# 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 For more information consult our [Mortgage Buyers Guide](#buyers-guide-content) [4.9 (112)](https://www.capterra.com/p/191761/Mortgage-Automator/reviews/) The all-in-one mortgage software for private lenders—originate, service, and automate loans with ease. [Learn more about Mortgage Automator](https://www.capterra.com/p/191761/Mortgage-Automator/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification 98% recommend this product [5.0 (1)](https://www.capterra.com/p/203272/Target-Group/#reviews) Our platform manages the end to end customer journey across a wide range of asset classes including both secured and unsecured lending. [Learn more about Target Group](https://www.capterra.com/p/203272/Target-Group/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [1.0 (1)](https://www.capterra.com/p/148359/AMB/#reviews) Solution that provides accounting for mortgage bankers. Features include budgeting, accounts payable & receivable, & financial reports. [Learn more about AMB](https://www.capterra.com/p/148359/AMB/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [4.7 (133)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Best-in-class financial services CRM and workflow platform with no-code and AI at its core.  [Learn more about Creatio CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification 90% recommend this product [4.6 (72)](https://www.capterra.com/p/166706/LendingWise/reviews/) Finally, a robust CRM & LOS system designed for private & hard money lenders. [Learn more about LendingWise](https://www.capterra.com/p/166706/LendingWise/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) [4.8 (285)](https://www.capterra.com/p/9277/The-Mortgage-Office/reviews/) Trusted for 45+ years, The Mortgage Office delivers the most innovative, secure, and user-friendly loan management platform available. [Learn more about The Mortgage Office](https://www.capterra.com/p/9277/The-Mortgage-Office/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification 95% recommend this product [## Qualia](https://www.capterra.com/p/159101/Qualia/) [4.7 (208)](https://www.capterra.com/p/159101/Qualia/reviews/) Qualia Connect streamlines work with title by automating order placement, information, and document exchange, without leaving the LOS. [Learn more about Qualia](https://www.capterra.com/p/159101/Qualia/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification 90% recommend this product [## LendingPad](https://www.capterra.com/p/171891/LendingPad/) [4.4 (134)](https://www.capterra.com/p/171891/LendingPad/reviews/) LendingPad is a leading web-based mortgage loan origination system (LOS). Secure, compliant, efficient & well-priced. Be URLA Ready! [Learn more about LendingPad](https://www.capterra.com/p/171891/LendingPad/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## nCino’s Mortgage Suite](https://www.capterra.com/p/169464/The-Nexus/) [4.8 (126)](https://www.capterra.com/p/169464/The-Nexus/reviews/) Unites the people, systems, and stages of the mortgage process - all so lenders can increase mortgage profitability. [Learn more about nCino’s Mortgage Suite](https://www.capterra.com/p/169464/The-Nexus/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification 91% recommend this product [## Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/) [4.1 (123)](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/reviews/) Mortgage CRM solution that helps users with marketing automation, loan document management, analytics, and more to grow your pipeline. [Learn more about Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## Plaid](https://www.capterra.com/p/174384/Plaid/) [4.4 (100)](https://www.capterra.com/p/174384/Plaid/reviews/) Simplify the lending process [Learn more about Plaid](https://www.capterra.com/p/174384/Plaid/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## FileInvite](https://www.capterra.com/p/138728/FileInvite/) [4.7 (99)](https://www.capterra.com/p/138728/FileInvite/reviews/) Eliminate the monotony of back-and-forth emails. Gather all the documents, signatures, and data you require up to 80% faster. [Learn more about FileInvite](https://www.capterra.com/p/138728/FileInvite/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) [4.5 (96)](https://www.capterra.com/p/37032/BNTouch/reviews/) Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one central hub. [Learn more about BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## Floify](https://www.capterra.com/p/138124/Floify/) [4.8 (74)](https://www.capterra.com/p/138124/Floify/reviews/) Finding the balance between automation and human