2026 Best Software Awards are here!See the list

Best Mortgage CRM Software - Page 2

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Mortgage CRM software is tailored software that understands the intricacies of the mortgage industry, and its purpose is to ease the daily responsibilities of loan officers. The software facilitates agency organization and prompt follow-up and client comms; some mortgage CRM solutions also provide real-time lending industry intelligence as well as reputation management functionality. Mortgage CRMs can range from streamlined relationship management and contact management solutions to full suite, end-to-end platforms that include referral management and marketing automation functionality. Common users of mortgage CRMs include mortgage loan officers, lenders, and brokers.

To qualify for inclusion in the Mortgage CRM category, a product must:

Provide features designed exclusively for mortgage professionals
Store, manage, and track contact information
Facilitate lead capture and generation
Ensure activity is SOC compliant
Integrate with loan origination software
Show More
Show Less

Featured Mortgage CRM Software At A Glance

Leader:
Total Expert
Total Expert
Highest Performer:
BNTouch Mortgage CRM
BNTouch Mortgage CRM
Easiest to Use:
BNTouch Mortgage CRM
BNTouch Mortgage CRM
Top Trending:
Cimmaron Mortgage Manager
Cimmaron Mortgage Manager
Show LessShow More
Highest Performer:
BNTouch Mortgage CRM
BNTouch Mortgage CRM
Easiest to Use:
BNTouch Mortgage CRM
BNTouch Mortgage CRM
Top Trending:
Cimmaron Mortgage Manager
Cimmaron Mortgage Manager

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

No filters applied
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Avg. Customer Review
Language
Pricing
Sort by
Clear All
50 Listings in Mortgage CRM Available
  • Sort By:
    G2 Score
Big Purple Dot
(3)3.5 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Powerful real estate management software for lenders & realtors.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 67% Small-Business
    • 33% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Big Purple Dot features and usability ratings that predict user satisfaction
    9.2
    Alerts - Mortgage CRM
    Average: 8.8
    9.2
    Contact Management - Mortgage CRM
    Average: 9.1
    5.8
    Lender Relationship - Mortgage CRM
    Average: 8.5
    6.1
    Ease of Use
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    BigPurpleDot
    HQ Location
    Irvine, US
    Twitter
    @big_purple_dot
    35 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Powerful real estate management software for lenders & realtors.

Users
No information available
Industries
No information available
Market Segment
  • 67% Small-Business
  • 33% Mid-Market
Big Purple Dot features and usability ratings that predict user satisfaction
9.2
Alerts - Mortgage CRM
Average: 8.8
9.2
Contact Management - Mortgage CRM
Average: 9.1
5.8
Lender Relationship - Mortgage CRM
Average: 8.5
6.1
Ease of Use
Average: 8.7
Seller Details
Seller
BigPurpleDot
HQ Location
Irvine, US
Twitter
@big_purple_dot
35 Twitter followers
LinkedIn® Page
www.linkedin.com
3 employees on LinkedIn®
Captaloans
(2)4.5 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Captaloans CRM and Tracking Software combines robust yet simple lead management with mortgage, loan modification, bankruptcy, and debt settlement tracking so you can process more business. Captaloans

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Captaloans features and usability ratings that predict user satisfaction
    8.3
    Alerts - Mortgage CRM
    Average: 8.8
    8.3
    Contact Management - Mortgage CRM
    Average: 9.1
    8.3
    Lender Relationship - Mortgage CRM
    Average: 8.5
    10.0
    Ease of Use
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Interactive Ideas
    Year Founded
    2007
    HQ Location
    N/A
    Twitter
    @captaloans
    112 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Captaloans CRM and Tracking Software combines robust yet simple lead management with mortgage, loan modification, bankruptcy, and debt settlement tracking so you can process more business. Captaloans

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Captaloans features and usability ratings that predict user satisfaction
8.3
Alerts - Mortgage CRM
Average: 8.8
8.3
Contact Management - Mortgage CRM
Average: 9.1
8.3
Lender Relationship - Mortgage CRM
Average: 8.5
10.0
Ease of Use
Average: 8.7
Seller Details
Seller
Interactive Ideas
Year Founded
2007
HQ Location
N/A
Twitter
@captaloans
112 Twitter followers
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
G2 Advertising
Sponsored
G2 Advertising
Get 2x conversion than Google Ads with G2 Advertising!
G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments.
Learn More
E-Closing
(2)4.8 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    E-Closing is a cloudbased title and closing software

