Mortgage lead management software is a system that helps loan officers manage their mortgage leads. It allows you to collect and store information about potential borrowers, track the progress of each lead, and record your interactions with them. This can help you to get a better understanding of your leads and convert more of them into customers. In this post, we will discuss four of the best mortgage lead management software programs available on the market today, and help you decide which one is best for your real estate business!

What Does a Mortgage Lead Management Software Program Do?

A mortgage lead management software helps loan officers keep track of potential borrowers who have expressed interest in taking out a mortgage for the purposes of purchasing property. By generating and keeping track of these leads, loan officers and real estate agents can follow up with them and eventually turn them into customers.

There are many different types of mortgage lead management software on the market, so it's important to choose one that's right for you and your business. Here are four of the most popular mortgage lead management software programs available on the market:

  • Agent Legend
  • SimpleNexus Mortgage Platform
  • SureFire CRM (By TopOfMind)
  • Velocify LoanEngage

Let's explore each of them, and help you determine which one is the best lead management software for mortgage and real estate companies.

Agent Legend


Agent Legend is a mortgage lead management software that was created with the needs of real estate service based businesses in mind. It's designed to help you track your leads, stay organized, and ultimately close more deals.

What are the features of Agent Legend?

Some of the key features of Agent Legend include:

- Lead tracking and organization

- Automatic lead assignment

- Pre-built templates library

- Automatic archival of your contacts that are not engaging

- Follow-ups via SMS and video

- Email drip campaigns, and more

Pricing for Agent Legend begins at $82 per month and this fee includes up to 500 active monthly contacts. Agent Legend also gives you a full 14 days to try their premium plan. Kick the tires and test out everything with no credit card required!

SimpleNexus Mortgage Platform


SimpleNexus Mortgage Platform is a mortgage lead management software that helps loan officers manage and cultivate their leads. It's designed to help you stay organized, keep track of your leads, and close more deals.

What are the features of SimpleNexus Mortgage Platform?

Some of the key features of SimpleNexus Mortgage Platform include:

- Mobile App

- Payment Calculator

- Instant Chat

- Integrated Home Search Options

- Document management

While SimpleNexus offers several features, it feels more like its intention is to partner with lenders than it is to actually help the real estate agent and lending companies with lead management. Furthermore, pricing is only available by contacting the company directly for a quote.

SureFire CRM (By TopOfMind)


SureFire CRM is a mortgage lead management software that was created by TopOfMind, a provider of sales automation and customer relationship management (CRM) solutions. SureFire CRM is designed to help loan officers keep track of their leads, stay organized, and close more deals.

What are the features of SureFire CRM?

- More than 1,000 customizable pieces of content

- Marketing via SMS messaging

- Lead routing

- Interactive calculators and more

SureFire CRM's number one goal is to help your brand scale and grow. Admittedly, the company offers lots of templates and is backed by what the company itself refers to as a "multi-million dollar marketing investment every year." All those bells and whistles likely come with quite a price tag, however. Some websites stated pricing begins at $150 per user, per month, but again you'll have to contact the company for pricing.

Call us crazy, but we think all these companies should make their pricing publicly available so that people shopping for the various software solutions online can make a decision without the sales pitch. Maybe that's just us though.

According to Capterra, SureFireCRM also doesn't offer a free trial, so if you're looking for free mortgage lead management software trails, you're out of luck with this company.

Velocify LoanEngage


Finally, there's Velocify LoanEngage which promises a $25 return on every dollar invested. That's quite the promise from this mortgage lead management software. Unfortunately, the company's only review on G2 indicates it's a bit difficult to use, and pricing is not available on their website either. We're beginning to sense a trend here.

What are the features of Velocify LoanEngage?

From what little information we could glean on their website, their features include:

- Capturing technology to gather leads from various forms and marketing systems

- Automated workflows for communication

- Lead scoring

- and Funnel analytics

Conclusion and Next Steps

If you're looking to shop around and request a bunch of demos, there is a chance that SimpleNexus Mortgage Platform, SureFire CRM, or Velocify LoanEngage might have what you're in the market for. Sadly, there's no guarantee of the price you'll end up paying, let alone what kind of a user experience you're in for. That's why we prefer to give our users the opportunity to try our product before you buy it! No sales pitch, no stress. In fact, you don't even have to give us your credit card data.

Try out Agent Legend with no strings attached. We're betting that if you're in the market for mortgage lead management software, you'll find that we offer everything you need and more! Get started free today!

New call-to-action

    Read Next

    3 Ways Mortgage Lead Automation Helps Get More Leads

    Mortgage lead automation is an important tool for mortgage lenders and real estate agents to use in order to increase their leads. Automation can help lenders get more qualified leads and...

    Choosing the Best Real Estate CRM for You and Your Business

    With so many options available, how do you choose the best real estate CRM for you and your business? It’s easier than you think.

    A Guide on How to Generate Mortgage Leads

    Mortgage leads are one of the most important elements of a Lender’s business. When you can generate dozens or even hundreds of qualified leads in short order, it makes your job that much...

    Stay connected. Sign up for our newsletter.

    More Content

    Meet the Legends

    Listen to other Agent Legends. See videos from our customers. Watch strategies, tips, and tricks that they're willing to share to help make you a Legend.

    Watch Now


    We periodically interview industry experts, real estate coaches, top agents, and our own customer success team to bring you new ideas and strategies to implement .

    Watch Now


    We're always collecting and analyzing data. Read some of our findings they we use to create a better product and share with other aspiring Agent Legends.

    Learn More