A mortgage CRM could be a tailored software that understands the intricacies of the mortgage industry, and its role is to simplify and streamline the daily duties of the loan officers.
Customer relationship management is crucial to maximizing efficiency and generating repeat business in any industry. Customer relationship management software has been optimizing the way businesses confine touch with their current contacts and generate leads.
Today, CRM software has become ubiquitous. In fact, a study by Gartner found that CRM software represented the biggest software market in 2017 and can still take the lead of all software markets and be the fastest-growing market in 2018.

As the technology has advanced, industry-specific CRMs have evolved from the final framework of these early offerings. These CRMs are designed with a selected business in mind, and that they apply the required tool-sets unique to navigating that business. Where once taking the leap and converting to CRM software carried potential risks to ROI due to its too-broad scope, lenders can rest assured that a mortgage CRM is meant specifically for loan officers.

Mortgage CRM software should function over a central location to store your contacts in an organized and easily-accessible way. It should also provide your loan officers with the tools they have to simply generate and follow-up with mortgage leads, further as reporting and analytics to assist you streamline your customer relationship management processes.

Ultimately the function of mortgage CRM software is to assist you to raise understand your customers. What do they require? When do they want it? Are your loan officers doing everything they’ll to fulfill the customer’s evolving needs? Surveys and reviews provide essential customer feedback which will shape the expansion of your business and permit you to maneuver more deliberately and efficiently within the direction of your goals.


Positive customer experience is imperative to scalable growth within the mortgage industry. Here’s a snapshot of the advantages you’ll be able to expect from a top-quality mortgage CRM:

Better organization of knowledge
Automation of daily tasks
Better customer service
Better analytics and reporting Customized based on mortgage industry All-in-one platform and user friendly
Implementing a mortgage CRM will allow you to automate and personalize your communication with current and potential clients (and referral partners), ensuring that nobody slips through the cracks.

One of the foremost significant advantages a mortgage CRM offers is peace of mind. All of your contacts are organized in one central location. Not only are your contacts easily accessible, but they’re further segmented into categories determined by which stage of the deal they’re on this can allow your loan officers to automatically personalize correspondence together with your contacts in a very way that best meets their evolving needs.

Mortgage CRM software should streamline various daily processes, providing you and your loan officers with valuable time to consider core objectives. While customer relationship management naturally should be a top priority of your business, it’s one amongst many moving pieces contributing to your success and growth. Automation increases loan officer productivity by allowing your team to target the long run instead of the tedious needs of the current. With customer satisfaction surveys and another post-closing follow-up automatically sent and reported on, your loan officers can move seamlessly from one sale to the following.

Nothing is more essential to the continued growth of your business than quality customer service. Your CRM should provide a customized experience for every of your contacts. Your loan officers’ every interaction should be tailored to fulfill the wants of the individual, from the primary point of contact through the varied stages of the follow-up process.

A mortgage CRM should report on and analyze the info it generates. This enables you to spot aspects of your customer relationship management that are working well and people that may be improved. Your CRM should provide you with the tools you would like to be constantly optimizing your lead generation and customer retention efforts. The reports and analytics generated by the CRM will facilitate your remain growth-oriented, with constant movement within the direction of your established business goals. The advantages of a decent mortgage CRM should be made apparent within the reporting it offers. Your loan officers should be able to see in real-time how the CRM you’ve chosen has transformed their business.

CRM stands for customer relationship management. It is a category of integrated, data-driven software solutions that improve how you interact and do business together with your customers. CRM systems facilitate your manage and maintain customer relationships, track sales leads, marketing, and pipeline, and deliver actionable data.

Customer relationship management (CRM) tools support marketing, sales, and customer service functions and processes for your business. Their purpose is to prepare, record, and enable action with customer data and help track and advance customers along every stage of the buying journey. Although they will operate as modular applications, they work best when they’re integrated on a CRM platform.

In this CRM tools list, you’ll learn what CRM tools do independently, what they create possible when they’re integrated on a shared platform and a summary of basic and advanced capabilities for every tool.


