Internal tool

Build your own mortgage compliance software, no code required

Ensure regulatory adherence, streamline compliance tasks, and simplify reporting with a customizable solution tailored to your mortgage team.

Screenshot of a user interface for mortgage compliance software, displaying form fields, navigation menus, and compliance status indicators.
mortgage compliance software mobile ui
Loved by 800,000+ teams around the globe
Data Management

Unify your compliance data in real time

Connect spreadsheets, loan origination systems, and compliance tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your compliance needs.

Explore all data sources
Power

Custom access for every team. Built-in security, no dev time.

Equip your compliance and loan teams with the right tools and data access. Set permissions, secure logins, and automate compliance checks—no IT needed.

Advanced permissions

Give compliance officers, underwriters, and managers tailored dashboards—so each role accesses just what they need.

User groups

Give compliance officers, underwriters, and managers tailored dashboards—so each role accesses just what they need.

Automations

Connect with mortgage tools to automate compliance tasks, reminders, and document tracking—less manual work for your team.

Works on any device

Access compliance workflows and checklists from anywhere. All tools are mobile-ready by default.

Easy, secure logins

Enable Google, email, or SSO logins to give your mortgage team fast, secure access—no IT hassle.

Security

Keep sensitive mortgage data safe. Softr is SOC2 and GDPR compliant, with detailed access controls for compliance needs.

AI Magic

An AI assistant for compliance teams

Let your team ask AI about regulations, timelines, or documents—instant answers inside your compliance tool save hours each week.

Why Softr

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.

UI screenshot of Softr drag-and-drop dashboard setup for building mortgage compliance software

Easy, fast setup

Build your mortgage compliance tool in minutes with drag-and-drop blocks and ready templates.

UI screenshot of Softr dashboard with resources, contacts, finances, and projects modules

Consolidate your stack

Easily add new checklists, document tracking, or workflows as compliance needs change.

Integration logos showing Softr connected with Airtable, Notion, Google Sheets, HubSpot, SQL, Rest API, and more.

Flexible as you grow

Keep compliance dashboards, forms, and audit trails together—no extra tools or seats needed.

“We’re not coders or developers, but Softr is so easy to use and learn — it lets us run with our ideas.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals
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“With Softr we’re able to experiment and innovate at the speed of conversation, which gives users a sense of control and ownership.”
Oliver Thomas
Maker Digital Systems Architect, MIT
Read customer story
“The biggest benefit we’ve found with Softr is how customizable and flexible it is. We’ve been able to create a platform that is adapted to our fairly complicated needs.”
Isobelle Ford
Founder & Director, Skylight Ventures
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“We’ve been able to create multiple client and employee portals with Softr and it works like magic. The integration with monday.com is seamless.”
Jesuena Estoque Reimer
Founder, Mindflows
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“Building our sustainability training app on Softr let us deliver an intuitive user experience to over 5,000 professionals in days without writing a single line of code.”
Guillaume Duvernay
Growth Lead, Plan A
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“I’ve dreamed of having a client portal for probably 10 years. I tried many different tools, got frustrated, and let it go. Then I played with Softr and immediately went “this is it!”
Rebecca Berneck
CEO, Officeheads
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How It Works

Build a fully custom mortgage compliance software 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.

“Our submission process used to be on paper. Now clinics use our Softr customer portal and submit in a few clicks. It saves 3-4 hours a day of at least one employee’s time.”
Ashley Kalinauskas
CEO, Torigen Pharmaceuticals

250+

veterinary clinics using the portal

600+

submissions processed per month
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Frequently asked questions

What is mortgage compliance software?
What are the benefits of building mortgage compliance software with Softr?
What types of features can I build into my mortgage compliance software?
Do I need to know how to code to build mortgage compliance software in Softr?
Can I manage multiple lenders or compliance teams in the same mortgage compliance portal?
Which data sources does Softr support for mortgage compliance?
Can I customize the user experience and permissions in the mortgage compliance portal?
Can I use Softr for mortgage compliance if I don’t already have my data in another tool?
Can I white-label my mortgage compliance software in Softr, including using my own branding?
Can I customize the design and layout of my mortgage compliance software?
How secure is my data in Softr apps?
How much does it cost to build a mortgage compliance software with Softr?
How is Softr different from other no-code tools?
Can I automate workflows and integrate with other tools?

Related use cases

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