Latka logo

Top 31 Mortgage CRM Software SaaS Companies in May 2026

As of May 2026, there are 31 SaaS companies in Mortgage CRM Software. They have combined revenues of $176.8M and employ 1.5K people. They have raised $80.4M and serve 150 customers combined.

Companies
31
Revenue
$176.8M
Funding
$80.4M
Employees
1.5K

Filters

Sorting: Highest -> Lowest

Filters

Top Mortgage CRM Software Companies

Showing 10 of 7 companies ranked by annual revenue.

1
Vonk Digital

Solana Beach, California, United States

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
Growth
-
2
Mortgage Sandbox

Vancouver, British Columbia, Canada

SaaS, Real estate, Matching

Revenue
$594.8K
Customers
-
Year founded
2017
Funding
-
Team size
2
Growth
85.88%
3
Approval AI

San Francisco, California, United States

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

Revenue
$440K
Customers
-
Year founded
2025
Funding
-
Team size
4
Growth
-
4
Adviser CRM

New Zealand

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
Growth
-
5
XtremeMortgageWorx

Dallas, Texas, United States

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
Growth
26.5%
6
OptiBroker

United Kingdom

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
Growth
-
7
StreamLoan

San Francisco, California, United States

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
Growth
-19.33%