10 Best Tools for Mortgage Brokers and Lenders
Published February 28,2024 by Archana

10 Best Tools for Mortgage Brokers and Lenders

If you’re a mortgage broker or lender, you must optimize your loan origination, document management, and communication processes. That entails identifying the best tools available to help streamline these processes.

We’ve compiled a list of the 10 best tools for mortgage brokers and lenders. All you need to do is decide which one is right for you.

The Benefits Of Software Tools for Mortgage Brokers and Lenders

As a mortgage broker or lender, your primary goal should be to ensure you serve your clients effectively and promptly. Given the volume of work you likely handle daily, this can be challenging. That’s why you make the most of available software tools.

Plenty of tools exist that are specifically designed for mortgage brokers and lenders. Some of the many benefits of using these tools include:

  • Better accuracy and improved compliance with U.S. mortgage regulations
  • Increased efficiency
  • Data-driven insights
  • Improved communication and collaboration
  • A more positive client experience and outcome

By leveraging the right tools, you can create a successful and profitable business. You’ll save yourself and your clients time and hassle, ultimately leading to happier customers!

Top 10 Tools for Mortgage Brokers & Lenders

Here’s our list of the top 10 tools for mortgage brokers and lenders. It includes loan origination, CMS, document signing, and process automation tools.

1. Floify

Floify is a tool designed specifically for mortgage brokers. Its comprehensive features earn it a place at the top of our list.

Floify is a mortgage point-of-sale (POS) and loan origination platform that enables you to collect e-signatures from your clients and simplifies document management. Notable features include:

  • Customizable email templates
  • Communication automation, including notifications of deadlines
  • Interview-style loan questionnaires
  • Documents with built-in e-signatures
  • Internal collaboration tools

Plus, Floify can seamlessly integrate with other systems, such as:

  • CRMs
  • Credit reporting agencies
  • Income, asset, and employment verification providers
  • Cloud storage

One of our favorite aspects about Floify is its commitment to mobile responsiveness. Its design is compatible with mobile web browsers. It is also available as a native Android and iOS app.

Note that Floify mainly serves U.S. customers, specifically mortgage brokers looking to streamline the process of 1003 loan application management.

Still, given its comprehensive nature, it has many applications beyond this scope and can be instrumental in helping customers refinance house loans and more.

2. HubSpot

HubSpot takes second place on our list and is the first (and best) CRM tool in this list. Marketing and sales teams commonly use this tool. But it’s also an ideal for mortgage brokers. It includes loads of useful features that’ll streamline your operations. Plus, the HubSpot CRM is free to use!

Some of its best features include:

  • In-depth analytics and reports
  • A meeting scheduler
  • Real-time views of your sales pipelines (from lead tracking to conversion)
  • A live chat feature to enable customer engagement
  • Prospect and email tracking

Amazingly, even though Hubspot CRM is free, you can use it to manage up to one million contacts without any time limits. So, if you want to scale your mortgage broking business quickly, this is the tool for you.

Should you find yourself wanting more advanced features, you can upgrade to HubSpot’s paid CRM, Sales Hub.


In third place is the second CRM on our list. While this tool isn’t just aimed at mortgage brokers, its features are perfect for helping you overcome the unique challenges in the industry.’s features include:

  • Powerful integrations and automation
  • Built-in compliance (this is a really nice touch)
  • A highly intuitive interface that allows for drag-and-drop customization
  • Lead capturing, qualification, and management
  • Multiple views, including Kanban boards, Gantt charts, calendars, and timelines

Whatever your mortgage brokerage needs, you can customize the CRM platform to precisely align with your requirements. Are you looking for multi-channel marketing? No problem. Looking to manage your loan pipelines? has you covered.

4. LendingPad

LendingPad is a versatile Loan Origination System (LOS) platform. It caters to mortgage brokers and lenders with distinct editions tailored to their specific requirements.

