Best Mortgage CRM Software in 2026
Updated
In short: MloFlo is ranked #1 of 29 as of 4 October 2026, ahead of Total Expert and KudosCRM. The best-ranked option with a free plan is Total Expert. The lowest first paid tier on this page is MloFlo at $4.99/mo.
Mortgage CRM tools help teams keep borrower relationships and loan opportunities organized. The ranking opens with Total Expert, Shape, and MloFlo, followed by Viato and BNTouch Mortgage CRM. Compare borrower management and loan pipeline tracking with compliance workflows and referral partner management to see which capabilities match your process. Marketing automation and SMS automation are criteria for weighing outreach needs, while mobile app availability, free plans, and paid-from pricing give you access and cost points to consider. Use the order and listed features to focus on how each option could fit your team's work with borrowers, partners, and loan activity.
29 mortgage CRM software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
#1 MloFlo Top pick · 7.3 $4.99/mo
#2 Total Expert Runner-up · 7.1 Free plan · $100/mo
#3 KudosCRM Also great · 7.0 Free plan · $9/mo- AndroidiOSWeb
- Free plan
- No
- Paid from
- 69.99 /user/mo
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms$4.99/mofirst paid tier About MloFloVisit site - Free plan AndroidapiiOSWeb
- Free plan
- Yes
- Paid from
- 100 /user/mo
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms$100/mofirst paid tier About Total ExpertVisit site - Free planFree trial WebiOSAndroid
- Free plan
- Yes
- Paid from
- 9 /user/mo
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms$9/mofirst paid tier About KudosCRMVisit site - Free plan iOSWeb
- Free plan
- Yes
- Paid from
- 29 /user/mo
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms$49/mofirst paid tier About ViatoVisit site - Free trial AndroidiOSWebWindows
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms£85/mofirst paid tier About Mortgage MagicVisit site - AndroidapiiOSWeb
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms - AndroidiOSWeb
- Free plan
- No
- Paid from
- 96 /user/mo
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms$8/mofirst paid tier About JungoVisit site - AndroidiOSWeb
- Free plan
- No
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms - AndroidiOSWeb
- Free plan
- No
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms$95/mofirst paid tier About BNTouch Mortgage CRMVisit site - Free trial AndroidapiiOSWeb
- Free plan
- No
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms$180,120/mofirst paid tier About EffiVisit site - AndroidiOSWeb
- Free plan
- No
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms$197/mofirst paid tier About LoanOfficer.aiVisit site - Web
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Borrower management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Borrower management
- Yes
- Referral partner management
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Paid from
- 49 /user/mo
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
- Borrower management
- Yes
- Referral partner management
- Yes
- Loan pipeline tracking
- Yes
- Marketing automation
- Yes
RecognisedDocumentedFree planPlatforms - Web
- Free plan
- No
RecognisedDocumentedFree planPlatforms$197/mofirst paid tier About TheBigBotVisit site
Is your app on this list?
Numbered spots on this list can be sponsored. They are labelled, and the editorial order and scores never change for payment.
Questions about this list
Which mortgage CRM software is ranked first on Everything Xiaomi?
MloFlo is ranked #1 of 29 with a score of 7.3. Total Expert is second and KudosCRM third.
How many of these have a free plan?
3 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, MloFlo has the lowest first paid tier we found: $4.99/mo.
How is this list ranked?
Ranked on what each maker publishes: documentation depth, a free tier and the platforms it runs on. Paid placements never change a rank.