CRM
Compare the top CRMs built for mortgage professionals. Lead management, pipeline tracking, marketing automation, and LOS integrations.
Quick Comparison
| Vendor | Best For | Pricing | Rating | |
|---|---|---|---|---|
| Jungo | High-volume teams (10+ LOs) already on Encompass that need enterprise LOS integration, referral partner automation, and post-close marketing at scale — and have budget for the full stack. | Jungo Mortgage App starts at $96/user/month billed annually ($119/month billed monthly) with a $249 one-time setup fee. The Bundle tier — which adds LOS sync, SMS, and lead distribution — is $125/user/month annually ($149/month). All contracts are annual minimums. Integrations with Homebot, BombBomb, Mortgage Coach, and Floify require separate subscriptions. | 3.2/5 | Full Review |
| GoHighLevel | Marketing-focused loan officers who want an all-in-one platform for lead generation, nurturing, and client communication at an aggressive price point. | GoHighLevel starts at $97/month (Starter) or $297/month (Unlimited). One of the most aggressively priced all-in-one platforms available. | 4/5 | Full Review |
| Surefire by Top of Mind Networks | Loan officers and teams who want done-for-you marketing content and automated co-branded campaigns with real estate partners. | Surefire pricing is typically $99-149/user/month. Custom enterprise pricing available for large teams. | 4/5 | Full Review |
| Velocify by ICE Mortgage Technology | Large lending operations with 20+ loan officers that process high volumes of leads and need intelligent distribution and prioritization. | Velocify pricing is enterprise-level, typically $100-200/user/month. Best suited for teams of 20+ users. Contact ICE for custom pricing. | 3.9/5 | Full Review |
| Whiteboard CRM | Individual loan officers and small teams who want a simple, affordable CRM without the complexity of enterprise platforms. | Whiteboard CRM starts around $79-99/user/month, making it one of the more affordable mortgage CRM options. | 3.9/5 | Full Review |
| LoanGraphs | Loan officers with established databases who want to proactively identify and act on refinance opportunities, not just maintain passive touchpoints. | Contact LoanGraphs for current pricing. Platform designed for loan officers managing active past-client databases. | 4.4/5 | Full Review |
The Leading AI Newsletter for Loan Originators
Stay on top of cutting-edge mortgage industry AI updates so you don't get left behind. As a free bonus, get our free download on how to hire an AI employee.
Detailed Reviews
Jungo
Jungo is a mortgage-specific CRM built on top of Salesforce. The Salesforce foundation delivers enterprise reliability a...
Best for: High-volume teams (10+ LOs) already on Encompass that need enterprise LOS integration, referral partner automation, and post-close marketing at scale — and have budget for the full stack.
GoHighLevel
GoHighLevel (GHL) is an all-in-one marketing and CRM platform that has gained rapid adoption in the mortgage industry. I...
Best for: Marketing-focused loan officers who want an all-in-one platform for lead generation, nurturing, and client communication at an aggressive price point.
Surefire by Top of Mind Networks
Surefire by Top of Mind Networks is a mortgage CRM known for its award-winning marketing content library and automation ...
Best for: Loan officers and teams who want done-for-you marketing content and automated co-branded campaigns with real estate partners.
Velocify by ICE Mortgage Technology
Velocify (now part of ICE Mortgage Technology) is an enterprise-grade lead management and distribution platform. It exce...
Best for: Large lending operations with 20+ loan officers that process high volumes of leads and need intelligent distribution and prioritization.
Whiteboard CRM
Whiteboard CRM is a mortgage-specific CRM designed for simplicity. It strips away the complexity of enterprise platforms...
Best for: Individual loan officers and small teams who want a simple, affordable CRM without the complexity of enterprise platforms.
LoanGraphs
LoanGraphs is an AI-powered mortgage intelligence platform that turns your past client database into an active pipeline....
Best for: Loan officers with established databases who want to proactively identify and act on refinance opportunities, not just maintain passive touchpoints.