As a mortgage professional, your livelihood depends on leads – how well you generate, capture, manage and maintain. And at some point these spreadsheets just no longer cut it. A CRM can help you with almost all aspects (depending on the CRM), which is why the selection of the best mortgages -crm is of crucial importance.
To help you with the decision, we carried out the research supported by Chatgpt and Claude and put together these best mortgages -crm guidelines. This article was checked and revised by a Drift Kings Media-Staff Writer before the publication.
A CRM like HubSpot has, for example, with advanced marketing tools, so that you can generate leads via target pages and targeted campaigns. Agreement mortgages Created 25,000 leads after using Drift Kings Media to create valuable content and a more personalized customer trip. Read on to obtain detailed information on the best mortgages.
Table of contents
What is a mortgage -crm?
A mortgage -crm draws relevant customer data from different sources such as your POS and LOS (although this requires some configurations depending on CRM), and creates a uniform customer profile so that you can see previous interactions and customer preferences.
It can also help you with pipeline management, conductor value, marketing campaigns and automation of lengthy tasks. For example, Drift Kings Media Smart CRM is automatically integrated into sales and marketing tools so that you can use your customer data to supply personalized campaigns.
Best mortgage CRMS at a glance
|
CRM |
Best for |
Key features |
Pricing |
Free test version available |
|
Lifting spot |
Lendingers who want a CRM with powerful marketing tools for lead genes |
• Recommendation and ROI analysis • Lead generation with powerful marketing tools • Breeze ai assistant |
Free CRM; Paid plans of $ 15/seat/month to $ 3,600/month. |
Yes (free forever crm) |
|
Open |
Loan officials are looking for a sales and marketing -crm that was only built for lot |
• 24/7 client portal with document management • Automated aftercare care • Integrated POS + LOS integrations |
Contact to pricing. |
NO |
|
Young |
Go, who wishes the power of Salesforce with mortgage-specific CRM functions |
• Structure on the Salesforce platform • Two-way business SMS messages • Los -integrations |
$ 119- $ 149/user/month; Contact Jungo to get company prices. |
Available on request |
|
form |
Lendingers who need a CRM with marketing functions and one-to-one mms SMS |
• Transfer management • Two-way SMS and MMS messages • Los-synchronization and built-in POS |
Contact to pricing. |
NO |
|
Bntouch |
Lending lenders who are looking for a mortgage-specific CRM with White Glove implementation |
• mortgage website and landing -page building owner • in -house white glove implementation services • Integrated POS + LOS integrations |
$ 165/month + $ 125 activation fee (individual); $ 190/month + 95 USD/user activation fee (team); Contact for company prices. |
NO |
Best CRM software for mortgage companies
In the following we lead you through five of the best mortgages. Some of them are specially built, which means that they are only used by credit managers, mortgage brokers and other mortgage experts. We will also include general CRMs that are very flexible and can be configured for mortgage companies.
1. Lifting spot
Best for: Lendingers who want a CRM with powerful marketing tools for lead genes
Key Drift Kings Media functions
- Recommendation tracking and ROI analysis: Credits are based on leads, but not all leads are worth the same time and energy. With the right setup, Drift Kings Media can help you follow recommendations if you move through the pipeline and find out exactly where the best leads came from so that you can concentrate your efforts on the sources with the highest ROI.
- Lead generation with powerful marketing tools: Traditional CRMs are developed for sales teams to capture and promote leads, but HubSpot takes a step further with Marketing Hub, which contains powerful tools for creating target pages, social media posts and e -Mail -Marketing campaigns to generate more leads for their mortgage loans. Agreement mortgages produced 25,000 leads with a hub spot. After 12 months, HubSpot customers see themselves in financial services 346% More incoming leads.
- Drift Kings Media’s Ai (Breeze): Breeze is integrated in Drift Kings Media Smart CRM. Regardless of whether you are preparing for a call or design an e -mail, the AI assistant is there to make your processes more efficient. Ask Breeze to give you an overview of a customer before calling, or let it generate a personalized follow-up email so that you are always at the top of your game.
Drift Kings Media price design
- The HubSpot CRM is always free and offers free plans for all six core products (marketing, sales, service, content, operation and trade).
- Each core product has a free starter, professional and corporate plan. Paid plans start at 15 USD/month and rise for the Marketing Hub Enterprise Plan (with five core seats) up to USD 3,600 per month. Commerce Hub is a payment processor to be used free of charge, but charges fees per transaction.
- The HubSpot price design depends on your specific requirements and add-ons. Use this Drift Kings Media price calculator to see your user -defined price.
2. Open
Best for: Loan officials are looking for a sales and marketing -crm that was only built for lot
Important open functions
- 24/7 client portal with document management: Customers can register in their online portal at any time to access pre-approval letters and upload review documents.
