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Top 10 Contact Management Platforms for Mortgage Brokers for 2026 | Expert Reviews

Albert Richer
Curated by :
Albert Richer
Updated Jan 12, 2026

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Contact Management Platforms for Mortgage Brokers
Albert Richer

Mortgage brokers require contact management platforms that handle sensitive financial data while managing complex loan pipelines from initial prospect contact through closing. Floify excels at document security and collection workflows, offering SOC 2 Type 2 certification with mandatory multi-factor authentication—critical when handling borrower financial documents and compliance audits. If you need enterprise-grade pipeline management with extensive customization, Salesforce Mortgage CRM provides AI-driven insights for loan origination workflows, though implementation costs can be substantial for smaller brokerages. Monday.com delivers strong PII protection through ISO 27018 certification, making it suitable for brokers prioritizing data compliance, but requires a minimum three-seat commitment that inflates costs for solo practitioners. For brokers focused on lead distribution and prospecting workflows, ClickPoint offers automated lead routing and power dialing capabilities, though TCPA compliance checks add $0.03 per transaction for high-volume operations. BNTouch combines comprehensive security certifications with mortgage-specific marketing automation, enabling systematic borrower follow-ups throughout lengthy loan cycles, but users report system instability after updates. Mortgage brokers require contact management platforms that handle sensitive financial data while managing complex loan pipelines from initial prospect contact through closing. Floify excels at document security and collection workflows, offering SOC 2 Type 2 certification with mandatory multi-factor authentication—critical when handling borrower financial documents and compliance audits.

Similar Categories
1
Expert Score
9.8 / 10
715
46
RATED
1
Ontraport CRM for Mortgage Brokers
9.8

Ontraport CRM for Mortgage Brokers

Ontraport CRM for Mortgage Brokers
View Website
Ontraport is a comprehensive CRM software designed specifically for mortgage brokers. Its features are tailored to manage and streamline client communication, track loan processing, schedule appointments, and drive marketing campaigns, thus addressing the unique needs of the mortgage brokerage industry.
Ontraport is a comprehensive CRM software designed specifically for mortgage brokers. Its features are tailored to manage and streamline client communication, track loan processing, schedule appointments, and drive marketing campaigns, thus addressing the unique needs of the mortgage brokerage industry.
RATED

Best for teams that are

  • Tech-savvy brokers wanting powerful, custom marketing automation
  • Small businesses prioritizing email and SMS sequences

Skip if

  • Lenders needing industry-specific compliance tools out-of-the-box
  • Users intimidated by complex automation logic and setup

Expert Take

Our analysis shows Ontraport stands out for mortgage brokers who want to automate their entire business logic, not just send emails. Research indicates its visual campaign builder allows for sophisticated pipeline management that rivals enterprise tools. Based on documented features, the 'done-for-you' setup wizards specifically for mortgage lead generation significantly reduce the time-to-value, making it a powerhouse for brokers willing to invest time in setup.

Pros

  • All-in-one CRM, marketing, and payments
  • Visual campaign builder for complex workflows
  • Pre-built mortgage marketing templates
  • Excellent support via chat and screen share
  • Built-in membership sites for client portals

Cons

  • No native Encompass/Calyx integration
  • Steep learning curve for new users
  • Pricing scales quickly with contact growth
  • Page builder can be slow to load
  • Additional cost for extra users
2
Expert Score
9.8 / 10
717
104
COMPLIANCE CHAMPION
DOCUMENT EFFICIENCY
2
Floify: Mortgage POS Software
9.8

Floify: Mortgage POS Software

Floify: Mortgage POS Software
View Website
Floify is a digital mortgage point-of-sale software platform that drastically streamlines the mortgage process with a focus on the member. It offers robust contact management tools and an intuitive interface perfect for mortgage brokers. The platform simplifies the mortgage journey by providing a single place to collect, verify, and manage all loan documents.
Floify is a digital mortgage point-of-sale software platform that drastically streamlines the mortgage process with a focus on the member. It offers robust contact management tools and an intuitive interface perfect for mortgage brokers. The platform simplifies the mortgage journey by providing a single place to collect, verify, and manage all loan documents.
COMPLIANCE CHAMPION
DOCUMENT EFFICIENCY

