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description: Discover the best Mortgage Software for your organisation. Compare top Mortgage Software tools with customer reviews, pricing and free demos.
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title: Best Mortgage Software - 2026 Reviews, Pricing & Demos
---

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# Mortgage Software

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## Products

1. [Creatio CRM](https://www.softwareadvice.com.au/software/5948/marketingcreatio-international) — 4.7/5 (133 reviews) — Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sa...
2. [The Mortgage Office](https://www.softwareadvice.com.au/software/84138/the-mortgage-office) — 4.8/5 (285 reviews) — The Mortgage Office is a loan servicing solution designed for companies of all sizes. It offers loan tracking, paymen...
3. [Qualia](https://www.softwareadvice.com.au/software/302768/qualia) — 4.7/5 (208 reviews) — Qualia is a technology platform that fundamentally changes the way real estate is bought and sold by bringing all par...
4. [LendingPad](https://www.softwareadvice.com.au/software/77124/lendingpad) — 4.4/5 (134 reviews) — LendingPad is a cloud-based mortgage loan origination system (LOS) that helps businesses streamline and manage loan o...
5. [nCino’s Mortgage Suite](https://www.softwareadvice.com.au/software/173731/simplenexus) — 4.8/5 (126 reviews) — Unlock new levels of efficiency and profitability with nCino’s Mortgage Suite (formerly: SimpleNexus). The cloud-base...
6. [Jungo](https://www.softwareadvice.com.au/software/72307/jungo) — 4.1/5 (123 reviews) — Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integ...
7. [Mortgage Automator](https://www.softwareadvice.com.au/software/211774/mortgage-automator) — 4.9/5 (112 reviews) — Streamline your lending operations and drive growth with Mortgage Automator - a powerful loan origination and servici...
8. [FileInvite](https://www.softwareadvice.com.au/software/134281/fileinvite) — 4.7/5 (99 reviews) — FileInvite is a document collection solution built to streamline how businesses gather documents, signatures, and cli...
9. [Plaid](https://www.softwareadvice.com.au/software/179020/plaid-for-lending) — 4.4/5 (95 reviews) — Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accou...
10. [BNTouch Mortgage CRM](https://www.softwareadvice.com.au/software/127795/bntouch) — 4.5/5 (95 reviews) — BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehen...
11. [Floify](https://www.softwareadvice.com.au/software/77118/floify) — 4.8/5 (74 reviews) — Floify is a cloud-based point-of-sale solution designed for the mortgage industry that helps automate and manage all ...
12. [LendingWise](https://www.softwareadvice.com.au/software/76638/lendingwise) — 4.6/5 (72 reviews) — LendingWise is a cloud-based customer relationship management (CRM) and loan origination software which enables lende...
13. [IncomeXpert](https://www.softwareadvice.com.au/software/147391/uberwriter) — 4.6/5 (60 reviews) — UberWriter is a cloud-based income analysis tool that helps underwriters process loans and manage data. It is primari...
14. [Surefire CRM](https://www.softwareadvice.com.au/software/233455/surefire-crm) — 4.5/5 (55 reviews) — Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat b...
15. [Calyx Point](https://www.softwareadvice.com.au/software/76107/calyx-software) — 3.5/5 (53 reviews) — Calyx Software is a cloud-based loan servicing platform that helps users with loan and marketing processes. Calyx Sof...
16. [Total Expert](https://www.softwareadvice.com.au/software/295506/total-expert) — 4.3/5 (48 reviews) — Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed ...
17. [Margill Loan Manager](https://www.softwareadvice.com.au/software/37771/margill-loan-manager) — 4.8/5 (48 reviews) — Margill Loan Manager is a Windows-based loan servicing and credit management software that supports various loan type...
18. [MortgageHalo](https://www.softwareadvice.com.au/software/54657/mycrmdashboard) — 4.3/5 (44 reviews) — MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the res...
