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Top Mortgage and Loans Software for Contact Management

7 mortgage and loans software ranked by rating, review volume and listing quality.

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Between them, the 7 mortgage and loans software on this page cover client database (6), residential mortgages (6), closing documents (5) and pipeline management (5). 7 of them have written a profile you can read before you get in touch.

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  1. EDocGen logo

    EDocGen

    Document Management · Closing Documents · Customer Statements

    EDocGen is a do-it-yourself document generation system. Business users create documents from templates they already hold in PDF and Word format.

    Write a review
  2. LoanSifter logo

    LoanSifter

    Document Management · Client Database · Residential Mortgages

    LoanSifter is a web-based platform for mortgage product eligibility and pricing. It serves lenders of all sizes who need secondary marketing tools.

    Write a review
  3. Mortgage Cadence Platform logo

    Mortgage Cadence Platform

    Document Management · Client Database · Residential Mortgages

    Mortgage Cadence Platform is a lending system that handles the whole loan life cycle.

    Write a review
  4. E-Closing logo

    E-Closing

    Document Management · Client Database · Residential Mortgages

    E-Closing is a web-based suite for closing and title processing. It manages the closing process from order entry through discharge tracking.

    Write a review
  5. Captaloans logo

    Captaloans

    Document Management · Client Database · Residential Mortgages

    Captaloans is software for managing mortgage, loan modification and bankruptcy caseloads. It lets firms see their pipeline and gives their clients secure access to case status.

    Write a review
  6. Loanzify logo

    Loanzify

    Document Management · Client Database · Residential Mortgages

    Loanzify is a point-of-sale platform for lenders. It offers loan and client management tools that can be customised to a lender's needs.

    Write a review
  7. Encompass logo

    Encompass

    Document Management · Client Database · Residential Mortgages

    Encompass is a digital mortgage platform from ICE Mortgage Technology, formerly Ellie Mae. It aims to be an end-to-end loan origination system with one system of record.

    Write a review

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