Mortgage Software

This information was sourced from verified user reviews of The Mortgage Office

5

241

4

Ease of Use 4.7
Customer Service 4.8
Value for Money 4.7

Verified reviewers

+

"The software handles all aspects of Loan Servicing within the program. The integration of the..." Read the full review

Sandra

Office Manager in US

This information was sourced from The Mortgage Office

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of The Mortgage Office

Pros:

Reports and customization options gives you a quick way to find what you need to find rapidly and present those findings in a coherent manner. It does what it is supposed to do flawlessly. Read more

Cons:

The learning process was very complex and difficult to understand in the beginning. Read more

This information was sourced from The Mortgage Office

Who Uses The Mortgage Office?

For 45+ years, The Mortgage Office has been trusted as the most innovative, secure, and user-friendly loan management platform. Streamline your loan...

Countries available

Argentina, Australia, Canada, Israel, Spain, United Kingdom, United States

Languages

English

Qualia

4.7 (190)

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This information was sourced from verified user reviews of Qualia

Ease of Use 4.7
Customer Service 4.5
Value for Money 4.6

Verified reviewers

"Great once the software was integrated and all the staff was trained." Read the full review

Alexander

Accounts Payable in US

This information was sourced from Qualia

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of Qualia

Pros:

It is integrated with nearly every system we use, save us so much time (and time is money) allowing us to handle more transactions in less time. Read more

Cons:

The fields sometimes don't show up on the final settlement statement, causing the math to look wrong and buyers and sellers to question the numbers. Read more

This information was sourced from Qualia

Who Uses Qualia?

Title & escrow agents, and real estate law firms of all sizes.

Countries available

United States

Languages

English

PhoneBurner

4.8 (174)

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This information was sourced from verified user reviews of PhoneBurner

Ease of Use 4.8
Customer Service 4.8
Value for Money 4.6

Verified reviewers

+

"The voicemail drop feature is unparalleled for time saving. One click and you're done and on to the..." Read the full review

Mike

CEO in Canada

This information was sourced from PhoneBurner

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of PhoneBurner

Pros:

Phone burner integrates seamlessly with our Salesforce and Jungo software allowing us to access all of our leads in a highly efficient manner. Read more

Cons:

There is a gap in where a call should go if it stalls or doesn't connect. There are not disposition buttons for stalled calls that don't go through. Read more

This information was sourced from PhoneBurner

Who Uses PhoneBurner?

Results-driven B2B and B2C businesses. Maximize lead value and rep efficiency with dialer software built to increase answer rates and quality live...

Countries available

Canada, United States

Languages

English

LendingPad

4.4 (134)

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This information was sourced from verified user reviews of LendingPad

Ease of Use 4.2
Customer Service 4.6
Value for Money 4.5

Verified reviewers

"It has been good, but again sometimes upper management and our AE are hard to get ahold of, support..." Read the full review

Andre

Director of Operations in US

This information was sourced from LendingPad

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of LendingPad

Pros:

Easy to use/navigate, integrated to most investors portal requirements. Read more

Cons:

My guess is I'll hear crickets from you after I hit "send. Read more

This information was sourced from LendingPad

Who Uses LendingPad?

Mortgage brokers, bankers, lenders, banks, and credit unions.

Countries available

United States

Languages

English

nCino’s Mortgage Suite

4.8 (126)

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This information was sourced from verified user reviews of nCino’s Mortgage Suite

Ease of Use 4.7
Customer Service 4.7
Value for Money 4.8

Verified reviewers

+

"Extremely happy" Read the full review

David

Branch Manager in US

This information was sourced from nCino’s Mortgage Suite

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of nCino’s Mortgage Suite

Pros:

They also like the Point of Sale features, such as preapproval letters, credit, and pricing that they can use on the go. Read more

Cons:

When texting the link to our customers, the wording goes through several minutes before the link and causes confusion to the customer. Read more

This information was sourced from nCino’s Mortgage Suite

Who Uses nCino’s Mortgage Suite?

Mortgage lenders, IMBs, banks, and credit unions who want to improve loan production, lower operational costs, increase referral volume, and enhance...