Best for teams that are

  • Lenders focusing on automating document collection and POS
  • Brokers needing a streamlined borrower application portal

Skip if

  • Users looking for a standalone CRM for lead nurturing
  • Teams needing deep sales pipeline analytics without a CRM

Expert Take

Our analysis shows Floify excels at automating the most tedious parts of the mortgage process—specifically document collection and borrower follow-up. Research indicates their 'interview-style' 1003 application significantly improves borrower completion rates compared to standard forms. Based on documented security certifications like SOC 2 Type 2 and mandatory MFA, it stands out as a highly secure choice for lenders prioritizing data protection. While integration hiccups exist, the platform's depth in automation makes it a powerful tool for modern originators.

Pros

  • Automated document collection & chasing
  • Interview-style digital 1003 application
  • SOC 2 Type 2 certified security
  • Flexible per-loan pricing options
  • Strong mobile app for borrowers

Cons

  • LendingPad sync reliability issues
  • Strict no-refund billing policy
  • Landing page customization requires coding
  • Support response times vary
  • Limited drag-and-drop UI customization
3
Expert Score
9.5 / 10
656
107
BEST
3
Shape Mortgage CRM
9.5

Shape Mortgage CRM

Shape Mortgage CRM
View Website
Shape Mortgage CRM is a top-rated software for modern lenders and loan officers. It's specially designed for the mortgage industry to centralize leads, automate follow-ups, and offer real-time insights to enhance deal closures. It fills the industry-specific need of managing complex client relationships while streamlining the sales process.
Shape Mortgage CRM is a top-rated software for modern lenders and loan officers. It's specially designed for the mortgage industry to centralize leads, automate follow-ups, and offer real-time insights to enhance deal closures. It fills the industry-specific need of managing complex client relationships while streamlining the sales process.
BEST

Best for teams that are

  • High-volume teams needing built-in dialers and automation
  • Lenders wanting an all-in-one CRM and POS solution
  • Teams chasing internet leads requiring instant response

Skip if

  • Users wanting a free or very low-cost standalone CRM
  • Teams preferring a simple, non-automated interface

Expert Take

Shape Mortgage CRM stands out for its robust, mortgage-specific features. It helps industry professionals manage their leads better, automate follow-ups, and gain valuable insights in real-time. This enables them to close more deals efficiently. The software also integrates well with other systems, making it a comprehensive solution for loan officers and lenders. Its focus on improving sales productivity and customer relationship management in the mortgage industry is why professionals love it.

Pros

  • Industry-specific features
  • Mortgage lead management
  • Automated follow-ups
  • Real-time insights
  • Robust integrations

Cons

  • May require training for optimal use
  • No free plan available
4
Expert Score
9.5 / 10
360
74
MARKETING MASTERY
PIPELINE PRO
4
Jungo Mortgage CRM
9.5

Jungo Mortgage CRM

Jungo Mortgage CRM
View Website
Jungo is a Salesforce-based CRM specifically designed for mortgage brokers. Its unique blend of pipeline management, referral tracking, and marketing automation capabilities make it ideal for managing complex mortgage transactions. With seamless LOS & POS integrations, it stands out as an all-in-one platform for efficient mortgage brokerage operations.
Jungo is a Salesforce-based CRM specifically designed for mortgage brokers. Its unique blend of pipeline management, referral tracking, and marketing automation capabilities make it ideal for managing complex mortgage transactions. With seamless LOS & POS integrations, it stands out as an all-in-one platform for efficient mortgage brokerage operations.
MARKETING MASTERY
PIPELINE PRO

Best for teams that are

  • Loan officers wanting Salesforce power with pre-built mortgage tools
  • Teams prioritizing SMS and referral partner management

Skip if

  • Small teams with limited budgets due to licensing costs
  • Users who find Salesforce interfaces complex or clunky

Expert Take

Jungo is a game-changer for mortgage brokers. It's not just a CRM - it's a comprehensive platform that addresses almost every aspect of the mortgage process. It takes the power of Salesforce and tailors it specifically for mortgage businesses. Its ability to track referrals, manage pipelines, and automate marketing efforts allows brokers to streamline their operations and focus on providing great service. The LOS & POS integrations are icing on the cake, providing a truly all-in-one solution.

