10 Best CRMs for Mortgage Brokerages

Thriving in the mortgage industry requires deep commitment to relationship building. This is a fact that any successful local mortgage broker will attest to. Managing and nurturing relationships can be challenging without the right tools in your arsenal. That’s where Customer Relationship Management (CRM) tools come in.

Read on for 10 high-performing CRM tools designed to handle the unique needs of the mortgage industry. Remember, use of these tools can be further amplified with services offered by Podium.

1. Zoho CRM

Zoho CRM provides a robust platform for mortgage brokers looking to digitize their business processes. Its platform can handle large data volumes. And with its user-friendly interface, navigating the system is a breeze. Zoho also offers features like salesforce automation, analytics, customer segmentation, and even workflow management.

Why do we recommend Zoho CRM? It’s designed for businesses that deal with large sets of customer data, just like yours. A deep dive into Zoho’s features reveals its advanced CRM analytics that can help you better understand customer behavior and preferences. This insightful data can help your mortgage brokerage craft more personalized plans and strategies.

2. Inbox

Transform the way your mortgage broker interacts with customers using Podium’s Inbox. Offering seamless interaction across multiple platforms, Inbox allows you to maintain engagement with your clients even when they switch from one platform to another.

We believe Inbox is a game-changer for mortgage brokerages. In an industry where customer connection and quick, accurate responses are pivotal, having all your messages, from texts to social media DMs, in one place is a monumental advantage. Plus, its integration with other Podium tools makes it a perfect solution for your business, ensuring continuity of conversation and helping you build stronger relationships with your clients.

3. HubSpot CRM

When it comes to CRM tools, HubSpot CRM certainly makes its mark. It’s a versatile tool that allows you to manage contacts, track deals, and monitor everything that pertains to your customers. Its ease of use and intuitive design make it a favorite among mortgage brokers.

Why do we recommend it? HubSpot CRM gives you a holistic view of your customer interactions, and that’s gold in the mortgage industry. This 360-degree view can facilitate better decision-making, and ease of managing contacts and deals can free up time for you to focus on building relationships.

4. Salesforce

Salesforce is another major player in the CRM space. Beyond its robust features for sales, service, and marketing, Salesforce excels when it comes to automation. This can be particularly helpful for mortgage brokers in streamlining tasks and handling customer information.

Automation capabilities are what set Salesforce apart. Mortgage brokers can automate task distribution, stage progress, and even communication based on a lead’s place in their pipeline. This leaves more time to focus on building relationships with your clients and boosting customer satisfaction.

5. Freshworks CRM

A cloud-based sales and marketing suite, Freshworks CRM is designed to help businesses like yours track and nurture leads. The software offers an AI-based lead-scoring feature, a visual deal pipeline, and intelligent workflow automation.

Specifically, its intuitive UI, powerful features, and seamless integrations make managing customer relationships a breeze.

6. Pipedrive

You can’t talk about CRM tools without mentioning Pipedrive. Created by salespeople for salespeople, Pipedrive knows what it takes to close a deal.

We recommend Pipedrive because it offers simplicity and functionality. Its visual pipelines allow you to quickly identify which leads need attention. Pipedrive also shines in its ability to integrate with other major tools and software, making it a practical choice for mortgage brokers.

7. Agile CRM

Agile CRM is a versatile package that balances sales, marketing, and service automation. It offers a range of features including contact management, email tracking, appointment scheduling, and others.

We love Agile CRM for its balanced approach to automation. Its functionality extends beyond sales and marketing, offering service capabilities as well. This equips you to provide top-notch customer service.

8. Microsoft Dynamics 365

The trusted name of Microsoft offers a compelling CRM solution, Microsoft Dynamics 365. What sets it apart is its ability to calculate the health score of sales relationships and ensure valuable deals don’t fall through the cracks.

The relationship health score feature is a unique one that can be of tremendous help for mortgage brokers. It’s a great resource for helping you prioritize your efforts, ensuring you’re focusing where it matters most.

9. Copper

If your mortgage brokerage is heavily reliant on Google Workspace, then Copper is a sensible choice. It’s a CRM that is designed to integrate seamlessly into your Gmail and other Google apps, simplifying your working routine.

We recommend Copper for its dedicated Google Workspace integration. The smooth workflow it provides can help you focus on your customers.

10. Webchat

Engage visitors on your website and transform them into leads with Webchat. Unlike traditional live chat, Webchat works by sending chats as text messages, allowing for conversations to continue beyond a website visit.

We recommend Webchat for mortgage brokers due to its ability to turn website visitors into leads. In an industry strongly based on lead generation, Webchat allows you to capture and nurture new leads directly from your website and continue the conversation wherever it is most convenient for the client. This versatile communication tool helps you build stronger relationships and close more deals.

Get Started

These 10 CRM tools can add significant value to mortgage brokerages. Remember, these tools are most effective when utilized in an integrated ecosystem. If you are a broker looking for an integrated solution, Podium provides a comprehensive platform to manage your online presence, customer interactions, and reputation. Explore Podium’s offerings to find out how we can help align your tool suite with your business needs and make relationship management smoother and more effective.