Platform choice for your team
Mortgage-specific and general CRMs compared on LOS links, consent tools, mobile use, and per-user cost.
The Problem
Pre-Approved Buyers Go Quiet While Your Processors Field Status Calls
It shows up once referrals, pre-approvals, and past clients outgrow your inbox. The loan file lives in the LOS, but the relationship around it lives nowhere.
01 · Cold pre-approvals
Pre-approved buyers stop answering while they house hunt.
Each pre-approval gets a follow-up plan until the buyer finds a home.
02 · Status calls
Processors spend mornings answering loan status questions from agents.
Borrowers and agents get an update when the loan status changes.
03 · Lost past clients
Past clients refinance with other lenders without a word.
Closed loans land on rate-watch and anniversary lists for timely outreach.
04 · Scattered leads
Leads sit in an inbox, the LOS, and a spreadsheet.
Every lead lands in one CRM with a source and a loan officer.
You pre-approved a couple in March. They went house hunting, got busy, and stopped answering. By June, their agent had sent them to the lender she trusts. Meanwhile, your processor spends the morning telling three agents whether a file is clear to close. A past client refinanced last month with another lender, and you found out from the payoff request. Your leads sit in an inbox, the LOS, and a spreadsheet, and none of them talk to each other.
We start with your loan flow: where leads come from, who owns them, and which LOS holds the file. Then we set up the CRM that fits, pull loan status from the LOS where its API allows, and send milestone updates to borrowers and agents. Pre-approved buyers get a follow-up plan, and closed clients land on rate-watch lists. Your phone rings with applications, not status questions.
Milestones sent automatically
Borrowers and agents hear about each loan milestone without calling your processor first.
Pre-approvals kept warm
Every pre-approved buyer gets scheduled check-ins until they write an offer on a home.
Past clients remembered
Rate-watch and closing anniversary lists bring past clients back when refinancing makes sense.
Our Mortgage CRM Setup Process
From Loan Flow Review to Automatic Borrower Updates in Five Steps
You approve the platform, the pipeline stages, and every borrower and agent template. Sample loans move through each milestone before a real borrower gets a message.
We map where your leads come from, which LOS holds your files, and how borrowers hear about progress today. You get a short written plan. If your LOS or current CRM already covers this, we'll say so before we quote.
What's Included
What You Get When We Set Up a CRM for Mortgage Brokers
Every plan covers the platform choice, a pipeline from inquiry to funded loan, pre-approval follow-up, and milestone templates. Higher plans add LOS sync, texting, partner lists, migration, and branch permissions.
Compare Options
DeveloperLook vs an LOS Add-On vs a DIY Setup
An LOS add-on suits teams who live inside one LOS, and a DIY setup suits a solo loan officer with spare evenings. Here's how each compares once referrals and past clients matter.
| Feature | DeveloperLookBest fit | LOS add-on | DIY setup |
|---|---|---|---|
| Platform choice | Matched to your loan flow | Tied to your LOS vendor | Whatever you find first |
| LOS connection | API sync tested on sample loans | Built in | Manual updates |
| Milestone updates | Borrowers and agents, automatic | Borrower portal notices | Sent by hand |
| Pre-approval follow-up | A plan for every buyer | Basic reminders | When someone remembers |
| Partner tracking | Loans and updates per partner | Limited fields | A separate spreadsheet |
| Consent and access | Consent per contact, roles, MFA | Vendor defaults | Up to you |
| Cost to start | From $1,050, fixed scope | Often bundled with the LOS | Your time only |
| Speed to start | 2 to 3 weeks | Already running | A weekend, then upkeep |
DeveloperLook
LOS add-on
- Platform choice
- DeveloperLook: Matched to your loan flowLOS add-on: Tied to your LOS vendor
- LOS connection
- DeveloperLook: API sync tested on sample loansLOS add-on: Built in
- Milestone updates
- DeveloperLook: Borrowers and agents, automaticLOS add-on: Borrower portal notices
- Pre-approval follow-up
- DeveloperLook: A plan for every buyerLOS add-on: Basic reminders
- Partner tracking
- DeveloperLook: Loans and updates per partnerLOS add-on: Limited fields
- Consent and access
- DeveloperLook: Consent per contact, roles, MFALOS add-on: Vendor defaults
- Cost to start
- DeveloperLook: From $1,050, fixed scopeLOS add-on: Often bundled with the LOS
- Speed to start
- DeveloperLook: 2 to 3 weeksLOS add-on: Already running
Projects We've Built
Finance and Real Estate Projects We Have Built
Finance platforms and real estate websites our team designed and built, where every inquiry needed a clear owner and a fast reply.
