# Best Mortgage Software 2026 | Capterra > Find the top Mortgage software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs. Source: https://www.capterra.com/mortgage-and-loans-software --- # Best Mortgage Software ## AMB Rating: 1.0 out of 5 (1 reviews) Profile: [AMB](https://www.capterra.com/p/148359/AMB/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Solution that provides accounting for mortgage bankers. Features include budgeting, accounts payable & receivable, & financial reports. #### Rating breakdown - Ease of Use: 4.0 out of 5 - Customer Service: 2.0 out of 5 - Features: 3.0 out of 5 - Value for Money: 1.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Available - Pre-Qualification: Not available - Contact Management: Available - Pipeline Management: Not available - Borrower Management: Not available - Electronic Applications: Not available - Accounting: Available - Amortization Schedule: Not available - Lead Management: Not available - Credit Reporting: Not available - Task Management: Not available - Compliance Management: Not available ### Gallery tab Ease of use: 4.0 out of 5 (1 reviews) --- ## Loan Vision Profile: [Loan Vision](https://www.capterra.com/p/10043147/Loan-Vision/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Financial reporting solution that helps lenders and accounting teams streamline operations, cut costs, and gain insights. #### Pros and cons based on reviews Not available #### Starting price Starting price: $1000.00 Pricing details: Usage Based, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Available - Pre-Qualification: Not available - Contact Management: Available - Pipeline Management: Not available - Borrower Management: Not available - Electronic Applications: Available - Accounting: Available - Amortization Schedule: Not available - Lead Management: Not available - Credit Reporting: Not available - Task Management: Available - Compliance Management: Available ### Gallery tab ### Integrations tab Loan Vision connects with 11+ software tools. [See all integrations](https://www.capterra.com/p/10043147/Loan-Vision/#integrations) #### Most popular integrations - Cosmos: 4.8 rating - Encompass: 4.0 rating - Jet Reports: 4.6 rating - Encompassing Visions: 4.9 rating - Encompass: 4.5 rating - Encompass+: 5.0 rating - Encompass Distribution Cloud: 5.0 rating - Encompass - Cosmos --- ## Target Group Rating: 5.0 out of 5 (1 reviews) Profile: [Target Group](https://www.capterra.com/p/203272/Target-Group/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Our platform manages the end to end customer journey across a wide range of asset classes including both secured and unsecured lending. #### Rating breakdown - Ease of Use: 5.0 out of 5 - Features: 5.0 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per Feature Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Available - Pre-Qualification: Not available - Contact Management: Not available - Pipeline Management: Not available - Borrower Management: Available - Electronic Applications: Not available - Accounting: Not available - Amortization Schedule: Not available - Lead Management: Not available - Credit Reporting: Not available - Task Management: Not available - Compliance Management: Not available ### Gallery tab Ease of use: 5.0 out of 5 (1 reviews) --- ## LoanAssistant Rating: 4.8 out of 5 (13 reviews) Profile: [LoanAssistant](https://www.capterra.com/p/128240/LoanAssistant/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Automate accounting for and servicing of loans and various credit lines with this application. QuickBooks integration included. #### Rating breakdown - Ease of Use: 4.8 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $999.00 Pricing details: Flat Rate, Per Year Free trial: Yes Free demo: Yes ### Features tab #### Most popular features - Document Management: Available - Pre-Qualification: Not available - Contact Management: Available - Pipeline Management: Not available - Borrower Management: Available - Electronic Applications: Not available - Accounting: Available - Amortization Schedule: Available - Lead Management: Not available - Credit Reporting: Not available - Task Management: Not available - Compliance Management: Available ### Gallery tab Ease of use: 4.8 out of 5 (13 reviews) ### Integrations tab LoanAssistant connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/128240/LoanAssistant/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating - Microsoft Word: 4.7 rating - Microsoft Outlook: 4.5 rating --- ## LendingWise Rating: 4.6 out of 5 (72 reviews) Profile: [LendingWise ](https://www.capterra.com/p/166706/LendingWise/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Finally, a robust CRM & LOS system designed for private & hard money lenders. #### Rating breakdown - Ease of Use: 4.4 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $149.