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • E-Closing features and usability ratings that predict user satisfaction
    5.0
    Alerts - Mortgage CRM
    Average: 8.8
    5.0
    Contact Management - Mortgage CRM
    Average: 9.1
    5.0
    Lender Relationship - Mortgage CRM
    Average: 8.5
    10.0
    Ease of Use
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    E-Closing
    HQ Location
    Concord, US
    Twitter
    @EClosing
    83 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

E-Closing is a cloudbased title and closing software

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
E-Closing features and usability ratings that predict user satisfaction
5.0
Alerts - Mortgage CRM
Average: 8.8
5.0
Contact Management - Mortgage CRM
Average: 9.1
5.0
Lender Relationship - Mortgage CRM
Average: 8.5
10.0
Ease of Use
Average: 8.7
Seller Details
Seller
E-Closing
HQ Location
Concord, US
Twitter
@EClosing
83 Twitter followers
LinkedIn® Page
www.linkedin.com
29 employees on LinkedIn®
Mortgage Dashboard
(2)4.8 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Mortgage Dashboard is an all-in-one mortgage information portal, designed to deliver relevant data for analyzing the Canadian mortgage market, as well as trends in lending rates.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Mid-Market
    • 50% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Mortgage Dashboard features and usability ratings that predict user satisfaction
    10.0
    Alerts - Mortgage CRM
    Average: 8.8
    9.2
    Contact Management - Mortgage CRM
    Average: 9.1
    9.2
    Lender Relationship - Mortgage CRM
    Average: 8.5
    8.3
    Ease of Use
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    mdashboard
    Year Founded
    2006
    HQ Location
    Toronto, CA
    LinkedIn® Page
    www.linkedin.com
    4 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Mortgage Dashboard is an all-in-one mortgage information portal, designed to deliver relevant data for analyzing the Canadian mortgage market, as well as trends in lending rates.

Users
No information available
Industries
No information available
Market Segment
  • 50% Mid-Market
  • 50% Small-Business
Mortgage Dashboard features and usability ratings that predict user satisfaction
10.0
Alerts - Mortgage CRM
Average: 8.8
9.2
Contact Management - Mortgage CRM
Average: 9.1
9.2
Lender Relationship - Mortgage CRM
Average: 8.5
8.3
Ease of Use
Average: 8.7
Seller Details
Seller
mdashboard
Year Founded
2006
HQ Location
Toronto, CA
LinkedIn® Page
www.linkedin.com
4 employees on LinkedIn®
Mortgage Quest
(2)4.5 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Mortgage Quest is a marketing and CRM for Mortgage, Insurance and Real Estate industries.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Mortgage Quest features and usability ratings that predict user satisfaction
    10.0
    Alerts - Mortgage CRM
    Average: 8.8
    10.0
    Contact Management - Mortgage CRM
    Average: 9.1
    10.0
    Lender Relationship - Mortgage CRM
    Average: 8.5
    10.0
    Ease of Use
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Market Focus
    HQ Location
    United States
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Mortgage Quest is a marketing and CRM for Mortgage, Insurance and Real Estate industries.

Users
No information available
Industries
No information available
Market Segment
  • 100% Enterprise
Mortgage Quest features and usability ratings that predict user satisfaction
10.0
Alerts - Mortgage CRM
Average: 8.8
10.0
Contact Management - Mortgage CRM
Average: 9.1
10.0
Lender Relationship - Mortgage CRM
Average: 8.5
10.0
Ease of Use
Average: 8.7
Seller Details
Seller
Market Focus
HQ Location
United States
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
Trail CRM
(2)4.8 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Trail CRM is a comprehensive customer relationship management platform specifically designed for mortgage, insurance, and financial advisers. It streamlines client interactions and sales processes, en

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Trail CRM features and usability ratings that predict user satisfaction
    9.2
    Alerts - Mortgage CRM
    Average: 8.8
    10.0
    Contact Management - Mortgage CRM
    Average: 9.1
    7.5
    Lender Relationship - Mortgage CRM
    Average: 8.5
    10.0
    Ease of Use
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Trail CRM
    Year Founded
    2017
    HQ Location
    Auckland, NZ
    LinkedIn® Page
    www.linkedin.com
    20 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Trail CRM is a comprehensive customer relationship management platform specifically designed for mortgage, insurance, and financial advisers. It streamlines client interactions and sales processes, en

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Trail CRM features and usability ratings that predict user satisfaction
9.2
Alerts - Mortgage CRM
Average: 8.8
10.0
Contact Management - Mortgage CRM
Average: 9.1
7.5
Lender Relationship - Mortgage CRM
Average: 8.5
10.0
Ease of Use
Average: 8.7
Seller Details
Seller
Trail CRM
Year Founded
2017
HQ Location
Auckland, NZ
LinkedIn® Page
www.linkedin.com
20 employees on LinkedIn®
AllClient CRM Mortgage
(1)5.0 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AllClients, a superior contact manager, will help the lender stay organized by reminding him or her to follow up with the client who wants to refinance several weeks or months in the future. They can

