Top Mortgage Software

Mortgage software is a specialized technological solution engineered to comprehensively automate and streamline the entire lifecycle of mortgage loans, encompassing critical stages such as the initial review process, subsequent approval, ongoing management, and the final closing procedures, thereby enhancing efficiency and reducing manual effort in the lending industry. Use our rankings below to compare Mortgage Software options and features, and find the best one for you and your business.

Mortgage Software Features

Loan Amortization Schedule

Generate a detailed loan payment table, including dates, principal and interest amounts, and outstanding balance.

Client Contact Database

A digital repository for storing and managing stakeholder and client contact details.

Document Management for Closings

Manages the creation, review, and signing of all necessary closing documents for transactions.

Mortgages for Commercial Properties

Manages commercial mortgage applications, processing, and servicing for businesses.

Centralized Contact Database

A searchable database for organizing contact details, addresses, and social profiles.

Credit Reporting

Generate detailed reports on creditworthiness, payment history, and financial standing for individuals or businesses.

Client Account Summaries

Detailed summaries provided to clients highlighting their billing history, recent payments, and current account totals.

Centralized Document Control

Gather, store, and distribute documents within a unified hub to improve data accessibility for all stakeholders.

Applications Electronically

Facilitates online submission and processing of applications, streamlining workflows.

Loans from Government Programs

Manages the application and servicing of government-backed loans, ensuring compliance.

Origination of Loans

Automates and streamlines the entire loan origination process from application to funding.

Servicing of Loans

Manages all aspects of loan servicing, including payments, escrow, and customer support.

Sales Pipeline Oversight

Monitor sales channel efficiency and adjust the flow and volume of potential deals.

Loan Pre-Qualification

Assesses borrower eligibility for loans, providing preliminary qualification estimates.

Management of Refinancing

Manages the refinancing process for loans, from application to closing, for improved terms.

Mortgages for Residential Properties

Handles all aspects of residential mortgage processing, from application to servicing.

1

The Mortgage Office

By Applied Business Software

4.9★★★★★(511 Ratings)

The Mortgage Office, by Applied Business Software, is a powerful and highly ranked lending platform widely used in the US and Canada. It boasts a rich feature set including borrower/lender portals, online payments, text alerts, document scanning, and full investor management with capabilities for fractionalized loans and mortgag... Read More

2

PhoneBurner

By PhoneBurner

5★★★★★(343 Ratings)

PhoneBurner is a sales acceleration platform built around a high-performance power dialer designed to maximize outbound calling productivity. It allows sales representatives to automate the dialing process, connecting them to live prospects much faster than manual dialing. The platform seamlessly blends phone calls with automate... Read More

3

Qualia

By Qualia Labs

4.9★★★★★(313 Ratings)

Qualia Post is a specialized solution for mortgage lenders that automates the post-closing document fulfillment process. It combines intelligent software automation with dedicated human service support to remove the hassle and errors from managing closing documents. The platform streamlines document collection directly from titl... Read More

4

FileInvite

By FileInvite

4.8★★★★★(212 Ratings)

FileInvite automates and simplifies the traditionally cumbersome process of collecting documents and information from clients, which is common in industries like finance, law, real estate, and accounting. It replaces email chains and insecure file transfers with a secure, branded client portal. Professionals create and send a cu... Read More

5

SimpleNexus

By SimpleNexus

4.8★★★★★(170 Ratings)

SimpleNexus is a modern homeownership platform that transforms the mortgage experience by digitally connecting all participants in the homebuying journey. It serves as a central hub for borrowers, loan officers, real estate agents, and settlement providers. The platform's native mobile toolkit empowers loan officers to manage th... Read More

6

Floify

By Floify

4.9★★★★★(159 Ratings)

Floify is a leading point-of-sale (POS) solution designed specifically for loan originators and mortgage professionals. It streamlines the mortgage process by creating a secure, centralized communication and document portal that connects lenders, borrowers, real estate agents, and other stakeholders. Originators use Floify to ef... Read More

7

UberWriter

By Blueprint

4.7★★★★★(140 Ratings)

Blueprint, formerly known as UberWriter, is an automated income analysis suite that simplifies and standardizes the borrower qualification process. Lenders can directly upload tax forms, and Blueprint's automated engine calculates the borrower's income, ensuring it is consistently compliant with guidelines from FNMA, FHLMC, FHA,... Read More

8

Mortgage Automator

By Mortgage Automator

5★★★★★(117 Ratings)

Mortgage Automator positions itself as the most advanced end-to-end loan origination and servicing software built for North American private lenders. It is specifically tailored for the nuances of residential, commercial, and construction lending (including rehab and fix-and-flip projects). The software automates key tasks like ... Read More

9

Surefire CRM

By Top of Mind

4.9★★★★★(108 Ratings)

Surefire CRM, coupled with its integrated Mortgage Marketing Engine, is a comprehensive platform built exclusively for mortgage professionals to systematize and accelerate their business growth. It combines robust customer relationship management (CRM) capabilities with automated, industry-specific marketing workflows. The platf... Read More

10

Margill Loan Manager

By Jurismedia

4.9★★★★★(99 Ratings)

Margill Loan Manager is a sophisticated, highly customizable loan servicing software renowned for its powerful mathematical engine and visual interface. It is engineered to handle an exceptionally wide range of loan types—from consumer and business loans to complex constructions lines, inter-company advances, and student loans... Read More