19. [Shape](https://www.softwareadvice.com.au/software/49041/shapeb) — 4.7/5 (44 reviews) — Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from onli...
20. [Encompass](https://www.softwareadvice.com.au/software/133471/encompass) — 4.0/5 (42 reviews) — Encompass by ICE Mortgage Technology is a digital mortgage solution designed to cater to the complex needs of the len...
21. [The Loan Office](https://www.softwareadvice.com.au/software/37679/the-loan-office) — 4.8/5 (40 reviews) — The Loan Office is a cloud-based and on-premise loan servicing solution for enterprises of all sizes. It’s suitable f...
22. [RamQuest One](https://www.softwareadvice.com.au/software/218602/ramquest-suite) — 4.4/5 (38 reviews) — RamQuest One is a mortgage solution that helps real-estate businesses streamline processes related to workflow manage...
23. [Turnkey Lender](https://www.softwareadvice.com.au/software/160219/turnkey-lender) — 4.6/5 (36 reviews) — TurnKey Lender provides an end-to-end system that automates every step of the lending process, from the loan applicat...
24. [LeadMaster](https://www.softwareadvice.com.au/software/1739/leadmaster-crm) — 4.1/5 (36 reviews) — LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow ...
25. [One Click Contractor](https://www.softwareadvice.com.au/software/79572/one-click-contractor) — 4.5/5 (28 reviews) — One Click Contracter is a construction estimating solution designed to help businesses in the remodellng industry mea...

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## Related Categories

- [Banking Software](https://www.softwareadvice.com.au/directory/4216/banking-systems/software)
- [Loan Servicing Software](https://www.softwareadvice.com.au/directory/4505/loan-servicing/software)
- [Commercial Loan Software](https://www.softwareadvice.com.au/directory/4758/commercial-loan-software/software)
- [Mobile Banking Software](https://www.softwareadvice.com.au/directory/4177/mobile-banking/software)
- [Accounting Software](https://www.softwareadvice.com.au/directory/4220/accounting/software)

## Links

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## This page is available in the following languages

| Locale | URL |
| de | <https://www.softwareadvice.de/directory/4208/mortgage/software> |
| en | <https://www.softwareadvice.com/mortgage/> |
| en-AU | <https://www.softwareadvice.com.au/directory/4208/mortgage/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/4208/mortgage/software> |
| en-IE | <https://www.softwareadvice.ie/directory/4208/mortgage/software> |
| en-NZ | <https://www.softwareadvice.co.nz/directory/4208/mortgage/software> |
| fr | <https://www.softwareadvice.fr/directory/4208/mortgage/software> |

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It offers loan tracking, payment processing, document storage, workflow automation and reporting functionalities within a suite. The product is available both in cloud-based and on-premise deployment options and caters to hard-money lenders, loan servicers, note servicers, cities, municipalities, banks, credit unions and private lenders.\n\n\nThe Mortgage Office features loan tracking, which allows users to track loan charges, interests and advances. Users can also assign multiple funding sources for loans and send automated emails for borrower bills and statements.\n\n\nThe Mortgage Office features adjustable rate mortgage (ARM) tools, complies with the Real Estate Settlement Procedures Act (RESPA) and offers QuickBooks integration. This integration allows users to automatically export data and prepare accounting reports such as accounts payable, accounts receivable and bank reconciliation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fd596411-b3be-4635-b634-137a429e56d6.png","url":"https://www.softwareadvice.com.au/software/84138/the-mortgage-office","@type":"ListItem"},{"name":"Qualia","position":3,"description":"Qualia is a technology platform that fundamentally changes the way real estate is bought and sold by bringing all parties in the real estate  transaction into one secure, cloud-based experience. With Qualia, the home buying experience is streamlined, transparent and efficient.More than 500,000 title, escrow, mortgage and real estate professionals choose Qualia as their all-in-one title production software to boost internal operations and increase efficiency, while also improving client relationships. \n\nQualia provides the ability to seamlessly process title and escrow orders with dynamic workflows that improve communication and information-sharing between all parties. Qualia eliminates the need for multiple systems and rekeying information to complete a file. Users can manage and edit multiple workflows, assign tasks to individuals or groups based on contingencies, and