Oasic Finance SaaS Web Design & Development
- Finance
- SaaS Platform
- Dashboard
DWLFNDR Real Estate Website
- Real Estate
- Dashboard
- Website
Comfea Real Estate Website Design
- Real Estate
- Dashboard
- Website
Finto Corporate Website Design & Development
- Finance
- Dashboard
- Website
What Our Clients Say
What Clients Say After Launch
Feedback from teams we have built websites, dashboards, and integrations for.
We had a pretty specific idea of what we wanted our website to become, but I wasn’t sure how easily we could explain all of it to a development team. There were quite a few moving parts, and we were working toward a deadline, so I expected a few things to get lost along the way. That never really happened. They understood what we were trying to achieve, kept us updated throughout the process, and got everything ready within the agreed timeline. The final site feels much easier to navigate, works beautifully on mobile, and is noticeably smoother for our customers. It was a huge relief seeing the original idea actually turn into the website we had in mind.
The mobile experience is probably my favourite part of the new site. We had spent a lot of time making sure the desktop version looked right, and the team kept pushing us to think about how everything would actually feel on a phone too. They were right. The navigation is clean, the interactions feel natural, and everything we’ve tested so far works exactly as it should. They also went through the links, forms, integrations, and other details more than once before launch, which I really appreciated. And even after going live, we could still reach out when something came up. The whole process felt friendly, organised, and surprisingly straightforward.
What I appreciate most is that the website is actually easy for us to manage now. We can update content ourselves instead of sending a developer a message every time we need to change something small. They also paid attention to the technical SEO side, which mattered to us because we didn’t want a new website to create problems for the traffic we already had. I’ve probably asked more questions than I should have since launch, but every question has been handled patiently and without any fuss. The team is easy to work with, they explain things clearly, and when we need something changed, they focus on getting it done rather than making the process complicated.
1,250+
Projects shipped
10+
Years of experience
Top 3%
Upwork Top Rated Plus
5 stars
Average review score
Want results like these?
Tell us what you are building. You get a reply within 24 hours on business days, then a written estimate.
Work Culture
Why Mortgage Teams Trust Us With Their CRM
Mortgage work runs on deadlines, consent, and trust. These habits keep your CRM accurate for borrowers, useful for partners, and careful with financial data.
Tested with sample loans
We push sample loans through every LOS milestone before a borrower sees an update. A wrong closing date in a text does more harm than no text at all.
Borrower data locked down
Roles, multi-factor login, and access limits are set from day one. Mortgage brokers fall under the FTC Safeguards Rule, and your CRM is part of that program.
LOS tools checked first
If your LOS or its add-on already covers follow-up, we set that up instead. You pay us only for the gaps it leaves.
Partner tracking kept clean
We track which agents send loans and keep them updated, nothing more. Anything that looks like paying for referrals raises RESPA Section 8 questions, so we don't build it.
Consent before every text
Texts and automated calls run only with consent recorded on the contact. The TCPA sets those rules, and the record shows when and how each borrower agreed.
Your company keeps the pipeline
Contacts, loan history, and partner records sit in your company's account. When a loan officer leaves, the pipeline and the past clients stay with you.
Overview
Who sets up a mortgage CRM for brokers and loan officers?