Broker Edition features include:

  • Real-time notifications and multi-user processing
  • Direct wholesale integration
  • Intuitive screens simplified for ease of use
  • A seamless browser experience facilitated by a complimentary POS

Lender Edition, building upon the Broker Edition, adds:

  • The ability to perform warehousing activities and banking functions
  • Enterprise API
  • An unlimited number of users for its secondary, funding, and post-closing functions
  • Complete secondary tasks with institutional investors
  • Administration of third-party channels

LendingPad also has excellent integration capabilities, allowing for integration with tools such as:

  • Floify
  • Freddie Mac
  • MeridianLink
  • Fannie Mae
  • DocMagic
  • ComplianceEase
  • Loanzify
  • BNTouch
  • CoreLogic

As you can see, it’s a great tool. But don’t just take our word for it. The Association of Independent Mortgage Experts and the National Association of Mortgage Brokers endorse its use. Pretty good, right?

5. DocuSign

DocuSign serves a relatively simple purpose but one that’s absolutely vital for every mortgage broker and lender — document e-signing. It clearly does its job well, as it has more than a million customers worldwide and an incredible one billion individual users.

It has the capability for over 400 integrations, including Google, Microsoft, and industry-leading CRMs.

It also offers a range of other products, including:

  • Identify: A tool that verifies the identities of document signers
  • eWitness: A tool that allows you to witness signatures virtually rather than manually
  • Gen: An app native to Salesforce that automates document generation
  • Contract Lifecycle Management: A tool for managing and collaborating on contracts

If you’re looking for an all-in-one document and e-signature management solution, look no further than DocuSign.

6. Calyx

For mortgage brokers, lenders, and even banks looking to boost productivity through tech integration, Calyx emerges as a top solution. It has three separate LOS platforms. The one that’s best for you will depend on your specific needs.

The three platforms are:

  • Point: An end-to-end LOS designed for mortgage brokers
  • Zenly: A cloud-based LOS platform that you can set up quickly and easily
  • Path: A cloud-based, enterprise-grade LOS that enables customizable and flexible workflows

More than 50,000 mortgage professionals use Calyx. It offers industry-leading customer support to guide you every step of the way.

7. PandaDoc

Like Calyx, PandaDoc also has over 50,000 customers, and its popularity growth within the mortgage industry shows no signs of slowing down. It’s a document management platform (as you might have guessed from the name) that allows for:

  • E-signatures
  • Payments
  • Form completion
  • Quotes and proposals
  • Contract management

If you opt for PandaDoc’s free plan, you’ll gain access to an unlimited number of legally binding e-signatures for a single user. However, if you want to add more users to your plan, you’ll need to get the paid version.

8. Keap

Keap is the last CRM on our list. It might not be as well-known as other CRMs like HubSpot and, but it’s still popular among mortgage brokers.

Its key features include:

  • Automated workflows
  • Landing and marketing page templates
  • SMS marketing
  • Payment and eCommerce options
  • 2,500+ integrations

One of its biggest upsides is that all paid subscriptions include a “growth coach.” It refers to a member of the Keap team who will assist you with using the tool and give you advice on scaling your business. This feature is one of the reasons Keap earns a place on our list.

9. Zapier

Zapier is a process automation tool that enables you to build automated workflows and connect applications seamlessly. The tool allows for better consistency and accuracy and saves you time.

Here are a few of the things Zapier allows you to do:

  • Easily connect more than 5,000 apps
  • Use its intuitive drag-and-drop editor to build new connections called Zaps
  • Perform as many as 100 actions per Zap
  • Schedule your Zaps to run at certain times or when you trigger an action
  • Use webhooks to enhance your Zaps so you can send requests and receive data

Although Zapier is fairly technically complex, it’s easy to use. You don’t need coding or web development experience to run it.

10. SignWell

SignWell is a tool that simplifies the document signing process. It’s a comprehensive solution with a variety of features that enhance document management. Some of these features include:

  • 5,000+ integrations
  • In-depth audit reports
  • Custom templates
  • Legally compliant e-signatures
  • Document workflows for signature tracking

It has a free version and a wide range of paid plans.


The tools in this list are the best options available for streamlining the processes of mortgage professionals. Whether you’re a broker or lender, make sure you evaluate each one carefully and choose the tool that best suits your needs. With the right tool, you’ll be ready to serve your clients more effectively and start scaling your business!

Software tools
Mortgage brokers and lenders
CRM tools
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