A mortgage CRM may be a tailored software that understands the intricacies of the mortgage industry, and its role is to simplify and streamline the daily duties of the loan officers…
CRM software helps to streamline the workflow by automating the sales, marketing, and customer service processes. But the most effective mortgage CRMs do over that; they supply you with opportunities to spot new leads and increase your lead conversion rates.

They also include advanced features like email automation and team collaboration to confirm leads don’t seem to be lost within the acquisition process. Here are the five best mortgage CRM software you’ll find on the market today.

    When it involves the most effective mortgage CRM software, the mortgage CRM from Shape carries the Oscar. Lead generation and customer retention are the forte of this mortgage CRM.

The Shape contains a lead generation feature that enables you to attain and assign quality ends up in your team instantly. It also comes equipped with lead amortization calculators that provide real-time payment data your prospects have to make a choice.

Other Shape Features Worth Mentioning Include:

Automated email and text/SMS marketing
Documents storage
Multi-channel communication
Mobile apps for Android and iOS
Integrations with tools like Zillow, Mail Chimp, e-signature solutions, etc.
Team chat that facilitates communications among team members
The Shape mortgage also features a simple, user-friendly interface that enables you to perform many functions fast with the assistance of smart automation tools.
The price starts from $99. Please visit for additional features.

    Lead Generator CRM is different from most CRM systems in the mortgage industry. They have a state-of-the-art, complete solution which is revolutionizing the mortgage industry. With the best integrated facilities including LOS platforms like Calyx, Pulse, Encompass, they have created one of the best borrower-friendly digital loan platforms. The CRM company is not only providing an all-in-one platform for the mortgage industry, but they also have expansion options which provide an exclusive lead generation system and appointment settings.
    This mortgage CRM system is more accessible compared to most other CRM services on the market. Why? They offer customization based on size of the company and/or the nature of your business. The user privileges for admin., loan officer, processor, and manager can help with business workflow and maintain compliance at the same time. Their system offers the most essential features including web dialer, SMS/text, email, appointments, processor tasks and checklist, milestone to related parties, power email, customer’s panel for credit authorization and paper uploader, fannie mae 3.2, marketing brochures for loan officers and realtors, and more. This is a complete mortgage solution from lead generation to application, processing, and closing.
    With simple mobile optimization, maintain leads and business on real time. Unlike any of its competitors, Lead Generator CRM offers a 3-month ROI challenge for its enterprise package, ensuring you love their system as much as they do. Not to mention, it comes with a cost-effective service fee of only $85 per month. You may visit for pricing and additional details.
  2. JUNGO

Just like Shape’s CRM, Jungo comes with an automatic lead capture feature and seamlessly integrates with various tools your team needs for daily operations.

Since Jungo is made on the Salesforce platform, its subscription includes a Salesforce license. What this implies is that with Jungo, you’re actually utilizing Salesforce, but the addition of the Jungo mortgage module provides mortgage-specific functionalities and workflows that you just and your team need. Its major features include:

Lead capture from Trulia, Zillow, and Lending Tree
Loan milestone emails
Integration with LOS system, Bomb, Mortgage Coach EDGE, etc.
Customizable workflows
Referral partner relationship tracking, analytics, and evaluation
Automated email marketing campaigns
Jungo offers variable pricing but you get all the essential features for $99 per user per month.
You may visit for additional features and pricing.


Surefire could be a robust mortgage CRM software and database solution for loan officers that was created with the user in mind.

One feature that provides SureFire a grip over the competition is its integration capabilities. This CRM can integrate with quite 1,000 tools. It also offers over 100 templates and campaigns for any loan scenario.

Surefire seamlessly integrates along with your company’s LOS. It’s also one among the few mortgage CRMs that leverage video marketing. With this CRM, you’ll be able to keep your customers informed amusingly with in-process dynamic video campaigns. You can visit their site for additional information and demo.


