Best CRM for Mortgage Brokers 2025 to Close More Loans

Best CRM for Mortgage Brokers 2025 to Boost Loan Closures

Consider the following scenario: You return to the office at 9 AM and you are already submerged by mortgage lead inquiries, pre-approvals, follow-ups, document requests, and updating the status of your clients.

You are manually it all in spreadsheets, emails, and sticky notes, when your competitors are making deals on autopilot. Sounds familiar?

The reality on the ground, any number of brilliant mortgage brokers have been exposed to the risk of burnout as well as to the loss of business without a smart system to operate.

That’s why the best CRM for mortgage brokers in 2025 isn’t just helpful; it’s essential.

An effective mortgage CRM can automate routine work and make your loan originations faster and more efficient, your communications with clients more effective, and your job less time-consuming.

In this guide, CRM Squirrel’s UK Based Pipedrive Consultant look at the Best CRM for Mortgage Brokers. The Pipedrive Consultant break down which features are actually useful and which ones are just extras.

Our goal is to help you choose a tool that’s cost-effective and delivers real value.

Most importantly, we’ll focus on how these CRMs can help you serve your customers better in 2025.

The Necessity of the Best CRM for Mortgage Brokers

 The Forrester study shows that up to 30 percent more leads are converted, and 2040 percent of administration time is saved by mortgage professionals who use CRM tools.

What is CRM for Mortgage Brokers?

When working as a mortgage broker, a CRM is not a historical contact list.

It’s a smart tool designed to automate your workflow, manage your client database, nurture leads, and maintain compliance.

Tailored for mortgage professionals, these CRMs integrate with loan origination systems (LOS), automate email campaigns, and help manage your entire sales pipeline for mortgage brokers.

You can imagine that it is your digital assistant that never dozes off.

Why Do Mortgage Brokers Need a CRM?

The reasons as to why mortgage brokers require a CRM.

You might be thinking, “Can’t I manage with spreadsheets and sticky notes?” This is why you should have CRM:

• Lead Management

Automatically receive, segment and develop your leads without frustrating manual work.

• Loan Pipeline Visibility

Gain insight to all loan applications’ status at each step in the process in real-time.

• Industry Compliance

Achieve regulatory compliance with deployed compliance requirements.

• Mortgage Marketing Automation

Create follow-ups and tracking email campaigns to get involved.

• Referral Partner Management

Grow and establish improved connections with real estate agencies and financial planners.

With the best CRM for mortgage lenders, you’ll convert more leads and save time for what matters most to your clients.

Advantages of CRM Software of Mortgage Brokers

• Enhanced Lead Conversion

With automated nurturing, no lead is left.

• Efficient Workflow

Manual data entry is a thing of the past as now, automation is possible.

• Improved Client Experience

Make communication personalized on each touch.

• Integrated Communication

Consolidate phone, SMS and email on a system.

• Real-Time Analytics

I know more about my sales and ways to make it successful.

• Pipeline Management

Gain insight into all stages of the deals to focus on the action.

The 10 Best CRM Software for Mortgage Brokers in 2025

On the market, there are hundreds of CRMs. So, what is the trick to locate the one that will suit your mortgage brokerage as a glove?

We have already done the Taskmaster work.

Once we have that, let us look at the 10 best CRMs that will assist you in closing more loans, developing client relationships, and growing your business in 2025:

1. Pipedrive – streamlined sales pipelines

Pipedrive has always been popular among sales-oriented professions and mortgage brokers are no exception.

Its graphical sales pipeline allows one the opportunity to drop and pick deals hence getting a clear position of each lead- first contact down to loan closure.

Key Features of Pipedrive:

• Visual sales pipelines,
• Automation workflows,
• Customizable email templates,
• Mobile app access, and
• Seamless integrations with Loan Origination Systems (LOS).

Ideal type of customer for Pipedrive:

• Mortgage brokers that prefer simple usability,
• User-friendly interfaces, and
• Processes based on automation.

Pros of Pipedrive:

• Very easy to understand and requires little training.
• It is very configurable to suit a number of mortgage processes.
• It can grow with your brokerage.
• Good prices on features.

Cons of Pipedrive:

• Advanced marketing automation (such as drip campaigns and in-depth analytics) requires add-ons or third-party tools.

What makes Pipedrive stand out:

Making the flow of sales simple and understandable, Pipedrive provides brokers with a way to concentrate on the origination of loans and not on spreadsheets.

2. Jungo: Jungo is best suited to Salesforce-based customization

The Jungo platform is developed on the Salesforce platform and thus it becomes one of the most customizable CRM solutions available in the market.

