Business, Startups & Finance

Top 20 Alternatives to HubSpot Marketing Hub (with CRM) in Mortgage CRM Software

HubSpot Marketing Hub combines powerful marketing automation with an integrated CRM, but mortgage lenders often look for solutions tailored to loan‑originating workflows, compliance, and borrower experience. Below are 20 mortgage‑focused CRM platforms that pair lead management, marketing automation, and loan‑processing tools as alternatives to HubSpot.

ID: 10321
Items: 20
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Velocify (by Ellie Mae)

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Lead‑management and marketing automation platform built for mortgage lenders, featuring predictive dialing, lead routing, and compliance‑ready email campaigns.

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Jungo Mortgage CRM

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All‑in‑one mortgage CRM with integrated marketing tools, automated drip campaigns, and a borrower portal that syncs with loan origination systems.

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Mortgage Builder

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Customizable CRM designed for mortgage professionals, offering email marketing, SMS outreach, and real‑time lead scoring.

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LendingPad

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Cloud‑based loan origination system with built‑in CRM and marketing automation, enabling automated follow‑ups and document collection.

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Floify

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Borrower‑focused CRM that automates lead capture, email nurturing, and integrates directly with most LOS platforms.

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Roostify

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Digital lending platform with a CRM layer that supports personalized marketing journeys, automated reminders, and compliance tracking.

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Mortgage Automator

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Marketing automation suite built for mortgage brokers, offering drip email, SMS, and Facebook retargeting tied to CRM lead data.

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SimpleNexus

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Mobile‑first mortgage CRM that combines borrower communication, lead nurturing, and marketing automation in a single app.

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Total Expert

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End‑to‑end marketing and CRM platform for mortgage lenders, featuring AI‑driven segmentation, automated email/SMS, and compliance‑ready workflows.

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Blend

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Digital lending solution with integrated CRM and marketing tools that streamline lead capture, automated outreach, and borrower onboarding.

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LendingTree

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Lead generation marketplace that also provides a CRM dashboard with automated email nurturing and performance analytics for mortgage lenders.

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Mortgage Coach

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Client‑engagement platform that doubles as a CRM, offering personalized loan scenario presentations and automated follow‑up campaigns.

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Pipedrive (Mortgage Edition)

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Sales‑pipeline CRM adaptable for mortgage teams, with integrations for email marketing, drip campaigns, and loan‑origination software.

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Zoho CRM (Mortgage Customization)

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Highly configurable CRM that can be tailored for mortgage workflows, including automated email/SMS marketing, lead scoring, and compliance reporting.

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Salesforce Financial Services Cloud

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Enterprise‑grade CRM with robust marketing automation, customizable loan‑process objects, and deep compliance controls for mortgage lenders.

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Follow Up Boss

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Lead management and CRM platform popular with mortgage brokers, offering automated email sequences, texting, and integration with major LOS systems.

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Insightly

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CRM with built‑in marketing automation, project pipelines, and the ability to map mortgage‑specific stages and documents.

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Freshsales (by Freshworks)

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AI‑powered CRM that includes email campaigns, lead scoring, and integrations with mortgage loan origination platforms.

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Keap (Infusionsoft)

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All‑in‑one sales and marketing automation tool that can be configured for mortgage lead nurturing, appointment reminders, and compliance‑friendly outreach.

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Copper CRM

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Google‑Workspace‑native CRM with automation features, email sequencing, and easy integration with mortgage loan processing tools.