Best Mortgage Software for Small Businesses (Free & Paid)

Mortgage software is tailored to help small businesses in the real estate and lending industries manage mortgage processes efficiently. It streamlines tasks such as loan origination, processing, and underwriting. Features include automated application workflows, document management, and compliance tracking to ensure all regulations are met. Mortgage software also offers customer relationship management (CRM) tools to maintain client interactions and track leads. For small businesses, this software reduces manual errors, speeds up loan approvals, and enhances customer satisfaction by providing a smooth and transparent experience. Additionally, mortgage software often includes reporting and analytics, helping businesses make data-driven decisions and optimize their operations. By using mortgage software, small businesses can improve their operational efficiency, increase loan volumes, and maintain a competitive edge in the market. Following are software included in the Mortgage Software category to choose from:

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Last Updated: October 01, 2025

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188 Software

Popular Picks in Mortgage Software

BNTouch Mortgage CRM

BNTouch Mortgage CRM

$165 Per month

Calyx Point

Calyx Point

Contact Vendor

Creatio

Creatio

$25 Per month

List of Top Mortgage Software for Small Businesses

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Lendesk is a cutting-edge loan origination software designed to streamline the mortgage and lending process for brokers and lenders. This platform provides a user-friendly interface that simplifies the application process, allowing users to efficiently manage client information and loan applications. Lendesk features automated workflows that reduce manual tasks, enabling quicker approvals and impr... Read more about Lendesk

Free Trial

Available

Pricing Type

$49 Per user

Location

Canada

RamQuest One is a state-of-the-art Real Estate Property Management Software designed to streamline and optimize the management of real estate portfolios for property managers and landlords. It offers a comprehensive platform for overseeing property listings, tenant communications, lease agreements, and maintenance requests, ensuring efficient and organized property operations. RamQuest One feature... Read more about RamQuest One

Free Trial

Available

Pricing Type

$1900 Per year

Location

United States

QuickQual is a sophisticated mortgage and loan software platform designed to streamline the loan application, approval, and disbursement process. Ideal for financial institutions, QuickQual automates many of the traditional manual tasks involved in lending, reducing paperwork and minimizing the risk of errors. The software supports various types of loans, including mortgages, personal loans, and a... Read more about QuickQual

Free Trial

Available

Pricing Type

$65 Per month

Location

United States

Constellation Mortgage Solutions is a comprehensive loan origination software designed to streamline the mortgage process for lenders and brokers. This platform automates key tasks such as application processing, document management, and compliance checks, ensuring a seamless workflow. With features like real-time updates, electronic signatures, and customizable templates, Constellation enhances t... Read more about Constellation Mortgage Solutions

Free Trial

NA

Pricing Type

$5000 Per user

Location

United States

Loan And Mortgage is a specialized loan servicing software designed to help financial institutions manage the lifecycle of loans and mortgages efficiently. It offers tools for application processing, payment tracking, and account management, ensuring a smooth experience for both lenders and borrowers. The software supports automated payment reminders and customizable loan terms, helping lenders ma... Read more about Loan And Mortgage

Free Trial

NA

Pricing Type

$39.98 Per one-time

Location

Canada

ComplianceAnalyzer is a comprehensive compliance software designed to help organizations navigate complex regulatory environments with ease. This platform provides tools for monitoring, assessing, and reporting on compliance requirements across various industries. With ComplianceAnalyzer, users can automate the tracking of regulatory changes, ensuring that their operations remain up-to-date and co... Read more about ComplianceAnalyzer

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

With Axxiome Digital, the Digital Transformation Finally Meets the Branch

Axxiome Digital is a state-of-the-art Business Process Management (BPM) Software designed to help organizations streamline, automate, and optimize their business processes, ensuring enhanced efficiency, improved collaboration, and sustained growth. This comprehensive platform offers a wide range of features, including process modeling, workflow automation, task management, performance monitoring, ... Read more about Axxiome Digital

Free Trial

NA

Pricing Type

Contact Vendor

Location

Switzerland

MCTLive! is an advanced mortgage and loans software designed to streamline the mortgage lending process and enhance operational efficiency for financial institutions. This comprehensive platform offers a suite of tools that facilitate loan origination, pricing, and secondary market trading, ensuring that organizations can manage their lending operations effectively. MCTLive!’s user-friendly inte... Read more about MCTLive!

Free Trial

Available

Pricing Type

Contact Vendor

Location

United States

Lending Software for Banks, Alternative Lenders, & Fintechs

HES LoanBox is an all-in-one loan origination and management platform designed for banks, alternative lenders, and fintech companies looking to streamline their lending operations. Built with flexibility and scalability in mind, HES LoanBox offers end-to-end solutions for automating loan processes, enhancing decision-making, and delivering exceptional borrower experiences. HES LoanBox is trusted ... Read more about HES LoanBox

Free Trial

Available

Pricing Type

$75000 Per year

Location

Lithuania

Acre is a specialized software solution designed for businesses in the mortgage and loan industry, offering end-to-end management of loan origination, processing, and servicing. With Acre, mortgage brokers, banks, and financial institutions can automate and streamline the entire loan process from application to approval, significantly improving operational efficiency. The platform provides an intu... Read more about Acre

Free Trial

Available

Pricing Type

Contact Vendor

Location

United Kingdom

Pre-Approve Me is a specialized mortgage and loans software designed to simplify the loan application process for lenders and borrowers. The platform provides tools for managing loan applications, tracking approvals, and facilitating communication between lenders and applicants. Pre-Approve Me offers a user-friendly interface that allows borrowers to submit documents, check application statuses, a... Read more about Pre-Approve Me