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: Yes ### Features tab #### Highest rated features - Loan Management: 4.6 rating - Contact Management: 4.3 rating - Document Management: 4.4 rating - CRM: 4.3 rating #### Lowest rated features - Accounting: 3.6 rating - Escrow Management: 3.5 rating - HUD Settlement Statements: 3.5 rating - Pre-Qualification: 4.3 rating #### Feature-related review snippet Reviewer: Bill C. Reviewer details: Commercial Real Estate, 1-10 employees Published: May 30, 2025 > "Its customization, automation capabilities, and integrated tools make it a good choice for my brokerage." ### Gallery tab Ease of use: 4.4 out of 5 (72 reviews) #### Related review snippet Reviewer: Henry Z. Reviewer details: Capital Markets, 1-10 employees Published: June 12, 2025 > "The full application webforms make collecting borrower info super quick, and the built-in automation for doc requests keeps everything on track without me chasing paperwork." ### Integrations tab LendingWise connects with 10+ software tools. [See all integrations](https://www.capterra.com/p/166706/LendingWise/#integrations) #### Most popular integrations - Google Docs: 4.0 rating - Zoho CRM: 4.3 rating - HubSpot CRM: 5.0 rating - Zapier: 4.7 rating - SendGrid: 4.2 rating - Twilio: 4.4 rating - Plaid: 4.4 rating - Salesforce Work.com: 4.0 rating - Aloware: 4.2 rating --- ## The Mortgage Office Rating: 4.8 out of 5 (285 reviews) Profile: [The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Trusted for 45+ years, The Mortgage Office powers mortgage origination, servicing, and fund management on one secure platform. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Accounting: 4.6 rating - Borrower Management: 5.0 rating - Amortization Schedule: 4.5 rating - Activity Dashboard: 5.0 rating #### Lowest rated features - API: 1.0 rating - Document Management: 4.7 rating - Loan Management: 5.0 rating - Electronic Applications: 5.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (285 reviews) #### Related review snippet Reviewer: Nicole B. Reviewer details: Financial Services, 1-10 employees Published: February 4, 2026 > "It has loan reports for your maturities and for tracking insurance and also I love the tax feature and there customer service that literally will stay on the phone and walk you through the whole process." ### Integrations tab The Mortgage Office connects with 4+ software tools. [See all integrations](https://www.capterra.com/p/9277/The-Mortgage-Office/#integrations) #### Most popular integrations - QuickBooks Enterprise: 4.5 rating - QuickBooks Online: 4.3 rating - Microsoft Word: 4.7 rating - QuickBooks Desktop: 5.0 rating --- ## Qualia Rating: 4.7 out of 5 (208 reviews) Profile: [Qualia](https://www.capterra.com/p/159101/Qualia/) Visible tabs: Overview, Features, Integrations ### Overview tab #### What is this product about? Qualia Connect streamlines work with title by automating order placement, information, and document exchange, without leaving the LOS. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $3599.00 Pricing details: Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Document Storage: 5.0 rating - Document Management: 4.8 rating - Workflow Management: 5.0 rating - Contact Management: 4.4 rating #### Lowest rated features - Task Management: 4.0 rating - Search/Filter: 3.0 rating - Third-Party Integrations: 4.0 rating - Accounting: 5.0 rating #### Feature-related review snippet Reviewer: Lindsay J. Reviewer details: Real Estate, 1-10 employees Published: September 23, 2025 > "The system is intuitive, easy to learn, and has made our workflow much smoother overall." ### Integrations tab Qualia connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/159101/Qualia/#integrations) #### Most popular integrations - FedEx Ship Manager: 4.7 rating #### Integrations-related review snippet Reviewer: David H. Reviewer details: Law Practice, 11-50 employees Published: July 30, 2021 > "Good integration. " --- ## Creatio CRM Rating: 4.7 out of 5 (149 reviews) Profile: [Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Best-in-class financial services CRM and workflow platform with no-code and AI at its core. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $40.