Pros

  • Industry-specific features
  • Salesforce integration
  • Full suite of mortgage brokerage tools
  • LOS & POS integrations
  • Marketing automation

Cons

  • Requires Salesforce familiarity
  • Enterprise-level pricing
  • May be overkill for small businesses
5
Expert Score
9.4 / 10
658
72
5
ClickPoint Mortgage Lead Management
9.4

ClickPoint Mortgage Lead Management

ClickPoint Mortgage Lead Management
View Website
ClickPoint is a comprehensive lead management system designed specifically for mortgage brokers. It streamlines the customer journey from initial contact to closing, enhancing productivity and lead conversion rates. The software's industry-specific features address the unique needs of mortgage brokers, such as compliance tracking, multiple integration options, and robust analytics.
ClickPoint is a comprehensive lead management system designed specifically for mortgage brokers. It streamlines the customer journey from initial contact to closing, enhancing productivity and lead conversion rates. The software's industry-specific features address the unique needs of mortgage brokers, such as compliance tracking, multiple integration options, and robust analytics.

Best for teams that are

  • High-volume sales teams focused on speed-to-lead and dialing
  • Managers needing detailed lead distribution and call tracking

Skip if

  • Solo brokers focused on long-term relationship nurturing
  • Teams not focused on high-volume outbound calling

Expert Take

Our analysis shows ClickPoint distinguishes itself with a 'Pull' distribution strategy that gamifies lead acquisition for loan officers, a feature research indicates can significantly reduce speed-to-lead times. Unlike generic CRMs, it offers built-in TCPA compliance tools that verify consent in real-time, addressing a critical legal risk for mortgage lenders. While the one-way Encompass integration is a documented limitation, the platform's proven ability to increase contact rates by up to 60% through local presence dialing makes it a potent tool for high-velocity sales teams.

Pros

  • Unique 'Pull' distribution strategy
  • Local presence dialing increases contact rates
  • Native LendingTree & Zillow integrations
  • Built-in TCPA compliance verification
  • Transparent per-user pricing model

Cons

  • One-way Encompass integration (no inbound)
  • Reporting customization limitations
  • Extra fees for TCPA checks
  • Initial setup requires careful planning
  • Mobile app reviews are mixed
6
Expert Score
9.2 / 10
678
112
6
Avidian CRM for Mortgage Brokers
9.2

Avidian CRM for Mortgage Brokers

Avidian CRM for Mortgage Brokers
View Website
Avidian's CRM for Mortgage Brokers is designed specifically to help brokers manage their leads, foster client relationships, and streamline their workflow. The software comes with key features tailored to meet the unique needs of the mortgage industry, such as contact management, pipeline tracking, and deal management.
Avidian's CRM for Mortgage Brokers is designed specifically to help brokers manage their leads, foster client relationships, and streamline their workflow. The software comes with key features tailored to meet the unique needs of the mortgage industry, such as contact management, pipeline tracking, and deal management.

Best for teams that are

  • Mortgage brokers who work exclusively within Microsoft Outlook
  • Teams wanting a CRM that requires minimal data entry

Skip if

  • Users who do not use Microsoft Outlook as their primary email
  • Teams needing a standalone web-based platform

Expert Take

Our analysis shows that Avidian's deep embedding within Microsoft Outlook distinguishes it for mortgage brokers who live in their inbox. Research indicates that by adopting Outlook's native contacts and offering one-click document generation, it significantly reduces data entry time. Based on documented features, the ability to track borrower assets and credit history directly alongside email communication makes it a highly efficient tool for relationship-driven lending.

