Top 31 Mortgage CRM Software SaaS Companies in May 2026

Denver, Colorado, United States

Maxwell empowers mortgage lenders to be more successful by intelligently automating their workflow with homebuyers and real estate agents.

London, England, United Kingdom

Acre is on a mission to make home buying quicker and easier for buyers, brokers, insurers, and lenders by bringing everything into one place. It is a cloud-based mortgage management software designed to streamline the home-buying process.

Alpharetta, Georgia, United States

Founded in 2017 and bolstered by the Salesforce platform, inflooens provides a groundbreaking UI/UX experience to increase transparency, efficiency and workforce and customer engagement throughout the mortgage journey. Innovators, engineers, and current, planet-Earth residents, inflooens believes that buying a home should be a high-touch, personalized experience filled with moments of delight and pure joy versus mind-numbing requests for additional information from an army of strangers. Our customers are an extension of ourselves and as such we deliver with integrity and ingenuity to ensure excellence while providing a future of life and work experience.

San Francisco, California, United States

Developer of a platform intended to help people trade loans effortlessly with pricing transparency. The company offers a cloud-based platform that seamlessly connects buyers and sellers of mortgage loans through API integration, increasing liquidity and automating capital markets functions, enabling mortgage lenders to effortlessly share their "for sale" pipeline and, in turn, receive loan-level pricing and other settlement data upon loan commitment.

Arlington, Florida, United States

Technology company specializing in the design, delivery and care of mortgage technology solutions in federal and commercial spaces

Toronto, Ontario, Canada

Mortgage Automator is the most advanced end-to-end loan origination & servicing software for North American private lenders. Perfect for residential, commercial, and construction lending (rehab, fix & flips), in seconds, it auto-generates custom documents, compliance reports, ACH/PAD payments, and more. Improve communication with borrower and investor portals. With customizable templates, products, and user training and support, focus your team on growth and let Mortgage Automator handle the rest.

Cottonwood Heights, Utah, United States

Provider of automated, innovative and comprehensive AI-powered mortgage technology solutions that streamline the mortgage origination process for mortgage lenders

Boston, Massachusetts, United States

Founded in 2016 and based in Boston, Reggora is a VC-backed technology company that is automating the residential valuation process. We’re working to remove the headaches from one of the most labor-intensive and time consuming components of securing a mortgage: the appraisal. Our modern, two-sided platform for mortgage lenders and appraisal vendors streamlines the entire appraisal process to shorten turn times and upgrade the experience for everyone involved. Reggora handles payment processing, appraisal scheduling, automated underwriting, appraisal delivery, status updates, and more, creating unprecedented operational efficiency. Reggora has raised over $45M in funding and is backed by investors Spark Capital and Boston Seed Capital. We’re growing fast and always hiring driven self-starters. Go to reggora.com/careers to apply!

Vancouver, BC, Canada

We’re a financial technology company on a mission to create graceful products that simplify the mortgage process, and help fund the future. Our flagship product is an advanced digital mortgage origination platform that connects borrowers, brokers and lenders. We’re a fast-growing team of 50+ employees, comprised of innovative and engaged individuals working collaboratively to deliver a unique digital home buying experience.

London, England, United Kingdom

Mortgage technology CRM and platform Smartr365 unites mortgage advisers and state-of the-art technology to empower better financial decisions and planning for clients. Smartr365 gives clients access to all of their financial data – mortgages / insurance / pensions / investments – all in one place. The data is Cloud based, with bank grade security. Data can be updated in real-time, notifying all relevant parties simultaneously. Clients can be paired-up with their existing financial adviser, and have access to the same financial data. Using ‘smart’ data, clients can see the value of their home, mortgage balance and home equity at the touch of a button, along with the relevant mortgage products for their specific circumstances. They will get the advice they need on their finances 24/7. The platform's Experian / HomeTrack / Digidentity / E-Conveyancer integrations are powerful features, as is the auto-email and remortgage feature with Mailchimp. Plus streamlined Lender integrations with some of the biggest banks, including Barclays, Halifax, Leeds, TSB, Accord, and Aldermore. Smartr365 has been built on Microsoft's Azure PaaS framework. It is designed to integrate seamlessly with all aspects of the 365 solution, including auto-syncing of actions to Outlook, client documentation storage and retrieval via SharePoint. If clients or advisers want to proceed with new financial products / offerings, this is delivered at the touch of a button, with no downtime nor expensive, aborted transactions. Smartr365 is the technology behind Capricorn Financial Consultancy, one of the largest brokers in the UK. It has been instrumental in propelling the consultancy as one of the industry’s major players, with more than £1billion of lending in 2016 and £1.4bn forecast for 2017 and will shortly be rolled out to other major brokerages / networks in the UK. We’re here to make mortgages simple.