Velocity Loan Engage is an all-in-one sales and marketing tool. This CRM focuses more on relationship building and boasts of its ability to unite lenders and loan officers.

Velocity employs a science-based approach to guide conversions. It’s a unified dashboard that provides loan officers valuable information like interest trends, lead source performance, borrowers’ interactions, and more.
This CRM also has an automatic communication feature that sends automated emails and texts when borrowers reach certain milestones. With this CRM, it’s very easy to encourage and leverage referrals, because of its Referral Management feature. You may visit the site at for product details.


If you’re searching for a cheap, yet powerful enough mortgage CRM to fulfill all of your business needs, Whiteboard CRM could be all you wish.

At only $79 per month, you get a fully-fledged CRM that features pipeline management, pre-made email campaigns, analytics, loan process management, and several other LOS integrations. You can visit for product details.


Customer relationship management (CRM) is that the combination of practices, strategies, and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle. The goal is to boost customer service relationships and assist in customer retention and drive sales growth.
CRM systems compile customer data across different channels, or points of contact, between the customer and also the company, which could include the company’s website, telephone, live chat, unsolicited mail, marketing materials, and social networks. CRM systems may also give customer-facing staff members’ detailed information on customers’ personal information, purchase history, buying preferences, and concerns.


The use of CRM systems can benefit organizations starting from small businesses to large corporations, through:

Having customer information like past purchases and interaction history easily accessible can help customer support representatives provide better and faster customer service. Collection of and access to customer data can help businesses identify trends and insights about their customers through reporting and visualization features.
Automation of menial, but necessary, sales funnel and customer support tasks.

At the foremost basic level, CRM software consolidates customer information and documents it into one CRM database so business users can more easily access and manage it.
Over time, many additional functions are added to CRM systems to form them more useful. A number of these functions include recording various customer interactions over email, phone, social media, or other channels; counting on system capabilities, automating various workflow automation processes, like tasks, calendars, and alerts; and giving managers the power to trace performance and productivity supported information logged within the system.

Marketing Automation: CRM tools with marketing automation capabilities can automate repetitive tasks to boost marketing efforts at different points within the lifecycle for lead generation. As an example, as sales prospects inherit the system, it’d automatically send email marketing content, to show a sales lead into a full-fledged customer.
Salesforce Automation: Salesforce automation tools track customer interactions and automate certain business functions of the sales cycle that are necessary to follow leads, obtain new customers and build customer loyalty.
Contact center automation. Designed to cut back tedious aspects of a contact center agent’s job, contact center automation might include pre-recorded audio that assists in customer problem-solving and data dissemination.
Various software tools that integrate with the agent’s desktop tools can handle customer requests to chop down on the length of calls and to simplify customer service processes. Geolocation technology, or location-based services.
Some CRM systems include technology that may create geographic marketing campaigns supported customers’ physical locations, sometimes integrating with popular location-based GPS (global positioning system) apps. Geolocation technology may be used as a networking or contact management tool to search out sales prospects supported a location.

WORKFLOW AUTOMATION: CRM systems help businesses optimize processes by streamlining mundane workloads, enabling employees to target creative and more high-level tasks. Lead management. Sales leads are often tracked through CRM, enabling sales teams to input, track and analyze data for leads in one place.

HUMAN RESOURCE MANAGEMENT (HRM): CRM systems help track employee information, like contact information, performance reviews, and benefits within an organization. This permits the HR department to more effectively manage the interior workforce.

ANALYTICS: Analytics in CRM help creates better customer satisfaction rates by analyzing user data and helping create targeted marketing campaigns.
Artificial intelligence. AI technologies, like Salesforce Einstein, are built into CRM platforms to automate repetitive tasks, identify customer-buying patterns to predict future customer behaviors, and more.
Project management. Some CRM systems include features to assist users keep track of client project details like objectives, strategic alignment, processes, risk management, and progress. Integration with other software. Many CRM systems can integrate with other software, like call Centre and enterprise resource planning (ERP) systems.


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