Best Mortgage CRM Software in 2026
Updated
In short: Total Expert is ranked #1 of 29 as of 5 October 2026, ahead of Aidium and Bearberry. The best-ranked option with a free plan is KudosCRM. The lowest first paid tier on this page is MloFlo at $4.99/mo.
Mortgage teams need a way to keep borrower relationships, loan activity, and partner referrals connected to their sales work. Compare borrower management and loan pipeline tracking with compliance workflows and referral partner management to see how each option addresses your process. Marketing and SMS automation can help you assess outreach capabilities; mobile app availability, free plans, and paid-from pricing add access and cost considerations. Total Expert, Aidium, and Effi are among the options to examine. Use the listed criteria to judge which software fits the way your team manages borrowers and moves loans through its pipeline.
29 mortgage CRM software ranked on what their makers publish — plans and prices, free tiers, platforms and the facts on their own pages.
Mortgage CRM Software, one module each. A lit port is something its maker publishes; 4 of the 25 on this page have a public API.
- 01 Total Expert API yesOSS not on recordFREE yesDOCS 7.3$100/mo
- 02 Aidium API yesOSS not on recordFREE not on recordDOCS 7.0
- 03 Bearberry API yesOSS not on recordFREE not on recordDOCS 6.7$49/mo
- 04 Effi API yesOSS not on recordFREE not on recordDOCS 6.7$180,120/mo
- 05 MloFlo API not on recordOSS not on recordFREE yesDOCS 6.0$4.99/mo
- 06 KudosCRM API not on recordOSS not on recordFREE yesDOCS 5.9$9/mo
- 07 Viato API not on recordOSS not on recordFREE yesDOCS 5.9$49/mo
- 08 Mortgage Magic API not on recordOSS not on recordFREE not on recordDOCS 5.5£85/mo
- 09 BNTouch Mortgage CRM API not on recordOSS not on recordFREE not on recordDOCS 5.4$95/mo
- 10 Jungo API not on recordOSS not on recordFREE not on recordDOCS 5.4$8/mo
- 11 Lend1 API not on recordOSS not on recordFREE not on recordDOCS 5.4A$149/mo
- 12 Shape API not on recordOSS not on recordFREE not on recordDOCS 5.4
- 13 Brokeredge API not on recordOSS not on recordFREE not on recordDOCS 5.2
- 14 Finova Broker CRM API not on recordOSS not on recordFREE not on recordDOCS 5.2
- 15 LoanOfficer.ai API not on recordOSS not on recordFREE not on recordDOCS 5.2$197/mo
- 16 One Mortgage System API not on recordOSS not on recordFREE not on recordDOCS 5.2
- 17 Velocify API not on recordOSS not on recordFREE not on recordDOCS 5.2
- 18 Empower LO API not on recordOSS not on recordFREE not on recordDOCS 5.1
- 19 JimNab CRM API not on recordOSS not on recordFREE not on recordDOCS 5.1
- 20 Lender CRM API not on recordOSS not on recordFREE not on recordDOCS 5.1
- 21 TheBigBot API not on recordOSS not on recordFREE not on recordDOCS 5.1$197/mo
- 22 BrokerDam API not on recordOSS not on recordFREE not on recordDOCS 5.0
- 23 Broki API not on recordOSS not on recordFREE not on recordDOCS 5.0
- 24 LeadBolt API not on recordOSS not on recordFREE not on recordDOCS 5.0
- 25 Lenlia API not on recordOSS not on recordFREE not on recordDOCS 5.0
Compare all 25 in a table
| # | Platform | Score | Free plan | From | Free plan | Paid from | Borrower management | Referral partner management |
|---|---|---|---|---|---|---|---|---|
| 1 | Total Expert | 7.3 | Free plan | $100/mo | Yes | 100 /user/mo | Yes | Yes |
| 2 | Aidium | 7.0 | No | — | — | — | Yes | Yes |
| 3 | Bearberry | 6.7 | No | $49/mo | No | 49 /user/mo | Yes | Yes |
| 4 | Effi | 6.7 | No | $180,120/mo | No | — | Yes | Yes |
| 5 | MloFlo | 6.0 | No | $4.99/mo | No | 69.99 /user/mo | Yes | Yes |
| 6 | KudosCRM | 5.9 | Free plan | $9/mo | Yes | 9 /user/mo | — | — |
| 7 | Viato | 5.9 | Free plan | $49/mo | Yes | 29 /user/mo | Yes | Yes |
| 8 | Mortgage Magic | 5.5 | No | £85/mo | — | — | Yes | Yes |
| 9 | BNTouch Mortgage CRM | 5.4 | No | $95/mo | No | — | Yes | Yes |
| 10 | Jungo | 5.4 | No | $8/mo | No | 96 /user/mo | Yes | Yes |
| 11 | Lend1 | 5.4 | No | A$149/mo | No | — | Yes | Yes |
| 12 | Shape | 5.4 | No | — | No | — | Yes | Yes |
| 13 | Brokeredge | 5.2 | No | — | — | — | Yes | Yes |
| 14 | Finova Broker CRM | 5.2 | No | — | — | — | Yes | — |
| 15 | LoanOfficer.ai | 5.2 | No | $197/mo | No | — | Yes | Yes |
| 16 | One Mortgage System | 5.2 | No | — | — | — | Yes | Yes |
| 17 | Velocify | 5.2 | No | — | — | — | Yes | Yes |
| 18 | Empower LO | 5.1 | No | — | No | — | Yes | Yes |
| 19 | JimNab CRM | 5.1 | No | — | — | — | Yes | Yes |
| 20 | Lender CRM | 5.1 | No | — | — | — | Yes | Yes |
| 21 | TheBigBot | 5.1 | No | $197/mo | No | — | — | — |
| 22 | BrokerDam | 5.0 | No | — | No | — | Yes | Yes |
| 23 | Broki | 5.0 | No | — | No | — | Yes | Yes |
| 24 | LeadBolt | 5.0 | No | — | No | — | Yes | Yes |
| 25 | Lenlia | 5.0 | No | — | No | — | Yes | Yes |
Is your platform on this list?
Numbered spots on this list can be sponsored, and a sponsored row is labelled as paid.
Questions about this list
Which mortgage CRM software is ranked first on Inferse?
Total Expert is ranked #1 of 29 with a score of 7.3. Aidium is second and Bearberry third.
How many of these have a free plan?
3 of the 25 on this page publish a free plan on their own pricing pages.
Which is the cheapest paid option?
On this page, MloFlo has the lowest first paid tier we found: $4.99/mo.
How is this list ranked?
Ranked on what each maker publishes, open and connectable first: a public API, open-source code, the depth of its documentation and a free tier to try it on. Model lists are sorted by the figure in their title, exactly as each provider publishes it.