improve your overall workflow management processes without painstaking set-up and maintenance. \n\nDiscover best-in-class operational accounting and invoicing features to help you manage your entire business. From reconciliation services, reporting, and disbursements, to positive pay, aggregate payments and accounts receivable, Qualia ensures each closing's accounting flows smoothly while also providing insights and customizable reports to analyze your business and enable you to harness data to more effectively monitor and grow your business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/51877dc9-0341-45a5-a092-984ae7aa6418.png","url":"https://www.softwareadvice.com.au/software/302768/qualia","@type":"ListItem"},{"name":"LendingPad","position":4,"description":"LendingPad is a cloud-based mortgage loan origination system (LOS) that helps businesses streamline and manage loan origination processes and improve customer experience. With specific editions for brokers, lenders, banks, credit unions, and institutions, it aims to improve real-time collaboration on tasks reducing the total cost of operations.\n\n\nFeatures of LendingPad include inbuilt customer relationship management (CRM) tool, compliance check, document archiving, real-time updates, custom workflows, loan tracking, lead and campaign management and service level agreements. It allows brokers to initiate loan processes from anywhere and add unlimited numbers of users and branches to facilitate the flow and management of leads. Additionally, it lets bankers manage warehousing activities, track loan inventory, perform post-closing audits and handle secondary tasks with investors. The centralized portal provides institutions with a dashboard to monitor omnichannel pipelines and multi-user application processing. \n\n\nLendingPad integrates with several third-party applications enabling businesses to facilitate loan processes. Pricing is available via monthly subscription.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ea52003f-3c4f-46d6-b461-568e0a7515ed.png","url":"https://www.softwareadvice.com.au/software/77124/lendingpad","@type":"ListItem"},{"name":"nCino’s Mortgage Suite","position":5,"description":"Unlock new levels of efficiency and profitability with nCino’s Mortgage Suite (formerly: SimpleNexus). The cloud-based solution automates application, origination, and closing, delivers modern customer convenience, surfaces data insights, and simplifies incentive compensation management.\n\nOur Mortgage Suite includes:\n\nMortgage (formerly: SimpleNexus platform): Allows you to capture more leads, simplify the customer journey, enhance stakeholder collaboration, and execute origination and closing processes with improved efficiency.\n\nIncentive Compensation (formerly: CompenSafe): Enhances mortgage compensation workflows, eliminating reliance on chaotic email chains or manual payroll spreadsheets in favor of automated accuracy, transparency, flexibility, and efficiency.\n\nMortgage Analytics (formerly: Nexus Vision): With intuitive dashboards, instant pipeline and performance data views, loan-level drill-downs, scorecards, and more, this product helps financial institutions deploy a unified data strategy to increase productivity and efficiency.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/62366fbc-a068-476c-b458-7a82ed853664.png","url":"https://www.softwareadvice.com.au/software/173731/simplenexus","@type":"ListItem"},{"name":"Jungo","position":6,"description":"Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce. With countless integrations, Jungo can be fully customizable to fit your needs. Key features include: \n\nMarketing:\nLet Jungo market for you. Jungo comes pre-built with email templates and drip campaigns for every type of contact in your database. That way, you can educate cold leads, nurture existing prospects, and delight past clients automatically! \n\nAutomations:\nSave time and automate repetitive tasks, emails, lead distribution, and more. Jungo is fully customizable to automate your workflow so you can focus on high-value tasks that close. \n\nLOS Integrations:\nJungo integrates with the top loan origination software including Ellie Mae’s Encompass, Calyx Point, LendingPad, Velocity, and Byte. That way, you can sync all of your loan data into Jungo and set up automations as you get more loans. \n\nReporting & Analytics: \nMake data-driven decisions instantly with live data. Jungo has fully customizable reports and dynamic dashboards so you can oversee your entire business. \n\nContact Management:\nEasily segment your database to send more personalized and targeted messages to grow your pipeline. \n\nSecure Document Management:\nKeep all client communication and documentation in once place with