Create a custom free CRM for mortgage brokers
Manage leads, track client progress, and streamline your mortgage process with a no-code CRM tailored to your brokerage needs.
Customize your CRM around your processes
Set up a CRM for mortgage brokers that fits the way you work. Add only the views and features you need, and adapt as your workflow grows.
Lead capture and tracking
Pipeline management
Automated reminders & follow-ups
Document management
Task assignment and tracking
Contact and communication log
Bring all your client data together in real time
Connect spreadsheets, mortgage systems, and CRMs with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your brokerage.
Give every broker a custom, secure CRM experience.
Provide mortgage brokers with a branded CRM portal for secure client management, automated workflows, and personalized dashboards. Set up in minutes.
Easy, secure logins
Your CRM is mobile-ready for brokers on the move. Access client info and tasks from any device.
Works on any device
Your CRM is mobile-ready for brokers on the move. Access client info and tasks from any device.
Automations
Connect with your mortgage tools to automate lead capture, follow-ups, and document reminders.
User groups
Give brokers, assistants, and managers tailored dashboards—each sees only what they need.
Advanced permissions
Set rules for brokers and teams to control who can access client records, documents, and tasks.
Security
Keep sensitive client information secure. Softr is fully SOC2 and GDPR compliant.
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Put AI to work for brokers
Mortgage brokers can ask AI about client status or leads and get instant answers, all within your CRM—no extra tools needed.
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
Launch your free mortgage CRM in minutes with drag-and-drop blocks and prebuilt templates.
Consolidate your stack
Add features for loan tracking, client pipelines, or team workflows as your mortgage business expands.
Flexible as you grow
Start with your CRM, then add borrower portals, dashboards, or forms—all in one place.
Build a fully custom CRM for mortgage brokers in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
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Frequently asked questions
Build your free CRM for mortgage brokers today