9 Best Loan Management Software for Mortgage Brokers

Are you a mortgage broker looking for the best loan management software to streamline your business? You’ve come to the right place! In this blog post, we will discuss the seven best mortgage CRM and loan servicing software options on the market today.

But first, what is loan management software, and why do mortgage brokers need it?

Loan management software is a type of mortgage software that helps loan officers and mortgage brokers manage the loan origination and servicing process. It can include a variety of features, such as loan tracking, customer relationship management (CRM), and loan servicing. Using loan management software can help increase efficiency, organize customer data, and improve the overall customer experience.

Why Loan Management Software is Crucial for Mortgage Brokers

Before we dive into the specifics, let’s understand why investing in the best mortgage crm software is a game-changer:

  • Efficiency: Automate repetitive tasks, from data entry to document collection, freeing up your loan officers to focus on building relationships and closing deals.
  • Organization: Keep track of every lead, application, and client interaction in a centralized system. Say goodbye to scattered spreadsheets and lost documents!
  • Compliance: Ensure your mortgage business adheres to industry regulations and reduces the risk of errors.
  • Customer Experience: Provide a seamless digital mortgage experience for your clients, with easy online applications, real-time updates, and transparent communication.
  • Data-Driven Decisions: Gain insights into your mortgage business performance, identify bottlenecks, and make informed decisions to grow.

So, without further ado, let’s take a look at the seven best loan management software options for mortgage brokers:

1. BNTouch Mortgage CRM

BNTouch Mortgage CRM is a popular choice for loan officers and mortgage brokers. It is a comprehensive platform that offers a wide range of features, including lead management, customer relationship management, and loan tracking. BNTouch also provides automated marketing and sales tools, such as email drip campaigns and a built-in lending library, to help you stay top-of-mind with your clients. The software integrates with various third-party systems, making it a flexible choice.

With BNTouch, loan officers can easily manage their pipeline, stay organized, and provide a seamless borrower experience. The platform also offers mobile apps, ensuring that loan officers can stay connected and access their data on the go.

2. Calyx Software

Calyx Software is a well-known name in the mortgage industry, offering a comprehensive suite of products for loan origination and servicing. Their loan origination system, Point, is an industry-leading solution used by brokers, bankers, and credit unions. It provides a streamlined and compliant loan process, with features such as automated underwriting, fee disclosure, and loan product eligibility.

In addition to loan origination, Calyx Software also offers loan servicing software, Calyx Zap, which enables efficient management of payments, escrow, investor reporting, and more. Calyx is a trusted provider, offering mortgage brokers and lenders a complete solution for their business needs.

3. Mortgage Office

Mortgage Office by Margill is a loan servicing software designed specifically for the mortgage industry. It offers a comprehensive set of features, including loan tracking, payment processing, escrow management, and investor reporting. Mortgage Office is a web-based solution, providing users with remote access and the ability to manage their business from anywhere.

One of the key strengths of Mortgage Office is its customization options. The software can be tailored to meet the specific needs of each user, ensuring a perfect fit for your business. With its robust feature set and flexibility, Mortgage Office is a top choice for mortgage brokers.

4. LoanServicingSoft

LoanServicingSoft is another specialized loan servicing software designed for the mortgage industry. It offers a wide range of features, including loan tracking, payment processing, escrow analysis, and investor reporting. The software is designed to be user-friendly and efficient, helping mortgage professionals streamline their loan servicing processes.

One of the key advantages of LoanServicingSoft is its affordability. The software offers a cost-effective solution for mortgage brokers, with no long-term contracts or hidden fees. With its combination of functionality and value, LoanServicingSoft is a great option for those seeking loan management software.

5. ICE Mortgage Technology

ICE Mortgage Technology, formerly known as Ellie Mae, is a leading provider of digital mortgage solutions. Their platform, Encompass, is an industry-leading loan origination system used by lenders and brokers across the country. Encompass offers a comprehensive set of features, including loan origination, processing, underwriting, and closing.

One of the key strengths of ICE Mortgage Technology is its commitment to innovation and digital mortgage solutions. Encompass is constantly updated with new features and enhancements, ensuring that users have access to the latest technology. Their digital mortgage platform, Borrower Engagement, provides a seamless and intuitive borrower experience.