DeveloperLook sets up a mortgage CRM for brokers, loan officers, and small lenders. We compare Jungo, Shape, Total Expert, and HubSpot, sync loan status from Encompass or your LOS, and send milestone updates to borrowers and agents. Setups start at $1,050 and take 2 to 8 weeks, in accounts your company owns.
DEVELOPERLOOK
Project facts · Mortgage CRM Setup for Brokers
- Service
- Mortgage CRM setup for brokers (LOS sync, milestone updates, partners)
- Typical timeline
- 2 to 3 weeks for one office, 5 to 8 weeks for branches
- Platforms
- Jungo, Shape, Total Expert, HubSpot, and Salesforce
- Built with
- Encompass and other LOS APIs, Twilio, Zapier, and DocuSign
- Experience
- 10+ years of development experience and 1,250+ shipped projects
- Post-launch support
- 30, 45, or 60 days, set by plan
- Communication
- Calls in US, UK, and AU business hours
- Starting price
- From $1,050 USD, fixed scope after a free review
Reviewed 7 Oct 2026 by Saimul Islam
Good fit
Independent mortgage brokers
You run a small brokerage and work leads from your website, agent referrals, and past clients. You want a mortgage broker CRM that fits a small team.
Loan officers at retail lenders
Your lender gave you a loan officer CRM, but nobody built the pre-approval follow-up. You need plans that keep buyers warm until they find a home.
Brokerages with processors
Your processors answer the same status questions from borrowers and agents all day. You need a mortgage CRM system that sends milestone updates from the LOS.
Lenders replacing an older CRM
Your current CRM for mortgage companies is slow, and half your loan officers don't log in. You need a replacement with past clients and notes moved over.
Agencies marketing for loan officers
You run campaigns for loan officers and need CRM data that shows which campaigns produced applications and funded loans, not just clicks.
Not a fit
Agent CRM, not loans
You're a real estate agent or team who needs a CRM for buyers and listings, not loans. Our Real Estate CRM Setup for Agents fits better.
Only a website calculator
You only need a mortgage calculator on your website to capture leads. Our Mortgage Calculator Development for Websites service covers that on its own.
Budget under $1,050
Your budget is under $1,050, or you close a few loans a month. The contact tools inside your LOS are enough for now.
Custom lending software
You want your own lending platform with applications, underwriting rules, and a borrower portal built from scratch. That's a separate software project, quoted on its own.
Not sure we're the right fit?
Book a free call or message us. We'll tell you honestly whether we're the right team.
Pricing
Transparent Starting Prices for Mortgage CRM Setup
These are starting points in USD. Your price depends on loan officer count, your LOS, and how many systems connect, and you get a fixed proposal after a free review.
For brokers and loan officers moving leads and pre-approvals out of inboxes and spreadsheets.
$1,050one-time, USD
- CRM recommendation for your team
- Pipeline from inquiry to funded loan
- Pre-approval follow-up plans
- Milestone emails sent when a loan changes stage
- Import of up to 3,000 contacts
- 30 days post-launch support
Recommended
For brokerages with processors and several loan officers sharing referral partners.
$2,600one-time, USD
- Everything in Loan Officer Setup
- LOS status sync where the LOS API allows
- Referral partner records and update lists
- Texting with consent capture and 10DLC
- Rate-watch and closing anniversary campaigns
- 45 days post-launch support
For lenders running several branches or teams from one CRM with migrated history.
$5,200one-time, USD
- Everything in Broker Shop Workflows
- Migration from another CRM with notes
- Branch and loan officer permissions with MFA
- Point-of-sale or e-signature link
- Production dashboard by officer, source, and partner
- 60 days post-launch support
For Agencies
White-Label CRM for Loan Officers, Built for Mortgage Marketing Agencies
You own the client relationship. We build the CRM side of your mortgage campaigns: lead capture, pre-approval follow-up, and reports that tie funded loans to campaigns. It's delivered under your brand, in accounts your lender client owns.
How the partnership works
White label: your client only ever sees your brand
- Your client
- You, the agency
- DeveloperLook
Share the lender setup
Their LOS, lead sources, loan officer count, and the reports their managers want.
