Tools For Mortgage Brokers

Best Mortgage CRM

Best Mortgage Point-Of-Sale

BNTouch

Mortgage-specific CRM with built-in marketing and an AI assistant (MAIA).

Floify

Borrower point-of-sale that streamlines applications and document collection.

Shape Software

A modern all-in-one CRM — dialer, texting, and ShapeIQ lead scoring — priced per user with a strongly rated support team.

Total Expert

Enterprise CRM and marketing platform for banks and lenders.

Jungo

Salesforce-based mortgage CRM with native LOS integrations and Reffinity referral reporting.

Surefire

Mortgage CRM known for ready-made marketing content.

Insellerate

Speed-to-lead mortgage CRM with call routing and multi-channel engagement.

Blend

Enterprise digital lending platform used by large banks.

Encompass

Industry-standard loan origination system (end-to-end).

Arive

Broker-first LOS/POS platform tightly linked to the wholesale channel.

LendingPad

Cloud LOS with broker, lender, and TPO editions and per-closed-loan pricing options.

Optimal Blue

Product, pricing, and eligibility engine for accurate loan pricing.

Homebot

Monthly home-value and equity digests that keep past borrowers engaged and flag likely movers.

Ocrolus

Reads and analyzes financial documents to speed underwriting.

Zeitro

AI-native newcomer in guideline verification — its flagship Strata AI assistant (rebranded from Scenario AI, March 2026) with a free query tier.