--- title: "Pulse Mortgage CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Pulse Mortgage CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/130602/Pulse-Mortgage/" page_type: "product" language: "en" --- # Pulse Mortgage CRM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Pulse Mortgage CRM ## What is Pulse Mortgage CRM? Web-based CRM that allows mortgage and loan businesses to manage leads, automate loan status, generate reports, and more. ## What is Pulse Mortgage CRM used for? [Mortgage](https://www.capterra.com/mortgage-and-loans-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $49 Per User, Per Month Free trial not available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Pulse Mortgage CRM?[Manage this product listing](https://www.g2.com/products/pulse-mortgage-crm/claim_requests/new?auto=true) ## Pulse Mortgage CRM Overview Updated August 2026 AI summary Pulse Mortgage CRM provides businesses of all sizes with tools to manage contacts, leads, and tasks in a cloud-based environment. Serving as both a CRM and a mortgage-specific solution, it supports account management and sales tracking. Notable capabilities include integrated email marketing, marketing automation, and reminders, offering flexibility for organizations seeking to enhance client engagement and workflow efficiency. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Pulse Mortgage CRM 0.0 VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $49 per user, per month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.5 (146) Value For Money 0.0 (0) Value For Money 4.3 (137) Customer Service 0.0 (0) Customer Service 4.4 (143) ## Pulse Mortgage CRM alternatives Highest Rated [4.7 (1,789)](https://www.capterra.com/p/102188/LiveAgent/reviews/) Starting price $15.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.5 (1,260)](https://www.capterra.com/p/131735/PandaDoc/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.4 (622)](https://www.capterra.com/p/141642/Copper/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Creatio AI CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) [4.7 (151)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $40.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130149/bpm-online-CRM/) ## FAQs about Pulse Mortgage CRM Overview ### What company size and specific industries is Pulse Mortgage CRM built for? Pulse Mortgage CRM is designed for businesses of all sizes in the mortgage and loan industry. It suits small, mid-sized, and larger lending organizations that need to manage leads, automate workflow processes, and handle reporting, alerts, task management, and scheduling in one web-based system. Features and Usability ### What are the key features of Pulse Mortgage CRM? Pulse Mortgage CRM offers CRM, contact management, lead management, and pipeline management for tracking borrower relationships and loan progress. It also includes loan origination, electronic applications, credit reporting, and marketing automation, plus task management, reminders, dashboard reporting, channel management, email marketing, and a content library. Getting Started and Support ### What training and onboarding options does Pulse Mortgage CRM offer? Pulse Mortgage CRM provides documentation for training and onboarding. Documentation gives teams written reference material for reviewing setup steps, checking feature details, and supporting self-paced learning as needed. ## Features AI summary Based on 14,838 CRM reviews Capterra reviewers point to the following as the CRM features buyers value most: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) Pulse Mortgage CRM includes other functionality that reviewers also see as important, particularly **Contact Management** (**44%**). This feature gives teams a central place to organize borrower and client details, track communications, and maintain more consistent follow-up, helping businesses manage relationships more effectively and keep sales activity moving forward. Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Contact Management Manage, organize, and store contact information Credit Reporting Report customer payment history and outstanding debts to credit bureaus CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Email Marketing Create and send email blasts/campaigns Pulse Mortgage CRM 12 features ### All Features - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Contact Management: Manage, organize, and store contact information - Credit Reporting: Report customer payment history and outstanding debts to credit bureaus - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Email Marketing: Create and send email blasts/campaigns - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Loan Origination: Process of securing a loan from a bank or any other lender. - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Task Management: Create, manage and track all task activities and progression --- Get Advice We can help you find the software with the features you need. ## Pricing Basic $49.00 Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## 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.