Build a free crm for mortgage brokers
Track borrowers and manage loan pipelines in an AI-powered CRM built with AI that you customize to fit your firm's mortgage workflow.
Tailor your CRM to your lending needs
Customize your free crm for mortgage brokers with the exact loan stages and client views your team needs. Add features as your firm evolves.
Lead and borrower tracking
Loan pipeline management
Secure document collection
Automated status updates
AI-powered mortgage summaries
Commission and closing reports
Unify your mortgage pipeline data in real time
Connect lead spreadsheets, loan documents, and closing data with real-time sync—or manage everything in Softr Databases. Create one source of truth for your brokerage.
Custom access for every broker. Built-in security.
Give each loan officer the right leads and access. Set up secure logins, user groups, and granular permissions—no IT support or dev work needed.
Advanced permissions
Give different loan officers and processors tailored access and dashboards, so each role sees just the pipeline stages they need.
User groups
Give different loan officers and processors tailored access and dashboards, so each role sees just the pipeline stages they need.
Automations
Streamline your lending process with Softr Workflows. Trigger native automations for status updates or document reminders based on pipeline changes.
Works on any device
Access and update your mortgage CRM on the go. View borrower details and loan progress on your phone—it's mobile-ready out of the box.
Easy, secure logins
Use Google, email, or SSO logins to give your brokers fast, secure access to your software—no IT tickets or complex setup needed.
Security
Keep borrower and financial data safe with SOC2 and GDPR compliance, plus fine-tuned access control at every level of your CRM.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Build your mortgage CRM in minutes with AI—get from lead tracking to closing without manual setup.
Consolidate your stack
Add loan document collection, pipeline reports, or status tracking as your team's workflow grows.
Flexible as you grow
Start with a mortgage CRM, then add partner portals and dashboards—all in one place with no extra costs.
Generate a fully custom CRM with AI in minutes
Co-build with AI
Simply describe what you need. Let Softr handle everything - Interface, database, workflows.
Iterate with AI or visually
Control most critical parts of your app yourself - roles, permissions, security.
Ship the same day
Invite team members or external clients and partners right away. No developer handover.
The go-to platform for business operations
Use drag-and-drop blocks to build a portal that looks sleek and modern out of the box. Add only the features you need, and iterate as your workflows evolve.
Minerva Network increased athlete registrations by 50% with a custom CRM and portal
Celonis built a GTM knowledge base for 1,500+ team members
Urban's Group increased productivity by 25% with a custom ERP system
Frequently asked questions
Create a custom mortgage CRM now — for free
Launch faster with a tool built for your specific lending workflow. No setup time, no dev needed.