6 Best Mortgage CRM Software

It’s no secret that the mortgage industry is outdated and inefficient. It doesn’t take a lot of research to find statistics about how long it takes for someone to receive their loan, or what percentage points they should expect in interest payments.

The “mortgage crm reviews” is a list of the best mortgage CRM software that are available. The article provides information on what each of the software offers, how much it costs, and its overall rating.

Customer relationship management (CRM) software for mortgage sales companies gives them the tools they need to handle important documents, create leads, and sell their products to a large audience. In addition, the finest mortgage CRM systems link with a variety of loan origination software (LOS) for application management. We looked at a variety of CRM software for mortgage lenders and narrowed it down to the top six choices.

• Overall, Jungo is the best option for companies that provide mortgage products and real estate brokerage services.
• Streak is a low-cost CRM solution that is ideal for mortgage lenders.
• Mortgage CRM Whiteboard is a great alternative for mortgage companies that need a lot of automation.
• BNTouch: For mortgage lenders that want to quickly create marketing material for email templates, newsletters, and social media sites, this tool is ideal.
• Surefire: A great option for mortgage brokers that use a lot of video material to educate their clients.
• Dashboard for MyCRM is ideal for mortgage lenders that value long-term client connections.

Overall, Jungo is the best mortgage CRM.

Jungo

3.89 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Features of Jungo a real estate CRM in addition to a mortgage CRM, both of which are integrated.
• Syncs with loan origination software (LOS) providers such as Encompass, Calyx, and Byte automatically.
• Users can access all documents, complete transactions, monitor loans, and update the CRM on the move using the mobile application.

What Isn’t There

• There isn’t a low-cost entrance strategy.
• There have been several complaints regarding bad customer service and the inability to fix problems.
• Report generation is tough to master and may be problematic.

Jungo Pricing in a Nutshell*

• Base pricing for the Jungo Plan is $99 per user per month.

*Pricing is a starting point that may be customized depending on the number of users and paying method.

To gain a competitive advantage in the homebuying market, real estate agents are increasingly becoming licensed mortgage brokers and vice versa. Mortgage lenders and real estate firms may use Jungo as a CRM. On the mortgage side, it connects with loan origination software (LOS) such as Encompass, Calyx, and Byte to handle and approve loan applications.

Integrations with Zillow, Trulia, and Realtor.com may help real estate salespeople acquire buyer leads. A single CRM system can handle and monitor both mortgage and real estate activity.

Jungo is a little on the pricey side, with a monthly basic charge of $99 per user. Mortgage lenders that want a less expensive option might look into Streak. It offers a free plan with limited capabilities, as well as premium subscriptions that start at $15 per month per user. While the cost differences are significant, it’s worth noting that Streak does not offer LOS integrations.

Features of Jungo

Feature of Jungo DocsBar (Source: Jungo)

• For mortgage review presentations, there is an integrated customer review database where brokers may check up prior successes based on parameters such as interest rate and purchase date.
• Pipeline reports are automatically generated to track leads from referral partners.
• To automate email messages depending on the lead or pipeline state, use drip email marketing.
• CRM and LOS integration provide a consolidated repository for loan and customer information.
• DocsBar maintains loan documents securely and automatically changes client data, checklists, and delivers further document requests to the borrower.

Pay a visit to Jungo.

Streak: Best for Budget Mortgage Providers

Streak

3.87 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• There is a free version as well as low-cost premium options.
• Sales pipelines are fully customisable and well-presented thanks to an easy-to-understand color sorting system.
• Google Drive integration allows you to store and share files and documents.

What Isn’t There

• Google products are the only ones that provide direct connectors; all others need an API.
• There isn’t a way to connect it with any loan origination program.
• Phone functions are not included in lower-cost plans.

A Quick Look at Streak Pricing*

• Free: Features are limited.
• Solo: $15 per month, per user
• Pro: $49 per month, per user
• Enterprise: $129 per month for each user
• 14-day free trial

*Pricing is based on a 12-month billing cycle; a monthly billing cycle is available at a greater cost.

Because of its free plan and low-cost subscription plans, Streak is a good choice for mortgage companies that use Gmail and other Google tools on a daily basis. The Google Workspace interfaces also make CRM conversion and setup a breeze.

Furthermore, the platform has a look that is comparable to Gmail, which works well with the Gmail application’s easy, configurable pipelines for sales and project management operations.

Streak is a low-cost option for companies who currently use Google Workspace. It does not, however, interface with LOS to allow users to examine and approve loan applications. Mortgage companies who want to connect their LOS to their CRM can look at Jungo, Mortgage CRM Whiteboard, or Surefire for loan management software.

Features of a Streak

Within Gmail, create a sales funnel (Source: Streak)

• Gmail, Calendar, Drive, Sheets, and Chat are all free to use with Google Workspace applications.
• Provides a simple drag-and-drop CSV data file migration mechanism for CRM and project management.
• Ability to configure permissions for various degrees of access to mortgage transaction files
• Gmail users will recognize the spreadsheet design of the built-in project management tools.

