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Top 15 Mortgage CRM Software Companies With $1M–$5M Revenue (September 2026)

As of September 2026, Latka tracks 15 mortgage CRM software companies with $1M–$5M in annual revenue. They have combined revenues of $35.5M and employ 376 people. They have raised $936.7K and serve 150 customers combined.

Every company below sells mortgage CRM software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.

Companies
15
Revenue
$35.5M
Funding
$936.7K
Employees
376

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Sorting: Highest -> Lowest

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Top Mortgage CRM Software Companies With $1M–$5M Revenue

Showing 10 of 15 companies ranked by annual revenue.

1Xpanse Inc logo
Xpanse Inc

Bellevue, Washington, United States

Our mission is to build the OS for the Mortgage Industry - a modern platform that advances the dated mortgage, lending and real estate industries.

Revenue
$3.8M
Year founded
2020
Team size
61
2MMI logo
MMI

Cottonwood Heights, Utah, United States

A market leader in data intelligence and market insight tools for the mortgage and real estate industries

Revenue
$3.6M
Team size
33
3Eligible logo
Eligible

Clerkenwell, England, United Kingdom

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
Year founded
2016
Team size
32
4Mortgage365 logo
Mortgage365

Highlands Ranch, Colorado, United States

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
Year founded
2016
Team size
28
5Liquid Logics logo
Liquid Logics

Lee's Summit, Missouri, United States

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
Team size
27
6LenderHomePage.com logo
LenderHomePage.com

Anaheim, California, United States

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
Year founded
2003
Team size
26
7Mindbox logo
Mindbox

Sacramento, California, United States

Mindbox provides Software-as-a-Service (SaaS) solutions for the mortgage lending process.

Revenue
$2.6M
Year founded
2010
Team size
7
8BrokerEngine logo
BrokerEngine

Bowen Hills, Queensland, Australia

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
Year founded
2016
Team size
23
9Digilytics AI logo
Digilytics AI

London, England, United Kingdom

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

Revenue
$2.3M
Year founded
2018
Team size
59
10Homemove logo
Homemove

Norwich, Norfolk, United Kingdom

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
Year founded
2022
Team size
27

Frequently asked questions about Mortgage CRM Software Companies With $1M–$5M Revenue

How many mortgage CRM software companies with $1M–$5M in annual revenue are there?

Latka tracks 15 mortgage CRM software companies with $1M–$5M in annual revenue. Together they generate $35.5M in annual revenue and employ 376 people.

Which mortgage CRM software company with $1M–$5M in annual revenue is the largest?

Xpanse Inc is the largest, with $3.8M in annual revenue, founded in 2020.

How much revenue does a typical mortgage CRM software company with $1M–$5M in annual revenue make?

The average mortgage CRM software company in this list makes $2.4M a year, across 15 companies with reported revenue. They serve 150 customers combined.

Who are the leading Mortgage CRM software vendors with $1M–$5M in annual revenue?

Ranked by annual revenue, the leaders are Xpanse Inc, MMI, Eligible, Mortgage365 and Liquid Logics.

How much funding have mortgage CRM software companies with $1M–$5M in annual revenue raised?

The 15 mortgage CRM software companies with $1M–$5M in annual revenue tracked here have raised $936.7K in disclosed funding between them.

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