Best Mortgage Software for Small Businesses (Free & Paid)

Financial Services Cloud is a specialized customer relationship management (CRM) software designed for the financial services industry. This platform provides tools for managing client relationships, tracking financial transactions, and ensuring compliance with industry regulations. With its userfriendly interface, financial advisors can easily access client information, monitor account performanc... Read more about Financial Services Cloud

The FICO Optimization Solution for Mortgage Pricing offers a sophisticated approach to mortgage pricing by utilizing advanced data analytics and optimization techniques. This software enables lenders to set competitive and profitable mortgage rates, taking into account numerous market variables and customer segments. With its predictive modeling, the FICO Optimization Solution provides lenders wit... Read more about FICO Optimization Solution for Mortgage Pricing

Plaid is a cutting-edge financial technology software that acts as a bridge between applications and users' bank accounts, revolutionizing the way financial data is accessed and utilized. Its primary feature is the seamless and secure integration it offers, allowing apps to connect with users’ bank accounts for various purposes like personal finance management, lending, and payments. Plaid stand... Read more about Plaid

EDocGen is a powerful mortgage and loans document automation tool, designed to streamline and simplify document generation in the financial services sector. With EDocGen, mortgage and loan providers can automatically generate, distribute, and manage crucial documents such as loan agreements, disclosures, and mortgage statements. Its flexible template design allows users to create standardized form... Read more about EDocGen

Avista Accelerator is a leading loan origination software that streamlines the lending process for financial institutions. With its robust features, it simplifies application management, credit checks, and compliance tracking, ensuring a seamless experience for both lenders and borrowers. The software offers customizable workflows, allowing organizations to tailor the process to their specific nee... Read more about Avista Accelerator

AllCloud Enterprise is a comprehensive loan servicing software designed to streamline the management of loans and financial transactions for lenders and financial institutions. This platform offers an array of features that facilitate the entire loan lifecycle, from origination and underwriting to servicing and collections. With its user-friendly interface, AllCloud Enterprise enables users to tra... Read more about AllCloud Enterprise

Creatio is a unique software platform that combines CRM, process automation, and low-code development capabilities, catering primarily to medium and large enterprises. Its standout feature is the seamless integration of these three core functionalities, enabling businesses to manage customer relationships, streamline processes, and rapidly develop custom applications. Creatio's CRM module excels i... Read more about Creatio

Creatio CRM is an advanced sales force automation software that helps organizations streamline their sales processes and enhance customer relationships. With its user-friendly interface, Creatio enables sales teams to manage leads, opportunities, and customer interactions efficiently. The software offers powerful analytics tools that provide insights into sales performance, helping teams make data... Read more about Creatio CRM

REALTrans is an innovative mortgage and loans software designed to streamline the loan origination and processing workflow for financial institutions. It offers a comprehensive suite of tools for managing applications, underwriting, and closing processes, ensuring compliance with industry regulations. REALTrans enables users to automate routine tasks, reducing manual effort and improving operation... Read more about REALTrans

Blend is a comprehensive loan origination software designed to streamline the mortgage and lending process for financial institutions. This platform offers tools for managing applications, verifying borrower information, and facilitating communication between lenders and applicants. With Blend, users can create a user-friendly online application process that enhances the borrower experience and re... Read more about Blend

nCino’s Mortgage Suite is a comprehensive mortgage and loans software designed to streamline the loan origination process for financial institutions. This powerful platform offers a suite of tools that enable lenders to manage the entire mortgage lifecycle, from application to closing, with efficiency and accuracy. With nCino’s Mortgage Suite, users can automate workflows, enhance collaboratio... Read more about nCino’s Mortgage Suite

MeridianLink Mortgage is a comprehensive software solution designed to streamline the mortgage and loan origination process for financial institutions. This robust platform offers a suite of tools for managing applications, automating workflows, and ensuring compliance with regulatory requirements. With MeridianLink Mortgage, lenders can efficiently track the status of applications, manage documen... Read more about MeridianLink Mortgage