Jungo’s encrypted mortgage CRM. Already use Floify? Jungo has a direct integration with Floify. \n \nSign up for a free demo to see how Jungo’s Mortgage CRM will save you time and grow your business! https://ijungo.com/request-demo/?click=softwareadvice","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ccbafd1e-c64c-48fa-b1fd-924a4c802f10.png","url":"https://www.softwareadvice.com.au/software/72307/jungo","@type":"ListItem"},{"name":"Mortgage Automator","position":7,"description":"Streamline your lending operations and drive growth with Mortgage Automator - a powerful loan origination and servicing software. Designed specifically for North American private and hard money lending businesses, the platform enables lenders to automate critical processes, increase efficiency, and focus on what matters - growing their business.\n\nWith Mortgage Automator's comprehensive loan origination suite, lenders can receive leads and loan requests, build a robust sales pipeline, easily manage tasks and communications, and streamline their lending operations. Our intuitive Upload Portal allows borrowers to securely upload important files, images, and videos, making it easy for lenders to review and manage loan applications.\n\nAutomator's loan servicing features allow lenders to eliminate manual errors and save valuable time with powerful automation capabilities. From payment processing and alerts to automating collection processes, tax payments, and reserve tracking, Mortgage Automator streamlines your loan servicing processes and provides a complete overview of your business.\n\nEnhance the credibility of your lending operations and give investors peace of mind with our comprehensive fund structure solution. Automate distribution and reinvestment calculations, manage your investors easily, and provide clear, comprehensive investor statements to give them a complete understanding of their portfolio.\n\nWith Mortgage Automator, you can simplify your lending operations and focus on driving growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6a100b43-8bc9-415e-8e1c-10d9967bfc9b.png","url":"https://www.softwareadvice.com.au/software/211774/mortgage-automator","@type":"ListItem"},{"name":"FileInvite","position":8,"description":"FileInvite is a document collection solution built to streamline how businesses gather documents, signatures, and client data. Designed with the needs of financial services and lending teams in mind, FileInvite provides a secure client portal that simplifies document intake from any device. It features online forms with digital signing, reusable templates, and automated reminders to reduce follow-ups and accelerate processing.\n\nAn intuitive admin dashboard gives teams full visibility and control over document requests, while integrations with platforms like Salesforce, HubSpot, SharePoint, Google Drive, and more enable seamless workflows with existing systems. Trusted by banks, credit unions, and professional service firms, FileInvite helps reduce loan cycle times, save hours of admin per week, and maintain compliance with SOC 2 Type 2 and GDPR standards.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/abe902cf-616d-4e2a-a81f-9a7df92b052c.png","url":"https://www.softwareadvice.com.au/software/134281/fileinvite","@type":"ListItem"},{"name":"Plaid","position":9,"description":"Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate income, verify assets and more.\n\nDesigned to facilitate both lenders and borrowers, Plaid offers secure access to the bank information. It offers a host of features including transaction history, Automated Clearing House (ACH) authentication, real-time account balance, assets verification, employer verification and more. Additionally, it allows verifying email, mailing address, phone number and generating reports in JavaScript Object Notation (JSON) and Portable Document Format (PDF).\n\nProviding information on geolocation, merchant, and categories, Plaid directly integrates with any digital loan application to provide real-time updates. Pricing of the offering is based on the number of instances and per month basis. Support is extended via online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c91a81bc-9c50-44e0-a9e0-fdddb2c5b27b.png","url":"https://www.softwareadvice.com.au/software/179020/plaid-for-lending","@type":"ListItem"},{"name":"BNTouch Mortgage CRM","position":10,"description":"BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies.\n\n\nBNTouch Mortgage CRM includes an extensive suite of features such as email and SMS marketing automation, lead distribution and management, 35+ proprietary mortgage tools, digital 1003 application, pre-built marketing content, customized video marketing, curated social media content, plus more. This solution can integrate with LOS, Outlook, Zapier, and other existing systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a13d2c8d-e37d-4362-bdd4-8ef126cf5979.png","url":"https://www.softwareadvice.com.au/software/127795/bntouch","@type":"ListItem"},{"name":"Floify","position":11,"description":"Floify is a cloud-based point-of-sale solution designed for the mortgage industry that helps automate and manage all processes of loan origination. Designed for all business sizes, it provides a web-based portal to streamline communications among lenders, borrowers and other mortgage stakeholders.\n\n\nFeatures of Floify include loan document management, automated borrower/agent communications, a realtor and referral partner portal, collaboration, interview-styled questionnaires and milestone alerts via SMS, email and mobile applications. It allows businesses to create customizable 1003 applications and facilitate processes by managing creditors' and borrowers' eConsent through an online portal. Additionally, it provides white-label solutions for users to customize iOS and Android mobile applications with brand value. \n\n\nFloify integrates with various third-party applications such as Encompass, Calyx, Byte, LendingQB, Docusign, DropBox, Google Drive, Veri-Tax and Slack along with banks. The pricing is available via monthly subscriptions and provides support via email, chat and phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d6af5e4a-773c-470f-b776-4abd928dc1d9.png","url":"https://www.softwareadvice.com.au/software/77118/floify","@type":"ListItem"},{"name":"LendingWise","position":12,"description":"LendingWise is a cloud-based customer relationship management (CRM) and loan origination software which enables lenders of all sizes to automate complete loan management life cycle.\n\n\nA unified solution, LendingWise allows asset management, loss mitigation, draw management and more via a custom dashboard. Prime features of the platform include resources management, loan applications setup, e-sign ready documents, online document portal, progress tracker, auto document generator, Automated Clearing House (ACH) and draw management with funds control. Additionally, the product offers an inspector portal, funds control, draw request and a mobile application.\n\n\nLendingWise integrates with various vendors and also enables users to manage foreclosure, loan modifications and risk analysis. The pricing of the solution is available on request and support is extended via phone, email and online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ebc895a7-a8d0-4d6f-9a09-c81487a3e76e.jpeg","url":"https://www.softwareadvice.com.au/software/76638/lendingwise","@type":"ListItem"},{"name":"IncomeXpert","position":13,"description":"UberWriter is a cloud-based income analysis tool that helps underwriters process loans and manage data. It is primarily designed for mortgage officers to determine borrowers' income based on tax returns and bank statements.\n\n\nKey features of UberWriter include credit review, training and compliance management. With the calculation module, users can classify different income types and conduct cash flow analysis. The training functionality enables mortgage firms to train professionals on areas like loan applications, property appraisals, fraud and risk management. Additionally, the Rest application programming interface (API) allows underwriters to upload data without manual intervention and generate tax return information.\n\n\nUberWriter’s rental income tool can be used to manage borrowers across different properties and ensure guideline compliant income calculation. It is available on a one-time subscription basis and support is provided via phone and online help desk","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1ce60df4-4f43-418f-a8ad-6b87328338df.png","url":"https://www.softwareadvice.com.au/software/147391/uberwriter","@type":"ListItem"},{"name":"Surefire CRM","position":14,"description":"Surefire CRM and Mortgage Marketing Engine helps thousands of mortgage professionals win new business, drive repeat business, and earn the right to referral business. With intuitive, set-it-and-forget-it workflows and award-winning content, mortgage professionals can effortlessly maintain and deepen their connections with borrowers, recruits, members, brokers, and real estate agents all through one powerful platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1d8c40d2-0bed-43f6-b870-5e6601cb0959.png","url":"https://www.softwareadvice.com.au/software/233455/surefire-crm","@type":"ListItem"},{"name":"Calyx Point","position":15,"description":"Calyx Software is a cloud-based loan servicing platform that helps users with loan and marketing processes.