- Client needs
- You share the details
- Details received
We scope the build
You get a pipeline map and a fixed price to put in your proposal.
- Scope and plan
- Proposal to resell
- Your quoteYOUR LOGO
Build and hand off
We connect the LOS, test with sample loans, document under your brand, and hand over logins.
- Done by our team
- Your brand on it
- Handed to your clientDone
Partner with DeveloperLookDelivered under your brand
Your brand, our build
Calls, training, and documents go out under your agency name.
Funded loans by campaign
Reports connect applications and funded loans to the campaigns behind them.
Dates you can promise
Fixed scope and milestones, with sample loans tested before launch.
Solo brokers to branches
The same playbook works for one broker or a multi-branch lender.
The Right Technology for Your Project
Technology Stack
We set up the CRM that fits your shop, then connect your LOS, texting, e-signature, and reporting tools where their APIs allow.
- Jungo
- Shape
- Total Expert
Salesforce
HubSpot
- Encompass
- Arive
- LendingPad
- Calyx
Twilio- DocuSign
- Gmail
- Google Calendar
Zapier
Make
Google Sheets
Power BI
FAQ
Frequently Asked Questions
Straight answers on cost, setup time, LOS integration, and choosing a system for your shop.
Saimul IslamFounder & CEO, DeveloperLookStill have questions?
Send a message or book a call with the team.
CRM setup for a mortgage broker starts at $1,050 for one office. That covers the platform choice, a pipeline from inquiry to funded loan, pre-approval follow-up, and milestone emails. Shop workflows with LOS sync and texting start at $2,600, and multi-branch lenders start at $5,200. CRM licenses are billed separately by the vendor, usually per user each month.
A loan officer CRM for one office takes 2 to 3 weeks. Shops adding LOS sync, texting, and post-close campaigns take 3 to 5 weeks, and multi-branch lenders with migration take 5 to 8 weeks. LOS API access can take time to approve, so we request it in the first week.
It's a customer relationship system built around the loan cycle. It tracks leads, pre-approvals, applications, and closed loans, plus the agents and partners who refer them. Unlike a general CRM, it usually ships with mortgage stages, milestone templates, and LOS connections, so less has to be built from scratch.
CRM stands for customer relationship management. In mortgage lending, it's the system for every borrower conversation outside the loan file. That means the first inquiry, pre-approval check-ins, referral partner notes, and post-close follow-up. The LOS holds the loan itself, and the CRM holds the relationship around it.
Choose a mortgage-specific CRM if you want loan stages, milestone templates, and an LOS link ready on day one. A general purpose CRM such as HubSpot or Salesforce suits teams that want deeper marketing tools. The loan workflow then has to be built. We price both paths before you choose.
Look for an LOS connection, milestone templates for borrowers and agents, and consent records for texting. Then check mobile use, referral partner tracking, and data export. CRM software for mortgage brokers should also support roles and multi-factor login, because borrower data falls under the FTC Safeguards Rule in the US.
There is no single best CRM for mortgage brokers. Jungo, which runs on Salesforce, suits teams that want that platform. Total Expert and Shape suit lenders who want mortgage marketing built in, and HubSpot suits brokers who need simple pipelines and strong email tools. Your LOS, team size, and partner count decide the right pick.
Start with your loan flow, not a feature list. Write down your lead sources, your LOS, and the updates borrowers ask for most, then test each shortlisted system against them. We run that test with sample loans during step 2, so you see real results before you sign a contract.
It connects through the LOS vendor's API or a ready-made connector. Encompass, for example, offers developer APIs that pass loan status and key dates to other systems. We map which fields move, test with sample loans, and keep the LOS as the system of record for the loan file.
List every mortgage tool that touches a borrower, then connect them in order of value. The LOS comes first, then the point-of-sale application and e-signature tools where their APIs allow. Zapier handles simple steps, and custom API work covers the rest. Each connection is tested with sample data before it goes live.
Saimul IslamFounder & CEO, DeveloperLookStill have questions?
Send a message or book a call with the team.
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