Ensure regulatory adherence, streamline compliance tasks, and simplify reporting with a customizable solution tailored to your mortgage team.


Tailor your compliance portal to your mortgage team’s needs. Add only the features and views you want, and update as regulations or processes change.
Connect spreadsheets, loan origination systems, and compliance tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your compliance needs.
Equip your compliance and loan teams with the right tools and data access. Set permissions, secure logins, and automate compliance checks—no IT needed.
Give compliance officers, underwriters, and managers tailored dashboards—so each role accesses just what they need.
Give compliance officers, underwriters, and managers tailored dashboards—so each role accesses just what they need.
Connect with mortgage tools to automate compliance tasks, reminders, and document tracking—less manual work for your team.
Access compliance workflows and checklists from anywhere. All tools are mobile-ready by default.
Enable Google, email, or SSO logins to give your mortgage team fast, secure access—no IT hassle.
Keep sensitive mortgage data safe. Softr is SOC2 and GDPR compliant, with detailed access controls for compliance needs.
Let your team ask AI about regulations, timelines, or documents—instant answers inside your compliance tool save hours each week.
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.
Build your mortgage compliance tool in minutes with drag-and-drop blocks and ready templates.
Easily add new checklists, document tracking, or workflows as compliance needs change.
Keep compliance dashboards, forms, and audit trails together—no extra tools or seats needed.
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












Mortgage compliance software is a secure platform designed for mortgage professionals to manage and track all compliance-related tasks for loans and lending processes. It centralizes everything from document management to regulatory updates, making it easy for your team to stay organized and ensure every file meets industry and legal standards.
Softr makes it easy to build mortgage compliance software that fits your organization’s workflow. You can connect your existing data—like compliance checklists in Airtable or loan files in Notion—and create a portal where your team can manage documentation, monitor deadlines, and stay updated on regulatory changes, all in one place.
There’s no need to code. You can start with a template or build from scratch, adjust layouts, set user permissions, and brand the platform to match your company. It’s quick to implement, easy to update, and flexible enough to scale as your compliance needs grow.
You can build a wide range of features tailored to your compliance process. Common examples include:
\- User logins – so each compliance officer or team member can access their assigned tasks and documents
\- Custom dashboards – to show status of audits, pending items, or important deadlines
\- Forms – for submitting compliance checklists, incident reports, or regulatory disclosures
\- File sharing – for uploading and storing sensitive loan documents securely
\- Search and filters – to quickly locate specific files, loans, or transactions
\- Tables, lists, and detail views – to display audit trails, document logs, or review histories
\- Comments or status updates – to keep team communication in one place
\- Charts – to visualize compliance metrics or pipeline bottlenecks
\- Calendar view – for monitoring renewal dates, audit schedules, or regulatory deadlines
\- Permissions and roles – so users only see and edit what they’re authorized to
All these features use Softr’s drag-and-drop blocks, so you don’t need to code anything. If your compliance requirements change, it’s easy to update your software as needed.
No coding is required. You can build your mortgage compliance software entirely using Softr’s visual editor—everything from layouts to user permissions can be customized without writing a single line of code.
Yes. You can manage multiple lenders or compliance teams in a single mortgage compliance portal. Each user only sees the compliance documents and information assigned to them, based on their login and role. This is especially useful for mortgage brokers, lending institutions, or compliance consultants working with several organizations at once.
Softr supports a wide range of data sources, making it easy to manage compliance information. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also bring in compliance data from other systems using the REST API. You’re not limited to just one source—your mortgage compliance portal can display data from multiple places at once. Most sources support real-time, two-way sync, so updates in your portal or original data source stay in sync automatically.
Yes, Softr gives you complete control over how users experience your mortgage compliance portal. You can tailor the layout, navigation, and content to fit your organization’s compliance workflow. Each page or section can be shown or hidden based on who’s logged in, so every lender or team member sees only what’s relevant to them. You can also create roles like lender, compliance officer, or admin—and define what each role can view or edit. For example, lenders might see only their own compliance status, while your internal compliance team can review and manage all records. Personalized views can also be created by filtering data for each user. This makes managing multiple lenders or teams secure, efficient, and streamlined.
Yes, you can. You don’t need to have your compliance data in another system before starting with Softr. You can use Softr Databases, which is built into the platform and integrates seamlessly with your mortgage compliance portal. If you do already have data in platforms like Airtable, Google Sheets, HubSpot, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in compliance data from other sources. Either way, you have full control over how your compliance records are structured and displayed in your portal.
Yes, you can fully white-label your mortgage compliance software built with Softr. You can use your organization’s logo, brand colors, fonts, and a custom domain to ensure the platform feels like a seamless extension of your business. All Softr branding can be removed, so your team and stakeholders only see your company’s identity throughout the compliance process.
Absolutely. Softr gives you extensive options to control the design and layout of your mortgage compliance software. You can adjust colors, fonts, spacing, and page structure to align with your organization's brand. You also have full control over how each page is set up, which blocks are displayed, and what different users see when they log in.
To organize your compliance data, you can add various block types depending on your workflow:
\- Table blocks – for displaying loan files, compliance checklists, or audit logs
\- List or Card blocks – to show borrower profiles, compliance statuses, or document requests
\- Detail View – to present in-depth records, such as individual loan audits
\- Forms – for submitting compliance documentation
\- Charts – to visualize compliance progress
\- Calendar blocks – for important deadlines or submission schedules
If your requirements evolve, you can easily update your design and structure in the Softr visual builder.
Softr is designed with security as a top priority. All information related to your mortgage compliance software is encrypted both in transit (TLS) and at rest, and the platform is hosted on a secure, reliable infrastructure. You have full control over access, with the ability to set up role-based permissions, manage users directly within your connected data source, set visibility rules, and apply global restrictions to keep sensitive compliance data protected.
When your mortgage compliance software connects to external sources like Airtable, Notion, or SQL, Softr does not store your data; it simply displays it in real time according to your permissions. You always have control over who can view or edit your compliance records.
Softr follows industry best practices for authentication, access control, and platform monitoring to help safeguard your compliance data.
You can get started at no cost. Softr’s Free plan lets you create one mortgage compliance app with up to 10 users and 2 user groups, and supports all standard data sources including Softr Databases, Airtable, Google Sheets, and more.
If your compliance software needs to accommodate more users or advanced features, you can explore Softr’s paid plans for additional functionality: <http://softr.io/pricing>
Softr is designed to make building robust, user-facing applications—like mortgage compliance software—simple and code-free. What makes Softr stand out is the speed at which you can go from an idea to a fully functional compliance app, and how seamlessly it connects to your existing data sources.
While some no-code platforms focus on mobile-only solutions (such as Glide) or cater more to technical users (like Retool), Softr is built for compliance teams and business users who want full control over layout, user experience, and permissions. You can build on top of real-time data from Airtable, Google Sheets, Softr Databases, or SQL, creating branded, secure portals your compliance officers or stakeholders can access.
Everything is customizable through a visual interface—from design to permissions. Plus, Softr includes user roles, forms, conditional logic, and API support by default, so your mortgage compliance solution is ready to launch without needing multiple disconnected tools.
Yes, Softr offers a broad range of integrations so you can connect your mortgage compliance software to the rest of your tech stack. You can automate tasks using tools like Zapier, Make, and N8N, and sync with platforms such as DocuSign for e-signatures, or Slack for notifications. Softr also supports REST API and webhooks for more advanced workflow automation.
Whether you need to send compliance data to another system, trigger an action based on document approval, or pull in updates from other tools, you can build these automations right into your compliance software—no coding required.