professionals and loan officers, available on iOS and the web.
Free planiOSWebAPIExtension7.5From $49 a month - 5
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 - 6
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 - 7
BrokerDam
Web6.8From C$999 a year - 8
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 - 9
6.7 - 10
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 - 11
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 - 12
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 - 13
Aidium
Aidium is a mortgage CRM platform for mortgage executives, loan officers, and producers.
AndroidiOSWebAPI6.4 - 14
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 - 15
LeadBolt
WebAPI6.2From $29.99 a month - 16
6.1From $49 a month - 17
Lenlia
Web6.1From $9 a month - 186.1From £39 a month
- 19
Shape
Shape is a mortgage CRM platform covering lead generation, loan origination, marketing, communication, automation, AI, and reporting.
AndroidiOSWeb6.1 - 20
LoanOfficer.ai
LoanOfficer.ai is paid software for managing borrowers, referral partners, loan pipelines, marketing, compliance, and SMS communication.
AndroidiOSWeb6.0$197 one-time - 21
Empower LO
Empower LO is a mortgage CRM and marketing automation platform for loan officers, teams, and brokerages.
WebAPI5.9From $297 a month - 22
Lend1
Lend1 is a web-based client onboarding platform and CRM for Australian mortgage, finance and insurance brokers.
Web5.9From A$149 a month - 23
Brokeredge
Brokeredge is a web-based CRM for Canadian mortgage brokers, combining borrower and referral partner management with loan pipeline tracking.
Web5.7 - 24
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 - 25
Finova Broker CRM
Finova Broker CRM is web-based software designed for financial services brokers.
Web5.6 - 26
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 - 27
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 - 28
Surefire CRM
Web4.6