It is created in a mortgage broker-specific manner, and templates and automation are made industry-specific.

Major Capabilities of Jungo:

• Platform based on Salesforce,
• Construction of mortgage-related templates,
• Control over partners of referrals, task flows.

Jungo Ideal to:

Large mortgage firms and teams with internal technology resources that require high levels of customization.

Pros of Jungo:

• The preconfigured mortgage process saves setuptime.
• Takes advantage of the strong ecosystem of Salesforce.
• Trendy reporting and analytics.

Cons of Jungo:

• It has a steep learning curve, especially to teams that are not accustomed to Salesforce.
• Lower total cost of ownership than simple CRMs.

What makes Jungo unique:

Jungo steps in where other tools can make a difference to brokerages that focus on the mortgage industry but who would like some of the functionality that Salesforce has to offer.

3. Shape CRM- All-in-One Mortgage CRM

Shape CRM is an articulated mortgage solution.

It’s an all-in-one platform, meaning everything from lead management to loan tracking lives in one place.

Key Features of Shape CRM:

• Superior lead management,
• Inbuilt LOS integrations, call tracking,
• Automated messaging.

Shape CRM Recommended to:

Mortgage teams who prefer a non-customizable CRM system out of the box.

Pros of Shape CRM:

• Built on the ground up in a mortgage.
• Integrated compliance and communicating devices.
• Highly automated features.

Cons of Shape CRM:

• It might be very expensive to individual brokers or lowly agencies.

What makes Shape CRM special:

Shape CRM is a one-stop shop: everything is integrated in, so you do not waste time on connecting modules.

4. Whiteboard CRM- Suitable to use in the loan officer workplaces

Whiteboard CRM is specifically designed to serve loan officers and mortgage teams interested in having highly automated features such as follow-ups and statuses on loans.

Most Important Features of Whiteboard CRM:

• Loan milestone pre-configured workflows,
• Auto follow-up sequences and
• Team collaboration tools.

Whiteboard CRM Ideal to:

Loan officers who go solo or work on minor broker teams that desire automation and have limited technical baggage.

Pros of Whiteboard CRM:

• Ready-made mortgage processes.
• Mortgage pros.
• Great automation of routine work.

Cons of Whiteboard CRM:

• Less connections with external tools.

Why Whiteboard CRM is unique:

Mortgage experts have access to Whiteboard CRM immediately and do not need to spend weeks on the setup.

5. Velocify by ICE Mortgage Technology

Velocify creates the most sales-ready leads across all sales cycles.

Get the highest quality leads with Velocify by ICE Mortgage Technology.

Velocify targets mortgage brokerages that serve enterprise customers and deal with high amount of applications and leads.

Main Features of Velocify:

• Sale stimulating capabilities,
• Pre-high priority of leads,
• Integrated compliance capabilities, and
• Call connection.

Suitable Vendors of Velocify:

High volume offices, including mortgage call centers and large brokerages.

Pros of Velocify:

• It is the file to scale large sales teams.
• Lead management that is leading in the industry.
• In-line compliance management.

Cons of Velocify:

• An onboarding and setup can be complicated.

How Velocify is different:

In organizations that require enterprise-level scalability, Velocify scales to enormous amounts of leads with ease.

6. BNTouch Mortgage CRM – Client Engagement Best

Regarding front-and-center communication with clients, BNTouch assists the brokerage firms in interacting with them in the loan process.

Features of BNTouch Mortgage CRM:

• Email and SMS marketing is are customizable.
• Borrower portal,
• Tracking the progress of loans.

Ideal user of BNTouch Mortgage CRM:

Mortgage brokers appreciate the importance of good communication with borrowers.

Pros of BNTouch Mortgage CRM:

• Excellent ready-made communique templates.
• Loan tracking portals that keep the clients informed.
• A large number of marketing automation capabilities.

Cons of BNTouch Mortgage CRM:

• The interface might use a facelift.

Why BNTouch Mortgage CRM is distinguished:

BNTouch assists brokers in developing a deep connection with their clients by means of regular communication automatizations.

7. HubSpot CRM – Best Free Starter CRM

HubSpot CRM is a simple, free-of-charge introduction to the CRM arena, and it is suitable to mortgage brokers who are novices or working alone.

Important Facts of HubSpot CRM:

• Simple contact and deal management,
• Email monitoring,
• Sales pipelines, and
• Form integration.

HubSpot CRM Recommended in case:

New mortgage brokers checking out the waters with CRM tools.

Pros of HubSpot CRM:

• Unlimited free plan that includes CRM core functionality.
• Easy, user-friendly interface.
• Grow with scales, and pay per addition.

