
Mortgage CRM Software
One-click mortgage: AI shops, negotiates, and handles your application
- Revenue
- $440K
- Customers
- -
- Year founded
- 2025
- Funding
- -
- Team size
- 4
- Location
- United States
Founded 1988
Find 20 competitors in the Mortgage CRM Software. Compare other SaaS such as Approval AI, Mortgage Sandbox and Adviser CRM. These Avista Solutions competitors have raised $936.7K and together serve more than - customers and employ over 275 team members.

Mortgage CRM Software
One-click mortgage: AI shops, negotiates, and handles your application

Mortgage CRM Software
Adviser CRM is packed full of features to help you to build a better business. We are an independent CRM Provider and are not owned by, or exclusive to any financial services group. Adviser CRM is fully customisable and flexible enough for any Insurance and Mortgage Adviser business. If you would like to discuss any customisations, please contact our team.

Mortgage CRM Software
Developer of a cloud-based platform for the banking industry. The company's product offers related lending and mortgaging services to their clients.

Mortgage CRM Software
OptiBroker is designed by Mortgage Brokers, for Mortgage Brokers. Our platform is an all-in-one solution changing the way broker and client interact, encompassing Protection, Mortgage Sourcing, Video Meetings, Identity checks and compliance

Mortgage CRM Software
Provider of a mortgage lending platform intended to make the loan (purchase & refinance) process simple, efficient, and digital for both the lender and customer. The company's mortgage lending platform enables property buyers to collaborate with banks and financial institutions to secure home and property loans by keeping borrowers at the center of the home buying experience by giving them complete control of who sees what data, enabling them to significantly reduce transaction time by speeding all the steps in the lending process.

Mortgage CRM Software
The Vonk Digital mortgage website platform is built exclusively for mortgage originators, brokers, branches, and IMB’s looking to leverage the internet as part of the modern-day sales process.

Mortgage CRM Software
The Vonk Digital mortgage website platform is built exclusively for mortgage originators, brokers, branches, and IMB’s looking to leverage the internet as part of the modern-day sales process.

Mortgage CRM Software
Founded in 2006 by mortgage professionals, Velma is well established in the mortgage industry. Over 40,000 mortgage professionals have used our tools to increase productivity and drive sales. Velma CRM is a marketing assistant dedicated to building stronger, more profitable relationships for Mortgage Lenders through state-of-the-art marketing automation and engagement technology that produces more referrals, lasting relationships, better retention, and more closed loans. From "set it and forget it" auto-campaigns to creating custom campaigns on the fly, Velma is ready to build your relationships and your production by delivering a never-ending pipeline of repeat and referral business. Connector by Velma is our cutting edge LOS automation solution that can help streamline the entire mortgage journey. With Connector you can simplify your ECOA/Reg B process and never face a fine again! You can streamline your TPO communications to insure a loan is never missed again. You can automate the sending of Production Reports so you always know which loans are in need of attention. Connector can do all this and so much more! As a preferred mortgage professional, we have an account reserved for you!

Mortgage CRM Software
Addy helps mortgage professionals close loans faster with AI-powered automation for borrower communication, document review, and loan prep.

Mortgage CRM Software
Addy helps mortgage professionals close loans faster with AI-powered automation for borrower communication, document review, and loan prep.

Mortgage CRM Software
At Take3Tech, we are an entrepreneurial fintech company passionate about improving mortgage lending technology. We provide marketing and SaaS software solutions to mortgage bankers, brokers, banks and credit unions that transform how they use data and technology to do business with their borrowers. We have two groundbreaking products: LoanMAPS® (our next generation LOP) and Rule Tool™ (innovative real-time online agency guideline and investor overlay application). We are a perfect blend of technologists, marketing, and mortgage professionals developing next-generation Loan Origination Platform (LOP) and applications to provide access to agency guidelines and investor overlays allowing mortgage lenders to originate and close loans in a more agile, secure and compliant online environment. Take3Tech enables lenders the ability to provide a complete online lending experience to their customers, thereby reducing costs and increasing efficiencies. Everyone at Take3Tech believes in delivering innovative solutions for improving residential lending.

Mortgage CRM Software
At Take3Tech, we are an entrepreneurial fintech company passionate about improving mortgage lending technology. We provide marketing and SaaS software solutions to mortgage bankers, brokers, banks and credit unions that transform how they use data and technology to do business with their borrowers. We have two groundbreaking products: LoanMAPS® (our next generation LOP) and Rule Tool™ (innovative real-time online agency guideline and investor overlay application). We are a perfect blend of technologists, marketing, and mortgage professionals developing next-generation Loan Origination Platform (LOP) and applications to provide access to agency guidelines and investor overlays allowing mortgage lenders to originate and close loans in a more agile, secure and compliant online environment. Take3Tech enables lenders the ability to provide a complete online lending experience to their customers, thereby reducing costs and increasing efficiencies. Everyone at Take3Tech believes in delivering innovative solutions for improving residential lending.

Mortgage CRM Software
Homemove provides a platform for consumers to compare and book services such as estate agents, mortgages, conveyancing, surveys, removals, and utilities, aimed at simplifying the home moving process.

Mortgage CRM Software
Revolutionizing Mortgage Origination, Leveraging AI | Category Leader of Easy-to-use SaaS AI Products

Mortgage CRM Software
Revolutionizing Mortgage Origination, Leveraging AI | Category Leader of Easy-to-use SaaS AI Products

Mortgage CRM Software
BrokerEngine is mortgage broker software created by a top-producing mortgage broker, for mortgage brokers who want to write more business in less time and with less stress. After working in the industry for over 10 years and interviewing hundreds of brokers, we discovered that most brokers describe legacy software packages in one of 3 ways: 1. A clunky aggregator platform you’re forced to use, in spite of frustrating functionality gaps 2. A generic software package that has been “shoe-horned” into the mortgage broking industry 3. A third-party solution that solves only part of the puzzle, but leaves you with giant holes to fill BrokerEngine has been designed to work in harmony with existing mortgage aggregator software packages, augmenting their functionality with advanced automation and collaboration tools. Brokers who use BrokerEngine can typically reduce their total time spend per loan from approximately 14 hours, to 4 hours. Loan processors who use BrokerEngine typically experience an increase in productivity of at least 25%, with improved accuracy and less stress. Mortgage brokers and loan processors are invited to take a demo of the software at: https://www.brokerengine.com.au/demo/

Mortgage CRM Software
Mindbox provides Software-as-a-Service (SaaS) solutions for the mortgage lending process.
Each Tuesday, we reverse-engineer a real SaaS company's revenue, profit, CAC, funnels, and its top growth tactic.
Sign up to access all features
Sign up with GoogleSign up with LinkedInAlready have an account? Log in
GetLatka is trusted by 200k+ founders, researchers, and marketers.
No contracts, cancel at any time