connection, Floify helps mortgage professionals automate menial loan tasks. [Learn more about Floify](https://www.capterra.com/p/138124/Floify/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## IncomeXpert](https://www.capterra.com/p/182252/UberWriter/) [4.6 (60)](https://www.capterra.com/p/182252/UberWriter/reviews/) Blueprint automatically determines the borrower's income to give you consistent guideline compliant income every time. [Learn more about IncomeXpert](https://www.capterra.com/p/182252/UberWriter/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## Surefire CRM](https://www.capterra.com/p/202529/Surefire-CRM/) [4.5 (55)](https://www.capterra.com/p/202529/Surefire-CRM/reviews/) Surefire is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions. [Learn more about Surefire CRM](https://www.capterra.com/p/202529/Surefire-CRM/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## Calyx Point](https://www.capterra.com/p/73554/Calyx-Point/) [3.5 (53)](https://www.capterra.com/p/73554/Calyx-Point/reviews/) Loan origination technology for mortgage brokers, mortgage bankers, credit unions, and mortgage lenders nationwide. [Learn more about Calyx Point](https://www.capterra.com/p/73554/Calyx-Point/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## Margill Loan Manager](https://www.capterra.com/p/79849/Margill-Loan-Manager/) [4.8 (48)](https://www.capterra.com/p/79849/Margill-Loan-Manager/reviews/) Loan servicing software with the industry's most sophisticated mathematics and customizable interface for lenders with special needs. [Learn more about Margill Loan Manager](https://www.capterra.com/p/79849/Margill-Loan-Manager/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## Total Expert](https://www.capterra.com/p/146103/Total-Expert/) [4.3 (48)](https://www.capterra.com/p/146103/Total-Expert/reviews/) Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS). [Learn more about Total Expert](https://www.capterra.com/p/146103/Total-Expert/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## Shape](https://www.capterra.com/p/173673/SetShape/) [4.7 (44)](https://www.capterra.com/p/173673/SetShape/reviews/) The most configurable sales, marketing, and CRM automation tool is free to try for 14 days. [Learn more about Shape](https://www.capterra.com/p/173673/SetShape/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## MortgageHalo](https://www.capterra.com/p/173535/MortgageHalo/) [4.3 (44)](https://www.capterra.com/p/173535/MortgageHalo/reviews/) Delivers Purchase Leads & Identify Refinance Opportunities: Increase conversion rates Increase Repeat Business and Client Referrals [Learn more about MortgageHalo](https://www.capterra.com/p/173535/MortgageHalo/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## Encompass](https://www.capterra.com/p/37038/Encompass360/) [4.0 (42)](https://www.capterra.com/p/37038/Encompass360/reviews/) Encompass gives any size lender access to everything they need to originate and close more loans. [Learn more about Encompass](https://www.capterra.com/p/37038/Encompass360/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## The Loan Office](https://www.capterra.com/p/135553/The-Loan-Office/) [4.8 (40)](https://www.capterra.com/p/135553/The-Loan-Office/reviews/) Loan Servicing Software -- fully browser-based, affordable, easy to use, powerful software specifically designed for the small lender. [Learn more about The Loan Office](https://www.capterra.com/p/135553/The-Loan-Office/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## RamQuest One](https://www.capterra.com/p/175894/RamQuest-One/) [4.4 (38)](https://www.capterra.com/p/175894/RamQuest-One/reviews/) Flexible, fully integrated title & escrow solutions enabling policy production, form management, invoicing, vendor management & more. [Learn more about RamQuest One](https://www.capterra.com/p/175894/RamQuest-One/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification [## Turnkey Lender](https://www.capterra.com/p/135052/Turnkey-Lender/) [4.6 (36)](https://www.capterra.com/p/135052/Turnkey-Lender/reviews/) TurnKey Lender platform automates all parts of the lending process for consumer and commercial creditors worldwide. [Learn more about Turnkey Lender](https://www.capterra.com/p/135052/Turnkey-Lender/) Mortgage features reviewers most value Accounting Amortization Schedule Borrower Management Contact Management Document Management Electronic Applications Lead Management Pipeline Management Pre-Qualification Page 1 of 5 ## 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 (114) Products: Sort By: Sponsored * * * 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/)