Business, Startups & Finance

Top 20 Alternatives to Mortgage360 in Mortgage CRM Software

Mortgage360 is a cloud‑based CRM designed for mortgage professionals to manage leads, pipelines, and communications. Looking for other mortgage‑focused CRM platforms that can streamline loan origination, improve borrower experience, and boost team productivity? Below are 20 strong alternatives.

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Salesforce Financial Services Cloud

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Enterprise‑grade CRM built on Salesforce, customized for mortgage lenders with lead routing, loan pipeline tracking, and AI‑driven insights.

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ICE Mortgage Technology (formerly Velocify)

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Lead management and automation platform for mortgage brokers, offering predictive dialing, workflow automation, and real‑time analytics.

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Floify

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Digital mortgage platform that combines borrower portal, e‑signatures, and CRM integration to accelerate loan processing.

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Jungo

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All‑in‑one mortgage CRM with automated lead distribution, email marketing, and a borrower‑facing portal for document collection.

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Encompass CRM (Ellie Mae)

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Integrated loan origination system with built‑in CRM capabilities, compliance tools, and robust reporting for mortgage firms.

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SimpleNexus

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Mobile‑first mortgage CRM that connects loan officers, borrowers, and real‑estate agents through a unified communication hub.

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LendingPad

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Cloud‑based loan origination and CRM solution offering pipeline management, automated marketing, and a borrower portal.

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Mortgage Builder

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Comprehensive CRM for mortgage brokers with lead capture, drip campaigns, and integration to major LOS platforms.

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Roostify

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Digital lending platform that includes a CRM layer for tracking leads, managing pipelines, and delivering a seamless borrower experience.

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Mortgage Coach

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Presentation‑focused CRM that helps loan officers create interactive loan scenarios and track client engagement.

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HubSpot CRM

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Free, highly customizable CRM that can be tailored for mortgage workflows via pipelines, email sequences, and integrations.

12
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Pipedrive

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Sales‑focused CRM with visual pipelines, activity reminders, and API access to integrate with mortgage‑specific tools.

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Zoho CRM

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Affordable, extensible CRM offering workflow automation, AI predictions, and a marketplace of mortgage‑related extensions.

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LendingPro

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End‑to‑end loan origination system with built‑in CRM features, document management, and compliance tracking.

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Surefire CRM

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Mortgage‑specific CRM that automates lead nurturing, tracks loan stages, and provides performance dashboards.

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BNTouch

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Real‑estate and mortgage CRM offering lead capture, drip marketing, and a mobile app for on‑the‑go loan officers.

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Mortgage.io

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Cloud‑native CRM designed for mortgage lenders with AI‑driven lead scoring, automated follow‑ups, and integration to major LOS platforms.

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Mortech CRM

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Specialized CRM for mortgage brokers that includes referral management, automated email campaigns, and compliance reporting.

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CINC Mortgage CRM

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Adapted version of the CINC real‑estate CRM, tailored for mortgage professionals to manage leads, appointments, and marketing funnels.

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Mortgage Cloud CRM

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SaaS CRM built for mortgage lenders, featuring omnichannel communication, loan pipeline visualization, and integration with credit bureaus.