\n\n\nCalyx Software comes with a variety of tools such as Point,Portfolio Producer, Calyx Network, INK-it, WebCaster tools and many more. Features of Point include monthly SaaS pricing, template creation, prospect database and pipeline management,sales and loan checklists. The platform’s WebCaster tool allows users to integrate with Point and PointCentral tracking Google analytics. INK is an electronic signature tool that allows users to prepare borrower forms in Point and PointCentral.\n\n\nCalyx is used by industry leaders in finance due to the various features the site has to offer. The platform comes with product documentation, loan marketing, origination, and processing guides. In addition, Calyx Software offers support via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b69de505-5186-4a9a-94a2-5117b3f946ab.jpeg","url":"https://www.softwareadvice.com.au/software/76107/calyx-software","@type":"ListItem"},{"name":"Total Expert","position":16,"description":"Total Expert is a purpose-built CRM and marketing solution focused on customer loyalty and retention. It is designed specifically for mortgage lending, financial institutions, and credit unions. The Total Expert platform provides tools to improve digital experiences for customers, including personalized communications to build1:1 relationships, group segmentation based on financial journeys, and more. \n\nUsing 360-degree contact views, this solution provides access to behavioral and transactional data. Additionally, Total Expert helps institutions maintain compliance across assets through the use of audit trails and automating approval workflows for marketing content.\n\nPricing information is provided by Total Expert. Support is available via phone, email, live chat, and other online resources.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0087e5c3-f83c-470b-90c0-edf208446f57.png","url":"https://www.softwareadvice.com.au/software/295506/total-expert","@type":"ListItem"},{"name":"Margill Loan Manager","position":17,"description":"Margill Loan Manager is a Windows-based loan servicing and credit management software that supports various loan types including personal, corporate, intercompany, auto, litigation, mortgages and lines of credit.\n\nKey features include amortization, regular and irregular payments, interest-only loans, escrow management, post payments, automatic fees, electronic payments, alerts and multicurrency support. The software allows users to import their existing data using Excel sheets or JSON files.\n\nMargill Loan Manager allows users to create their own rules for fees. Users can set email and SMS alerts or reminders for late payment fees and request documents such as financials or proof of insuracne from clients. \n\nThe reporting features allow users to create various report types including amortization tables, record lists, accounting reports, statements, invoices and a cool dashboard. Reports can also be printed and exported to Excel or PDF and sent to clients in bulk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7be9c164-5a35-4a23-828e-2e08562189e1.png","url":"https://www.softwareadvice.com.au/software/37771/margill-loan-manager","@type":"ListItem"},{"name":"MortgageHalo","position":18,"description":"MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO.\n\n\nThe CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media.\n\n\nThe online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features.\n\n\nThe ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2d0d187c-effb-4d44-bf80-79e8b0f3a35b.png","url":"https://www.softwareadvice.com.au/software/54657/mycrmdashboard","@type":"ListItem"},{"name":"Shape","position":19,"description":"Shape's cloud-based solution offers tools designed to manage online marketing and promotions, capture leads from online sources, organize sales pipelines, connect with customers and automate everyday tasks. Shape is suitable for businesses in industries such as legal, real estate, mortgage, insurance, education, hvac and construction.\n\n\nShape's collaboration tools facilitate project information sharing within and across departments and user roles. It includes a centralized repository to store prospects, accounts, contacts, documents, photos, billing and transactions and e-signature agreements in one place.\n\n\nShape’s customizable dashboard enables users to keep track of department-specific performance indicators and explore business-relevant trends. Additional features include call scripting, drip campaign automation, task scheduling, reporting and integration with Outlook and Gmail.