Build a free CRM for mortgage brokers with AI
Track mortgage leads, manage loan pipelines, and automate notifications in an AI-powered CRM built with AI to fit your firm's workflow.
Tailor your CRM to your needs
Customize your free CRM for mortgage brokers setup with the exact steps and views your team needs. Add features as processes evolve—no code needed.
Mortgage lead tracking
Loan pipeline management
Secure document uploads
Automated status notifications
AI-powered loan summaries
Appointment booking system
Bring all your borrower data together in real time
Connect spreadsheets, CRMs, and internal systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your brokerage.
Give every user a custom, secure experience.
Give each broker and client the right views and access in a fully branded portal. Set up secure logins, user groups, and permissions in minutes.
Easy, secure logins
Softr apps are mobile-ready. Turn your CRM into a downloadable app in one click so brokers can manage loan pipelines from anywhere.
Works on any device
Softr apps are mobile-ready. Turn your CRM into a downloadable app in one click so brokers can manage loan pipelines from anywhere.
Automations
Build native automations to handle status updates, loan task reminders, and lead notifications automatically whenever records change.
User groups
Provide separate logins for different brokers and administrative staff, and create personalized dashboards for each team member.
Advanced permissions
Apply rules for different groups. Customize who sees sensitive borrower financial data, and which actions they can take at a granular level.
Security
Protect borrower information from security threats. Softr is fully compliant with SOC2 and GDPR regulations to keep financial data safe.
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 mortgage CRM in minutes with AI—no dev time or complex configuration needed or manual setup.
Consolidate your stack
Add features like loan pipeline tracking, document uploads, or status automations as your brokerage grows.
Flexible as you grow
Start with a CRM, then add loan client portals, dashboards, or shared forms—all in one place with no extra tools.
Generate a custom free CRM for mortgage brokers 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 mortgage CRM in minutes
Describe what you need. Softr's AI builds your free CRM for mortgage brokers in minutes.