- Revenue
- $1.2M
- Customers
- -
- Year founded
- 2020
- Funding
- $936.7K
- Team size
- 12
- Location
- Australia
Top GoMaxSoft Alternatives, Competitors & Similar Software
Founded 2018
Find 20 competitors in the Mortgage CRM Software. Compare other SaaS such as Effi, Addy AI and Velma. These GoMaxSoft competitors have raised $936.7K and together serve more than 150 customers and employ over 329 team members.

Mortgage CRM Software
Addy helps mortgage professionals close loans faster with AI-powered automation for borrower communication, document review, and loan prep.
- Revenue
- $1.3M
- Customers
- -
- Year founded
- 2022
- Funding
- -
- Team size
- 12
- Location
- United States

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!
- Revenue
- $1.1M
- Customers
- -
- Year founded
- 2006
- Funding
- -
- Team size
- 10
- Location
- United States

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.
- Revenue
- $1M
- Customers
- -
- Year founded
- -
- Funding
- -
- Team size
- 2
- Location
- United States

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.
- Revenue
- $1.9M
- Customers
- -
- Year founded
- 2014
- Funding
- -
- Team size
- 17
- Location
- United States

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.
- Revenue
- $1.9M
- Customers
- -
- Year founded
- 2022
- Funding
- -
- Team size
- 27
- Location
- United Kingdom
- Revenue
- $594.8K
- Customers
- -
- Year founded
- 2017
- Funding
- -
- Team size
- 2
- Location
- Canada

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

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.
- Revenue
- $330K
- Customers
- -
- Year founded
- 2016
- Funding
- -
- Team size
- 3
- Location
- New Zealand

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.
- Revenue
- $265.6K
- Customers
- -
- Year founded
- 2013
- Funding
- -
- Team size
- 1
- Location
- United States

Mortgage CRM Software
Revolutionizing Mortgage Origination, Leveraging AI | Category Leader of Easy-to-use SaaS AI Products
- Revenue
- $2.3M
- Customers
- -
- Year founded
- 2018
- Funding
- -
- Team size
- 59
- Location
- United Kingdom

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
- Revenue
- $220K
- Customers
- -
- Year founded
- 2017
- Funding
- -
- Team size
- 2
- Location
- United Kingdom

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.
- Revenue
- $76K
- Customers
- -
- Year founded
- 2015
- Funding
- -
- Team size
- 2
- Location
- United States

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/
- Revenue
- $2.5M
- Customers
- -
- Year founded
- 2016
- Funding
- -
- Team size
- 23
- Location
- Australia

Mortgage CRM Software
Mindbox provides Software-as-a-Service (SaaS) solutions for the mortgage lending process.
- Revenue
- $2.6M
- Customers
- -
- Year founded
- 2010
- Funding
- -
- Team size
- 7
- Location
- United States

Mortgage CRM Software
LenderHomePage.com is a leading provider of a secure and compliant cloud-based digital mortgage platform that powers lender websites, mobile apps, and consumer-facing marketing campaigns. Mortgage lenders of all size use LenderHomePage.com’s customizable and scalable solutions to enhance borrower experience, streamline the mortgage process, and increase Loan Officer productivity and efficiency. Creators of Loanzify and SmartApp1003
- Revenue
- $2.9M
- Customers
- -
- Year founded
- 2003
- Funding
- -
- Team size
- 26
- Location
- United States

Mortgage CRM Software
Liquid Logics, a True cloud-based SaaS Full Cycle Lending Software Solution for the residential Mortgage banking Industry. Based in the greater Kansas City area, Liquid Logics developed a full cycle Loan creation, Automated Underwriting and Mortgage Brief Case empowering borrower transparency and direct control of the loan process, changing their experience the way Travelocity did to the travel market. Liquid Logics unlike other legacy Loan Origination System who promise future roadmaps for online systems, provides today, online secure products that are focused on allowing consumers and lenders to effectively self-manage the flow of information and bi-directional direct communication between all interested parties of the transaction on all platform mobile, PC or tablets. The suite of products will provide real efficiency and profitability while gaining a competitive advantage. For more information please visit liquidlogics.com or contact us directly at 816-295-6240
- Revenue
- $3M
- Customers
- 150
- Year founded
- 2004
- Funding
- -
- Team size
- 27
- Location
- United States

Mortgage CRM Software
Caring for people's futures takes time and expertise while adjusting to market shifts demands agility. Scale your expertise and act on your next opportunity with a mortgage technology platform that's powerfully connected and intentionally relational. Mortgage365 is a built-for-mortgage technology platform that unifies systems, data, and people into a single worksurface powered by the tools and insight you need to prioritize activities, understand borrower needs, engage teams, and guide customers through a seamless lending experience. Leveraging Mortgage365 for lead and opportunity management, workflow customization, custom scenarios and presentations, and more, you can increase loan volume and customer satisfaction, deepening customer relationships and increasing ROI in any market. Built on Microsoft Dynamics and delivering turnkey bidirectional integrations with over 80% of the critical core lending systems across POS, LOS, and CRM, we help our customers connect your tech efficiently, fill in the gaps, and align the entire organization. Our platform includes powerful functionality of loan scenarios, omnichannel communications, timeline activities, lifetime customer intel, and more to enable your lending, marketing, and technology teams to work collaboratively and effectively while keeping customers at the center of every interaction. Uniquely, our approach to customer relationship management is widely scalable and made to grow with your business; enabling you to proactively identify the right opportunities for your borrowers across a lifetime. Own what's possible with Mortgage365. To learn more about Mortgage365, visit www.mortgage365.com and to join our team, visit www.mortgage365.com/careers
- Revenue
- $3.1M
- Customers
- -
- Year founded
- 2016
- Funding
- -
- Team size
- 28
- Location
- United States

Mortgage CRM Software
Eligible is a Level 39 based fintech start-up focused on making mortgages retention easy. It has been built for brokers and lenders alike. Eligible creates elegant, easy-to-implement solutions for the mortgage market. We turn data into an operational framework to extend and create revenue opportunities. Our mission is to put the customer relationship at the centre of all interactions. We save mortgage businesses time by digitising people-based processes. We automate admin and audit to change the way the sales process is managed.
- Revenue
- $3.4M
- Customers
- -
- Year founded
- 2016
- Funding
- -
- Team size
- 32
- Location
- United Kingdom

Mortgage CRM Software
A market leader in data intelligence and market insight tools for the mortgage and real estate industries
- Revenue
- $3.6M
- Customers
- -
- Year founded
- -
- Funding
- -
- Team size
- 33
- Location
- United States

