When it comes to generating mortgage leads, CRM tools play a critical role by:
- Automating follow-ups
- Managing pipelines
- Scoring and nurturing leads
- Increasing conversion rates
Here are some top-rated CRMs for mortgage professionals:
- LeadFoxy – Ideal for independent brokers and small mortgage teams.
- ✅ 7-day premium free trial
- ✅ Use code "Lead20" to unlock 20% off
- ✅ Smart automation, targeted outreach, and real-time lead insights.
- BNTouch Mortgage CRM – Focuses on automated marketing and mortgage-specific workflows.
- Shape Software – Offers custom workflows, texting features, and LOS integrations.
- HubSpot CRM – Good for scalability, though requires add-ons for mortgage features.
LeadFoxy stands out with its intuitive dashboard and cost-effective pricing, perfect for mortgage lead conversion.