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Available - Pre-Qualification: Available - Contact Management: Available - Pipeline Management: Available - Borrower Management: Available - Electronic Applications: Not available - Accounting: Available - Amortization Schedule: Not available - Lead Management: Available - Credit Reporting: Available - Task Management: Available - Compliance Management: Available #### Feature-related review snippet Reviewer: Vine S. Reviewer details: Biotechnology, 51-200 employees Published: June 15, 2026 > "Ease of use and how accessible it is for any person regardless of their technical level to start implementing features." ### Gallery tab Ease of use: 4.7 out of 5 (149 reviews) #### Related review snippet Reviewer: Eduardo C. Reviewer details: Computer Software, 11-50 employees Published: June 14, 2026 > "From a technology perspective, it provides the governance, scalability, integration capabilities, and enterprise architecture needed to support long-term growth." ### Integrations tab Creatio CRM connects with 21+ software tools. [See all integrations](https://www.capterra.com/p/130149/bpm-online-CRM/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating - Mailchimp: 4.5 rating - Gmail: 4.8 rating - Google Calendar: 5.0 rating - Microsoft Word: 4.7 rating - Microsoft Outlook: 4.5 rating - Meta for Business: 4.4 rating - Twitter/X: 4.5 rating - Google Contacts: 4.7 rating --- ## LendingPad Rating: 4.4 out of 5 (134 reviews) Profile: [LendingPad](https://www.capterra.com/p/171891/LendingPad/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? LendingPad is a leading web-based mortgage loan origination system (LOS). Secure, compliant, efficient & well-priced. Be URLA Ready! #### Rating breakdown - Ease of Use: 4.2 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.5 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $50.00 Pricing details: Per Feature, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Loan Management: 4.4 rating - Document Management: 4.2 rating - Pre-Qualification: 4.1 rating - Electronic Applications: 4.5 rating #### Lowest rated features - For Borrowers: 3.5 rating - Contact Management: 3.4 rating - CRM: 3.6 rating - Workflow Management: 3.9 rating #### Feature-related review snippet Reviewer: Joan A. Reviewer details: Financial Services, 1-10 employees Published: March 20, 2023 > "The chat feature to navigate the site ; someone is always available to answer my questions, and all the tutorials ." ### Gallery tab Ease of use: 4.2 out of 5 (134 reviews) #### Related review snippet Reviewer: James B. Reviewer details: Financial Services, 1,001-5,000 employees Published: February 14, 2024 > "The ease and accuracy of completing the loan application, uploading docs, credit reporting agency integration, AUS integration." ### Integrations tab LendingPad connects with 9+ software tools. [See all integrations](https://www.capterra.com/p/171891/LendingPad/#integrations) #### Most popular integrations - Zapier: 3.7 rating - Jungo: 4.1 rating - BNTouch Mortgage CRM: 4.2 rating - Floify: 4.1 rating - Shape: 4.7 rating - Loanzify: 3.8 rating #### Integrations-related review snippet Reviewer: James B. Reviewer details: Financial Services, 1,001-5,000 employees Published: February 14, 2024 > "I have integrated, Secure Loan Docs, Surefire, MLO FLO, High Level Marketing, etc and they all worked great." --- ## nCino’s Mortgage Suite Rating: 4.8 out of 5 (126 reviews) Profile: [nCino’s Mortgage Suite](https://www.capterra.com/p/169464/The-Nexus/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Unites the people, systems, and stages of the mortgage process - all so lenders can increase mortgage profitability. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Document Management: 4.8 rating - For Borrowers: 4.9 rating - Pre-Qualification: 5.0 rating - Task Management: 4.9 rating #### Lowest rated features - Compliance Management: 4.7 rating - Third-Party Integrations: 4.8 rating - Electronic Applications: 4.9 rating - Pricing Management: 5.0 rating #### Feature-related review snippet Reviewer: Purnambica K. Reviewer details: Management Consulting, 501-1,000 employees Published: June 29, 2022 > "The platform user interface is interactive and quite handy to operate." ### Gallery tab Ease of use: 4.7 out of 5 (126 reviews) #### Related review snippet Reviewer: Cynthia R. Reviewer details: Real Estate, 5,001-10,000 employees Published: March 26, 2022 > "It makes it easier for our clients to be able to fill out their application, upload documents and keep up with the status of their loan process." ### Integrations tab nCino’s Mortgage Suite connects with 6+ software tools. [See all integrations](https://www.capterra.com/p/169464/The-Nexus/#integrations) #### Most popular integrations - Calyx Point: 3.5 rating - MeridianLink Mortgage: 4.5 rating - Equifax: 4.5 rating - Encompass: 4.5 rating - Mercury: 4.5 rating - Finicity #### Integrations-related review snippet Reviewer: Jerrod N. Reviewer details: Real Estate, 201-500 employees Published: June 29, 2022 > "ease of use, integration are fantastic and has many options" --- ## Jungo Rating: 4.1 out of 5 (123 reviews) Profile: [Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Mortgage CRM solution that helps users with marketing automation, loan document management, analytics, and more to grow your pipeline. #### Rating breakdown - Ease of Use: 3.4 out of 5 - Customer Service: 3.7 out of 5 - Features: 4.0 out of 5 - Value for Money: 3.