Learn how Streak can help sales teams monitor transactions, engage prospects, and complete more deals by reading our entire Streak review.

Pay a visit to Streak.

Best for Automated Lending Management: Mortgage CRM Whiteboard

Mortgage CRM Whiteboard

3.82 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• The UI has a low learning curve since it just has a few tab choices on the top bar for navigation.
• Lead conversion, mortgage loan funding, referral sources, and current pipeline reports are all detailed.
• Users may utilize the mobile app to communicate with contacts, manage projects, and change contact and mortgage details while on the road.

What Isn’t There

• There is no built-in telephony system.
• It might be difficult to come up with content for marketing initiatives.
• Some users would want to see video lessons for complex functionality like automation.

Mortgage CRM Whiteboard Pricing at a Glance*

• CRM: $79 per month per user, plus $299 for setup and onboarding
• Texting costs $33 per month per user.

*Pricing is based on a 12-month payment cycle; monthly billing is available at a higher cost.

Mortgage CRM Whiteboard stands out for its tasks and workflow automation functionalities. It automates lead follow-ups, referral partner notifications, loan status update notifications, scheduling, and task reminders.

Mortgage providers looking for content management tools for their marketing campaigns may want to check out BNTouch and Surefire. These two alternatives offer a more intuitive content generation experience than Mortgage CRM Whiteboard.

Mortgage CRM Whiteboard Features

Mortgage CRM Whiteboard buyer view on mobile (Source: ApkPure)

• Calyx and Encompass are examples of LOS that can be integrated.
• Real estate lead sources such as Zillow and Realtor.com are integrated.
• SMS and email channels include built-in team collaboration tools.
• Texting and emailing a prospective buyer to set up an appointment, phoning, or going online to fill out the 1003 online home loan application are all automated lead follow-up features.
• A built-in automation function notifies a referral partner through email or text that a lead has been received and that the user/broker is following up on it.

Visit Mortgage CRM Whiteboard

The Best Mortgage CRM for Content Marketing is BNTouch.

BNTouch

3.17 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Access to the 1003 loan application web form and loan partner application sites is built-in.
• Content that may be used in an infinite number of marketing, video, and email campaigns.
• Lead provider sites such as LendingTree, Mortgage Lenders Plus, and LoanBright have integrations.

What Isn’t There

• The platform is difficult to use since the formatting is clumsy and the system is buggy.
• There is no way to customize the display or button arrangement.
• On the cheapest package, automated lead communication and loan notification are not accessible.

A Quick Look at BNTouch Pricing

• Individuals pay $148 per month plus a $99 setup charge.
• Team: $69 to $79 per month per user, plus $69 to $79 per user activation cost, depending on the number of users.
• Separately quoted business

The most noteworthy aspect of BNTouch is its content sharing mechanism. It provides customers with a plethora of white-labeled material and templates for newsletters, mortgage and property market updates, explainer films, holiday and birthday cards, social media content, email templates, and drip campaign templates that can be customized to the user’s company.

Since BNTouch doesn’t offer task automation on its lowest-priced plan, businesses should consider Mortgage CRM Whiteboard as an alternative platform that offers automation tools on their lowest-priced (and only) CRM plan, starting at $79 per user, per month.

Features of BNTouch

BNTouch is a content exchange platform. (Photo courtesy of BNTouch)

• Previous clients may use the built-in tap-to-call feature to inquire about refinancing options.
• To interact with borrowers, voice and text message marketing may be automated.
• The content exchange tool provides pre-made material that may be branded for a variety of corporate customers.
• Integration with third-party real estate sites such as Zillow and Homes.com is available.

Go to BNTouch.com.

The Best Mortgage CRM for Managing Client Education is a sure bet.

Surefire

3.14 OUT OF 5 I I I I I I I I I I I Our ranking is based on our experts’ weighted assessment of hundreds of comparable items and services.

What We Enjoy

• Power Call, Power Video, BombBomb, and Power Messaging are just a few of the native software connectors available.
• For both digital and printed documents, there is a mortgage content library inside the platform.
• All major suppliers, including Encompass, Calyx, LendingPad, LendingQB, and OpenClose, provide loan origination software connectors.

What Isn’t There

• There is no transparency in pricing; each plan is charged independently, mostly depending on the number of users.
• Importing data into the platform might be tough.
• It’s not always easy to figure out how to use custom reporting tools, particularly early on.

A Quick Guide to Pricing

• Pricing is certain to be available upon request.

Surefire has a collection of tens of thousands of content templates that may be used as graphics in email, print, and text. The native Power Video integration, on the other hand, is its greatest distinguishing feature. Power Video is a platform that enables users to produce and host videos.

The films are simple to make and transmit since the user may upload previously recorded content for reuse and then plan video campaigns through Power Message or email. Mortgage lenders benefit from video material since it can be used to educate customers on complicated language and provides a tailored client experience.