Cons of HubSpot CRM:

• It does not have mortgage-specific functionality without heavy customization.

Why HubSpot CRM is special:

HubSpot CRM is an unsurpassable value that helps startups, as well as individual brokers, to organize themselves without paying initial investment fees.

8. Zoho CRM – Low-Cost Automated Best Zoho CRM – Low-cost Automated

Zoho CRM is an affordable automation-enabled, analytics-rich and customizable tool.

Key Features of Zoho CRM:

• Workflow automation,
• AI-powered sales assistant,
• Multichannel communication (email, social, SMS), and
• Reporting

Most ideal suitability of Zoho CRM:

Small-to-middle mortgage teams that need inexpensive personalized automation.

Pros of Zoho CRM:

• High value-to-price ratio.
• Large features of sales and marketing.
• It has flexibility in plans.

Cons of Zoho CRM:

• Needs to be tailored toward the mortgage industry processes.

Why Zoho CRM stands out:

Zoho CRM delivers enterprise-quality automation at a brokerage-friendly price to firms looking to automate at scale.

9. Keap (formerly Infusionsoft) – Best for Automation and Follow-Up

Keap is aimed at automating the communication with the clients and working on the tasks, so it would work closely with a broker who prefers his follow-ups to be accomplished at all times.

Strengths of Keap:

Excellent marketing automation with payment processing, appointment booking and contact management.

Keap Best fitted to:

Mortgage brokers who pay much attention to nurturing and stakeholder leads.

Pros of Keap:

• Email, task and appointment powerful automation.
•  Full-service platform sales and marketing tool.
•  Great follow-up processes.

Cons of Keap:

• Takes time to acquire and apply adequately.

The reason why use Keap:

Keep is very good at automating your lead nurturing process so that most of the operations do not require any input from you.

10. LionDesk: Best Real Estate & Mortgage Cross-Sales

LionDesk connects mortgage and real estate, and that is what can make it a favorite with the brokerage firms in both spheres.

Key Features of LionDesk:

• Bulk text messaging and video mails,
• Call recording,
• Lead distribution and
• Drip campaigning.

LionDesk Recommended:

Real estate brokerages that provide mortgage services or those brokers who work cooperatively with real estate teams.

Pros of LionDesk:

• Low prices.
• User-friendly interface.
•  Integrations that are friendly to real estate.

Cons of LionDesk:

• Little high-level automation.

Why LionDesk stands out:

For brokers balancing real estate and mortgage, LionDesk simplifies cross-selling and communication in one platform.

Best CRM for Mortgage Brokers Comparision Table

Why Choose Pipedrive as the Best CRM for Mortgage Brokers?

The truth is simple is good. Pipedrive is different since it is simple to use, very visual, and strikes the optimum balance between simple and potent automation.

The reasons why mortgage brokers love it are as follows:

• Hassle-Free Pipeline

drag-and-drop deals to stages you set up.

• Workflow Automation

Automate lead assignments, follow-ups and reminders on tasks.

• Easy Integrations

Integrates with LOS, email applications and marketing tools.

• Affordability & Scalable

It is affordable and scalable as you can be a lone broker or a full-fledged team.

Pipedrive is your best option if you want to close loans faster by removing the problem of losing leads.

The brokers will not be able to deal with clients in an outdated fashion in 2025.

Choosing the best CRM for mortgage brokers isn’t just about organizing contacts. It’s about closing more deals faster and smarter.

Though all CRMs included in this list might be efficient in their own regard, Pipedrive seems to be the most versatile, convenient, and ROI-centered option.

Want to revolutionize your mortgage brokerage?

Try Pipedrive today and streamline your loan pipeline like never before!

FAQs about Best CRM for Mortgage Brokers

1. Is Pipedrive a good CRM system suited to small mortgage brokers?

Of course, Pipedrive can grow with your account and be cheap, and it is an ideal option to start up an account in a small or growing mortgage brokerage.

2. Can Pipedrive integrate with loan origination systems (LOS)?

Absolutely. Pipedrive integrates with the most popular LOS products, which means your workflow is more efficient: the hard work of finding the lead, followed by verifying the lead, and proceeding with closing the loan will be smoother.

3. Is there an automated follow-up reminder with Pipedrive?

Yes, Pipedrive has automated follow-up, task reminders, and deal stage transitions.

4. Does Pipedrive adhere to industry rules in mortgages?

Although Pipedrive enables workflows that are compliant-friendly, it is essential to combine it with your LOS and compliance software to be compliant with the industry requirements.

5. Is it possible to configure the sales pipeline to mortgage-specific stages?

Indeed, in Pipedrive, the sales stage can be completely customized to reflect your mortgage process.