Build finance broker CRM software without code
Track leads, manage loan stages, and store secure documents in an AI-powered finance broker CRM software you adapt to your workflow.
Tailor your finance broker CRM software
Customize your finance broker CRM software setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Lead and inquiry tracking
Secure document collection
Loan stage management
AI-powered deal summaries
Commission and fee tracking
Lender and product database
Unify your deal and lender data in real time
Connect spreadsheets, CRMs, and lender lists with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your brokerage's business.
Custom access for every team. Built-in security.
Give each teammate the right tools and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different brokers tailored dashboards and lead lists, so each role sees just what they need to close deals faster.
User groups
Give different brokers tailored dashboards and lead lists, so each role sees just what they need to close deals faster.
Automations
Streamline operations with Softr Workflows. Trigger native notifications for loan approvals or document requests to keep deals moving smoothly.
Works on any device
Access and update your CRM on the go. View client details or update deal stages from your phone—all apps are mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your brokerage team fast, secure access to sensitive financial data—no IT tickets needed.
Security
Keep internal deal data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level to protect client privacy.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your finance broker CRM software in minutes with AI—no manual setup needed for your pipelines and leads.
Consolidate your stack
Add features like commission tracking, lender databases, or automated deal summaries as your processes evolve.
Flexible as you grow
Start with a CRM, then add client portals, dashboards, or shared forms—all in one place with no extra tools.
Generate a custom finance broker CRM software with AI
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Build your finance broker CRM software
Go from idea to live CRM in under an hour. Build and customize your finance broker CRM software without code.