If you’re in the mortgage industry, then you know first-hand how competitive it can be. It can be extremely difficult to manage your workload while maintaining and growing your client base. To help you stay ahead of your competition, consider purchasing a mortgage broker CRM. This excellent solution will help you manage your business more efficiently by tracking clients, transactions, and day-to-day activities.
Mortgage brokers have a lot on their plate. That’s why we’ve compiled a list of the top 9 best mortgage broker CRM available on the market right now. Read on to find out which mortgage broker CRM is best suited for your needs!
Top 9 Best Mortgage Broker CRM
- Pipedrive – Best for ease of use
- Jungo – Best value overall
- Streak – Best low-cost CRM option
- BNTouch – Best for generating marketing content for email templates, social media, and newsletters
- Keap – Best for growing businesses
- Whiteboard Mortgage CRM – Best for automated lending management
- Surefire – Best for client education management
- Zendesk Sell – Best for businesses with B2B and B2C clients
- Cimmaron – Best for medium-to-large mortgage companies
1. Pipedrive – Best for ease of use
Pricing: Pipedrive is available at four different price points. The Essential plan is $12.50/user/month, the Advanced plan is $24.90/user/month, the Professional plan is $49.90/user/month, and the Enterprise plan is $99/user/month. All plans come with a free, 14-day trial.
Pipedrive is one of the most user-friendly CRM, plus it’s affordable. Pipedrive integrates with countless financial applications like Calyx and PropertyRadar. If you’re looking for a client-focused CRM, then look no further! Pipedrive has an excellent customer portal that generates real-time updates. The reports, dashboards, and pipelines are also highly customizable. The platform doesn’t provide project management tools, but it will surely help you streamline workflows and sales processes.
| Pros | Cons |
| Very user-friendly | Limited email marketing tools |
| Customizable reports, pipelines, and dashboards | No project management tools |
| Around-the-clock chat and email support | Fewer advanced features than other solutions |
| Affordable | – |
| Great lead management tools | – |
2. Jungo – Best value overall
Pricing: Jungo offers a free demo of their mortgage broker CRM. The starting price is $99/user/month.
Jungo is both a mortgage and real estate CRM. This CRM integrates with software like Encompass, Byte, Calyx, Zillow, Trulia, and many more. By using Jungo, you will be able to manage real estate and mortgage activities through a centralized system. Some key features include automated reports for lead monitoring, a customer review database, and automatic updates of client documents.
| Pros | Cons |
| All-in-one real estate and mortgage CRM | Customizing drip campaigns can be difficult |
| Auto syncs with LOS software | Generating reports could be difficult |
| Great and easy to use mobile app | Customer support could be improved |
| Automated pipeline reports | – |
| Built-in customer review database | – |
| Ability to search customer review database by date of purchase and interest rate | – |
| Intuitive interface | – |
3. Streak – Best low-cost CRM option
Pricing: Streak is available for free for an unlimited period of time. However, if you’re looking for a more comprehensive set of tools, you’ll likely need to subscribe. The Solo plan is $15/user/month, the Pro plan is $49/user/month, and the Enterprise plan is $129/user/month.
If your mortgage business uses Gmail regularly, definitely consider Streak. Streak integrates with Google Workspace and it’s incredibly easy to set up. This solution will make customizing sales pipelines much easier. Some main features include task management, thread splitter, project management, business development, and mail merge. Companies like Uber, Yelp, and Twitter use Streak to schedule emails and track email views.
| Pros | Cons |
| Seamless integration with Google products | Direct integrations with Google products only |
| Affordable | Can’t integrate with loan origination software |
| Customizable sales pipelines | No built-in phone features with low-priced plans |
| Intuitive interface | – |
| Easy to use | – |
4. BNTouch – Best for generating marketing content for email templates, social media, and newsletters
Pricing: BNTouch mortgage CRM is available at three different price points. The Individual plan is $148/month and the Team plan is $158/2 users/month. For Enterprise pricing, please contact BNTouch via their website. All their plans come with a free demo.
Automate your marketing and convert more leads by using BNTouch. With BNTouch, you’ll have access to more than 35 proprietary mortgage tools and 1003 loan application online forms and portals. What’s great about BNTouch is its pre-made marketing content. The content is highly customizable, so you can brand newsletters, holiday cards, updates, email templates, and more according to your business. If you’re looking to streamline your content marketing, look no further than BNTouch.
| Pros | Cons |
| Easy functionality and usability | Platform may be challenging to operate for some |
| Integrations with sites like Mortgage Lenders Plus, LoanBright, and LendTree | No customization option for the CRM itself |
| Great set of marketing features | Some important features are not available in low-priced plans |
| Wide range of customizable templates and premade content for marketing campaigns | – |
| Excellent support team | – |
5. Keap – Best for growing businesses
Pricing: You can try Keap for free for 14 days. The Lite plan is $59/month, the Pro Plan is $129/month, and the Max plan is $199/month paid annually.
