Mortgage applications can move fast. A CRM should keep client records and follow-up work tied to each deal. It must also preserve the evidence required for an Australian credit file.
The ten systems below cover mortgage-specific workflow platforms and general CRMs that can be adapted for lending work.
BrokerEngine is the most directly focused on Australian mortgage workflows. Salesforce, NetSuite, Creatio, monday.com, Apptivo and HubSpot offer broader sales or business platforms. Velocify, Jungo and Shape are mortgage products developed for the United States market.
That difference affects setup and lender integrations. It also shapes support hours and the way client data is stored.
Features and availability can change, particularly for products sold mainly outside Australia.
Use this comparison to shortlist systems by the work your team performs, then run a sample client file through each finalist before migrating the book.
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10 Mortgage Broker CRM Systems to Compare in 2026
BrokerEngine: Australian Mortgage Workflow Automation
BrokerEngine is built around Australian mortgage-broking workflows. It brings mortgage deal stages and task automation into one system. Dedicated compliance records reduce the configuration needed in a general sales CRM.
- Custom Dashboards: Dashboards show the status of each deal and can separate different types of loans, including home and commercial files.
- One-Click Workflows: A workflow can trigger the next task when a rate locks. Separate sequences can cover lender rebates or guarantor applications. Each sequence still needs to reflect the current lender process.
- Deal-Specific Checklists: Dynamic checklists help a team track the documents and actions required for a particular application.
- Client Management: The record brings past and current client relationships together, which helps when a broker prepares a review or follow-up.
- BID Compliance: Dedicated fields can store evidence for Best Interests Duty. The broker and licensee remain responsible for the duty and the quality of the record.
- Proactive Loan Reviews: Review reminders give brokers a repeatable way to revisit existing loans and record the outcome.
BrokerEngine is a practical candidate when the brokerage wants mortgage workflow automation without first adapting a general sales platform.
Salesforce: Configurable Lending Workflows
Salesforce is a general CRM that can support client interactions and loan processing through custom objects and workflows. Third-party applications can extend those functions. The brokerage must design its own mortgage data model. Pricing depends on the selected products, while user numbers and implementation work affect the total cost.
Its reporting tools can track pipeline movement and team activity when the underlying fields match the brokerage’s process. Because Salesforce can distribute a credit file across custom objects, the implementation must map those objects into the complete record the licensee requires.
Oracle NetSuite CRM: CRM Within an ERP System
Oracle NetSuite combines CRM functions with an enterprise resource planning platform. It may be a choice for a larger brokerage that already uses NetSuite for finance and wants customer activity connected to its wider business records.
The platform is broader than a mortgage application system. The brokerage must define its lending fields and restrict access to them, then connect only the integrations the credit process needs. NetSuite makes most sense when the business already uses it and can keep client credit records separate from payroll or general finance data.
Creatio: Configurable Referral Tracking
Creatio focuses on configurable sales and business processes. A brokerage can record each referral source and the related consent, then follow that client through a defined pipeline. The team shapes the workflow around its own referral model.
Configuration is the main consideration. The system needs fields for the credit process and permissions that match staff responsibilities. Store the referral consent and any fee disclosure on the same record as the source.
Monday Sales CRM: Visual Sales and Marketing Workflows
Monday Sales CRM uses visual boards to move prospects through the sales pipeline. Team hand-offs and reminders can sit on the same board. A small or mid-sized brokerage can build a clear workflow without configuring a large enterprise CRM.
It is not a mortgage loan origination system. A brokerage must decide which client information belongs on the board. Marketing activity requires recorded consent, and any movement of lender or aggregator data needs a safe connection.
Apptivo: Modular Sales-Funnel Management
Apptivo provides sales-pipeline tools that can connect nurturing activity with email marketing. A smaller brokerage can add modules as the team grows instead of adopting the full set at the start.
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The platform can be customised and accessed from mobile devices, but mortgage-specific file requirements must be configured. Loan origination remains in another system, which keeps Apptivo focused on the lighter sales workflow.
Velocify by Ellie Mae
Velocify is a sales-engagement and lead-management product from ICE Mortgage Technology, following its earlier association with Ellie Mae. The product was designed for the United States mortgage market and can connect lead activity with parts of a loan origination workflow.
Australian brokers need evidence that the product is available locally and that any integration reaches the systems used by their aggregator. A United States lender connection does not establish Australian compatibility.
Jungo
Jungo is a mortgage CRM built on Salesforce for the United States market. It adds mortgage-oriented client records to the Salesforce platform, along with loan-status functions. Referral management is also included. An existing Salesforce brokerage should consider Jungo only if the product supports its Australian workflow.