\n\n\nShape is available on a per user per month subscription with no annual contracts and offers customer support via an online knowledge base, phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3bca0b2f-7b74-41cd-a603-ad186a618a8d.png","url":"https://www.softwareadvice.com.au/software/49041/shapeb","@type":"ListItem"},{"name":"Encompass","position":20,"description":"Encompass by ICE Mortgage Technology is a digital mortgage solution designed to cater to the complex needs of the lending and investing landscape. It serves as the singular system of record, eliminating the complexities and reducing the cost of lending and investing at scale. Its end-to-end digital mortgage solution enables users to acquire more customers and seamlessly originate, sell, and purchase loans swiftly and efficiently. Developed with the industry in mind, Encompass delivers significant return on investment, making it an essential platform for businesses looking to maximize profitability and streamline their operations.\n\nEncompass allows any loan officer and underwriter to track loan applications throughout the whole origination process, arrange loan files systematically and utilize process automate to complete loan underwriting tasks in a matter of seconds. The solution lets users archive any loan file and keep track of closed loans. Additionally, firms can send automated emails to stakeholders, audit existing loans and use the compliance management system to ensure compliance with laws. Other features offered by the solution include document management, risk management, refinancing, loan appraisal, an integrated pricing engine and third-party documentation.\n\nEncompass offers a broad range of features and capabilities that set it apart as a best-of-breed solution for every aspect of the mortgage business. Used by a greater number of mortgage companies than any other solution, it supports smarter decision-making, cost reduction, compliance assurance, and innovation across the entire workflow. The platform provides flexible, intuitively designed customer engagement solutions for lead generation and loan origination, empowering businesses to convert leads into loans and transform prospective borrowers into long-term customers.\n\nWith Encompass, businesses can deliver a seamless and configurable digital mortgage experience across the board, ensuring an exceptional customer journey and improved loan quality. The platform's seamless and configurable task-based workflows, coupled with powerful automation, enable users to automate previously manual and time-consuming processes, driving efficiency at every stage of the loan lifecycle. This includes functionalities for borrower point of sale, loan officer point of sale, third-party originator portal, marketing automation, and loan origination and closing.\n\nEncompass' Developer Connect provides access to open application programming interface (API), which helps lenders with application customization and integration. It is available on a monthly subscription basis and support is available via an online help desk and over the phone.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2619e5fd-be79-4eae-bc9d-170f654840b8.png","url":"https://www.softwareadvice.com.au/software/133471/encompass","@type":"ListItem"},{"name":"The Loan Office","position":21,"description":"The Loan Office is a cloud-based and on-premise loan servicing solution for enterprises of all sizes. It’s suitable for lending, mortgage and financial service companies. Primary features include loan management, accounting management, automated clearing house (ACH)/EFT debiting, financial calculator, reporting and forecasting.\n\n\nOther features include federal and local compliance, conversation logs, document management and payoff processing.\n\n\nThe Loan Office allows users to print, manage and file their tax forms such as 1098s, 1099s and Canadian T5 from within the solution. It offers integration with QuickBooks, Microsoft Excel and Microsoft Word.\n\n\nSubscription pricing and perpetual licenses are available. The solution is compatible with Windows and Mac OS. Support is offered via phone and email. Other help options are offered through online newsgroups, online training and a knowledge base.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/daf11150-a44b-4a3c-aaa1-68abff7dab34.png","url":"https://www.softwareadvice.com.au/software/37679/the-loan-office","@type":"ListItem"},{"name":"RamQuest One","position":22,"description":"RamQuest One is a mortgage solution that helps real-estate businesses streamline processes related to workflow management, event scheduling, document capturing, transaction monitoring, and more on a centralized platform. It allows team members to maintain audit logs to track order changes and user activity across multiple key areas. \n\nRamQuest One's built-in document library enables staff members to manage, store, access, and apply electronic signatures across multiple state, ALTA, and Underwriter files. The invoicing functionality, lets users maintain, track and apply bills, credits, and payments for all services based on pre-defined custom rates. Additionally, it lets employees import cleared transaction details from the bank to manage account reconciliation processes, tracking and eliminating fraudulent activities.