17 years helping Canadian businesses
choose better software
Mortgage Software
Mortgage software automates the review, approval, management and closing of mortgage loans.
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Learn more
Featured software
Most reviewed software
Explore the most reviewed products by our users on the Mortgage Software
Filter Results (205)
Countries available
Countries where the product is available. Note: Customer support may not be accessible in that country.
Canada
Pricing Options
Product type
205 results
Sort by
Automate accounting for and servicing of loans and various credit lines with this application. QuickBooks integration included.
Learn more about LoanAssistant
Loan AssistantTM is an incredibly powerful and versatile loan amortization software.
Painstakingly developed by a dedicated team of successful bankers, accountants, and software developers, Loan AssistantTM services your every need. It is the only loan servicing add-on for QuickBooks that allows you to efficiently manage multiple loans and credit lines. With Loan AssistantTM, your loan data will show up in QuickBooks without a double entry effort.
Accrual Accounting option available.
Learn more about LoanAssistant
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
FULL-FEATURED MORTGAGE SERVICING SOFTWARE: Intuitive, easy to use and implement. Cloud Based. Simple but powerful. Competitively priced
Learn more about Bryt
Bryt Software can streamline your mortgage servicing process. From automated payment processing to seamless borrower communication, our mortgage servicing solution simplifies your operations, reduces manual errors, and improves efficiency. Bryt is engineered to make your job easier. Our entire interface is intuitive, easy to adopt, and effortless to use. Bryt is cloud-based, competitively priced, easy to implement and configured for your business.
Learn more about Bryt
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Local product
Mortgage Automator
4.9
(110)
Local product
Local product
North American private lenders, Mortgage Automator is the most advanced end-to-end loan origination and servicing software for you.
Learn more about Mortgage Automator
Mortgage Automator is the most comprehensive end-to-end loan origination & servicing software for North American private/hard money lenders. Perfect for residential (rehab/fix & flips, purchase, refinance), commercial, and construction lending, the platform can auto-generate your documents, compliance forms, ACH/PAD payments, monthly statements, and much more. We offer the best training and customer support in the industry so you can automate your processes and focus on growth.
Learn more about Mortgage Automator
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one central hub.
Learn more about BNTouch Mortgage CRM
BNTouch - Mortgage Business Growth Platform that allows you to automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one simple Mortgage CRM solution. BNTouch offers 35+ proprietary mortgage tools built to help you grow your business. Power features include: Automated SMS/Text Marketing, Customizable Video Marketing, Refinance Analysis Tools, Pre-approval Tools, (just) Listed Property Alerts, Pre-Built Marketing Content, and Much More!
Learn more about BNTouch Mortgage CRM
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Adaptable, comprehensive, secure software for reliable loan servicing, loan origination and business growth.
At The Mortgage Office, we're dedicated to empowering companies like yours to grow your business with confidence. As a trusted partner in the private lending industry, we provide an adaptable and secure mortgage software that can meet your unique business needs.
Our military-grade encryption, multi-factor authentication, and robust backup systems provide the security and reliability you need to serve your customers without interruption.
Popular features include borrower/lender portals, online payments, text alerts, document scanning, Quickbooks interface, one-click imports/exports, ACH/EFT, complete investor management including fractionalized loans, three different mortgage pool modules, robust reports and so much more.
Our longevity and extensive network of partners and integrations make us a trusted advisor, helping you access the resources and connections you need to navigate the complex private lending landscape and achieve your goals.
Learn more about The Mortgage Office
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Qualia Connect streamlines work with title by automating order placement, information, and document exchange, without leaving the LOS.
Qualia Connect streamlines your partnership with title during closing . With automated order placement and information & document exchange, you gain the title vendor management tools you need without ever leaving your LOS.
Learn more about Qualia
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Dialer software built for high connect rates. PhoneBurner powers millions of conversations, with average answer rates exceeding 10%.
