The 5-Minute Guide to Mortgage CRMS

Like most industries, the mortgage industry has significantly evolved over the past several decades. With outdated processes, manual workflows, and a lack of streamlined communication, it is no wonder that borrowers are looking at different options. Here are some of the most important features of mortgage CRM in detail to help you find the best one for your business.

What is a CRM and why do mortgage brokers need one?

A customer relationship management (CRM) system is a software program that helps you manage your contacts and their interactions with you. It’s an essential tool for any business, especially if it has multiple clients or customers to keep track of. A mortgage broker might have hundreds—or even thousands—of contacts on the CRM they use every day. If they don’t have a good CRM setup, they could easily lose track of important information about those clients: what deals are going on right now, who needs help with paperwork or insurance documents, who needs to be called about making an appointment for closing.

A CRM with integration

With a CRM, you can keep track of all of your leads in one place. You’ll be able to see all your contacts and leads in the same system—which is helpful because it allows you to view all your numbers at once.

In addition to helping you organize all your information, integration between a CRM and lead management software also makes it easier for you to manage leads as they come in. If a lead comes in through automated emails.

Your CRM will automatically pull their info from the email (like their name and contact information), then update them as a new prospect into both systems so that everything stays organized and up-to-date.

A CRM with an app

A mortgage CRM is an essential tool for any business, but it can be difficult to find the time and energy needed to keep track of your contacts. That’s why you should have an app on your phone that lets you access your CRM from anywhere. It will make it easy for you to keep track of all of the information about each contact; their details, business affiliations, and previous interactions with the company—all in one place.

It also means that no matter where you are or what time it is—whether they live across town or down by the sea—and no matter what kind of device they use, they’ll always have immediate access to all their business information at hand – making sure everything runs as smoothly as possible without having any hiccups along the way.

A CRM that integrates with marketing platforms

You need to find a CRM that integrates with marketing platforms because it will help you track and manage the performance of your digital marketing efforts. This can be done in two ways: by integrating your CRM with your analytics platform, or by integrating your CRM with your marketing automation platform.

You’ll also want to ensure that the CRM that you choose has high-quality reporting features so that you can easily generate reports on how well various campaigns are performing and where they need improvement.

A CRM with contact management

A good mortgage CRM helps loan officers streamline the process of managing their contacts. A mortgage CRM helps you keep track of all your contacts, deals, and marketing campaigns in one place. You can use it to manage your leads, referrals, and more.


There is no doubt that a good CRM can make your job as a loan officer or mortgage lender much easier, but there are so many options out there. It’s important to choose one that works with the other tools you already use and suits your needs to save time and money down the road.