Countries available

United States

Languages

English, Spanish

Creatio CRM

4.7 (123)

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This information was sourced from verified user reviews of Creatio CRM

Ease of Use 4.7
Customer Service 4.7
Value for Money 4.7

Verified reviewers

+

"Creatio is incredibly user-friendly, and Creatio support service consistently delivers exceptional..." Read the full review

Iaro

Сonsulting Partner in Ukraine

This information was sourced from Creatio CRM

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of Creatio CRM

Pros:

Additionally, out outside sales team love the mobile application. Read more

Cons:

You have to be aware of the changes that you make from the beginning or it would be difficult to go back. Read more

This information was sourced from Creatio CRM

Who Uses Creatio CRM?

AI-native platform designed for large organizations to automate CRM and workflows with no-code to streamline customer-facing and internal processes...

Countries available

Argentina, Armenia, Australia, Austria, Azerbaijan, Bangladesh, Belgium, Bolivia, Brazil, British Virgin Islands , Bulgaria, Canada, Chile, Colombia, Costa Rica, Croatia, Cyprus, Czechia, Denmark, Dominica, Dominican Republic, Ecuador, El Salvador, Estonia, Finland, France, Georgia, Germany, Greece, Hungary, Indonesia, Ireland, Isle of Man, Israel, Italy, Japan, Jersey, Jordan, Kyrgyzstan, Latvia, Lebanon, Lithuania, Malaysia, Mexico, Nepal, Netherlands, New Zealand, Norway, Oman, Peru, Philippines, Poland, Portugal, Puerto Rico, Qatar, Romania, Saudi Arabia, Singapore, Slovakia, Slovenia, Spain, Sri Lanka, Sweden, Switzerland, Tajikistan, Thailand, Turkmenistan, Turks & Caicos Islands, Türkiye, US Virgin Islands, Ukraine, United Arab Emirates, United Kingdom, United States, Uruguay, Uzbekistan, Venezuela, Vietnam and 68 others

Languages

Bulgarian, Czech, Dutch, English, French, German, Hebrew, Indonesian, Italian, Polish , Portuguese, Russian, Spanish, Turkish, Ukrainian and 5 others

Jungo

4.2 (122)

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This information was sourced from verified user reviews of Jungo

Ease of Use 3.4
Customer Service 3.8
Value for Money 3.9

Verified reviewers

"Although support is lacking, it is my go to software and am trying to eliminate the softwares I use..." Read the full review

Ryan

President/CEO in US

This information was sourced from Jungo

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of Jungo

Pros:

The monthly cost is relatively low, the customer support is great, and they always have something being upgraded. I absolutely loved using this as a mortgage broker. Read more

Cons:

I stopped using jungo about 4 months in to my subscription. Pulling reports an list was incredibly complicated. Read more

This information was sourced from Jungo

Who Uses Jungo?

Jungo is scaled for enterprise volume.

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia , Aruba, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bhutan, Bolivia, Bosnia & Herzegovina, Botswana, British Virgin Islands, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Canada, Cape Verde, Cayman Islands, Central African Republic, Chad, Chile, China, Colombia, Comoros, Congo - Brazzaville, Congo - Kinshasa, Cook Islands, Costa Rica, Croatia, Cuba, Curaçao, Cyprus, Czechia, Denmark, Djibouti, Dominica, Dominican Republic, Ecuador, Egypt, El Salvador, Equatorial Guinea, Eritrea, Estonia, Eswatini, Ethiopia, Falkland Islands, Faroe Islands, Fiji, Finland, French Guiana, French Polynesia, Gabon, Gambia, Georgia, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guinea, Guinea-Bissau, Guyana, Haiti, Honduras, Hong Kong SAR China, Hungary, Iceland, Indonesia, Iran, Iraq, Isle of Man, Israel, Jamaica, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Libya, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Myanmar (Burma), Namibia, Nauru, Nepal, New Caledonia, Nicaragua, Niger, Nigeria, Norfolk Island, North Macedonia, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Panama, Papua New Guinea, Paraguay, Peru, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia, Rwanda, Réunion, Samoa, San Marino, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Slovakia, Slovenia, Solomon Islands, Somalia, South Korea, Sri Lanka, St Helena, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Sudan, Suriname, Switzerland, Syria, São Tomé & Príncipe, Taiwan, Tajikistan, Tanzania, Thailand, Timor-Leste, Togo, Tonga, Trinidad & Tobago, Tunisia, Turkmenistan, Turks & Caicos Islands, Tuvalu, Türkiye, US Virgin Islands, Uganda, Ukraine, United States, Uruguay, Uzbekistan, Vanuatu, Vatican City, Venezuela, Vietnam, Wallis & Futuna, Yemen, Zambia, Zimbabwe, Åland Islands and 201 others