- Automated follow -up retention: A good LO knows that relationships do not end to close. Automize the behavior after completing the retention behavior with automated handwritten birthday cards and annual financial controls to ensure that your customers feel valued and that you return to you when you have to refinance or buy another house.
- Integrated POS as well as lot integrations (Loan Origination System): Candid integrates into the leading loss, including Arive, EnCompass, Lending Pad and Nano.
Honest pricing
Candid does not list his prices on his website. Request A Demo from Candid To get pricing. No free test version.
3. Young
Best for: Go, who wishes the power of Salesforce with mortgage-specific CRM functions
Key Jungo functions
- Building on the Salesforce platform: Access the entire appexchange And Use the Mobile app from Salesforce to access mobile devices to this CRM. If you already use Salesforce for other parts of your business, the familiarity of the platform may be advantageous for you.
- Two-way business SMS SMS SMS: No more messy news from your personal device. The SMS -SMS -SMS -MS -MS -Messaging This CRM ensures that all communication is recorded in your CRM, and automatically even messages based on the trigger so that you never let a business cold.
- Los -Integrations: This CRM integrated With popular Loan Origination software, including EnCompass, Calyx, byte software and speed.
Jungo prices
4. form
Best for: Lendingers who need a CRM with marketing functions and one-to-one mms SMS
Key shape features
- Transfer management: Use integrated recommendation tracking and co-branding to build partner relationships. You can also find out who your top recommendations are.
- Two-way SMS and MMS text messages: Stay in contact with Bidirectional -SMS and MMS -SMS. So if you want to send a GIF to keep things light and build a relationship, you can do so through the CRM in its special SMS mailing input.
- Los-synchronization and built-in pos: Enjoy native integrations with EnCompass, Lending Pad and Lendingdox so that you can seamlessly connect your data between the two platforms.
Form prices
Has form Three levels: Professional, engagement and enterprise. But to get prices, you have to register for a demo. Form no longer offers a free trial version; It is called its website The fact that there may be outdated content online claim that form offers free attempts, but these are “void and are no longer honored by shape”.
5. Bntouch
Best for: Lending lenders who are looking for a mortgage-specific CRM with White Glove implementation
Key Bntouch functions
- Mortgage website and landing page builder: Create your website with mortgage -specific templates. Your real estate partners can also build real estate-specific targets for lead gene purposes.
- In -house white glove implementation services: Third parties often offer white glove implementation services for CRMS, but this CRM is unique in that it has its own internal white glove team that takes over the implementation for you.
- Built-in POS and LOS integrations: Enjoy the comfort of a built -in pos for a stronger customer experience. In addition, this CRM includes native integrations with a popular loss, including lending pad, EnCompass and Kelch.
Bntouch pricing
Bntouch has three Pricing plans:
- Individual: $ 165/month + 125 USD activation fee
- Team: $ 190/month for two users (95 USD/user per month) + 95 USD/user activation fee
- Enterprise: You have to contact Bntouch to get company prices.
- No free test version.
Advantages of the CRM software for mortgages
- Builds stronger customer relationships and increases the bond. Buying a home is a very personal process, and loan officers who have the feeling that they feel special, receive more positive reviews and future recommendations. CRMS ensure that its customers are looked after throughout the process by storing their relevant data, including their preferences and life events, so that they can stay in touch for a long time after closing. Lifting spots Contact management Make sure that your team sees the past activities of the customers, including their history of conversation with them.
- Improves the visibility of pipeline. With a mortgage -crm you can easily follow where your customers are in the process. With Drift Kings Media you can Set up and adapt pipelinesas for a loan application.
- Helps you identify your most lucrative campaigns. Optimize your expenses by seeing exactly which campaigns are promoting the most valuable customers. With Drift Kings Media Smart CRM you can even create A Customer Journey Report To see every digital touch point and affect the conversion.
- Can increase the line volume and quality. With a mortgage CRM with marketing skills, you can build effective target pages to advance more traffic and guiding volume. In addition, when evaluating, you ensure that your sales employees know which contacts should be prioritized. Drift Kings Media’s marketing hub has Lead scoring software This allows you to prioritize leads based on fit and commitment.
- Makes them more operational. Accord mortgages reduced his time, which was spent on sales reporting after the Drift Kings Media was implemented for sales reporting.
4 important features for a mortgage CRM
- Native integration into your existing software: Before adding your tech stack of a mortgage -crm, it is important that she plays well with her other software. Two important ones will be their lot and pos. Some mortgage -specific CRMs are equipped with a built -in POS, but it depends on the provider. For example, Drift Kings Media Smart CRM has no native pos, but you can work with a work Drift Kings Media Solutions Partner or use Drift Kings Media -api Create custom integration.