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • AllClient CRM Mortgage features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    AllClients
    Year Founded
    2004
    HQ Location
    Sparks, Nevada
    Twitter
    @allclients
    317 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    6 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

AllClients, a superior contact manager, will help the lender stay organized by reminding him or her to follow up with the client who wants to refinance several weeks or months in the future. They can

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
AllClient CRM Mortgage features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
AllClients
Year Founded
2004
HQ Location
Sparks, Nevada
Twitter
@allclients
317 Twitter followers
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®
Leaf360
(4)5.0 out of 5
Entry Level Price:$59.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Leaf360 is a comprehensive mortgage management software solution that helps mortgage professionals streamline their processes, engage with clients effectively, and manage their operations from lead ge

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Leaf360 features and usability ratings that predict user satisfaction
    10.0
    Alerts - Mortgage CRM
    Average: 8.8
    10.0
    Contact Management - Mortgage CRM
    Average: 9.1
    10.0
    Lender Relationship - Mortgage CRM
    Average: 8.5
    10.0
    Ease of Use
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Leaf360
    HQ Location
    Miami, US
    Twitter
    @Leaf360Io
    1 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Leaf360 is a comprehensive mortgage management software solution that helps mortgage professionals streamline their processes, engage with clients effectively, and manage their operations from lead ge

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Leaf360 features and usability ratings that predict user satisfaction
10.0
Alerts - Mortgage CRM
Average: 8.8
10.0
Contact Management - Mortgage CRM
Average: 9.1
10.0
Lender Relationship - Mortgage CRM
Average: 8.5
10.0
Ease of Use
Average: 8.7
Seller Details
Seller
Leaf360
HQ Location
Miami, US
Twitter
@Leaf360Io
1 Twitter followers
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
MLO Shift
(1)5.0 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The proven mortgage system that helps you convert more leads, get organized and grow your business

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • MLO Shift features and usability ratings that predict user satisfaction
    10.0
    Alerts - Mortgage CRM
    Average: 8.8
    10.0
    Contact Management - Mortgage CRM
    Average: 9.1
    0.0
    No information available
    8.3
    Ease of Use
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    MLO Shift
    Year Founded
    2018
    HQ Location
    Eugene, US
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The proven mortgage system that helps you convert more leads, get organized and grow your business

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
MLO Shift features and usability ratings that predict user satisfaction
10.0
Alerts - Mortgage CRM
Average: 8.8
10.0
Contact Management - Mortgage CRM
Average: 9.1
0.0
No information available
8.3
Ease of Use
Average: 8.7
Seller Details
Seller
MLO Shift
Year Founded
2018
HQ Location
Eugene, US
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
Mortgage iQ CRM
(1)5.0 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Mortgage iQ CRM is a leading provider of Enterprise CRM Software for the Residential Lending Industry. Capabilities include: Database Management, Lead Assignment and Routing, Prequalification, Present

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Mortgage iQ CRM features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Mortgage iQ
    Year Founded
    1992
    HQ Location
    Aliso Viejo, US
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Mortgage iQ CRM is a leading provider of Enterprise CRM Software for the Residential Lending Industry. Capabilities include: Database Management, Lead Assignment and Routing, Prequalification, Present

Users
No information available
Industries
No information available
Market Segment
  • 100% Enterprise
Mortgage iQ CRM features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Mortgage iQ
Year Founded
1992
HQ Location
Aliso Viejo, US
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
MortgageMapp
(1)4.0 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    MortgageMapp offers mobile marketing solutions for real estate professionals.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • MortgageMapp features and usability ratings that predict user satisfaction
    8.3
    Alerts - Mortgage CRM
    Average: 8.8
    8.3
    Contact Management - Mortgage CRM
    Average: 9.1
    6.7
    Lender Relationship - Mortgage CRM
    Average: 8.5
    10.0
    Ease of Use
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    MortgageMapp
    HQ Location
    N/A
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

MortgageMapp offers mobile marketing solutions for real estate professionals.

Users
No information available
Industries
No information available
Market Segment
  • 100% Enterprise
MortgageMapp features and usability ratings that predict user satisfaction
8.3
Alerts - Mortgage CRM
Average: 8.8
8.3
Contact Management - Mortgage CRM
Average: 9.1
6.7
Lender Relationship - Mortgage CRM
Average: 8.5
10.0
Ease of Use
Average: 8.7
Seller Details
Seller
MortgageMapp
HQ Location
N/A
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
Mortgage Returns
(1)4.0 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Integrated CRM for the modern mortgage world. Integrated into the industry's leading loan origination systems, including Ellie Mae's Encompass

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Mortgage Returns features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Intercontinental Exchange
    Year Founded
    2000
    HQ Location
    Pleasanton, CA
    Twitter
    @ICE_Markets
    80,398 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    470 employees on LinkedIn®
    Ownership
    NYSE: ELLI
Product Description
How are these determined?Information
This description is provided by the seller.