Languages

English

Mortgage Automator

4.9 (110)

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This information was sourced from verified user reviews of Mortgage Automator

Ease of Use 4.9
Customer Service 4.9
Value for Money 4.9

Verified reviewers

+

"overall, Mortgage Automator has become a critical and useful tool in our business. if I had to lose..." Read the full review

James

Director, Co-Founder in Canada

This information was sourced from Mortgage Automator

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of Mortgage Automator

Pros:

Our communications and alerts go out at the right time when needed, our investors love getting professionally designed statements, payments are fully automated, and that's just the tip of the iceberg. Read more

Cons:

Everything that frustrated me about this software has been addressed and resolved at this time. Read more

This information was sourced from Mortgage Automator

Who Uses Mortgage Automator?

Private lenders, hard money lenders of all sizes: individual/family funds, administrators, GP LPs, mutual fund trusts, MICs, private equity funds.

Countries available

Australia, Canada, New Zealand, United States

Languages

English

FileInvite

4.7 (99)

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This information was sourced from verified user reviews of FileInvite

Ease of Use 4.6
Customer Service 4.8
Value for Money 4.6

Verified reviewers

+

"It is a huge time saver!" Read the full review

Ryan

Branch Manager NMLS 250511 in US

This information was sourced from FileInvite

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of FileInvite

Pros:

Simple for clients to use and simple for our staff to use. Love the google drive integration and how it renames the files as per your request items. Read more

Cons:

Pretty quick learning curve (especially if you're using it regularly), but frustrating only in that it feels more difficult than it needs to be. Read more

This information was sourced from FileInvite

Who Uses FileInvite?

Designed for businesses in finance, banking, consulting, accounting, legal services, and other industries.

Countries available

Afghanistan, Albania, Argentina, Armenia, Australia, Austria, Azerbaijan, Bangladesh, Belarus, Belgium , Bhutan, Bolivia, Bosnia & Herzegovina, Brazil, Bulgaria, Cambodia, Canada, Chile, China, Colombia, Croatia, Cyprus, Czechia, Denmark, Ecuador, Estonia, Finland, France, Georgia, Germany, Greece, Guyana, Hong Kong SAR China, Hungary, Iceland, India, Indonesia, Iran, Iraq, Ireland, Israel, Italy, Japan, Jordan, Kazakhstan, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lithuania, Malaysia, Malta, Moldova, Mongolia, Montenegro, Myanmar (Burma), Nepal, Netherlands, New Zealand, North Macedonia, Norway, Oman, Pakistan, Paraguay, Peru, Philippines, Poland, Portugal, Qatar, Romania, Russia, Saudi Arabia, Serbia, Singapore, Slovakia, Slovenia, South Africa, South Korea, Spain, Sri Lanka, Suriname, Sweden, Switzerland, Syria, Taiwan, Tajikistan, Thailand, Trinidad & Tobago, Turkmenistan, Türkiye, Ukraine, United Arab Emirates, United Kingdom, United States, Uzbekistan, Vietnam, Yemen and 88 others

Languages

English

BNTouch Mortgage CRM

4.5 (86)

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This information was sourced from verified user reviews of BNTouch Mortgage CRM

Ease of Use 4.3
Customer Service 4.6
Value for Money 4.4

Verified reviewers

"Overall experience has been good. It does the job that I need it to do" Read the full review

Brian

Mortgage in US

This information was sourced from BNTouch Mortgage CRM

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of BNTouch Mortgage CRM

Pros:

BN Touch costs was less than Media center but more than Jungo. BN touch have great videos. Read more

Cons:

One of the only gripes I have with BNTouch is the lack of being able to customize the look and feel of the CRM itself. Read more

This information was sourced from BNTouch Mortgage CRM

Who Uses BNTouch Mortgage CRM?