Free Trial

Available

Pricing Type

$129 Per month

Location

United States

Adaptive is an innovative mortgage and loans software designed to streamline the lending process for financial institutions. This platform provides comprehensive tools for managing loan origination, underwriting, and servicing, ensuring efficient operations throughout the loan lifecycle. Users can automate workflows, track documentation, and analyze loan performance in real-time, reducing turnarou... Read more about Adeptive

Free Trial

NA

Pricing Type

Contact Vendor

Location

Italy

Vaultedge Mortgage Automation is a comprehensive loan servicing software designed to streamline the entire mortgage process from application to servicing. This platform automates routine tasks such as document processing, payment reminders, and communication with borrowers, reducing the manual workload for lenders and servicing teams. Vaultedge uses advanced AI and machine learning to assess loan ... Read more about Vaultedge Mortgage Automation

Free Trial

Available

Pricing Type

$10000 Per month

Location

India

Funding Suite is a comprehensive mortgage and loans software designed to streamline the lending process for financial institutions. With features such as loan origination, processing, and reporting, Funding Suite enhances efficiency and compliance in mortgage management. The user-friendly interface allows loan officers to manage applications and communicate with borrowers easily. Additionally, Fun... Read more about Funding Suite

Free Trial

NA

Pricing Type

$9 Per user

Location

United States

Mortgage CRM software with intelligent automation

Aidium is an innovative mortgage CRM software uniquely designed to revolutionize the way mortgage professionals manage client relationships. With its intelligent automation, Aidium streamlines lead generation and follow-up, ensuring no opportunity is missed. The software offers a user-friendly interface, making client management simple and efficient. Its robust analytics provide deep insights into... Read more about Aidium (Formerly Daily AI)

Free Trial

NA

Pricing Type

Contact Vendor

Location

Afghanistan

Margill Loan Manager is a highly specialized software developed for precise and efficient loan management. It is ideal for organizations managing loans, lines of credit, leases, and other forms of credit. The software's standout feature is its exceptional ability to handle complex interest rates and repayment terms, which makes it suitable for a wide range of financial scenarios. It simplifies the... Read more about Margill Loan Manager

Free Trial

NA

Pricing Type

Contact Vendor

Location

Canada

Pulse Mortgage CRM is a dedicated customer relationship management software tailored for the mortgage industry. It equips loan officers and mortgage professionals with essential tools for managing client interactions and streamlining the loan process. Key features include lead tracking, automated follow-ups, and document management, which enhance efficiency and improve customer service. Pulse Mort... Read more about Pulse Mortgage CRM

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Hypofriend is an innovative Mortgage and Loans Software designed to streamline and optimize the lending process for financial institutions and mortgage brokers. It offers a comprehensive platform for managing loan applications, processing approvals, and tracking borrower information, ensuring efficient and compliant lending operations. Hypofriend features intuitive tools for inputting and managing... Read more about Hypofriend

Free Trial

NA

Pricing Type

Contact Vendor

Location

Germany

Mortgage Servicer is a specialized loan servicing software that helps mortgage companies manage their portfolio of loans effectively. This comprehensive platform offers features such as payment processing, escrow management, and customer account management to ensure accurate servicing. With Mortgage Servicer, users can automate routine tasks, track loan performance, and generate reports for regula... Read more about Mortgage Servicer

Free Trial

NA

Pricing Type

$21500 Per user

Location

United States

MortgageFlexOne is a robust loan servicing software designed to streamline the management of mortgage loans throughout their lifecycle. This comprehensive platform provides lenders with essential tools to handle everything from origination to servicing and reporting. With features such as automated payment processing, escrow management, and compliance tracking, MortgageFlexOne enhances operational... Read more about MortgageFlexOne

Free Trial

NA

Pricing Type

$1995 Per one-time

Location

United States

Visionet is a comprehensive mortgage and loan management software designed to streamline the entire loan lifecycle for financial institutions. The software provides tools for managing everything from loan origination and underwriting to servicing and collections. Visionet offers automated workflows that help lenders process loans more efficiently, reducing the time it takes to approve and fund loa... Read more about Visionet

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

PerfectLO is a powerful loan servicing software solution designed to help financial institutions manage the lifecycle of loans efficiently. The platform offers comprehensive tools for tracking loan applications, processing payments, and managing customer accounts seamlessly. With its userfriendly interface, lenders can automate routine tasks, such as payment reminders and reporting, reducing admin... Read more about PerfectLO

Free Trial

Available

Pricing Type

$59 Per user

Location

United States

Bryt is a dynamic loan servicing software designed to streamline the entire loan lifecycle, from origination to servicing and repayment. This solution simplifies the management of loans, ensuring that lenders can efficiently track and manage borrower information, payments, and outstanding balances. Bryt offers powerful automation tools, reducing the manual effort required for loan servicing tasks ... Read more about Bryt

Free Trial

Available

Pricing Type

$59 Per month

Location

United States

Agile Mortgages is a mortgage and loan management software solution that simplifies the process of issuing and managing mortgages and loans. The platform provides lenders with a comprehensive suite of tools for application processing, underwriting, risk assessment, and servicing loans. Agile Mortgages offers automated workflows that reduce manual tasks, improve efficiency, and reduce errors. Its r... Read more about Agile Mortgages

Free Trial

NA

Pricing Type

Contact Vendor

Location

United States

Apprivo is an all-in-one mortgage and loans software that simplifies the loan origination, processing, and management processes for financial institutions. This comprehensive platform automates many aspects of the mortgage and loan application process, including document collection, credit checks, and loan approval workflows. Apprivo integrates seamlessly with external systems, including credit bu... Read more about Apprivo

Free Trial

NA

Pricing Type

Contact Vendor

Location

United Kingdom

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