MeridianLink Consumer is a specialized loan origination software designed to streamline the lending process for financial institutions. This platform provides tools for managing loan applications, automating workflows, and ensuring compliance with industry regulations. Users can create customizable application forms that capture essential borrower information, improving the efficiency of the loan ... Read more about MeridianLink Consumer

TValue is a specialized loan servicing software designed to enhance the management of loan portfolios for lenders and financial institutions. This comprehensive platform provides tools for tracking payments, monitoring loan performance, and ensuring compliance with regulatory standards. With features such as automated reporting, customizable dashboards, and real-time analytics, TValue enables orga... Read more about TValue

Floify is a cutting-edge mortgage point-of-sale software developed to optimize the loan origination process for lenders and borrowers alike. Its standout feature is the streamlined document collection and management system, which significantly reduces the hassle of paperwork. Floify excels in enhancing communication, offering real-time updates and notifications to keep all parties informed. The pl... Read more about Floify

Roostify is an innovative point of sale software designed to streamline the transaction process for retail and hospitality businesses. This platform provides comprehensive tools for managing sales, inventory, and customer interactions efficiently. With Roostify, users can process transactions seamlessly, track inventory levels, and manage customer data in real time. The software includes features ... Read more about Roostify

BeSmartee is a user-friendly mortgage and loans software designed to simplify the home loan process for both lenders and borrowers. The platform streamlines loan origination, application processing, and documentation, enabling mortgage lenders to provide a faster, more efficient service. BeSmartee’s digital interface allows borrowers to apply for loans online, upload required documents, and rece... Read more about BeSmartee

Total Expert is a comprehensive marketing and customer engagement platform primarily designed for financial institutions like banks, lenders, and credit unions. It uniquely combines marketing automation, CRM, and compliance management into a single, integrated solution. The platform excels in personalizing customer interactions, utilizing data-driven insights to tailor marketing campaigns and comm... Read more about Total Expert

Calyx Point is a comprehensive mortgage origination and processing software developed to streamline the lending process. It stands out for its all-in-one approach, integrating loan processing, underwriting, and closing functionalities into a single, user-friendly platform. Calyx Point simplifies complex loan transactions with its intuitive interface, making it accessible for both beginners and exp... Read more about Calyx Point

Particeep Plug is a customizable banking and investment platform that enables financial institutions to offer online financial services quickly. It provides ready-to-use modules for account management, loan origination, investment products, and customer onboarding. The software allows banks and fintech companies to digitalize their offerings without extensive development time. Particeep Plug suppo... Read more about Particeep Plug

Qualia is an innovative real estate closing platform developed to revolutionize the home buying experience. It's a game-changer for title companies, law firms, and mortgage lenders, offering streamlined, end-to-end processing of real estate transactions. Its standout features include intuitive workflow automation, which significantly reduces paperwork and simplifies communication among parties. Qu... Read more about Qualia

FinnOne LOS is a leading mortgage and loans software solution designed to optimize the loan origination process for financial institutions. This software streamlines applications, documentation, and approval workflows, allowing lenders to process loans more efficiently. With features such as automated credit assessments, risk management tools, and compliance tracking, FinnOne LOS ensures that lend... Read more about FinnOne LOS

Nomis Solutions is a leading loan servicing software designed to optimize the pricing and profitability of lending products. By providing data-driven insights, Nomis Solutions helps financial institutions better manage risk and improve decision-making in loan servicing. It offers advanced analytics tools to assess customer behavior, market trends, and competitor strategies, allowing lenders to adj... Read more about Nomis Solutions

Mortgage Cadence Platform is an advanced loan origination software designed to streamline the mortgage application and approval process for financial institutions. This comprehensive platform offers tools for managing loan applications, underwriting, document processing, and compliance checks, ensuring a smooth and efficient workflow. Mortgage Cadence Platform integrates seamlessly with CRM system... Read more about Mortgage Cadence Platform

LendingPad is an innovative cloud-based loan origination system (LOS) developed to streamline the mortgage lending process. It stands out for its real-time collaboration capabilities, allowing multiple stakeholders to work simultaneously on a loan file. This feature enhances communication and speeds up loan processing. LendingPad offers an intuitive and user-friendly interface, making it easy for ... Read more about LendingPad