Mortgage Professionals: Loan Officers, Loan Advisors, Mortgage Brokers, and Mortgage Marketers

Countries available

Australia, Canada, United States

Languages

English

Floify

4.8 (74)

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This information was sourced from verified user reviews of Floify

Ease of Use 4.7
Customer Service 4.9
Value for Money 4.8

Verified reviewers

"Ease of receiving requested documentation greatly enhances the borrower experience and provides a..." Read the full review

Guy

Sr Loan Officer in US

This information was sourced from Floify

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of Floify

Pros:

The ease of use for the consumer. Both computer and mobile compatible. Read more

Cons:

Sometimes the system lags and delays my applications. However, it does not happen too often. Read more

This information was sourced from Floify

Who Uses Floify?

Mortgage professionals and loan originators.

Countries available

Canada, United States

Languages

English

IncomeXpert

4.6 (61)

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This information was sourced from verified user reviews of IncomeXpert

Ease of Use 4.6
Customer Service 4.7
Value for Money 4.7

Verified reviewers

"Excellent tool" Read the full review

Ankit

Sr loan processor in US

This information was sourced from IncomeXpert

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of IncomeXpert

Pros:

I like that it breaks down monthly income for the last 2+ years so you can see the trend in income. I like that different types of earnings are separated. Read more

Cons:

I use Income calculation part of it only. And it is simply the one stop destination. Read more

This information was sourced from IncomeXpert

Who Uses IncomeXpert?

Mortgage operations teams, specifically processors and underwriters. Additionally we serve the QC and audit teams of large banks and agencies.

Countries available

United States

Languages

English

Plaid

4.3 (57)

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This information was sourced from verified user reviews of Plaid

Ease of Use 4.3
Customer Service 4.3
Value for Money 4.3

Verified reviewers

+

"It was safe and secure- took me to log in via Bank of America and quickly linked up" Read the full review

Lindsey Raye

Digital Marketing Specialist in US

This information was sourced from Plaid

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of Plaid

Pros:

Each issue we initiate with Plaid's support staff receives prompt attention, and they take the time to clarify faults and provide solutions. Read more

Cons:

My only complaint is that sometimes it takes longer to verify than I feel necessary. Read more

This information was sourced from Plaid

Who Uses Plaid?

Plaid's Asset product is a great fit for a loan originator looking to digitize the lending process and create a better borrower experience.

Countries available

Belgium, Canada, Denmark, Estonia, France, Germany, Ireland, Italy, Latvia, Lithuania , Netherlands, Norway, Poland, Portugal, Spain, Sweden, United Kingdom, United States and 8 others

Languages

Danish, Dutch, English, Estonian, French, German, Italian, Latvian, Lithuanian, Norwegian , Polish, Portuguese, Romanian, Spanish, Swedish and 5 others

Surefire CRM

4.5 (55)

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This information was sourced from verified user reviews of Surefire CRM

Ease of Use 4.1
Customer Service 4.4
Value for Money 4.4

Verified reviewers

"We've used Surefire since 2013. In the beginning we opted for SF over Salesforce because we..." Read the full review

Maureen

Marketing Vendor Coordinator in US

This information was sourced from Surefire CRM

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of Surefire CRM

Pros:

The integration with LinkedIn and Facebook is also a great avenue for us to post valuable content that we otherwise wouldn't have had readily available to us. Read more

Cons:

I feel there is a limited library of flyers, emails, and social media posts to use. Read more

This information was sourced from Surefire CRM

Who Uses Surefire CRM?

Mortgage Professionals and Mortgage Brokers

Countries available

United States

Languages

English

Calyx Point

3.5 (53)

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This information was sourced from verified user reviews of Calyx Point

Ease of Use 3.5
Customer Service 3.0
Value for Money 3.2

Verified reviewers

"Point has been a mainstay of Loan Origination Systems for years. I've used several of the biggest..." Read the full review

Gregory

Vice President in US

This information was sourced from Calyx Point

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of Calyx Point

Pros:

Combined with a hosted server, it's very secure, easy to navigate, and integrates with all the major players in the space. Read more

Cons:

It is a bit difficult to navigate on this software if you are not very much familiar. It took me weeks to familiarize myself. Read more

This information was sourced from Calyx Point

Who Uses Calyx Point?