\n\nRamQuest One facilitates integration with several third-party solutions. Pricing is available on request and support is extended via phone, email, documentation, live chat, and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6d072c6c-992d-4ed5-a97a-99663fdc4fb9.png","url":"https://www.softwareadvice.com.au/software/218602/ramquest-suite","@type":"ListItem"},{"name":"Turnkey Lender","position":23,"description":"TurnKey Lender provides an end-to-end system that automates every step of the lending process, from the loan application and borrower evaluation to origination, underwriting, servicing, collection, reporting, compliance, and more. The system is powered by proprietary deep neural networks and machine learning algorithms that allow for unmatched credit decisioning accuracy and overall security.\n\n\nTurnKey Lender offers loan origination Software powered by proprietary AI-driven technology, machine learning algorithms, and deep neural networks. With this system, loan decisions can be made in under 30 seconds with superior decisioning quality. It is achieved with the help of the TurnKey Lender decisioning engine which allows for in-depth adjustment of the scorecard and decision rules. The system fully automates all steps of the lending process through the loan¿s disbursal.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7aee69ec-37ee-4082-a305-8fcf5cccb224.png","url":"https://www.softwareadvice.com.au/software/160219/turnkey-lender","@type":"ListItem"},{"name":"LeadMaster","position":24,"description":"LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The solution comprises of integrated modules for sales force automation, customer relationship management, marketing automation, business analytics and more. Available on a monthly subscription basis, the solution is used across a wide range of large and midsize industry verticals including advertising, banking, real estate, retail and more.\n\n\nLeadMaster offers multiple features integrated into one full package. Email marketing, lead nurturing, marketing analytics, a virtual call center and workflow automation are just a few of the features offered. The intuitive CRM system offers real-time lead capture, lead distribution, nurturing, tracking and customer reporting. Leads can be qualified and converted from almost any source - webinar, call center, landing page, sales lead suppliers and more. LeadMaster also integrates with a variety of useful tools, like Outlook, Google Calendar and click-to-dial VOIP. Field names, dashboard charts, forms and various other functions can be tailored according to business' unique needs.\n\n\nThe monthly subscription covers installation, upgrades, maintenance, and software licensing. LeadMaster also offers personal guidance from their LeadMaster Partners.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a81832ee-7a4d-488a-8171-2aacc110c96e.png","url":"https://www.softwareadvice.com.au/software/1739/leadmaster-crm","@type":"ListItem"},{"name":"One Click Contractor","position":25,"description":"One Click Contracter is a construction estimating solution designed to help businesses in the remodellng industry measure infrastructure elements remotely, create estimates, offer multiple bid pricing options for customers, sign contracts electronically and more to improve overall sales. It offers mobile applications for Android and iOS devices, enabling sales teams to track job status, add a new customer, view proposals and upload images.\n\nBusinesses can compare payment options across presentations and estimates, share screens with customers to improve virtual selling and use design tools to visualize infrastructure models. One Click Contractor allows sales professionals, homeowners and data collectors to store multiple images of properties and apply them across specific agreements or proposals. Additionally, users can compare changes across building materials on a side-by-side interface.\n\nOne Click Contractor facilitates integration with MarketSharp, Hatch, Ingage, JobNimbus and more. Pricing is available on request and support is extended via phone, email, video tutorials, FAQs and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/50afa020-2fc1-4b3a-86eb-3081497e01d2.png","url":"https://www.softwareadvice.com.au/software/79572/one-click-contractor","@type":"ListItem"}],"numberOfItems":25}
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