BNTouch is the leading mortgage CRM lead management system for brokers and loan officers. 30+ mortgage marketing tools to convert more leads.
THEBIGBOT LLC CRM is an all-in-one AI-based software designed for mortgage brokers, loan officers, and real estate agents. It helps you manage leads, automate follow-ups, handle sales calls, emails, SMS, and more from one place.
Best mortgage CRM solutions summary Looking for the best mortgage CRM solutions in 2025? This guide breaks down top-rated mortgage CRM software to help loan officers, brokers, and lenders manage... read moreTry Maximizer Today Experience a CRM built for financial advisors. Access accurate data, ...
Recent news, articles and whitepapers about technology and innovation in the mortgage CRM, sales, marketing and automation space
Main Capabilities of Mortgage CRM Centralized customer database. CRM for mortgage business allows loan officers and brokers to collect and manage their clients' contact information, loan details, referral sources and statuses, etc. With a centralized customer database, agents can quickly grasp each cu...
Mloflo is the top CRM platform for loan officers, offering tools to streamline workflows, automate tasks, and grow your mortgage business.
Watch this session to learn how AI-powered Insights can help with Loan officers and bankers success in the new normal. Combine Salesforce's customer 360 solutions with AI and out of the box analytics and your organization will have a competitive advantage towards maximizing performance and providin...
You deserve more than just a tool—you deserve a partner. Built by loan officers for loan officers, our white-labeled HighLevel platform is designed to drive real results. With offers of lead generation and strong partnerships with major resources across the mortgage industry, we deliver more op...
Surefire helps lenders exhibit their value as an employer to the type of loan officers they want to invest in most — the ones committed to building lasting consumer and business relationships with timely, relevant and personalized mortgage marketing content. ...
Encompass CRM provides mortgage marketing automation software to help you generate prospects, increase conversions, grow relationships and build more referrals.