Pros

  • Embedded directly in Microsoft Outlook
  • Automated document generation for forms
  • Transparent, affordable monthly pricing
  • Customizable borrower data fields
  • Mobile app for iOS and Android

Cons

  • Reports of Outlook performance issues
  • LOS integration requires API setup
  • No free subscription plan available
  • Search function can be unintuitive
  • Campaign manager costs extra
7
Expert Score
9.2 / 10
458
79
TOP LEAD CONVERTER
ALL-IN-ONE SOLUTION
7
BNTouch Mortgage CRM
9.2

BNTouch Mortgage CRM

BNTouch Mortgage CRM
View Website
BNTouch Mortgage CRM is a robust, industry-specific solution designed for brokers and loan officers. It provides over 30 mortgage marketing tools to help convert leads into clients, streamline communication, automate marketing efforts, and manage customer relationships effectively.
BNTouch Mortgage CRM is a robust, industry-specific solution designed for brokers and loan officers. It provides over 30 mortgage marketing tools to help convert leads into clients, streamline communication, automate marketing efforts, and manage customer relationships effectively.
TOP LEAD CONVERTER
ALL-IN-ONE SOLUTION

Best for teams that are

  • Mid-sized mortgage teams needing deep marketing automation
  • Loan officers wanting a pre-built digital 1003 and portal

Skip if

  • Users prioritizing modern, sleek user interfaces
  • Teams needing highly flexible, non-rigid pipelines

Expert Take

Our analysis shows BNTouch distinguishes itself by functioning as a complete digital mortgage platform rather than just a CRM. Research indicates that its inclusion of a digital 1003 application, video marketing tools, and deep LOS integrations allows loan officers to manage the entire lifecycle from lead to funded loan in one system. Based on documented security certifications like SOC2 and ISO 27001, it also offers enterprise-grade data protection that is critical for the financial sector.

Pros

  • Integrated digital 1003 loan application
  • Unlimited video marketing capabilities
  • Strong LOS integrations (Encompass, Calyx)
  • Dedicated borrower and partner portals
  • SOC2 and ISO 27001 certified security

Cons

  • Steep learning curve for new users
  • Interface described as outdated/clunky
  • Mandatory upfront activation fees
  • Text messaging fees for high volume
  • Mobile app experience varies by user
8
Expert Score
9.0 / 10
615
62
USER-FRIENDLY INTERFACE
REAL-TIME INSIGHTS
8
Surefire CRM
9.0

Surefire CRM

Surefire CRM
View Website
Designed specifically for mortgage brokers, Surefire CRM automates borrower outreach throughout the mortgage process. It delivers timely, award-winning content tailored to borrowers' current loan status, streamlining communication and enhancing customer relationships.
Designed specifically for mortgage brokers, Surefire CRM automates borrower outreach throughout the mortgage process. It delivers timely, award-winning content tailored to borrowers' current loan status, streamlining communication and enhancing customer relationships.
USER-FRIENDLY INTERFACE
REAL-TIME INSIGHTS

Best for teams that are

  • Lenders wanting 'set it and forget it' marketing content
  • Loan officers prioritizing relationship management and referrals

Skip if

  • Teams needing deep sales pipeline analytics
  • Users wanting a highly customizable self-service reporting tool

Expert Take

Our analysis shows that Surefire CRM stands out primarily for its massive, compliance-ready content library and 'set-it-and-forget-it' automation that deeply integrates with the Encompass ecosystem. Research indicates that its 'Client for Life' workflows can significantly reduce customer acquisition costs by automating years of post-close outreach. While usability scores trail modern competitors, the sheer depth of its marketing automation and ICE-backed ecosystem makes it a powerhouse for lenders prioritizing retention and regulatory compliance over interface simplicity.

Pros

  • 1,000+ piece award-winning content library
  • Native integration with Encompass LOS
  • Automated 'Client for Life' retention workflows
  • Power Video for personalized messaging
  • Omni-channel marketing (Text, Email, Print)

Cons

  • Steep learning curve and clunky UI
  • Reports of slow or unresponsive support
  • Opaque pricing (quote-based)
  • Limited self-service reporting capabilities
  • History of significant system errors (2024)
9
Expert Score
8.9 / 10
406
26
EFFORTLESS AUTOMATION
ROBUST SUPPORT
9
Monday.com Mortgage CRM
8.9