Keap is a great, cloud-based mortgage broker CRM with robust marketing automation solutions. Founded in Arizona in 2011, Keap is now used by over 125,000 businesses. By using Keap, you will be able to seamlessly manage your clients and increase online marketing activity. Some key features include over 2,500 integrations, easy-to-use billing and invoicing tools, and text message marketing. Keap’s analytics feature is also something to look forward to because it helps users receive daily updates on marketing return on investments. Keap also offers small business coaching and 24/7 support for all paid plans, which can be beneficial for growing businesses.
| Pros | Cons |
| Excellent support team | No autosave feature |
| Easy email campaigns setup | Can take time to get used to the wide range of features |
| Highly customizable | Some important features are not available on low-priced plans |
| Easy to use interface | High learning curve |
| Large set of useful features | – |
| Intuitive automations | – |
6. Whiteboard Mortgage CRM – Best for automated lending management
Pricing: Whiteboard Mortgage CRM is $79/month with an annual subscription. It also offers a texting feature which is $33/user/month. The setup and onboarding cost is $299.
Whiteboard Mortgage CRM is very easy to use. It includes a mobile app to manage tasks on the go, as well as detailed reporting features. Some other useful features include integrations with many LOS and real estate sites like Realtor.com. In addition, Whiteboard Mortgage CRM has great automation features for paperwork and other tasks.
| Pros | Cons |
| Playbooks with customizable campaigns | Could be challenging at first to create marketing campaigns content |
| Easy setup and implementation | Lacks a built-in business phone system |
| Excellent support and training | – |
| Intuitive and user-friendly interface | – |
| Detailed reporting tool | – |
| Mobile app to manage tasks on the go | – |
7. Surefire – Best for client education management
Pricing: Surefire pricing starts at $150/month/user. However, pricing increases with the number of users added. If you want to request a demo, you can do so by visiting their website.
Surefire offers numerous integrations with Power Video, Power Messaging, and Floify’s POS among others. Among its various useful features, Surefire has a good mobile app to keep in touch with clients on the go, customizable landing pages, and automated email marketing campaigns. By using Surefire, users can create highly personalized marketing content that is easy to send.
| Pros | Cons |
| Highly customizable | Lacks some deep sales pipedrive analytics |
| Wide range of integrations | Features could be added more often |
| Great mortgage content library | Could be difficult to import data |
| Works with a variety of algorithms | Some features aren’t intuitive to figure out at first |
| Loan origination software integrations | – |
8. Zendesk Sell – Best for businesses with B2B and B2C clients
Pricing: Zendesk offers plans for everyone and plans for enterprises. The cheapest plan, Suite Team is $49/agent/month. The Suite Growth plan is $79/agent/month, the Suite Professional plan is $99/user/month, and the Suite Enterprise plan is $150/agent/month. Additional enterprise plans start at $215/agent/month.
Zendesk Sell’s main features include account management, task and activity tracking, sales tracking, reporting, integrations and APIs. These features are built to increase lead conversion and sales productivity. The mobile app is a great tool that can help you stay on top of your tasks from anywhere. While Zendesk Sell lacks some advanced reporting features, it will surely help you get your team on the right track.
| Pros | Cons |
| Great pricing options | Learning curve |
| Email integration with Gmail, Office 365 | Lacks built-in marketing automation tools |
| Pipeline management and visibility | Customer support could be improved |
| Great sales insights and analytics | – |
| Built-in telephone system | – |
9. Cimmaron – Best for medium-to-large mortgage companies
Pricing: Cimmaron starts at $100/user/month with a one-time setup fee of $100 which covers all users.
Cimmaron offers a wide set of functionality to help businesses automate marketing campaigns and manage clients. By using Cimmaron, you will have access to customizable marketing material like templates, and other features like two-way texting and an excellent mobile app.
| Pros | Cons |
| Intuitive and customizable dashboard | Some key features are only available with upgraded pricing |
| Great partner-client mobile application | Not geared toward smaller companies |
| Large number of customizable templates | – |
| Pre-built marketing materials | – |
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