6. Cloud-Based Loan Origination and Servicing Software

There are several cloud-based loan origination and servicing software options on the market that are worth considering. These platforms offer the convenience of remote access and often come with robust feature sets. Here are a couple of options to explore:

  • Cloud-Based Loan Origination: Cloud-based loan origination systems offer a flexible and accessible solution for loan officers. These systems enable users to manage the entire loan process online, from application to approval. They often include features such as e-signatures, document uploading, and automated decision-making. A cloud-based system can provide a cost-effective and efficient solution for mortgage brokers.
  • Cloud-Based Loan Servicing: Cloud-based loan servicing software provides remote access to your loan portfolio, enabling you to manage payments, escrow, and investor reporting from anywhere. These systems offer real-time data and can automate many of the manual tasks associated with loan servicing. By utilizing cloud-based technology, mortgage brokers can benefit from increased efficiency and improved customer service.

7. Best Mortgage CRMs

In addition to loan origination and servicing software, investing in a quality mortgage CRM can greatly benefit your business. Mortgage CRMs are designed to help loan officers manage their customer relationships and marketing efforts. Here are some key components to look for in a mortgage CRM:

  • Contact Management: A mortgage CRM should offer a centralized database to store and manage customer information, including contact details, loan applications, and communication history.
  • Marketing Automation: Automate your marketing efforts with features such as email drip campaigns, borrower newsletters, and social media integration. This helps you stay top-of-mind with your clients and generate more leads.
  • Lead Management: Capture and qualify leads efficiently with a mortgage CRM that offers lead management features. This includes lead capture forms, lead scoring, and the ability to track lead sources.
  • Borrower Portal: Provide your borrowers with a self-service portal where they can access their loan information, upload documents, and track the progress of their loan application.
  • Integration: Choose a mortgage CRM that integrates seamlessly with your loan origination and servicing software, as well as other tools you use, such as email marketing platforms and calendar systems.

When it comes to finding the best loan management software for mortgage brokers, there are several excellent options available. These software solutions are designed to streamline the loan process, enhance efficiency, and improve the overall borrower experience.

8. Floify

Floify is a digital mortgage solution that focuses on simplifying the loan origination process for mortgage lenders and brokers. It offers:

  • Online loan applications: Makes it easy for borrowers to apply for mortgages.
  • Automated document collection: Reduces the hassle of gathering paperwork.
  • Real-time communication: Enables seamless communication between loan officers and borrowers.

9. Blend

Blend is a platform for loan officers to manage the entire mortgage loan process. It offers features like:

  • Digital loan application: Provides a user-friendly experience for borrowers.
  • Co-pilot: An AI-powered assistant that helps loan officers complete tasks.
  • Integrated marketplace: Allows borrowers to compare rates from different lenders.

Choosing the Best Loan Management Software for Your Needs

Selecting the perfect loan management software is a crucial decision, one that can significantly impact your mortgage business. To make the best choice, carefully assess the following factors:

Loan Origination vs. Servicing:

Are you primarily focused on attracting new borrowers and streamlining the application process (loan origination)?

Or do you need to efficiently manage existing loans, payments, and communication with current clients (loan servicing)?

Some software excels in one area, while others offer comprehensive solutions for both.

Essential Features

  • Lead Management: Do you need help capturing, nurturing, and converting leads into borrowers?
  • Automation: Would automated workflows for tasks like document collection and communication save you time?
  • Compliance: Is ensuring adherence to regulations a top priority? Look for software with built-in compliance checks.
  • Reporting & Analytics: Do you need in-depth insights into your business performance? Robust reporting features can be invaluable.


Your loan officers will be using this software daily. A clean, intuitive interface can drastically improve adoption and efficiency. Consider requesting demos or trials to get a feel for the user experience.


Does the software integrate smoothly with your existing systems, like your CRM, accounting software, or document storage? Seamless integrations can prevent data silos and streamline your workflow.


Loan management software pricing varies widely. Be sure to factor in implementation costs, ongoing fees, and potential add-ons. Compare the cost against the potential return on investment (ROI) in terms of time saved and increased productivity.


Will the software grow with your business? Consider your future needs and choose a solution that can scale as your loan volume increases.

Customer Support:

Reliable customer support is crucial. Look for vendors who offer prompt assistance through various channels like phone, email, or live chat.

By investing in a quality loan management system, mortgage brokers can benefit from increased organization, improved customer relationships, and better insights into their business. Whether you’re looking for a comprehensive CRM, loan origination system, or loan servicing platform, the software options outlined above are worth considering.

Each mortgage broker’s needs are unique, so be sure to evaluate your specific requirements and choose the best loan management software that aligns with your business goals. By leveraging the power of technology, you can take your mortgage business to new heights.

I hope this blog post has provided you with valuable information and helped you in your search for the best loan management software. Remember to consider your unique needs and choose a solution that offers the features and functionality that will benefit your business the most.

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