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - CRM: 4.1 rating - Activity Dashboard: 3.9 rating - Document Management: 3.6 rating - For Borrowers: 3.8 rating #### Lowest rated features - Lead Management: 3.5 rating - Electronic Applications: 2.0 rating - Document Storage: 3.5 rating - Pipeline Management: 5.0 rating ### Gallery tab Ease of use: 3.4 out of 5 (123 reviews) #### Related review snippet Reviewer: Tim T. Reviewer details: Real Estate, 1-10 employees Published: September 29, 2022 > "Drip campaigns, task setting, Mass e mail capabilities all make it easy to keep connected with clients and referral partners." ### Integrations tab Jungo connects with 6+ software tools. [See all integrations](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/#integrations) #### Most popular integrations - Gmail: 5.0 rating - Zapier: 3.3 rating - Microsoft Outlook: 4.0 rating - Floify: 4.8 rating - Calyx Point: 3.5 rating - Anthology Encompass: 3.8 rating --- ## Mortgage Automator Rating: 4.9 out of 5 (116 reviews) Profile: [Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The all-in-one mortgage software for private lenders—originate, service, and automate loans with ease. #### Rating breakdown - Ease of Use: 4.9 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.8 out of 5 - Value for Money: 4.9 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Other, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Loan Management: 4.9 rating - Borrower Management: 4.7 rating - Credit Reporting: 4.8 rating - Document Management: 4.8 rating #### Lowest rated features - Escrow Management: 3.7 rating - Pipeline Management: 4.6 rating - Compliance Management: 4.3 rating - Accounting: 4.6 rating #### Feature-related review snippet Reviewer: Josh N. Reviewer details: Real Estate, 1-10 employees Published: May 14, 2024 > "Constant improvements, user interface and functionality" ### Gallery tab Ease of use: 4.9 out of 5 (116 reviews) #### Related review snippet Reviewer: Mark F. Reviewer details: Financial Services, 1-10 employees Published: January 7, 2026 > "I've been able to integrate with everything ever since the Origination and Servicing API were launched - makes my life simpler." ### Integrations tab Mortgage Automator connects with 17+ software tools. [See all integrations](https://www.capterra.com/p/191761/Mortgage-Automator/#integrations) #### Most popular integrations - Jira: 4.4 rating - Zapier: 4.7 rating - Pipedrive: 4.5 rating - HubSpot Sales Hub: 4.5 rating - Salesforce Platform: 4.4 rating - 6sense: 4.6 rating #### Integrations-related review snippet Reviewer: Mark F. Reviewer details: Financial Services, 1-10 employees Published: January 7, 2026 > "I've been able to integrate with everything ever since the Origination and Servicing API were launched - makes my life simpler." --- ## Plaid Rating: 4.4 out of 5 (105 reviews) Profile: [Plaid](https://www.capterra.com/p/174384/Plaid/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Simplify the lending process #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.3 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Usage Based, Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Available - Pre-Qualification: Available - Contact Management: Not available - Pipeline Management: Not available - Borrower Management: Available - Electronic Applications: Not available - Accounting: Not available - Amortization Schedule: Not available - Lead Management: Not available - Credit Reporting: Available - Task Management: Not available - Compliance Management: Available #### Feature-related review snippet Reviewer: Niquan C. Reviewer details: Telecommunications, 1-10 employees Published: April 14, 2026 > "I like the simplicity of using the app it has a seamless aproach it is extremely helpful and i would definitely recommend" ### Gallery tab Ease of use: 4.5 out of 5 (105 reviews) #### Related review snippet Reviewer: Mai M. Reviewer details: Hospitality, 11-50 employees Published: March 31, 2026 > "Plaid acts like a secure bridge, immediately allowing apps to verify balances, check transaction history, and enable instant ACH transfers." ### Integrations tab Plaid connects with 22+ software tools. [See all integrations](https://www.capterra.com/p/174384/Plaid/#integrations) #### Most popular integrations - Dwolla: 4.3 rating - Turnkey Lender: 4.6 rating - Adyen: 4.6 rating - Riskified: 4.6 rating - Ocrolus: 4.6 rating - Airwallex: 3.9 rating #### Integrations-related review snippet Reviewer: Verified Reviewer Reviewer details: Biotechnology, 10,001+ employees Published: April 8, 2026 > "The API capabilities are pretty strong and allow companies to build advanced financial features without dealing with banks directly." --- ## FileInvite Rating: 4.7 out of 5 (99 reviews) Profile: [FileInvite](https://www.capterra.com/p/138728/FileInvite/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Eliminate the monotony of back-and-forth emails. Gather all the documents, signatures, and data you require up to 80% faster. