Best CRM For Mortgage

Choosing the best CRM for your mortgage business is no easy task. There are a lot of systems out there that have varying degrees of capabilities built in, so I thought it would be helpful to create a list of the best systems out there.

Are you looking for the best CRM system? You may want to try a CRM for mortgage technology. With the right software, you can come up with some great deals that can help you win more clients. The mortgage industry is known for being competitive and there are a lot of rules to follow. So it’s important to stay organized using a CRM that’s easy to use and includes features like automated forms, email marketing, and reporting. How do you choose which one is right for you?

Whether you’re scaling your mortgage business or trying to win new customers, tracking leads and managing client information is an important part of the process. Thankfully there are plenty of CRM systems that can make things easier for you. Curious about which one is best for you?

Best CRM For Mortgage

Mortgage customer relationship management (CRM) software is designed to help mortgage professionals run their front-end operations. Mortgage CRM software often includes applications for contact management, so that lenders can organize client data into one, easily accessible location. However, if the tool is specific to the mortgage industry, it will also include additional key features: loan pipeline management, referral partner marketing, mortgage event alerts, and regulation compliance.

1. Keap

Pricing & TiersStrengths & WeaknessesNotable Features
Enterprise: Pro and Max options add more features suiting larger businessesEntry Level: Free 14-day trial available , new freemium version also availableAll paid plans include access to a small business Growth Coach and 24/7 supportMore than 2,500 integrations and growingNew ecommerce and native payment options make billing and invoicing easyPowerful sales and marketing platform allows for a variety of intuitive automations that keep the sales funnel growingKeap is currently (and constantly) adding new marketing and landing page templates for customer useText message marketing, including broadcast texts with some plans, is a new featurePopular mobile app that offers a lot of the same functionality as the desktop appDedicated business phone line that works on your personal smartphoneNew ecommerce and native payment options make billing and invoicing easyBrokers can easily upsell, cross sell, and gain referrals

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2. Zendesk Sell

Pricing & TiersStrengths & WeaknessesNotable Features
Starting Price: $45 per user, per monthEnterprise: Professional- and enterprise-level options also available as are some add-onsEntry Level: Free 14-day trial availableSales automations that are suited for businesses with B2B and B2C clientsServes small- and medium-sized businesses wellSales pipeline features are built to increase sales productivity and lead conversion quicklySupport seems to be an issue for some reviewersSome users report wanting more out of reporting featuresStandalone sales automation module for integrated campaignsIncludes a well-liked mobile app that is great for any phone platformSales email intelligence is an advanced feature that helps manage customer information coming from email interactionsNative dialer tool captures valuable customer communication dataGood integrations with many APIs and SDKs

3. Cimmaron

Pricing & TiersStrengths & WeaknessesNotable Features
Starting Price: $60 per user, per monthEnterprise: $100 per user, per month (with same add-ons as above) level provides a lot of additional featuresEntry Level: No free trial availableFocus on client satisfaction in sales processSolid functionality for client management, automated marketing campaigns, and lead managementNice amount of customizable templates and other marketing materialsMany features available at upgraded pricing tiers are standard with other platformsPricing structure prohibitive to solopreneurs or small organizationsIntuitive dashboard customization options availableGreat client and partner mobile appGreat integrations with LOS providers (at an additional cost, unfortunately)Two-way texting and contact chat works wonderfully (available only at Enterprise level)Great automated marketing processes for every stage of the sales funnel

4. Whiteboard

Pricing & TiersStrengths & WeaknessesNotable Features
Starting Price: $79 per user, per month, plus a $299 setup feeEnterprise: Texting can be added as an upgrade for as low as $33 per user, per monthEntry Level: No free trial availableEasy to use with simple navigation and minimal top tabsStrong mobile app allows users to manage communications, tasks, and records on the goDetailed reporting for all aspects of pipeline managementNo built-in business phone systemSome reviews claim hardships with creating campaign contentIntegrates well with many LOSIntegrates with real estate lead sites like Zillow and Realtor.comTeam communication features for SMS and emailBuilt-in automations for telling a referral partner that a lender or broker is assignedSolid automation features for lead follow-up and paperwork

5. Pipedrive

Pricing & TiersStrengths & WeaknessesNotable Features
Starting Price: $12.50 per user, per monthEnterprise: Options available up to $99 per user, per monthEntry Level: Free 14-day trial availablePricing options are affordable and incredibly competitive in the spaceA lot of positive comments about how easy the platform is to learnIntegrates with hundreds of notable financial appsLacks some more advanced features that benefit mortgage professionalsNo SMS inclusionSolid integrations with Calyx, LendingPad, PropertyRadar, and moreCRM structure and features are heavily client-focusedCustomer portal provides real-time updates and allows you to access docAbility to customize reports, pipelines, and dashboardsChat and email support available around the clock

6. Surefire

Pricing & TiersStrengths & WeaknessesNotable Features
Starting Price: $150 per month, per userEnterprise: Different pricing tiers available, including a one-time setup feeEntry Level: No free trial availableOffers helpful integrations with Power Calling, Power Video, and Power MessagingStrong integration with Floify’s POS and 1003 loan appLacks deep sales pipedrive analyticsPowerful name recognition in the mortgage industry, but features aren’t keeping up with competitionGood mobile app for client contact from anywhereAutomated email marketing campaigns with available templatesCustomized and branded landing pages with forms for pre-application processCo-branded marketing and flyers with referral partnersSolid segmentation process, making personalized content easy to produce and send

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