Top Mortgage and Loans Software for Web-Based, Cloud, SaaS

Between them, the 8 mortgage and loans software on this page cover document management (7), contact management (7), client database (6) and residential mortgages (6). 8 of them have written a profile you can read before you get in touch.

1. 1

   

   Snapdocs

   Snapdocs is a US mortgage technology company that digitises the closing of home loans.

   Write a review
2. 2

   

   EDocGen

   Document Management · Contact Management · Closing Documents

   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
3. 3

   

   LoanSifter

   Document Management · Contact Management · Client Database

   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
4. 4

   

   Mortgage Cadence Platform

   Document Management · Contact Management · Client Database

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

   Write a review
5. 5

   

   E-Closing

   Document Management · Contact Management · Client Database

   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
6. 6

   

   Captaloans

   Document Management · Contact Management · Client Database

   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
7. 7

   

   Loanzify

   Document Management · Contact Management · Client Database

   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
8. 8

   

   Encompass

   Document Management · Contact Management · Client Database

   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

Articles

Latest insights

The newest guides and analysis from TrustList Insights.

All articles

Singapore

6 Oct 2026 · TrustList Editorial

OneByZero raises US$20 million Series A led by Jungle Ventures for enterprise AI agent deployment

Singapore-based OneByZero, which deploys and governs AI agents inside large enterprises, says it has raised US$20 million in a Series A led…

France

6 Oct 2026 · TrustList Editorial

Cleavr raises EUR 8 million seed led by Varsity for AI accounts-receivable collection

French start-up Cleavr, which automates invoice collection for finance teams with AI, says it has raised EUR 8 million in a seed round led…

Identity Federation

6 Oct 2026 · TrustList Editorial

Google Kubernetes Engine: Identity Service for GKE is not supported from GKE 1.37, move to Workforce Identity Federation before upgrading

Google says Identity Service for GKE is deprecated and unsupported from GKE 1.37. Clusters that sign users in through it must disable it…