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $829.00 Pricing details: Usage Based, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Document Management: 5.0 rating ### Gallery tab Ease of use: 4.6 out of 5 (99 reviews) #### Related review snippet Reviewer: Verified Reviewer Reviewer details: Financial Services, 501-1,000 employees Published: February 18, 2026 > "Easiest way to organize everything need for a full package submission." ### Integrations tab FileInvite connects with 7+ software tools. [See all integrations](https://www.capterra.com/p/138728/FileInvite/#integrations) #### Most popular integrations - Google Drive: 5.0 rating - Dropbox: 4.0 rating - OneDrive: 5.0 rating - Box: 4.4 rating - HubSpot CRM: 4.5 rating - Zapier: 4.7 rating - WorkflowMax: 4.3 rating --- ## BNTouch Mortgage CRM Rating: 4.5 out of 5 (98 reviews) Profile: [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one central hub. #### Rating breakdown - Ease of Use: 4.3 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $165.00 Pricing details: Per User, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Contact Management: 4.3 rating - CRM: 4.3 rating - Lead Management: 4.1 rating - Document Management: 3.9 rating #### Lowest rated features - API: 3.2 rating - Pre-Qualification: 3.5 rating - Pipeline Management: 4.2 rating - Compliance Management: 4.0 rating ### Gallery tab Ease of use: 4.3 out of 5 (98 reviews) #### Related review snippet Reviewer: Rob K. Reviewer details: Financial Services, Self-employed Published: August 22, 2024 > "Its intuitive interface and powerful automation tools have streamlined my workflow, allowing me to focus on delivering top-tier service to my clients." ### Integrations tab BNTouch Mortgage CRM connects with 8+ software tools. [See all integrations](https://www.capterra.com/p/37032/BNTouch/#integrations) #### Most popular integrations - Google Calendar: 5.0 rating - Zapier: 4.7 rating - Microsoft Outlook: 4.3 rating - Facebook Apps and Tabs: 4.5 rating - LendingPad: 5.0 rating - Calyx Point: 3.5 rating #### Integrations-related review snippet Reviewer: Dan D. Reviewer details: Financial Services, 1,001-5,000 employees Published: August 24, 2021 > "Seamless integration with my lead sources (Free Rate Update & Zillow) & RingCentral was the clincher for my business. " --- ## Floify Rating: 4.8 out of 5 (74 reviews) Profile: [Floify](https://www.capterra.com/p/138124/Floify/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Finding the balance between automation and human connection, Floify helps mortgage professionals automate menial loan tasks. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $79.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Document Management: 4.7 rating - Third-Party Integrations: 5.0 rating - Loan Management: 4.5 rating - Borrower Management: 4.0 rating #### Lowest rated features - Electronic Applications: 4.0 rating - For Borrowers: 4.0 rating - Pipeline Management: 4.0 rating #### Feature-related review snippet Reviewer: Alan E. Reviewer details: Real Estate, 1-10 employees Published: March 20, 2023 > "The user interface is a little outdated, but Floify does what it needs to do in spectacular fashion." ### Gallery tab Ease of use: 4.7 out of 5 (74 reviews) #### Related review snippet Reviewer: Alan E. Reviewer details: Real Estate, 1-10 employees Published: March 20, 2023 > "The user interface is a little outdated, but Floify does what it needs to do in spectacular fashion." ### Integrations tab Floify connects with 16+ software tools. [See all integrations](https://www.capterra.com/p/138124/Floify/#integrations) #### Most popular integrations - Dropbox: 4.5 rating - Salesforce Sales Cloud: 4.4 rating - Box: 4.4 rating - LendingPad: 5.0 rating - Jungo: 5.0 rating - Plaid: 4.4 rating - Surefire CRM: 4.5 rating - BytePro: 3.6 rating - MeridianLink Mortgage: 4.5 rating --- ## IncomeXpert Rating: 4.6 out of 5 (60 reviews) Profile: [IncomeXpert](https://www.capterra.com/p/182252/UberWriter/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Blueprint automatically determines the borrower's income to give you consistent guideline compliant income every time. #### Rating