We Tested the 13 Best CRM For Mortgage Brokers in 2024

We found Velocify to be an efficient tool for managing leads and automating tasks. The platform’s automated workflows save us a lot of time by handling repetitive tasks and allowing us to focus on more critical aspects. Its intuitive user interface makes it easy for new users to get up to speed quickly.

Velocify’s integration capabilities are impressive, seamlessly connecting with other essential tools and systems we use regularly. On the downside, the customization options are somewhat limited, which can be restrictive for brokers looking for tailored solutions.

We also experienced occasional technical issues, and the response times from support were slower than we hoped.

Overall, our experience with Velocify was positive, thanks to its comprehensive features and lead management capabilities.

Using LoanMore CRM, we’ve found that its sales automation stands out. The platform promises—and delivers—a calendar full of booked appointments and exclusive leads. The automated campaigns cover nearly every scenario, so we never worry about missing a follow-up.

The onboarding process was a bit challenging due to the platform’s extensive features. Despite this initial hurdle, the system was quite user-friendly after getting familiar with its interface. We appreciated the customizable lead management tools, which allowed us to tailor our approach to our specific needs.

One downside is the lack of a free trial, making it harder for potential users to test before committing. However, the capabilities and integration options make LoanMore CRM a solid choice for serious mortgage professionals.

We found BNTouch Mortgage CRM to be both powerful and user-friendly. The platform integrates seamlessly with our existing systems, allowing us to manage leads effectively and automate follow-ups.

The array of marketing tools available is impressive, making it easier to convert leads into clients. We appreciate the built-in analytics that provides insights into our performance metrics.

One downside is the learning curve for beginners. While the interface is intuitive once you get the hang of it, initial setup can be a bit daunting. Also, customization options are somewhat limited compared to other CRMs. Overall, it has significantly improved our workflow and productivity.

Using Mortgage iQ has been insightful. We were impressed by the customizable workflows, allowing us to tailor processes to our specific needs. The ability to integrate with various third-party tools streamlined our operations significantly.

Navigating the interface was intuitive, and training new team members was straightforward.

However, we did find that some features could be overwhelming, especially for those less tech-savvy. While extensive, the breadth of tools offered required a significant time investment to master fully. Despite this learning curve, the efficiency gains made it worthwhile.

Using Jungo has been a mixed experience. On one hand, its customizability is a standout feature. We can tailor the CRM to meet our specific needs, which helps us manage our clients more effectively.

The integration with LOS systems like Encompass and Calyx Point eliminates the need for double data entry, saving us time and reducing errors.

However, the initial setup was quite time-consuming. Even with training materials and help sections, it took us nearly a year to fully integrate it into our workflow. Managing text campaigns proved to be challenging as well.

Despite these issues, once set up, Jungo has significantly improved our ability to track leads and manage client relationships.

Using Shape Mortgage CRM has been transformative for our team’s workflow. The platform integrates smoothly with our existing tools, significantly reducing manual data entry. We appreciate the intuitive interface, which makes it easy for new team members to get up to speed quickly.

Shape’s customer support is also outstanding. Anytime we encounter issues, their support team resolves them promptly, often within the same day.

On the flip side, we found the initial setup to be somewhat time-consuming as it required significant input to align with our business needs. Despite this, the functionality we gained made the initial effort worthwhile.

Shape’s features stand out the most. Automated follow-ups, comprehensive client management, and customizable reports have all been crucial in improving our efficiency.

The built-in communication tools such as email, text, and calls are also highly effective, ensuring we never miss an opportunity to engage with clients.

Our team found HubSpot to be incredibly easy to navigate. The interface is user-friendly, even given its extensive feature set. We especially appreciated the drag-and-drop functionality for creating content like landing pages and emails. This made launching new campaigns simple and quick.

The free plan provides a reliable set of tools, including email marketing, sales tracking, and customer service management. However, we noticed the lack of live customer support could be a drawback for new users.

HubSpot’s customer support options are great if you opt for the paid plans. Email, chat, and phone support were responsive and helpful. Additionally, their knowledge base and community forums are extensive and serve as excellent resources.

We have used Surefire for several years and found it invaluable for loan officers. The initial setup was straightforward, and the platform’s intuitive design made it easy for our team to adapt.

We appreciate the “set it and forget it” model, which allows us to focus on other tasks without constant manual input.

The customer service is excellent. They are always quick to respond and willing to help. However, we found the reporting feature lacking in customization, which sometimes made it challenging to get specific data. The permissions module could also use more options to better suit different roles.

Despite these issues, the CRM has significantly improved our lead generation and email marketing efforts. The integrations with tools like BombBomb and Mortgage Coach have also added great value.

We’ve found Whiteboard CRM to be indispensable for our mortgage team. The platform’s Mortgage Playbook feature is particularly useful, automatically creating and assigning tasks. This has significantly reduced time spent on manual tracking.

The lead management system is useful, making it easier to capture and track leads through the sales funnel. We also appreciated the intuitive calendar system, which integrates seamlessly with our existing workflows.

On the flip side, Whiteboard CRM has a bit of a learning curve, particularly for those new to CRM software. Not all features are available offline, which can be inconvenient during client visits where internet access isn’t reliable.

Some team members also experienced difficulties downloading the desktop app, which took extra IT support to resolve.

We’ve found that Streak CRM makes managing email communications straightforward and efficient. Its integration with Gmail lets us handle everything from lead tracking to client follow-ups directly in our inbox. The pipeline management features are intuitive and help keep our processes organized.

Customization options are a plus, allowing us to tailor the CRM to our specific operational needs. However, the platform can feel limited if you’re used to more feature-rich CRMs. It works best for smaller teams or those who don’t need extensive tools beyond email management.

The user interface is easy to navigate, and the setup is quick. Our team didn’t face a steep learning curve, which is a significant advantage when implementing new software. While generally adequate, customer support sometimes takes longer to respond than we’d like.

Our experience with Salesforce CRM has been largely positive, though it’s not without its challenges. The platform’s customization options are impressive. We could tailor the CRM to our mortgage brokerage needs, significantly streamlining our workflow.

The various integrations allowed us to connect Salesforce with other essential tools, smoothing our operations.

Setting it up was more challenging than we expected. The myriad of options can be overwhelming, and correctly configuring everything takes considerable time and technical know-how.

Moreover, maintaining the system and ensuring it runs efficiently also requires ongoing effort and expertise. Despite these hurdles, once it was up and running, the benefits of lead tracking, reporting, and productivity were monumental.