Monday.com Mortgage CRM

Monday.com Mortgage CRM
View Website
Monday.com Mortgage CRM is a comprehensive solution for mortgage brokers. It automates repetitive tasks, ensures compliance with regulations, captures leads, and manages customer expectations, thus addressing the unique demands of the mortgage industry.
Monday.com Mortgage CRM is a comprehensive solution for mortgage brokers. It automates repetitive tasks, ensures compliance with regulations, captures leads, and manages customer expectations, thus addressing the unique demands of the mortgage industry.
EFFORTLESS AUTOMATION
ROBUST SUPPORT

Best for teams that are

  • Small teams wanting highly customizable workflows
  • Tech-savvy users who want to build their own processes

Skip if

  • Lenders needing out-of-the-box mortgage compliance tools
  • Teams wanting a pre-built, industry-specific solution

Expert Take

Our analysis shows Monday.com stands out for its enterprise-grade security, specifically the ISO 27018 certification for PII protection, which is critical for mortgage brokers handling sensitive borrower data. Research indicates that while it requires some initial setup compared to niche mortgage CRMs, its 'Work OS' flexibility allows brokers to build exact, automated workflows that proprietary tools often cannot match. Based on documented features, it offers a superior balance of visual usability and deep customization for scaling brokerages.

Pros

  • Visual drag-and-drop pipeline management
  • ISO 27018 certified for PII protection
  • Highly customizable automation workflows
  • Massive third-party integration marketplace
  • Transparent, publicly traded company stability

Cons

  • Standard plan automation limits (250/mo)
  • Requires middleware for some LOS syncs
  • Minimum 3-seat purchase requirement
  • Mobile app has limited filtering
  • Steep learning curve for complex logic
10
Expert Score
8.6 / 10
667
116
VALUE
AI-DRIVEN INSIGHTS
SEAMLESS INTEGRATION
10
Salesforce Mortgage CRM
8.6

Salesforce Mortgage CRM

Salesforce Mortgage CRM
View Website
Salesforce Mortgage CRM is designed specifically for lenders, streamlining the loan origination to service process with AI and data-driven insights. This CRM builds trust and fosters relationships in the mortgage industry through personalized customer journeys and predictive analytics.
Salesforce Mortgage CRM is designed specifically for lenders, streamlining the loan origination to service process with AI and data-driven insights. This CRM builds trust and fosters relationships in the mortgage industry through personalized customer journeys and predictive analytics.
VALUE
AI-DRIVEN INSIGHTS
SEAMLESS INTEGRATION

Best for teams that are

  • Large lenders and banks requiring enterprise-grade security
  • Institutions needing deep customization and data consolidation

Skip if

  • Small brokerages with limited budgets and IT resources
  • Solo loan officers wanting a simple, plug-and-play tool

Expert Take

Salesforce Mortgage CRM is beloved by professionals in the mortgage industry for its industry-specific features. Its AI capabilities help in identifying trends, predicting outcomes and automating tasks, which can greatly enhance productivity. Additionally, it provides deep analytics to help understand customer behavior, enabling lenders to build stronger relationships. The platform's versatility, allowing integrations with other systems, makes it a comprehensive solution for mortgage professionals.

Pros

  • Tailored for mortgage industry
  • AI-driven insights
  • Advanced analytics
  • Robust integration capabilities
  • Reliable customer support

Cons

  • Can be complex for beginners
  • Pricing might be high for small businesses
  • Customization may require technical expertise