Primarily catering to lenders, brokers, mortgage bankers, community banks, credit unions, and nonprofits, it is a mortgage solution provider that...

Countries available

Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Armenia, Aruba , Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium, Belize, Benin, Bermuda, Bhutan, Bosnia & Herzegovina, Botswana, British Virgin Islands, Brunei, Bulgaria, Burkina Faso, Burundi, Cambodia, Cameroon, Cape Verde, Cayman Islands, Central African Republic, Chad, China, Comoros, Congo - Brazzaville, Congo - Kinshasa, Cook Islands, Costa Rica, Croatia, Cuba, Curaçao, Cyprus, Czechia, Denmark, Djibouti, Dominica, Dominican Republic, Egypt, El Salvador, Equatorial Guinea, Eritrea, Estonia, Eswatini, Ethiopia, Faroe Islands, Fiji, Finland, French Polynesia, Gabon, Gambia, Georgia, Ghana, Gibraltar, Greece, Greenland, Grenada, Guadeloupe, Guam, Guatemala, Guernsey, Guinea, Guinea-Bissau, Haiti, Honduras, Hong Kong SAR China, Hungary, Iceland, Indonesia, Iran, Iraq, Isle of Man, Israel, Jamaica, Japan, Jersey, Jordan, Kazakhstan, Kenya, Kiribati, Kuwait, Kyrgyzstan, Laos, Latvia, Lebanon, Lesotho, Liberia, Libya, Liechtenstein, Lithuania, Luxembourg, Macao SAR China, Madagascar, Malawi, Malaysia, Maldives, Mali, Malta, Marshall Islands, Martinique, Mauritania, Mauritius, Mayotte, Mexico, Micronesia, Moldova, Monaco, Mongolia, Montenegro, Montserrat, Morocco, Mozambique, Myanmar (Burma), Namibia, Nauru, Nepal, New Caledonia, Nicaragua, Niger, Nigeria, Norfolk Island, North Macedonia, Northern Mariana Islands, Norway, Oman, Pakistan, Palau, Palestinian Territories, Panama, Papua New Guinea, Poland, Portugal, Puerto Rico, Qatar, Romania, Russia, Rwanda, Réunion, Samoa, San Marino, Saudi Arabia, Senegal, Serbia, Seychelles, Sierra Leone, Slovakia, Slovenia, Solomon Islands, Somalia, South Korea, Spain, Sri Lanka, St Helena, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Sudan, Sweden, Switzerland, Syria, São Tomé & Príncipe, Taiwan, Tajikistan, Thailand, Timor-Leste, Togo, Tonga, Trinidad & Tobago, Tunisia, Turkmenistan, Turks & Caicos Islands, Tuvalu, Türkiye, US Virgin Islands, Uganda, Ukraine, United States, Uzbekistan, Vanuatu, Vatican City, Vietnam, Wallis & Futuna, Yemen, Zambia, Zimbabwe, Åland Islands and 190 others

Languages

English

LendingWise

4.5 (50)

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This information was sourced from verified user reviews of LendingWise

Ease of Use 4.3
Customer Service 4.3
Value for Money 4.3

Verified reviewers

"Excellent" Read the full review

Robert

President in US

This information was sourced from LendingWise

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of LendingWise

Pros:

Integration one can expand other products on the software. Read more

Cons:

All of the automation I set up is mostly turned off at this time in an effort to let development catch up with the glitches. And I guess the last thing is probably the lack of real reports. Read more

This information was sourced from LendingWise

Who Uses LendingWise?

Residential & commercial mortgage lenders for fix & flip, construction, bridge loans, as well as asset backed & non asset backed lending for...

Countries available

United States

Languages

English

Margill Loan Manager

4.8 (48)

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This information was sourced from verified user reviews of Margill Loan Manager

Ease of Use 4.7
Customer Service 4.9
Value for Money 4.8

Verified reviewers

"The software is user friendly and regular updates with new features are provided. It is very..." Read the full review

Abneesh

Financial Controller in Canada

This information was sourced from Margill Loan Manager

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of Margill Loan Manager

Pros:

I love that this software is user friendly, easy to use, to learn and to manage the loan data. Read more

Cons:

The program is really expensive the cost could be lowered significantly though offering a standard fee. Read more

This information was sourced from Margill Loan Manager

Who Uses Margill Loan Manager?

