Build mortgage CRM software, no code required
Manage leads, track applications, and organize client data with a custom CRM tailored to your mortgage business needs and workflow.
Customize your CRM around your processes
Tailor a mortgage CRM that matches your workflow. Add only the features and views your team needs, then adapt as your processes change—no code needed.
Lead capture and intake
Pipeline and status tracking
Client document management
Automated follow-up reminders
Communication logging
Referral and partner tracking
Bring all your mortgage data together in real time
Connect spreadsheets, CRMs, and loan management systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your mortgage processes.
Give every client a custom, secure CRM experience.
Create a tailored, branded portal for your mortgage clients and team. Manage leads, documents, and communications securely with fine-tuned permissions.
Easy, secure logins
Access the mortgage CRM from any device—desktop or mobile. Manage leads and documents on the go with Softr’s PWA.
Works on any device
Access the mortgage CRM from any device—desktop or mobile. Manage leads and documents on the go with Softr’s PWA.
Automations
Connect with your essential tools to automate lead routing, updates, and notifications—eliminating manual follow-ups.
User groups
Provide unique logins for loan officers, processors, and clients—each with personalized dashboards and workflows.
Advanced permissions
Customize access so only the right users see loan applications, status updates, or sensitive info—down to the field level.
Security
Protect client information and mortgage data. Softr is fully compliant with SOC2 and GDPR regulations.
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An AI assistant for loan officers
Let loan officers ask AI for client info, loan status, or documents—answers surface instantly inside your CRM system with 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.
Easy, fast setup
Launch your mortgage CRM in minutes with drag-and-drop blocks and ready-made templates.
Consolidate your stack
Add features like lead capture, pipeline stages, or document uploads as your team’s needs change.
Flexible as you grow
Start with a CRM, then add borrower portals, dashboards, or forms—all in one place, no extra tools.
Build a fully custom mortgage CRM 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