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support SOC 2 or ISO Certified Popular Integrations Supports SSO Starting Price
1 Ontraport CRM for Mortgage Brokers
Yes No Yes - 14 days Yes Yes Yes Not specified Google Workspace, Microsoft 365, Zapier No Contact for pricing
2 Floify: Mortgage POS Software
Yes No Contact for trial Yes Yes Yes Not specified Encompass, Calyx Point, DocuSign Yes Contact for pricing
3 Shape Mortgage CRM
Yes No Yes - 14 days Yes Yes Yes Not specified Google Workspace, Microsoft 365, Salesforce Yes Contact for pricing
4 Jungo Mortgage CRM
Yes No Contact for trial Yes Yes Yes Not specified Salesforce, Encompass, DocuSign Yes Contact for pricing
5 ClickPoint Mortgage Lead Management
No No Contact for trial No No Email/Ticket only Not specified Limited integrations No Contact for pricing
6 Avidian CRM for Mortgage Brokers
No No Contact for trial No No Email/Ticket only Not specified Microsoft Outlook, Microsoft 365, Google Workspace No Custom pricing
7 BNTouch Mortgage CRM
Yes No Yes - 14 days Yes No Yes Not specified Google Workspace, Microsoft 365, Salesforce No $79/month
8 Surefire CRM
No No Contact for trial Yes No Email/Ticket only Not specified Google Workspace, Microsoft 365, Salesforce No Contact for pricing
9 Monday.com Mortgage CRM
Yes Freemium Yes - 14 days Yes Yes Yes SOC 2 Slack, Google Workspace, Microsoft 365 Yes $8/user/month
10 Salesforce Mortgage CRM
Yes No Contact for trial Yes Yes Yes Both Slack, Google Workspace, Microsoft 365, HubSpot Yes Contact for pricing
1

Ontraport CRM for Mortgage Brokers

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Google Workspace, Microsoft 365, Zapier
Supports SSO
No
Starting Price
Contact for pricing
2

Floify: Mortgage POS Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Encompass, Calyx Point, DocuSign
Supports SSO
Yes
Starting Price
Contact for pricing
3

Shape Mortgage CRM

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Google Workspace, Microsoft 365, Salesforce
Supports SSO
Yes
Starting Price
Contact for pricing
4

Jungo Mortgage CRM

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Salesforce, Encompass, DocuSign
Supports SSO
Yes
Starting Price
Contact for pricing
5

ClickPoint Mortgage Lead Management

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
Contact for pricing
6

Avidian CRM for Mortgage Brokers

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Microsoft Outlook, Microsoft 365, Google Workspace
Supports SSO
No
Starting Price
Custom pricing
7

BNTouch Mortgage CRM

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
No
Live Chat Support
Yes
SOC 2 or ISO Certified
Not specified
Popular Integrations
Google Workspace, Microsoft 365, Salesforce
Supports SSO
No
Starting Price
$79/month
8

Surefire CRM

Has Mobile App
No
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
No
Live Chat Support
Email/Ticket only
SOC 2 or ISO Certified
Not specified
Popular Integrations
Google Workspace, Microsoft 365, Salesforce
Supports SSO
No
Starting Price
Contact for pricing
9

Monday.com Mortgage CRM

Has Mobile App
Yes
Has Free Plan
Freemium
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
SOC 2
Popular Integrations
Slack, Google Workspace, Microsoft 365
Supports SSO
Yes
Starting Price
$8/user/month
10

Salesforce Mortgage CRM

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
SOC 2 or ISO Certified
Both
Popular Integrations
Slack, Google Workspace, Microsoft 365, HubSpot
Supports SSO
Yes
Starting Price
Contact for pricing

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How We Rank Products

How We Evaluate Products

Our Evaluation Process

The 'How We Choose' section for contact management platforms for mortgage brokers outlines the comprehensive methodology employed to evaluate and rank products within this category. Key factors considered include specifications, features, customer reviews, ratings, and the overall value provided by each platform. Specific considerations that influenced the selection process encompass the unique requirements of mortgage brokers, such as lead tracking, compliance features, and integration capabilities with other industry tools.

The research and analysis approach involved comparing specifications across the evaluated products, analyzing customer feedback from various sources, and reviewing ratings to gauge overall satisfaction. Additionally, the price-to-value ratio was assessed to determine how well each platform meets the needs of mortgage professionals in relation to its cost. This structured methodology ensures that the rankings reflect an objective assessment based on available data, highlighting the most suitable options for mortgage brokers seeking effective contact management solutions.

Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.

Verification

  • Products evaluated through comprehensive research and analysis of industry standards for mortgage brokers.
  • Rankings based on a thorough analysis of customer reviews and expert ratings specific to contact management solutions.
  • Selection criteria focus on key features essential for mortgage broker efficiency and client engagement.

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Score Breakdown

0.0 / 10

What This Award Means