--- 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 3, 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 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.focusitinc.com&name=Pulse Mortgage CRM) ## 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 (6,082)](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 (145) Value For Money 0.0 (0) Value For Money 4.3 (136) Customer Service 0.0 (0) Customer Service 4.4 (142) ## Pulse Mortgage CRM alternatives [4.5 (4,477)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars Highest Rated [4.7 (1,787)](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 (1,256)](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 [4.7 (508)](https://www.capterra.com/p/230567/360Learning/reviews/) Starting price $8.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars ## 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 services industry. It fits lenders and related finance teams that need a web-based CRM for lead management, workflow automation, reporting, alerts, task tracking, and scheduling. 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 and loan activity. It also includes loan origination, electronic applications, credit reporting, and email marketing, plus marketing automation, task management, reminders, a content library, dashboard reporting, and channel management. Talk to an expert ### More questions? Ask our experts 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 learning core features, reviewing setup steps, and checking product details as needed. This format supports self-paced access to guidance without requiring live instruction. ## Features AI summary Based on 14,670 CRM reviews Capterra reviewers highlight these as the top features buyers look for in CRM software: - **Contact Management** (**44%** of reviewers rated this feature as critical) - **Sales Pipeline Management** (**43%**) - **Lead Management** (**44%**) Pulse Mortgage CRM includes **Contact Management** and **Lead Management**, giving teams a clear way to organize customer details and track prospects as they move through the sales process. However, it does not offer **Sales Pipeline Management**. Instead, it provides **Task Management** (**37%**), which can help teams stay on top of follow-ups, deadlines, and daily activities. Together, these features help businesses maintain stronger prospect records and keep sales work moving forward efficiently. 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 Pulse Mortgage CRM 11 features ### All Features - 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.