LOVED by mortgage and loan agents! PhoneBurner's Power Dialer software helps agents have more live conversations, and close more loans. Dial leads up to 4x faster. Top follow-up features. Easy to use. No contracts! Try it FREE without a credit card.
Learn more about PhoneBurner
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
LendingPad is a leading web-based mortgage loan origination system (LOS). Secure, compliant, efficient & well-priced. Be URLA Ready!
LendingPad is an innovative, secure & powerful cloud-based mortgage loan origination system (LOS) created by mortgage professionals to modernize the complex and costly loan origination process today. The solutions LendingPad offers elevate the efficiency, compliance, and information security for brokers, lenders, banks and credit unions. Fully integrated with vendors, ability to customize, intuitive UI, easy setup, multi-user same-file edits and real-time loan pushed updates.
Learn more about LendingPad
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Unites the people, systems, and stages of the mortgage process - all so lenders can increase mortgage profitability.
Unlock new levels of efficiency and profitability with nCino’s U.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.
Learn more about nCino’s Mortgage Suite
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Optimized for Mortgage Creatio CRM helps companies to streamline the mortgage loan processes with no-code and maximum degree of freedom
Optimized for Mortgage, Creatio CRM offers an award-winning feature set, a great variety of financial apps, and unlimited freedom of innovation with no-code development tools! Creatio CRM enables companies to streamline the mortgage loan sales process, allows professional consultations to borrowers, onboarding, portfolio management, provides exceptional borrower experience, etc.
Learn more about Creatio CRM
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Mortgage CRM solution that helps users with marketing automation, loan document management, analytics, and more to grow your pipeline.
For loan officers, Jungo is the only mortgage CRM built on Salesforce that's fully customizable to fit your needs. Key features include:
Marketing: Built-in email templates and drip campaigns for every type of contact in your database.
Automations:
Event-triggered automations to eliminate repetitive tasks.
LOS Integrations:
Jungo integrates with the top loan origination software.
Free Demo: https://ijungo.com/request-demo/?click=softwareadvice
Learn more about Jungo
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Eliminate the monotony of back-and-forth emails. Gather all the documents, signatures, and data you require up to 80% faster.
Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FIleInvite handles the most time-consuming work for you.
Gather all the documents, signatures, and data you require up to 80% faster. Set a due date and send an Invite. Your clients receive an email with a link to their own secure client portal, they're then guided through an intuitive portal experience where they can action your requests.
Learn more about FileInvite
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Finding the balance between automation and human connection, Floify helps mortgage professionals automate menial loan tasks.
Understanding how the unique needs of mortgage professionals vary, Floify has constructed the industry's most configurable solution that has the flexibility to accommodate any lending company's desired workflow.
We unify the borrower’s journey with a single platform for all homeownership tasks, from pre-approval to clear to close, to home ownership and eventual refinance, streamlining the consumer’s homeownership journey while providing an unbeatable lead generation and retention tool for LOs.
Learn more about Floify
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Blueprint automatically determines the borrower's income to give you consistent guideline compliant income every time.
Blueprint, formerly UberWriter, is an income analysis suite powered by automation. Upload tax forms directly to our site and Blueprint determines the borrower's income to give you consistent guideline compliant income every time. Our clients save time and lower their error rate by relying on Blueprint. All income types in the FNMA, FHLMC, FHA, VA, and USDA guidelines are supported.
Learn more about IncomeXpert
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Surefire is recognized as the mortgage industry's most-relied-upon provider of marketing automation and creative content solutions.
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.
Learn more about Surefire CRM
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Loan origination technology for mortgage brokers, mortgage bankers, credit unions, and mortgage lenders nationwide.
Calyx is an established provider of compliant mortgage software solutions used by banks, credit unions, mortgage lenders, and brokerages nationwide. The companys easy-to-use technology, including its online borrower interview, loan origination systems, and secure electronic signature software, is designed to streamline, integrate and optimize all phases of the loan process for customers of various sizes, workflows, channels, and complexities.
