What CRM is best for mortgage professionals? There are a lot of CRM software options out there, but you might be unsure as to which one is the right one for you. I’ve put together this guide to hopefully help you find out.
CRM for Mortgage professionals is a vital tool for every mortgage company, whether it’s brand new or established. But with so many options out there, how can you know which CRM is the best? And how can you know if your current CRM is the best for your business?
The mortgage business processes a lot of information. This information needs to be organized and well structured in order to generate leads, summarize the loan process and hold the customer’s hand until they finally move into their new house.
Best CRM For Mortgage Professionals
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 & Tiers
Strengths & Weaknesses
Notable Features
Enterprise: Pro and Max options add more features suiting larger businessesEntry Level: Free 14-day trial available , new freemium version also available
All 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 use
Text 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 & Tiers
Strengths & Weaknesses
Notable 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 available
Sales 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 features
Standalone 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 & Tiers
Strengths & Weaknesses
Notable 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 available
Focus 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 organizations
Intuitive 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 & Tiers
Strengths & Weaknesses
Notable 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 available
Easy 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 content
Integrates 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 & Tiers
Strengths & Weaknesses
Notable Features
Starting Price: $12.50 per user, per monthEnterprise: Options available up to $99 per user, per monthEntry Level: Free 14-day trial available
Pricing 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 inclusion
Solid 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 & Tiers
Strengths & Weaknesses
Notable Features
Starting Price: $150 per month, per userEnterprise: Different pricing tiers available, including a one-time setup feeEntry Level: No free trial available
Offers 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 competition
Good 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
