Feeling bogged down by endless client data and outdated software?
It’s not just you.
Many brokers struggle to keep up with managing relationships and staying organised.
In today’s fast-paced market, using a top-notch CRM isn’t a luxury—it’s a necessity.
But with so many options out there, finding the right one can feel overwhelming.
Don’t worry—we’re here to help.
We’ve rounded up the top 10 mortgage broker CRMs to make your choice easier.
Let’s explore what each has to offer and how they can boost your business.
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Top 10 Mortgage Broker CRMs of 2025
1. BrokerEngine: Perfect for Workflow Automation
BrokerEngine stands out when it comes to automating workflows. If you’re looking to ramp up productivity and streamline your processes, this tool has a lot to offer.
- Custom Dashboards: Gives you real-time updates on deal statuses, so you can zero in on what needs your attention. Tailor dashboards for different types of loans, whether they’re home or commercial.
- One-Click Workflows: Simplifies the complexities of various loan features. With just a click, you can trigger detailed sub-workflows for things like rate locks, lender rebates, or guarantor loans.
- Deal-Specific Checklists: Automatically generates dynamic checklists tailored to each deal, helping reduce mistakes and speed up processing times.
- Client Management: Provides a full picture of your client relationships, including past and current loans, so you can give advice that’s right on the money.
- BID Compliance: Helps you stay on top of Best Interests Duty compliance without eating up your time.
- Proactive Loan Reviews: Makes it easy to conduct regular loan reviews, opening doors to new revenue and referrals.
BrokerEngine’s mix of automation, customisation, and integration makes it a top pick for brokers aiming to optimise their operations and amp up client service.
2. Salesforce: Ideal for Automating the Lending Lifecycle
Salesforce is well-known for automating client interactions and loan processing. It’s highly customisable and plays nicely with a range of third-party apps. Pricing is tailored to your business needs, so you’ll need to get in touch for a quote.
You can also add various extensions to further tweak your CRM experience. Its robust reporting tools help you track performance and spot areas that could use a little TLC.
3. Oracle NetSuite CRM: Best for ERP Integration
If integrating with your ERP system is a priority, Oracle NetSuite CRM has you covered. It offers comprehensive financial management features, making it a solid choice for larger brokerages. With detailed performance analytics, you can make informed decisions with confidence.
Plus, it comes with strong customer support, so help is always at hand. Its scalability means it can grow alongside your business.
4. Creatio: Great for Referral Tracking
Creatio shines when it comes to managing and tracking referrals. With customisable processes to fit your brokerage’s unique needs, it keeps compliance and security at the forefront.
It also boasts a user-friendly interface and solid customer support. Its ability to integrate with other business tools makes your life that much easier.
5. Monday Sales CRM: Tops for Automated Marketing and Sales
Monday Sales CRM offers a visual and intuitive interface with workflows you can customise to your heart’s content. It excels in automated marketing features like email campaigns and social media integration. With competitive pricing, it’s a good fit for small to mid-sized businesses.
Collaboration tools are a strong suit here, making team coordination a breeze. Reporting features help you keep tabs on how your marketing efforts are paying off.
6. Apptivo: Excellent for Managing Sales Funnels
Apptivo does a great job of handling sales funnels and nurturing leads. It integrates with popular email marketing and communication tools, making it a versatile option. There are flexible pricing plans to suit businesses of different sizes.
You can customise it extensively to match your specific needs, and its mobile app lets you manage your work on the go.
7. Velocify by Ellie Mae
Velocify specialises in streamlining loan processing and lead management. It integrates with major loan origination systems, making your workflow smoother. For pricing, you’ll need to contact them directly.
It also offers strong reporting tools to help you track performance and spot areas for improvement. The interface is user-friendly, so you won’t have to wrestle with it to get things done.
8. Jungo
Built on the Salesforce platform, Jungo offers deep customisation options. It comes with mortgage-specific tools like loan status updates and compliance checks. Pricing depends on what you need, so it’s best to reach out for details.
