CRM
Compare the top CRMs built for mortgage professionals. Lead management, pipeline tracking, marketing automation, and LOS integrations.
Quick Comparison
| Vendor | Best For | Pricing | Rating | |
|---|---|---|---|---|
| Jungo | Larger teams and branch managers who want the power of Salesforce with mortgage-specific features and don't mind the learning curve. | Jungo pricing starts around $99-149/user/month depending on the plan. Salesforce licensing may be additional. Contact for enterprise pricing. | 4.1/5 | Full Review |
| GoHighLevel | Marketing-focused loan officers who want an all-in-one platform for lead generation, nurturing, and client communication at an aggressive price point. | GoHighLevel starts at $97/month (Starter) or $297/month (Unlimited). One of the most aggressively priced all-in-one platforms available. | 4/5 | Full Review |
| Surefire by Top of Mind Networks | Loan officers and teams who want done-for-you marketing content and automated co-branded campaigns with real estate partners. | Surefire pricing is typically $99-149/user/month. Custom enterprise pricing available for large teams. | 4/5 | Full Review |
| Velocify by ICE Mortgage Technology | Large lending operations with 20+ loan officers that process high volumes of leads and need intelligent distribution and prioritization. | Velocify pricing is enterprise-level, typically $100-200/user/month. Best suited for teams of 20+ users. Contact ICE for custom pricing. | 3.9/5 | Full Review |
| Whiteboard CRM | Individual loan officers and small teams who want a simple, affordable CRM without the complexity of enterprise platforms. | Whiteboard CRM starts around $79-99/user/month, making it one of the more affordable mortgage CRM options. | 3.9/5 | Full Review |
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Detailed Reviews
Jungo
Jungo is a mortgage-specific CRM built on the Salesforce platform. It combines the power of Salesforce's infrastructure ...
Best for: Larger teams and branch managers who want the power of Salesforce with mortgage-specific features and don't mind the learning curve.
GoHighLevel
GoHighLevel (GHL) is an all-in-one marketing and CRM platform that has gained rapid adoption in the mortgage industry. I...
Best for: Marketing-focused loan officers who want an all-in-one platform for lead generation, nurturing, and client communication at an aggressive price point.
Surefire by Top of Mind Networks
Surefire by Top of Mind Networks is a mortgage CRM known for its award-winning marketing content library and automation ...
Best for: Loan officers and teams who want done-for-you marketing content and automated co-branded campaigns with real estate partners.
Velocify by ICE Mortgage Technology
Velocify (now part of ICE Mortgage Technology) is an enterprise-grade lead management and distribution platform. It exce...
Best for: Large lending operations with 20+ loan officers that process high volumes of leads and need intelligent distribution and prioritization.
Whiteboard CRM
Whiteboard CRM is a mortgage-specific CRM designed for simplicity. It strips away the complexity of enterprise platforms...
Best for: Individual loan officers and small teams who want a simple, affordable CRM without the complexity of enterprise platforms.