breakdown - Ease of Use: 4.6 out of 5 - Customer Service: 4.7 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $3.00 Free trial: Yes Free demo: No ### Features tab #### Most popular features - Document Management: Not available - Pre-Qualification: Available - Contact Management: Not available - Pipeline Management: Not available - Borrower Management: Not available - Electronic Applications: Not available - Accounting: Not available - Amortization Schedule: Not available - Lead Management: Not available - Credit Reporting: Not available - Task Management: Not available - Compliance Management: Available ### Gallery tab Ease of use: 4.6 out of 5 (60 reviews) #### Related review snippet Reviewer: Alexandre S. Reviewer details: Market Research, Self-employed Published: January 6, 2021 > "in quality is an excellent product that helps and greatly facilitates the lives of its users" --- ## Surefire CRM Rating: 4.5 out of 5 (55 reviews) Profile: [Surefire CRM](https://www.capterra.com/p/202529/Surefire-CRM/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Surefire is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. #### Rating breakdown - Ease of Use: 4.1 out of 5 - Customer Service: 4.4 out of 5 - Features: 4.4 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Pricing details: Flat Rate, Per Year Free trial: No Free demo: No ### Features tab #### Highest rated features - Contact Management: 3.5 rating - Pipeline Management: 2.8 rating - Workflow Management: 4.0 rating - Lead Management: 3.5 rating #### Lowest rated features - Activity Dashboard: 2.7 rating - API: 1.0 rating - Document Management: 3.0 rating - Electronic Applications: 3.0 rating ### Gallery tab Ease of use: 4.1 out of 5 (55 reviews) #### Related review snippet Reviewer: Adam L. Reviewer details: Financial Services, 51-200 employees Published: July 10, 2023 > "The only feature I like about surefire is that the marketing content is updated often." ### Integrations tab Surefire CRM connects with 17+ software tools. [See all integrations](https://www.capterra.com/p/202529/Surefire-CRM/#integrations) #### Most popular integrations - Zapier: 3.0 rating - BombBomb: 2.0 rating - Floify: 4.8 rating - Calyx Point: 3.5 rating - Fiserv: 3.6 rating - BytePro: 3.6 rating - MeridianLink Mortgage: 4.5 rating - Blend: 3.6 rating - Encompass: 4.5 rating --- ## Calyx Point Rating: 3.5 out of 5 (53 reviews) Profile: [Calyx Point](https://www.capterra.com/p/73554/Calyx-Point/) Visible tabs: Overview, Features ### Overview tab #### What is this product about? Loan origination technology for mortgage brokers, mortgage bankers, credit unions, and mortgage lenders nationwide. #### Rating breakdown - Ease of Use: 3.5 out of 5 - Customer Service: 3.0 out of 5 - Features: 3.5 out of 5 - Value for Money: 3.2 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Pipeline Management: 4.5 rating - Document Management: 3.5 rating - Borrower Management: 5.0 rating - Government Loans: 5.0 rating #### Lowest rated features - Contact Management: 3.0 rating - Credit Reporting: 4.0 rating - Loan Origination: 5.0 rating - Residential Mortgages: 5.0 rating #### Feature-related review snippet Reviewer: Amanda B. Reviewer details: Financial Services, 1-10 employees Published: August 1, 2024 > "Point is simple to use and is effective, I wish they would be able to be compatible with Mac." --- ## Margill Loan Manager Rating: 4.8 out of 5 (48 reviews) Profile: [Margill Loan Manager](https://www.capterra.com/p/79849/Margill-Loan-Manager/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Loan servicing software with the industry's most sophisticated mathematics and customizable interface for lenders with special needs. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.9 out of 5 - Features: 4.6 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $325.00 Pricing details: Other, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Accounting: 5.0 rating - Amortization Schedule: 5.0 rating #### Feature-related review snippet Reviewer: Michael L. Reviewer details: Financial Services, 11-50 employees Published: March 8, 2022 > "Customer service and assistance is exceptional and provides assurance if there is any questions or clarification required as to usability or functionality." ### Gallery tab Ease of use: 4.7 out of 5 (48 reviews) #### Related review snippet Reviewer: Michael L. Reviewer details: Financial Services, 11-50 employees Published: March 8, 2022 > "Customer service and assistance is exceptional and provides assurance if there is any questions or clarification required as to usability or functionality." ### Integrations tab Margill Loan Manager connects with 2+ software tools. [See all integrations](https://www.capterra.com/p/79849/Margill-Loan-Manager/#integrations) #### Most