With robust customer support and plenty of training resources, you won’t be left in the dark. Its integration capabilities make it easy to connect with other tools you use.
9. Shape Mortgage CRM
Shape Mortgage CRM is designed specifically for the mortgage industry, with automated loan processing features that save time. It’s scalable, catering to businesses of all sizes. For setup fees and monthly pricing, you’ll need to get in touch.
Security is a priority here, ensuring your client information stays protected. The interface is straightforward, so you can hit the ground running.
10. HubSpot CRM: Budget-Friendly for Brokerages
If you’re watching the bottom line, HubSpot CRM might be the ticket. It offers a free version with basic features, and paid versions unlock enhanced capabilities tailored for mortgage businesses. Known for easy integration and a user-friendly interface, it’s a solid option.
You’ll also find a range of training resources and customer support options. Its reporting tools can help you keep an eye on performance and find areas to boost.
Comparing the CRMs
What Sets Them Apart
Each CRM brings something unique to the table. BrokerEngine is all about workflow automation and boosting productivity. Salesforce offers high customisation and excels in automation. Oracle NetSuite CRM is great for ERP integration and financial management. Creatio focuses on referral tracking and compliance. Monday Sales CRM provides an intuitive interface with automated marketing features. Apptivo shines in managing sales funnels. Velocify is tailored for streamlined loan processing. Jungo offers mortgage-specific features with deep customisation. Shape Mortgage CRM is scalable and industry-specific, and HubSpot CRM is budget-friendly with easy integration.
Benefits at a Glance
- BrokerEngine: Enhances productivity with workflow automation.
- Salesforce: Highly customisable and automates processes.
- Oracle NetSuite CRM: Integrates seamlessly with ERP systems.
- Creatio: Excels in referral tracking and meeting compliance standards.
- Monday Sales CRM: Offers an intuitive interface and automates marketing tasks.
- Apptivo: Effective at managing sales funnels and nurturing leads.
- Velocify: Streamlines loan processing and lead management.
- Jungo: Provides mortgage-specific tools with customisation options.
- Shape Mortgage CRM: Scalable solution tailored for the mortgage industry.
- HubSpot CRM: Budget-friendly with easy integration and a free version available.
What Users and Experts Say
User Experiences
Feedback from users often highlights the importance of reliability and customer service. CRMs that offer robust features and smooth integration tend to get the thumbs up. Users appreciate systems that make their jobs easier, not harder.
Expert Insights
Industry experts weigh in on these CRMs based on how well they meet the needs of mortgage brokers. They consider everything from functionality to compliance, offering recommendations to help you make an informed choice.
Looking Ahead: Trends in Mortgage CRMs
Embracing AI and Machine Learning
Artificial intelligence and machine learning are set to make CRMs even smarter. These technologies can enhance automation and offer more personalised interactions with clients.
Tapping into Emerging Technologies
As new real estate and fintech solutions emerge, CRMs will likely integrate with them. This means more comprehensive services and functionalities that keep you ahead of the game.
Navigating Regulatory Changes
With changes in regulations on the horizon, CRMs will need to adapt. Staying compliant is crucial, and the right CRM can help you navigate the legal landscape without a hitch.
Other Things to Keep in Mind When Choosing a CRM
It’s not just about features and pricing. Consider the level of customer support you’ll get—having help on hand can make a big difference when issues pop up. Training resources are also key, ensuring you and your team can get up to speed quickly.
Think about how easy it is to migrate your existing data. Switching systems can be a headache, so a CRM that eases that process is a big plus. Also, look for a provider that rolls out regular updates and improvements, so your system stays current with industry trends and tech advancements.
The Bottom Line
Picking the right CRM is a big decision for mortgage brokers. Each option has its own set of features and benefits, so it’s important to think about the size of your brokerage, your budget, and what you really need. The right CRM can not only enhance your client relationships but also streamline your operations and keep you compliant. It’s an investment that could pay off in a big way.