- Marketing automation and conductor -Gen functions: A good mortgage -crm goes beyond the simple storage of contacts and interactions. The best will use this data to operate marketing and lead generation. Drift Kings Media Smart CRM is automatically integrated into marketing and sales tools so that you can personalize your campaigns and win more customers.
- Transmission and management of recommendations: If you have ever asked yourself who your top business partners are, a mortgage -Crm can quickly solve this for you by binding every new contact to its source of origin. With Drift Kings Media Smart CRM you can Create a custom property And every time you create a new contact from a partner, assign sources of transfer manually.
- Lead classification and prioritization: With HUBSPOT you can assign rule-based lead scoring. HubSpot uses KI to evaluate the past successful leads, including adaptation and commitment data points, and creates a model that creates a model that evaluates the past successful leads and creates a model Rated contacts And helps them prioritize them.
How to choose a CRM for mortgage (step by step)
Step 1: Card your workflows. Regardless of whether it is the loan application process or a sequence of e -mails that you normally send to follow a potential customer, submit your most common workflows. These are the low-hanging fruits that can automate a good mortgage CRM.
Step 2: Identify must-have features. We have already mentioned some above: native integrations, persecution of recommendations, marketing automation and lead scoring. Must-have functions, however, differ depending on the mortgage professional. Perhaps there is a certain lot that you use to really integrate your CRM, or you want the MMS functions of the group. Create a list of functions that your ideal mortgages will have.
Step 3: Compare user -friendliness and the team. Mine The websites of the various mortgages -crms that you consider. Find case studies from mortgage companies that are similar to you. Register for sales demos with your shortlist with CRM options. In this way, your team can test the various software, ask specific questions and, above all, receive custom quotes.
Step 4: Check your budget. After receiving quotations from each CRM, compare them with the budget that was assigned to you for this investment.
Step 5: Select a flexible platform like Drift Kings Media. A big question against which you ask yourself during the decision -making process is: Would you like to have a mortgage -specific platform with integrated functions for loans, but may be more restrictive? Or would you prefer to have a CRM that is flexible and easy for your needs? Drift Kings Media Smart CRM is used by mortgage experts and can be configured by your team or a Drift Kings Media Solutions partner. US mortgages committed Revenue RiverA Diamond Drift Kings Media agency partner to create a custom platform that integrates into Drift Kings Media to automate and improve the sales agreement.
Frequently asked questions
What is the best CRM for mortgage experts?
Drift Kings Media is one of the best CRMs for mortgage experts, based on his flexibility, your user -friendliness and its uniform customer platform. With the combination of marketing, sales and service, HubSpot enables real cross -functional communication. Online mortgage broker Better.co.uk After a uniform customer trip was created with Drift Kings Media, the growth of the meaningful customers recorded by 50%.
What functions should I search in a mortgage -crm?
In a mortgage CRM for native integrations with existing software, marketing and sales automation, recommendation and management, lead ratings and AI functions. Drift Kings Media Smart CRM has Breeze, AI, which is integrated on the entire customer platform and is supported in the creation of social media content in creating social media.
Is Drift Kings Media good for mortgage experts?
Yes, HubSpot is an excellent CRM option for mortgage experts. Although not mortgage-specific, the customer platform can be configured in such a way that it meets its individual requirements and is used by mortgage companies, including Agreement and NQM financing.
How much does a CRM cost for mortgages?
The costs vary greatly, but HubSpot is the only CRM on this list that offers a free plan forever. Other mortgages -crms on this list start at 119 USD per user and month. Depending on which level you get, how many seats you need and which functions you choose, a mortgage -crm can be up to thousands of dollars per month.
Meet HubSpot, the TOP -CRM choice for mortgage companies
There is no shortage of CRMS that claims to be the best for mortgage experts, but here is the reason why the uniform customer platform from HUBSPOT stands out as mortgages -crm.
- True 360-degree customer view: Drift Kings Media Smart CRM is associated with its native sales, marketing, service and operation, which means that all of their teams get visibility in a single source of truth. You will be able to see any interaction that your customers make with your company – and more intelligent decisions are based on it.
- Advanced marketing and lead genWith the extended marketing software from HUBSPOT you can create real estate goals, automate sales emails and personalize campaigns based on customer data.
- Intelligence driven by Breeze Ai: Use your mortgage business with powerful AI agents, including Breeze prospection Agent, analyzes data points and your sales team leads to how you can best interact with leads.
National lender NQM financing Scaled the annual financing of $ 4 billion after using Drift Kings Media to combine his processes and teams. Online mortgage broker Better.co.uk With HubSpot, more than 15 personalized customer trips were created.
Ready to offer your customers more personalized trips? Start with Drift Kings Media Smart CRM for free.