Lenders: Consumer, Business, Economic Development agencies, Governments, Accountants, Micro Lenders, Construction, Agricultural, Private and public...

Countries available

Australia, Belgium, Canada, Cayman Islands, France, Luxembourg, New Zealand, South Africa, United Kingdom, United States

Languages

English, French

Total Expert

4.3 (48)

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This information was sourced from verified user reviews of Total Expert

Ease of Use 4.1
Customer Service 4.5
Value for Money 4.3

Verified reviewers

+

"I love how robust and on the cutting edge Total Expert makes us. Our Loan Officers have a full..." Read the full review

Laura

Executive Vice President in US

This information was sourced from Total Expert

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of Total Expert

Pros:

It's integrated with BombBomb which we like. Other than seeing the open rate of our BombBomb videos, we haven't found much use for Total Expert. Read more

Cons:

The technology is still lagging behind a few other competitors, and the turnaround on long-term integrations can be very slow. Read more

This information was sourced from Total Expert

Who Uses Total Expert?

Banking and mortgage professionals.

Countries available

United States

Languages

English

MortgageHalo

4.3 (44)

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This information was sourced from verified user reviews of MortgageHalo

Ease of Use 4.4
Customer Service 4.6
Value for Money 4.3

Verified reviewers

"Our business is extremely satisfied with our choice of CRM and would strongly recommend MyCRMDashboa..." Read the full review

Jett

Project Analyst in US

This information was sourced from MortgageHalo

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of MortgageHalo

Pros:

My customers respond to the emails...it feels personal to them. I can thank them for past business and stay in touch for future opportunities. Read more

Cons:

Sometimes we receive too many emails and it's difficult to respond to everyone. Read more

This information was sourced from MortgageHalo

Who Uses MortgageHalo?

Mortgage lenders, banks and credit unions looking for a turnkey best mortgage lead generating CRM with automated marketing.

Countries available

United States

Languages

English

Encompass

4.0 (42)

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This information was sourced from verified user reviews of Encompass

Ease of Use 3.6
Customer Service 3.6
Value for Money 3.6

Verified reviewers

+

"I received the trial version of this software back in 2000, while I was using a very user friendly..." Read the full review

Heather

Mortgage Loan Processor in US

This information was sourced from Encompass

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of Encompass

Pros:

It's able to hold TONS of information and organize it all into one place. The pipeline is very easy to navigate. Read more

Cons:

Locks you into their vendors or you get charged excessively. In addition, it takes hiring one to two certified programmers to keep the programming running while paying excessively. Read more

This information was sourced from Encompass

Who Uses Encompass?

Cloud-based mortgage platform that enables lenders and investors to manage loan origination, funding, correspondent lending, borrower acquisition,...

Countries available

United States

Languages

English

Shape

4.8 (42)

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This information was sourced from verified user reviews of Shape

Ease of Use 4.7
Customer Service 4.7
Value for Money 4.7

Verified reviewers

"As an owner of ClickStart Mortgage, Myself and my team cannot speak highly enough of our experience..." Read the full review

Jack

CEO in US

This information was sourced from Shape

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of Shape

Pros:

The software is user-friendly and very intuitive. I love how it organizes my leads and data quickly, and the marketing tools and integrations make life so much easier. Read more

Cons:

I wish some of the additional charges were included in the package but since the software is already so low, I do not mind paying them. Read more

This information was sourced from Shape

Who Uses Shape?

Customers needing user-friendly intelligent automation. With Shape, you get access to a suite of features, integrations, and white-glove support...

Countries available

Canada, United States

Languages

English

The Loan Office

4.8 (41)

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This information was sourced from verified user reviews of The Loan Office

Ease of Use 4.7
Customer Service 4.8
Value for Money 4.8

Verified reviewers

"I really like that you can have separate databases for customers depending on what company you're..." Read the full review

Jorge

Manufactured Homes sales in US

This information was sourced from The Loan Office

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of The Loan Office

Pros:

It also provide all the reports quickly and in an easy format. Read more

Cons:

We use the custom fields extensively, but find it difficult to report on those fields. Read more

This information was sourced from The Loan Office

Who Uses The Loan Office?