The lender-status functions matter only when they read the portals used by the brokerage. Training can reduce setup errors, but it cannot make an unsupported Australian lender connection work.
Shape Mortgage CRM
Shape Mortgage CRM combines lead management with workflow automation for mortgage businesses. It also handles client communications. Its mortgage focus may reduce some of the configuration required by a general CRM, especially for teams managing a large prospect pipeline.
The product is marketed primarily in the United States. That market focus can affect local integrations and support hours. Obtain a current Australian quote rather than relying on a published overseas price when preparing the budget.
HubSpot CRM: Free Starting Tier for Pipeline Management
HubSpot offers a free CRM tier. Paid products add automation and reporting, with more control over marketing activity. A brokerage can begin with contact and pipeline management before adding those functions.
HubSpot is a general marketing and sales platform, so the brokerage must design its mortgage fields and staff permissions. It must also set retention rules for client data. The free tier can become a paid implementation once the brokerage needs more seats or automation, so price the intended setup rather than the starting account.
Comparing the CRMs
How Australian and Overseas CRM Models Differ
BrokerEngine starts with Australian mortgage workflow. Salesforce and Creatio offer deep process configuration, while NetSuite connects customer records with a wider enterprise system. Monday Sales CRM, Apptivo and HubSpot concentrate on general pipeline or marketing work. Velocify, Jungo and Shape bring mortgage-specific functions from the United States market, which makes Australian availability and integration a larger part of the buying decision.
CRM Capabilities Compared
- BrokerEngine: Australian mortgage workflow and deal automation.
- Salesforce: Flexible custom objects for a brokerage prepared to configure them.
- Oracle NetSuite CRM: CRM functions connected to an existing NetSuite business system.
- Creatio: Configurable referral and sales processes.
- Monday Sales CRM: Visual pipeline management and team hand-offs.
- Apptivo: Modular sales-funnel and communication tools.
- Velocify: Mortgage lead engagement within the ICE and Ellie Mae product history.
- Jungo: Mortgage functions added to Salesforce.
- Shape Mortgage CRM: Mortgage-focused lead and workflow automation.
- HubSpot CRM: A free starting tier with paid sales and marketing functions.
Testing CRM Claims Before You Buy
Read Reviews in the Right Context
User feedback is most useful when it describes the same setup a brokerage plans to run. Check whether the system stays reliable during normal work. Migration reports reveal how well existing records transfer, while comments about customer service should come from the relevant time zone. Reviews from a United States lender may say little about an Australian aggregator export.
Test the Product Demonstration
Advisers assessing CRMs for mortgage brokers should examine how the system stores consent and controls staff access. They should also retrieve a complete client record. Product demonstrations can show features, but a sample migration and export reveal whether those features work in the brokerage’s process.
Changes in Mortgage CRM Products
Embracing AI and Machine Learning
Artificial intelligence can help a CRM rank leads or summarise notes. Some products can also draft routine communications. Brokers still need to review the output and protect any client information sent to a model provider. A CRM feature cannot make the broker’s product recommendation or assume responsibility for the credit advice.
Links to Document, Identity and Lender Systems
More CRMs are likely to connect with document collection and identity checks. Connections to lender systems will matter only when they support the brokerage’s appointed lenders and record consent correctly. An integration listed in a marketplace still needs to be tested with the live workflow.
Navigating Regulatory Changes
System updates need to follow changes in credit and privacy law, including the related record-keeping requirements. A brokerage should be able to change required fields while preserving an audit trail. It must also export the evidence its licensee requests. When a vendor controls those changes, ask how quickly Australian requirements are reflected.
Support, Training and Migration Costs
Support and training affect the true cost of a CRM. Check when help is available and identify who will configure the system. New staff also need a documented way to learn the process. A low subscription price can be outweighed by custom development or manual work between disconnected systems.
Plan the migration before signing a long contract. Export a small sample from the old system and import it into the shortlisted CRM. Retrieve the same record again. Confirm that its notes and documents survive, then check its permissions and activity dates. Keep a tested exit path so the brokerage can recover its data if the product or business needs change.
Choosing a CRM for an Australian Brokerage
BrokerEngine is the clearest mortgage-specific Australian option in this list. The general CRMs offer more flexibility but require more design. United States mortgage products need careful checks for local availability and integration. Shortlist systems by the work your team performs. Before moving the client book, test the aggregator export and privacy controls with a complete sample migration.
