What Is The Best Mortgage CRM Software?

crm assistanceMortgage CRM is software that is designed to understand the details of the mortgage industry, and the primary reason for using this software is to help alleviate many of the daily activities of loan officers. The best mortgage CRM software will help organize the agency, and provide quick and efficient follow-ups for clients during the communication process. Many of the top CRM software programs on the market also offer:

Reputation management functionality
Leading industry intelligence in real-time

These types of software can offer solutions that range from helping to streamline contact management and relationship solutions to providing full-suite platforms that can provide marketing automation and referral management. The professionals who commonly use mortgage CRM software include:

Mortgage loan officers

It is important to keep in mind that in order for a product to be considered a top CRM software program, it must meet several requirements. The product must:

Integrate with software for loan origination
Be sure all of the transactions and communications are SOC compliant
Track, store and manage contact information
Facilitate lead generation and lead capture

So, what are the best mortgage CRM software programs currently available? Read the following guide to find the one that is best suited to meet your needs.

Unify CRM

This software solution comes complete with a marketing library. Users of the software can research within the library anytime they need a new template for direct mail or they are searching for a new idea for a campaign.

It offers a unique feature that allows users the ability to sync and clean information from the library so they do not have to worry about missing details or duplicates. However, you also have the option of using the email campaigns that are featured within the program.

The primary advantage of using the software is that it targets main areas such as post-close marketing and integration with LOS. This is the CRM software to consider if you are looking for one that places a lot of focus on improving the client’s experience.

Velocify Loan Engage

This product is a full-suite marketing and sales tool. It uses an approach that is based on scientific research to lead conversions. With this type of approach, loan officers are able to automate all of their prospecting while also maintaining sales cycles that are unique for every client.

The Dial-iQ and LeadManager are tools that can be integrated with Salesforce. As the highlights of the CRM, they can help make sales efforts more efficient and less complex. Velocify LoanEngage has also partnered with EllieMae. EllieMae is one of the premier providers of mortgage finance cloud-based software.


Considered to be one of the best CRM software products on the market, SureFire offers solutions with loan officers and mortgage brokers in mind.

It easily integrates with over 1000 apps, and it allows each user the ability to create their own link. You will also be alerted whenever a new application is submitted in the system.

Although these are just a few of the best mortgage CRM software products available, you must always keep your primary targets in mind. Even if you are in the research stage, these are some of the products that can help plan your strategy for customer engagement.


Categories: mortgage related