Skip to content
TrustList
Products · category

Top Mortgage and Loans Software for Document Management

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

Want your product here?

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.

See the top document management software across every categoryThe best of 610 products with document management, from 217 kinds of software, ranked in one list
Filter by fitbudget, engagement, size and more

Only businesses that have told TrustList match a filter. Filters never change the order or a score.

  1. EDocGen logo

    EDocGen

    Contact 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

    Contact 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

    Contact 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

    Contact 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

    Contact 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

    Contact 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

    Contact 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

For vendors

Want to see your product here?

The order is earned: ratings, verified reviews and listing quality decide it, and nobody can pay to move up. There are two ways to stand out, and each one says what it is.

Not on TrustList yet? Add your product or claim its listing, free.

Get vetted

Free

  • We check your registration, your website and your clients
  • Approved listings show the Verified badge here and on their profile
  • It earns a rank number and counts towards the TrustList Score; renewed yearly
Apply for vettingHow vetting works

Sponsor this ranking

Paid · always labelled

  • A Sponsored card above the ranked list, up to three per ranking
  • Marked Sponsored, and it never changes the order
  • Booked by the month; cancel any time
Sponsor this rankingSee prices
Same subject

More mortgage and loans software rankings

Every other way we rank mortgage and loans software — by what they do and where they are.

All 10 rankings
Articles

Related reading

Articles on this subject first, then the newest.

All articles
Browse

More categories

Jump to another ranked category.

All categories
Keep exploring

More on TrustList

Everything here links back to the same verified catalogue. Pick your next stop.