Jungo (formerly Mortgage Coach) is a leading mortgage‑focused CRM that combines loan presentation, pipeline management, and client communication tools. Below is a curated list of 20 alternative mortgage CRM platforms that offer comparable features such as lead management, loan tracking, automated marketing, and integration with LOS systems.
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Lead management and automation platform designed for mortgage lenders, with predictive dialing, lead routing, and robust reporting.
Digital loan origination solution that streamlines document collection, borrower communication, and integrates with major LOS platforms.
All‑in‑one loan origination and CRM system offering pipeline visibility, automated marketing, and e‑signature capabilities.
Comprehensive mortgage management suite that includes CRM, LOS, compliance, and analytics in a single platform.
Mobile‑first mortgage CRM that connects loan officers, borrowers, and real‑estate agents with real‑time updates and document sharing.
Customizable CRM built on Salesforce, tailored for mortgage professionals with lead routing, marketing automation, and reporting.
Digital lending platform that combines a borrower‑friendly portal with CRM tools for loan officers to manage pipelines and communications.
Mortgage‑specific CRM offering lead capture, automated follow‑up, and integration with popular LOS solutions.
End‑to‑end mortgage software with CRM, LOS, and compliance modules, focused on improving loan officer productivity.
General sales CRM that can be customized for mortgage workflows, offering visual pipelines, activity tracking, and integrations.
Free CRM with marketing automation and pipeline management; mortgage firms can use its integrations and custom properties for loan tracking.
Enterprise‑grade CRM that can be tailored for mortgage lending, providing robust analytics, AI insights, and extensive integration options.
A lighter version of LendingPad focused solely on CRM functions like lead capture, drip campaigns, and pipeline visualization.
Mortgage‑focused CRM with built-in loan calculators, presentation tools, and integration with major LOS platforms.
Lead generation and CRM suite designed for mortgage brokers, featuring automated follow‑up and compliance‑ready communication logs.
CRM and marketing automation platform for mortgage professionals, offering lead nurturing, email campaigns, and performance dashboards.
Real‑estate‑oriented CRM that also serves mortgage lenders with shared pipelines, co‑branding, and transaction management tools.
Customer engagement platform for lenders that combines CRM, automated outreach, and borrower portal functionality.
A communication‑focused add‑on to LendingPad, providing SMS, email, and call tracking within the CRM workflow.
Part of the Mortgage Office suite, this CRM offers lead distribution, activity tracking, and integration with the Mortgage Office LOS.