popular integrations - Microsoft Excel: 4.8 rating - QuickBooks Online Advanced: 4.4 rating --- ## MortgageHalo Rating: 4.4 out of 5 (48 reviews) Profile: [MortgageHalo](https://www.capterra.com/p/173535/MortgageHalo/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Delivers Purchase Leads & Identify Refinance Opportunities: Increase conversion rates Increase Repeat Business and Client Referrals #### Rating breakdown - Ease of Use: 4.5 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.2 out of 5 - Value for Money: 4.4 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $417.00 Pricing details: Other, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Activity Dashboard: 5.0 rating - Marketing Automation: 5.0 rating - CRM: 5.0 rating - Lead Management: 4.8 rating #### Lowest rated features - Reporting & Statistics: 5.0 rating - Client Database: 5.0 rating - Loan Origination: 5.0 rating - Third-Party Integrations: 5.0 rating ### Gallery tab Ease of use: 4.5 out of 5 (48 reviews) #### Related review snippet Reviewer: Marc R. Reviewer details: Banking, 51-200 employees Published: May 26, 2026 > "That level of flexibility and integration across a bank’s structure is rare and speaks to how thoughtfully the platform was designed." ### Integrations tab MortgageHalo connects with 6+ software tools. [See all integrations](https://www.capterra.com/p/173535/MortgageHalo/#integrations) #### Most popular integrations - LendingPad: 4.4 rating - Calyx Point: 3.5 rating - Encompass: 3.0 rating - MeridianLink Mortgage: 4.5 rating - Mortgage Cadence Platform: 4.7 rating - LOS: 5.0 rating #### Integrations-related review snippet Reviewer: Marc R. Reviewer details: Banking, 51-200 employees Published: May 26, 2026 > "That level of flexibility and integration across a bank’s structure is rare and speaks to how thoughtfully the platform was designed." --- ## Total Expert Rating: 4.3 out of 5 (48 reviews) Profile: [Total Expert](https://www.capterra.com/p/146103/Total-Expert/) Visible tabs: Overview, Features, Integrations ### Overview tab #### What is this product about? Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS). #### Rating breakdown - Ease of Use: 4.1 out of 5 - Customer Service: 4.5 out of 5 - Features: 4.0 out of 5 - Value for Money: 4.3 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $69.00 Pricing details: Flat Rate, Per Month Free trial: No Free demo: No ### Features tab #### Highest rated features - Lead Management: 4.1 rating - API: 4.8 rating - Contact Management: 4.3 rating - Workflow Management: 3.5 rating #### Lowest rated features - Compliance Management: 1.0 rating - Third-Party Integrations: 3.6 rating - Activity Dashboard: 3.8 rating - Search/Filter: 2.0 rating ### Integrations tab Total Expert connects with 3+ software tools. [See all integrations](https://www.capterra.com/p/146103/Total-Expert/#integrations) #### Most popular integrations - Meta for Business: 3.5 rating - Twitter/X: 1.0 rating - LinkedIn for Business: 4.6 rating #### Integrations-related review snippet Reviewer: Kyle C. Reviewer details: Financial Services, 201-500 employees Published: June 5, 2023 > "We have been able to integrate almost 98% of our tech stack into TE allowing us to build out quite a comprehensive intelligent automation platform." --- ## Shape Rating: 4.7 out of 5 (44 reviews) Profile: [Shape](https://www.capterra.com/p/173673/SetShape/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? The most configurable sales, marketing, and CRM automation tool is free to try for 14 days. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.6 out of 5 - Features: 4.7 out of 5 - Value for Money: 4.6 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $119.00 Pricing details: Per User, Per Month Free trial: Yes Free demo: No ### Features tab #### Highest rated features - Borrower Management: 5.0 rating - Contact Management: 5.0 rating - CRM: 5.0 rating - Document Management: 5.0 rating #### Lowest rated features - Electronic Applications: 5.0 rating - Lead Management: 5.0 rating - Loan Management: 5.0 rating - Task Management: 5.0 rating ### Gallery tab Ease of use: 4.7 out of 5 (44 reviews) #### Related review snippet Reviewer: William R. Reviewer details: Financial Services, 11-50 employees Published: May 19, 2022 > "I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations." ### Integrations tab Shape connects with 9+ software tools. [See all integrations](https://www.capterra.com/p/173673/SetShape/#integrations) #### Most popular integrations - Mailchimp: 4.5 rating - Google Workspace: 4.7 rating - Microsoft 365: 4.6 rating - Stripe: 4.6 rating - Zapier: 4.7 rating - Microsoft Outlook: 4.5 rating #### Integrations-related review snippet Reviewer: William R. Reviewer details: