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Mortgage Broker CRM

When choosing a CRM for your mortgage business, it is important to find a solution that integrates with your existing loan origination software and front-office processes. Mortgage broker CRM should allow you to view all aspects of a client’s loan history, so you can track progress in completing it. You should also look for features that will automate the process of tracking loan applications and approvals. Read on for a few of the most popular options.


InvestGlass is a Swiss-based CRM, client portal, and digital onboarding tools platform. It gives you complete freedom to manage, design, and develop your digital presence. You can generate up to 50 leads per month with the free trial, and it comes with built-in compliance modules. To learn more, read on! In this article, we’ll take a look at some of the best features of InvestGlass mortgage broker CRM.


Keap is a cloud-based mortgage broker CRM that provides robust marketing automation solutions. Founded in 2011, the company has grown to over 125,000 customers worldwide. Some of its features include over 2,500 integrations, automated text messaging, easy billing tools, and a mobile app for iOS and Android. It also offers small business coaching and 24-hour support. Its pricing varies depending on the features your business needs. Keap is available on a free and paid plan.


Finastra has acquired Doorr, a cloud-based mortgage workflow software company. Using Doorr, mortgage brokers can streamline the entire mortgage application process. The company also offers credit process automation, which is an essential element of any mortgage broker’s business model. Doorr also offers state-of-the-art cloud user interfaces that facilitate fast, reliable completion of residential mortgage deals. Financial details were not disclosed. The acquisition was completed in July 2020.


BNTouch is a powerful mortgage broker CRM that can be used by a number of different types of companies, from traditional brokers to those operating as independent businesses. The platform includes everything from email templates to marketing automation. Not only does it allow mortgage brokers to track and manage their leads, it can also help them to better understand their clients and referral partners. BNTouch comes with hundreds of premade templates that can be used in a variety of marketing campaigns. Besides email templates, the CRM can also incorporate video content, making it easier to send videos to potential customers.


The Whiteboard in mortgage broker CRM automates the follow-up and updates of clientele. A well-managed database equals a happy clientele. The system also allows you to email previous clients about refinancing opportunities, and the system provides pre-loaded forms and call prompts with scripts. The system is a great combination of technology and old school loan officer values. Here are the benefits of Whiteboard.