The Loan Office was specifically designed to meet the loan servicing needs of the small lender. Ideal for mortgage lender, hard-money lenders, note...

Countries available

Argentina, Australia, Canada, Colombia, Guam, Mexico, New Zealand, Turks & Caicos Islands, United Kingdom, United States

Languages

English

RamQuest One

4.4 (38)

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This information was sourced from verified user reviews of RamQuest One

Ease of Use 4.2
Customer Service 4.1
Value for Money 4.3

"Overall, very good RE transaction management software. Biggest issues are that the UI is very ugly,..." Read the full review

Zachary

Senior Funding Servicer in US

This information was sourced from RamQuest One

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of RamQuest One

Pros:

It is very easy to update checkbooks and reissue checks etc. at the cost of some checks and balances that other software I've used had. Read more

Cons:

While RQ is very easy to use, the UI is very ugly. Read more

This information was sourced from RamQuest One

Who Uses RamQuest One?

Our title and settlement solutions help small to large agencies with order entry, title production, policy generation and more with software on your...

Countries available

United States

Languages

English

LeadMaster

4.1 (37)

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This information was sourced from verified user reviews of LeadMaster

Ease of Use 3.9
Customer Service 4.2
Value for Money 4.1

Verified reviewers

"Great softeware" Read the full review

Moe

Insurance Broker in US

This information was sourced from LeadMaster

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of LeadMaster

Pros:

Their customer service is the best I've ever had. Read more

Cons:

Priority lists were a little complicated and difficult to set up. Support team is difficult to get in touch with after launch. Read more

This information was sourced from LeadMaster

Who Uses LeadMaster?

Because of the ability to customize the system, LeadMaster is used in virtually every industry - Finance, Manufacturing, Insurance, Education,...

Countries available

Australia, Canada, China, India, United Kingdom, United States

Languages

Chinese, English, Spanish

Turnkey Lender

4.6 (36)

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This information was sourced from verified user reviews of Turnkey Lender

Ease of Use 4.5
Customer Service 4.5
Value for Money 4.3

Verified reviewers

"Prior to using Turnkey Lender, we managed our loan program through Google Forms and spreadsheets...." Read the full review

Bryan

Operations in Philippines

This information was sourced from Turnkey Lender

Borrower Management
Pipeline Management
Accounting
Contact Management
Lead Management
Amortization Schedule
Pre-Qualification
Document Management
Task Management

This information was sourced from verified user reviews of Turnkey Lender

Pros:

There are quite a few pre-built integrations for credit pull, bank analysis, payment processing and e-sign. Customizations require a thorough requirements analysis and gathering phase. Read more

Cons:

They don't have the team necessary to automate tasks, the high rating is shocking. Read more

This information was sourced from Turnkey Lender

Who Uses Turnkey Lender?

Consumer and commercial lenders, including traditional creditors, alternative finance providers, and embedded lenders. The geography of the solution...

Countries available

Anguilla, Antigua & Barbuda, Argentina, Aruba, Australia, Bahamas, Barbados, Belize, Bermuda, Bolivia , Brazil, British Virgin Islands, Canada, Cayman Islands, Chile, China, Colombia, Costa Rica, Cuba, Curaçao, Dominica, Dominican Republic, Ecuador, El Salvador, Falkland Islands, French Guiana, Germany, Grenada, Guadeloupe, Guatemala, Guyana, Haiti, Honduras, India, Jamaica, Japan, Martinique, Mexico, Montserrat, Nicaragua, Panama, Paraguay, Peru, Puerto Rico, Singapore, St Pierre & Miquelon, St. Kitts & Nevis, St. Lucia, St. Martin, St. Vincent & Grenadines, Suriname, Trinidad & Tobago, Turks & Caicos Islands, US Virgin Islands, United Kingdom, United States, Uruguay, Venezuela and 48 others

Languages

Czech, English, French, Korean, Portuguese, Spanish

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