Financial Services, 11-50 employees Published: May 19, 2022 > "I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations." --- ## Encompass Rating: 4.0 out of 5 (42 reviews) Profile: [Encompass](https://www.capterra.com/p/37038/Encompass360/) Visible tabs: Overview, Features, Gallery ### Overview tab #### What is this product about? Encompass gives any size lender access to everything they need to originate and close more loans. #### Rating breakdown - Ease of Use: 3.6 out of 5 - Customer Service: 3.6 out of 5 - Features: 4.0 out of 5 - Value for Money: 3.7 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: Not available Free trial: No Free demo: No ### Features tab #### Highest rated features - Loan Management: 4.8 rating - Document Management: 4.5 rating - Contact Management: 4.3 rating - Pre-Qualification: 4.3 rating #### Lowest rated features - Electronic Applications: 3.7 rating - Pricing Management: 3.0 rating - For Borrowers: 4.7 rating - Pipeline Management: 4.7 rating #### Feature-related review snippet Reviewer: Michael M. Reviewer details: Financial Services, 501-1,000 employees Published: May 17, 2022 > "the document management and the dashboard customization are probably the biggest features that stand out on the platform" ### Gallery tab Ease of use: 3.6 out of 5 (42 reviews) #### Related review snippet Reviewer: Michael M. Reviewer details: Financial Services, 501-1,000 employees Published: May 17, 2022 > "the document management and the dashboard customization are probably the biggest features that stand out on the platform" --- ## The Loan Office Rating: 4.8 out of 5 (40 reviews) Profile: [The Loan Office](https://www.capterra.com/p/135553/The-Loan-Office/) Visible tabs: Overview, Features, Gallery, Integrations ### Overview tab #### What is this product about? Loan Servicing Software -- fully browser-based, affordable, easy to use, powerful software specifically designed for the small lender. #### Rating breakdown - Ease of Use: 4.7 out of 5 - Customer Service: 4.8 out of 5 - Features: 4.5 out of 5 - Value for Money: 4.8 out of 5 #### Pros and cons based on reviews Not available #### Starting price Starting price: $389.00 Pricing details: Per Month Free trial: No Free demo: No ### Features tab #### Most popular features - Document Management: Available - Pre-Qualification: Available - Contact Management: Available - Pipeline Management: Available - Borrower Management: Available - Electronic Applications: Available - Accounting: Available - Amortization Schedule: Available - Lead Management: Available - Credit Reporting: Available - Task Management: Available - Compliance Management: Available ### Gallery tab Ease of use: 4.7 out of 5 (40 reviews) ### Integrations tab The Loan Office connects with 1+ software tools. [See all integrations](https://www.capterra.com/p/135553/The-Loan-Office/#integrations) #### Most popular integrations - QuickBooks Online Advanced: 4.4 rating --- Page 1 of 3 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Filter (118) Products: Sort By: Featured Partners * * * Plan Type Free Trial Popular 85% of professionals opt for a 30-day trial before the software purchase Other subsciption plans: Free Version Monthly Subscription Annual Subscription One-Time License Key Features All key features Popular We have selected the most important and critical features as defined by Capterra user reviews Accounting AI Copilot Amortization Schedule Borrower Management Client Database Commercial Mortgages Compliance Management Contact Management Credit Reporting Document Management Electronic Applications Escrow Management For Brokers Generative AI Lead Management Pipeline Management Pre-Qualification Residential Mortgages Task Management Deployment Cloud, SaaS, Web-Based Desktop Mac Desktop Windows Desktop Linux On-Premise Windows On-Premise Linux Desktop Chromebook Mobile Android Mobile iPhone Mobile iPad Related Software Category: [Commercial Loan Software](https://www.capterra.com/commercial-loan-software/)[Loan Servicing Software](https://www.capterra.com/loan-servicing-software/)[Mobile Banking Software](https://www.capterra.com/mobile-banking-software/)[Currency Exchange Software](https://www.capterra.com/currency-exchange-software/)[Financial Services Software](https://www.capterra.com/financial-services-software/)[Online Banking Software](https://www.capterra.com/online-banking-software/)[Treasury Software](https://www.capterra.com/treasury-software/)[Mobile Credit Card Processing Software](https://www.capterra.com/mobile-credit-card-processing-software/)[Blockchain Platforms Software](https://www.capterra.com/blockchain-platforms-software/) I'm looking for Mortgage Software that is: [Free](https://www.capterra.com/mortgage-and-loans-software/s/free/)