- Revenue
- $594.8K
- Year founded
- 2017
- Team size
- 2
Top 6 Mortgage CRM Software Companies Under $1M Revenue (September 2026)
As of September 2026, Latka tracks 6 mortgage CRM software companies under $1M in annual revenue. They have combined revenues of $1.9M and employ 14 people.
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
- 6
- Revenue
- $1.9M
- Funding
- -
- Employees
- 14
Filters
Sorting: Highest -> Lowest
Top Mortgage CRM Software Companies Under $1M Revenue
Showing 6 of 6 companies ranked by annual revenue.
2
Approval AI
San Francisco, California, United States
One-click mortgage: AI shops, negotiates, and handles your application
- Revenue
- $440K
- Year founded
- 2025
- Team size
- 4
3
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
- Year founded
- 2016
- Team size
- 3
4
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
- Year founded
- 2013
- Team size
- 1
5
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
- Year founded
- 2017
- Team size
- 2
6
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
- Year founded
- 2015
- Team size
- 2
Frequently asked questions about Mortgage CRM Software Companies Under $1M Revenue
How many mortgage CRM software companies under $1M in annual revenue are there?
Latka tracks 6 mortgage CRM software companies under $1M in annual revenue. Together they generate $1.9M in annual revenue and employ 14 people.
Which mortgage CRM software company under $1M in annual revenue is the largest?
Mortgage Sandbox is the largest, with $594.8K in annual revenue, founded in 2017.
How much revenue does a typical mortgage CRM software company under $1M in annual revenue make?
The average mortgage CRM software company in this list makes $321.1K a year, across 6 companies with reported revenue.
Who are the leading Mortgage CRM software vendors under $1M in annual revenue?
Ranked by annual revenue, the leaders are Mortgage Sandbox, Approval AI, Adviser CRM, XtremeMortgageWorx and OptiBroker.