10 best mortgage CRM with drip campaigns

10 best mortgage CRM with drip campaigns

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10 best mortgage CRM with drip campaigns. Here are 10 of the best mortgage CRM with drip campaigns to consider incorporating into your workflow:

BNTouch Mortgage CRM

This is an all-in-one mortgage CRM designed for communication and automation. It boasts a user-friendly design, efficient functionalities, and a high satisfaction rate among users. BNTouch offers a comprehensive suite of marketing solutions, including email and drip campaigns, borrower and referral partner management, collaborative task management, built-in calling & texting, and more.


Shape is a powerful all-in-one mortgage CRM with a reputation for offering the most value for loan officers. It features a user-friendly interface, along with functionalities like prioritized pipeline management, borrower portal and CRO-optimized landing pages, built-in marketing suite and automation, and built-in calling & texting.


HubSpot offers a modular all-in-one CRM with customizable features, making it a versatile option for different needs. It scales with your business and allows you to add features as needed. Key functionalities include lead management, marketing automation, sales automation, customer service tools, and content management.

Firepoint CRM

Designed for agents by agents, Firepoint CRM is an all-in-one platform that focuses on providing solutions for the modern world of real estate and lending. It offers functionalities such as lead distribution and automation with drip campaigns, multi-channel marketing and contact development, and integrations with Outlook, G Suite, and others.

Mortgage iQ

Mortgage iQ is a comprehensive CRM designed for organizations, offering functionalities for correspondent and direct consumer lending. Some of its key features include comprehensive integrations, robust workflow management, marketing services for email and drip campaigns, and iCloud compatibility.


Jungo is another CRM system that caters to the mortgage, lending, and other finance industries. It provides functionalities such as lead nurturing through drip campaigns, task management, and pipeline management. It also integrates with several loan origination systems (LOS) and offers mobile functionality.


Velocify is a powerful lead management solution designed specifically for the mortgage industry. It offers a comprehensive set of tools to streamline the loan origination process, including lead nurturing with drip campaigns, opportunity management, and robust reporting and analytics.


KvCore is a real estate CRM platform that also offers functionalities specifically useful for mortgages. It includes lead generation and management, marketing automation with drip campaigns, and a client portal.

Copper CRM

Copper CRM is a user-friendly CRM solution that integrates seamlessly with G Suite, making it a great option for teams already using Google products. It offers functionalities such as lead management, opportunity management, pipeline management, and email marketing with drip campaigns.

Wise Agent

Wise Agent is a real estate CRM platform that caters to the needs of mortgage lenders as well. It provides functionalities such as lead capture and management, automated drip email campaigns, transaction management, and reporting and analytics.

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Mortgage drip campaign templates for CRMs

Choosing the right mortgage CRM with drip campaigns depends on your specific needs and budget. Consider factors such as the size of your team, your budget, the features you need, and the ease of use of the platform.

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