The best software for mortgage brokers can make your job easier. It can process more applications in less time and increase your revenue. The best mortgage broker software can be customized to meet the specific needs of your business. We spoke to Dana Boyd from Tundra to get her list of must-have broker software. Read on to learn more:


RealINSIGHT software is the leading solution for commercial real estate lenders and debt investors. It delivers full lifecycle support for loan origination, underwriting, asset management, and dispositions. It includes robust features to help lenders manage their portfolios and make data-driven decisions. RealINSIGHT is a cloud-based solution, which means you can access and modify it from anywhere. In addition to the mortgage broker features, it also provides tools to manage your commercial real estate assets.

Another popular software for mortgage brokers is Whiteboard, which offers a comprehensive CRM for small businesses. It also helps loan originators manage their content and interact with customers. In addition to offering a comprehensive CRM, Whiteboard also provides an easy-to-use cloud-based solution for small businesses. For instance, it enables loan officers to keep track of their clients and manage their contacts with a variety of email templates. It also offers email notification capabilities to notify users when a client opens their emails.


Whiteboard is a mortgage CRM software that accelerates lead management, partner relationships, and team production. It was recently acquired by Daily AI, a company that provides solutions to mortgage lending and brokerage businesses. Co-founded by Spencer Dusebout, who helped to found several successful prop-tech companies, the company uses cutting-edge technology and alignment with industry loan origination teams to deliver a robust product. In addition to helping brokers track and analyze their performance, Daily AI also offers mortgage-related CRM software.

Whiteboard CRM is a cloud-based CRM for mortgage professionals that connects users with their customers. Its lead management capabilities include automated lead follow-up, pre-loaded email and text notifications, and lead nurturing. It also offers hundreds of pre-built forms and checklists for mortgage agents. It costs $299 to setup and includes the following features:


EngageBay is a software solution for mortgage brokers that can help them communicate and manage customers. Its features include a custom contact management system, lead prioritization, automation of marketing workflows, and visual deals pipelines. The software can even create automated landing pages. In addition, it offers a free trial. It is best for businesses with less than 100 employees. Despite its lack of accreditation with the Better Business Bureau, EngageBay is popular among smaller companies.

The customer relationship management system is a key feature of EngageBay. It allows you to manage and monitor customer relationships and deals through an intuitive user interface. The system helps you to manage and prioritize customer support tickets and automatically track all email, phone, and web form activity. With the ability to monitor and prioritize customer interactions, it can improve the efficiency of your customer support team. Lastly, the software offers you a clear view of your sales pipeline and provides easy access to vital notes and reports.


BNTouch is a comprehensive mortgage marketing software suite that comes with hundreds of pre-made email templates. These templates can be used to target and nurture leads, send important information, and much more. Its extensive library of videos can also be used for marketing purposes. BNTouch is a great choice for brokers who want to make the most of their online presence. It can be downloaded free of charge, and you can even try it out for a trial period.

BNTouch also has a number of integrations that can help streamline your business processes. For instance, it can be integrated with popular LOS software, such as LendingQB. It can be customized by allowing users to add additional features. It can also communicate with other software programs, such as Mortgage Bot, Calyx, and LendingQB. The downside is that it only comes with standard business hours and doesn’t offer live chat.