Because both Surefire and BNTouch have large content libraries, they are able to generate a lot of material. The primary distinction is that BNTouch uses a simple plug-and-play approach for experimenting with various image-based content templates. Surefire, on the other hand, includes its Power Video feature in its platform, which makes it simple to create video-specific content.

Furthermore, customers often report that importing data is one of the more challenging activities inside Surefire. Streak, a CRM solution that leverages drag-and-drop file imports and automatically converts a CSV into contact profiles, is a good choice.

Features You Can Count On

The contact management dashboard from Surefire (Source: YouTube)

• Integrations with SimpleNexus, Blend, and Floify at the point of sale (POS).
• Native integration with the Power Call tool allows you to make successful outbound calls using automated dial lists and prebuilt scripts.
• Ability to create personalized, branded presents for homebuyers inside the platform
• Native connection with the Power Video tool allows you to rapidly create video content and transmit it on a schedule, based on a trigger (such as a new lead), or through email.

Surefire is a great place to start.

Dashboard for MyCRM: Best for Building Long-Term Relationships

Dashboard for MyCRM

Overall Score: 3.11 OUT OF 5 iOur score is based on our experts’ weighted analysis of hundreds of comparable items and services.

What We Enjoy

• Over a three-, five-, or seven-year period, the Connections Program update provides an automated system for delivering both email and printed letters to mortgage clients.
• Calyx, LendingQB, Mortgage Bot, and Open Close are examples of loan origination software that can be integrated.
• Salesforce CRM is integrated.

What Isn’t There

• There is no mobile application.
• Customer service is limited, with availability limited to standard business hours and no live chat.
• The dashboard and UI as a whole aren’t very user-friendly.

Dashboard for MyCRM Pricing at a Glance

• Dashboard for MyCRM Plan: Base price starting at $49.99 per month

The unique feature that makes Dashboard for MyCRM stand out is the Connections Program, which takes contacts and customers from the CRM database and automates sending emails and direct mailing campaigns. These campaigns last from three to seven years and offer between 36 and 82 touchpoints to facilitate an ongoing, long-term relationship with customers.

Unfortunately, Dashboard for MyCRM doesn’t have a mobile application to manage your CRM on the go. Mortgage businesses seeking a mobile option from this list should consider Jungo and Mortgage CRM Whiteboard as viable options that offer mobile management of your mortgage operation.

Dashboard for MyCRM Features

Dashboard for MyCRM contact database (Source: YouTube)

• Built-in reputation management tools for assessing staff and branch performance, as well as posting customer evaluations on the company’s website and social network pages
• Ability to generate leads using online answer forms by creating customized URLs
• Prospecting and closing rates are evaluated using key performance indicators (KPIs) contained in reporting metrics.
• Print templates for direct mail campaigns are accessible on the platform and are simple to acquire.

Visit Dashboard for MyCRM

How Did We Pick the Best Mortgage CRM Software?

Mortgage CRM software is a kind of CRM created specifically for loan officers and mortgage lenders. To find the top suppliers, we looked at pricing and CRM capabilities relevant to mortgage enterprises, such as loan administration features, lead generating tools, and clerical work automation. In addition, we took into account other aspects such as product usability and customer service.

Jungo, in our opinion, is the greatest overall mortgage CRM. It may be used as a mortgage CRM as well as a real estate CRM, providing a unified platform for brokers to advertise their brand, sell mortgage loans, and broker real estate properties.

The headings below provide an overview of our criteria for selecting the best CRM software for mortgage companies:

30% of the overall score

Total expenses and numerous price alternatives are often the most essential criterion for any small company decision, thus they were given the most consideration while evaluating CRM providers for mortgage companies. We looked at whether or not there was a free plan, different membership levels, and whether or not there were monthly pricing alternatives.

25% of the overall score

Any CRM system’s goal is to offer practical solutions for sales, marketing, customer care, and project management. Integration with loan origination software, comprehensive contact insight features, and document management capabilities were among the elements we considered essential in a good mortgage CRM.

20% of the overall score

Any application’s features are only as useful as they are useable. These factors were evaluated based on the knowledge necessary to set up the CRM, the expertise required to manage the platform, and the ease with which the user interface could be navigated.

15% of the overall score

Comprehensive support and service may help users avoid problems while using the platform. These were rated based on customer service hours and support availability across multiple channels such as phone, live chat, and email.

10% of the overall score

We looked into what other users had to say about each CRM in addition to our own direct encounters with them. These factors take into account how consumers feel about a product based on reviews in order to determine its general popularity, simplicity of use, value for money, and how useful some of the built-in features are to users.

*Percentages based on total score

The “whiteboard crm” is a tool that allows users to create and manage the process of getting a mortgage. The tool is perfect for people who are new to the industry or just want to be more efficient with their time.

Related Tags

• free mortgage crm
• salesforce mortgage crm
• jungo
• mortgage marketing platforms
• bntouch mortgage crm