--- title: "mloflo Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about mloflo Software - reviews, pricing plans, popular comparisons to other CRM products and more." source_url: "https://www.capterra.com/p/265185/mloflo/" page_type: "product" language: "en" publication_date: "2026-10-21" --- # mloflo Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 21, 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)[Reviews](#reviews) mloflo ## What is mloflo? mloflo is a mortgage CRM software that helps loan officers, borrowers, realtors, and processors manage the mortgage process more efficiently. mloflo provides customizable success goals, checklists, daily reminders, follow-ups, and performance tracking to help mortgage professionals nurture relationships, build trust, and close more deals. mloflo aims to break down communication silos so mortgage team members can view loan details, receive alerts, and communicate with borrowers to enable faster approvals and better customer satisfaction. ## What is mloflo used for? [CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $199.99 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 mloflo?[Manage this product listing](https://www.g2.com/products/mloflo/claim_requests/new?auto=true) ## 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. ### mloflo 4.0 (2) VS. [4.4 (4,094)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting Price $199.99 Per User, Per Month Starting Price $115 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.5 (2) Ease Of Use 4.3 (98) Value For Money 3.5 (2) Value For Money 4.2 (83) Customer Service 5.0 (2) Customer Service 4.3 (92) ## mloflo alternatives [4.6 (6,127)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.6 (1,487)](https://www.capterra.com/p/127994/Jobber/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars Highest Rated [4.7 (1,751)](https://www.capterra.com/p/105428/Clio/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## FAQs about mloflo Overview ### What company size and specific industries is mloflo built for? mloflo is designed for mortgage and real estate teams of any size, including loan officers, processors, borrowers, and realtors. It fits organizations involved in lending and property transactions that need to track loan status and generate mortgage pre-approval letters. Features and Usability ### What are the key features of mloflo? mloflo offers sales and marketing tools such as lead capture, lead management, lead qualification, pipeline management, opportunity management, and quotes/estimates. It also includes email management, email marketing, campaign management, calendar sync, task management, reporting and analytics, customizable reports, document storage, and third-party integrations. Getting Started and Support ### What training and onboarding options does mloflo offer? mloflo provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover group presentations and updates, documentation offers written reference material, and videos provide visual self-paced learning for teams getting started. Getting Started and Support ### What customer support options does mloflo offer? mloflo provides email/help desk and phone support for customer questions and issue resolution. No reviewer feedback is available here to describe response times, helpfulness, or common frustrations, so the support experience cannot be characterized beyond those listed channels. ## Features AI summary Based on 14,838 CRM reviews According to Capterra reviewers, these are the CRM features buyers prioritize most when evaluating a solution: - **Data Security** (**51%** of reviewers rated this feature as critical) - **Customer Database** (**52%**) - **Real-Time Data** (**56%**) mloflo includes other CRM capabilities that reviewers also rate as important, such as **Contact Database** (**47%**) and **Contact Management** (**44%**). Together, these features give teams a central place to store contact details, organize relationship information, and keep customer interactions easier to track, helping businesses maintain more consistent follow-up and day-to-day sales coordination. Contact Database 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Centralized database of stakeholders and their contact information such as names, address, phone number etc. Contact Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Calendar Sync 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules Lead Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Pipeline Management 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Reporting/Analytics 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data mloflo 37 features ### All Features - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Data Import/Export: Import and export data to and from software applications - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Interaction Tracking: Track interaction history by documenting conversations for contacts - Lead Capture: Automatically identify and save contact information of potential customers - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Mobile Access: Access software remotely via mobile devices - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Quotes/Estimates: Generate quotes or estimates for customers - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Task Management: Create, manage and track all task activities and progression - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.5 (2) 3.5 Based on 2 reviews ## Pricing Value for money 3.5 (2) Basic $199.99 Per User,Per Month Value for money 3.5 (2) 3.5 Based on 2 reviews 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 Customer Service 5.0 (2) 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 Customer Service 5.0 (2) 5.0 Based on 2 reviews ## User reviews Overall rating 4.0 Based on 2 reviews Filter by rating 5(1) 4(0) 3(1) 2(0) 1(0) Mentioned topic Sorted by most recent NB Natasha B. Loan Officer Financial Services ### "Not Happy " 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 5.0 5.0 Likelihood to Recommend 0/10 January 10, 2024 It was a waste of money. When I canceled other Loan Officer's started receiving my leads although this was promised this would not be an issue. Pros Task Manager - that was very helpful. I was able to remember to meet all scheduled appointments. Cons The emailing system. This was not user friendly, and the auto correct was horrible. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JC Jamie C. Loan Officer Financial Services ### "Finally a CRM I like" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 18, 2023 The overall experience has been A+ ....My biggest concern was customer service as I have had negative experiences with other platforms. Mloflo customer service is hands down the best I have had. Pros I love how everything flows from the beginning of the lead, to the loan, and finally the post close follow up. It has everything I needed in one system including tracking leads, realtors, POS, Doc collector, preapproval, credit, AUS, Dioaler, and drip marketing. Cons The marketing content is still a little limited because they are new but they continue to add new content each week. Alternatives considered [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) [Shape](https://www.capterra.com/p/173673/SetShape/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. ## 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.