Integrated CRM for the modern mortgage world. Integrated into the industry's leading loan origination systems, including Ellie Mae's Encompass

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Mortgage Returns features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Intercontinental Exchange
Year Founded
2000
HQ Location
Pleasanton, CA
Twitter
@ICE_Markets
80,398 Twitter followers
LinkedIn® Page
www.linkedin.com
470 employees on LinkedIn®
Ownership
NYSE: ELLI
MyCRMDashboard
(1)3.0 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    MyCRMDashboard from Continuity Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of lo

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • MyCRMDashboard features and usability ratings that predict user satisfaction
    5.0
    Alerts - Mortgage CRM
    Average: 8.8
    6.7
    Contact Management - Mortgage CRM
    Average: 9.1
    6.7
    Lender Relationship - Mortgage CRM
    Average: 8.5
    5.0
    Ease of Use
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Continuity Programs
    HQ Location
    Walled Lake, MI
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

MyCRMDashboard from Continuity Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of lo

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
MyCRMDashboard features and usability ratings that predict user satisfaction
5.0
Alerts - Mortgage CRM
Average: 8.8
6.7
Contact Management - Mortgage CRM
Average: 9.1
6.7
Lender Relationship - Mortgage CRM
Average: 8.5
5.0
Ease of Use
Average: 8.7
Seller Details
Seller
Continuity Programs
HQ Location
Walled Lake, MI
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
Revo Mortgage Collaboration
(1)4.5 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Revo Mortgage Collaboration is a cloud-based deal management service, it addresses the missing technology gap for mortgage application process and workflow management for high volume mortgage producer

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Revo Mortgage Collaboration features and usability ratings that predict user satisfaction
    10.0
    Alerts - Mortgage CRM
    Average: 8.8
    10.0
    Contact Management - Mortgage CRM
    Average: 9.1
    8.3
    Lender Relationship - Mortgage CRM
    Average: 8.5
    10.0
    Ease of Use
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Revodoc
    Year Founded
    2013
    HQ Location
    Calgary, CA
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Revo Mortgage Collaboration is a cloud-based deal management service, it addresses the missing technology gap for mortgage application process and workflow management for high volume mortgage producer

Users
No information available
Industries
No information available
Market Segment
  • 100% Enterprise
Revo Mortgage Collaboration features and usability ratings that predict user satisfaction
10.0
Alerts - Mortgage CRM
Average: 8.8
10.0
Contact Management - Mortgage CRM
Average: 9.1
8.3
Lender Relationship - Mortgage CRM
Average: 8.5
10.0
Ease of Use
Average: 8.7
Seller Details
Seller
Revodoc
Year Founded
2013
HQ Location
Calgary, CA
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
Third Floor
(1)5.0 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Third Floor is the infrastructure for your mortgage business. Built for loan officers, it streamlines communication and workflows so nothing falls through the cracks. Smart templates let you scale

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Third Floor features and usability ratings that predict user satisfaction
    10.0
    Alerts - Mortgage CRM
    Average: 8.8
    10.0
    Contact Management - Mortgage CRM
    Average: 9.1
    10.0
    Lender Relationship - Mortgage CRM
    Average: 8.5
    10.0
    Ease of Use
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Third Floor
    Year Founded
    2020
    HQ Location
    Cary, US
    LinkedIn® Page
    www.linkedin.com
    14 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Third Floor is the infrastructure for your mortgage business. Built for loan officers, it streamlines communication and workflows so nothing falls through the cracks. Smart templates let you scale

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Third Floor features and usability ratings that predict user satisfaction
10.0
Alerts - Mortgage CRM
Average: 8.8
10.0
Contact Management - Mortgage CRM
Average: 9.1
10.0
Lender Relationship - Mortgage CRM
Average: 8.5
10.0
Ease of Use
Average: 8.7
Seller Details
Seller
Third Floor
Year Founded
2020
HQ Location
Cary, US
LinkedIn® Page
www.linkedin.com
14 employees on LinkedIn®
Filters
Filter
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Avg. Customer Review
Language
Pricing
Sort by
Clear All
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Avg. Customer Review
Language
Pricing
Sort by
Clear All
50 Listings in Mortgage CRM Available
  • Sort By:
    G2 Score