Learn more about Calyx Point
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Simplify the lending process
Plaid streamlines the lending process by building a comprehensive, simple, and fast mortgage underwriting process.
Learn more about Plaid
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Finally, a robust CRM & LOS system designed for private & hard money lenders.
Web based, private money CRM & LOS software for commercial lenders focusing on real estate, fix & flip, construction, & other asset backed & non asset backed loans like equipment, business funding, lines of credit. Covers the whole loan life cycle with features like customizable webforms, workflows, milestones, statuses, document automation with E-sign, borrower tracking portals and more. Enterprise level features that will make borrowers & employees happy & competitors jealous.
Learn more about LendingWise
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Local product
Margill Loan Manager
4.8
(48)
Local product
Local product
Loan servicing software with the industry's most sophisticated mathematics and customizable interface for lenders with special needs.
The industry's most sophisticated mathematics and visual software. Affordable & easy to customize loan servicing software along with our legendary support. Service 10 to 30,000 loans: Consumer & Business, Inter-company, Employee, Student, Construction, Lines of credit. Amortization & regular, irregular, late, unpaid, interest-only, fixed principal or mixed payments, auto Fees, variable rates, APR, Alerts. Customize: fields, reports, dashboard, payment types. Export GL to QuickBooks, Sage...
Learn more about Margill Loan Manager
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS).
Total Expert is a fintech software pioneer of the first modern, enterprise-level Marketing Operating System (MOS) that enables lending and financial services firms to create customers for life by blending human relationships with digital simplicity. We power marketing and revenue growth for 10% of $2 trillion per year U.S. mortgage industry, and ensure banks and lenders stay ahead of how consumers expect to communicate, shop, and manage their financial lives in the digital/social era.
Learn more about Total Expert
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Delivers Purchase Leads & Identify Refinance Opportunities: Increase conversion rates Increase Repeat Business and Client Referrals
Delivers Purchase Leads & Identify Refinance Opportunities: Increase conversion rates Increase Repeat Business and Client Referrals
Learn more about MortgageHalo
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
The most configurable sales, marketing, and CRM automation tool is free to try for 14 days.
Run your mortgage company in one easy to use software! Shape Mortgage is the only sales, marketing, and CRM automation tool designed for lenders as an end to end solution to take you from pre-loan through post-close. Close more deals than ever before with Shape's intelligent lead distribution and scoring features, send secure online documents in a click, manage and assign tasks to teams, get a complete suite of sales and marketing automation features, and so much more.
Learn more about Shape
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Loan Servicing Software -- fully browser-based, affordable, easy to use, powerful software specifically designed for the small lender.
The Loan Office is a fully browser-based, affordable, easy to use, powerful software specifically designed for the small lender. Includes accounting integration, built-in document management, track loan charges and advances, recurring and event-driven reminders, unearned discounts, email statements and notices, incremental funding, conversation log, track insurance and senior liens, unlimited user-defined fields, Microsoft Office integration, and much more.
Learn more about The Loan Office
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Encompass gives any size lender access to everything they need to originate and close more loans.
Encompass, the industry’s most recognized loan origination system, gives lenders of every size access to everything they need to originate and close more loans.
And, with built-in compliance paperless document management, and next-generation data security, Encompass ensures that lenders and borrowers alike are prepared and protected.
Learn more about Encompass
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
Flexible, fully integrated title & escrow solutions enabling policy production, form management, invoicing, vendor management & more.
RamQuest's solutions for title and settlement professionals are scalable and adaptable, designed to be configured to perfectly align with your business and offer maximum efficiency. Our fully integrated closing, escrow accounting, imaging, transaction management, eSigning and digital marketplace solutions are full of functionality and very flexible, so whether you want software on your own network or a hosted environment, RamQuest has your solution.
Learn more about RamQuest One
...
Read more
Features
- Borrower Management
- Pipeline Management
- Accounting Software
- Contact Management Software
- Lead Management Software
- Amortization Schedule
- Pre-Qualification
- Document Management Software
- Task Management Software
