Mortgage Vendor Directory: 71+ LOS, CRM, Credit & Industry

Built for loan officers

Get licensed. Then get a pipeline.

See the CRM loan officers use to follow up, market and stay in front of referral partners — without hiring an assistant.

• AI lead follow-up by text, email and voice
• Realtor partner recruiting and co-marketing
• Rate-drop and equity alerts on your past clients

See the real software — no signup needed

Start 14-Day Trial — $1Watch the full demo →

$1 for 14 days.

Mortgage vendor directory

• ICE Encompass — Encompass, owned by Intercontinental Exchange (ICE) after the Ellie Mae acquisition, is the most widely deployed LOS in U.S. retail and correspondent lendi
• BytePro (Byte Software) — BytePro from Byte Software (a Calyx company) is a Windows-based LOS with a long history in the broker and small-to-mid IMB market. It offers full 1003 supp
• Calyx Point — Calyx Point is a long-established LOS widely used by mortgage brokers and small originators. It supports the full origination lifecycle from 1003 through c
• LendingPad LOS: Features, Integrations & Pricing (2026) — LendingPad is a browser-based LOS for brokers and IMBs. Key features, integrations (Optimal Blue, Xactus, DocMagic), pricing model and who it fits.
• Arive — Arive is a cloud-native, broker-first LOS that combines origination, point-of-sale, product & pricing, disclosures, and a wholesale lender marketplace in a
• MortgageCadence (Accenture) — MortgageCadence, an Accenture business, provides two enterprise LOS platforms — MCP (MortgageCadence Platform) and Enterprise Lending Center — used by larg
• Blend — Blend is a leading point-of-sale platform for mortgage and consumer lending. Its digital 1003 experience pulls asset, income, and employment data via integ
• SimpleNexus (an nCino company) — SimpleNexus, now part of nCino, is a mobile-first POS that pairs a borrower app with an LO mobile app, disclosures, eClosing, and referral-partner sharing.
• Maxwell — Maxwell offers a POS platform tailored to community lenders and credit unions, plus optional fulfillment and secondary marketing services. The POS focuses
• Floify — Floify is a POS focused on brokers, IMBs, and correspondent lenders. Provides secure document collection, 1003 intake, milestone updates, and integrations
• BeSmartee — BeSmartee's Mortgage POS combines digital 1003, credit pull, real-time pricing, and disclosures into a single flow — designed to originate a loan in a sing
• Lender Price Digital Lending POS — Lender Price offers a digital POS integrated with its widely used product and pricing engine. Useful for shops that want pricing and POS from the same vend
• Optimal Blue — Optimal Blue is the dominant product and pricing engine (PPE) in U.S. mortgage, covering rate lock, eligibility, and secondary marketing. Deep integrations
• Polly — Polly is a modern PPE built cloud-native from day one. Combines PPE, lock desk automation, and loan trading/exchange in a unified platform. Growing quickly
• Lender Price PPE — Lender Price is a widely adopted PPE among wholesale lenders and brokers, with broad non-QM and jumbo investor coverage. Available standalone or bundled wi
• Mortech (Zillow) — Mortech, a Zillow subsidiary, provides a PPE and marketplace rate delivery for Zillow's mortgage marketplace listings. Popular with mid-market IMBs and cor
• LoanOfficer.ai — LoanOfficer.ai is a mortgage-first CRM built for modern loan officers. It combines lead capture, drip campaigns, and live property/equity data (Property Pu
• Surefire CRM (ICE Mortgage Technology) — Surefire, part of the ICE Mortgage Technology suite, is a mortgage CRM with a large library of pre-built email, video, and print marketing content. Common
• Velocify (ICE) — Velocify, also owned by ICE, is a sales acceleration platform focused on high-velocity call centers and consumer-direct mortgage shops. Emphasizes lead dis
• Bonzo — Bonzo is a marketing-automation-first CRM for mortgage LOs, focused on personalized outbound video, text, and email drip sequences. Common with mid-market
• Aidium — Aidium (evolved from Whiteboard Mortgage CRM) is a mortgage-specific CRM with automation, marketing, and referral partner tools. Positioned to compete with
• Shape Software CRM — Shape Software offers a general-purpose CRM with a mortgage template covering lead capture, pipelines, dialer, and email. Broader than mortgage-only tools
• Total Expert — Total Expert is an enterprise customer experience and marketing platform used by many top-25 U.S. banks and IMBs. Combines CRM, journeys, content, and repo
• Insellerate — Insellerate combines mortgage CRM, lead management, an omni-channel dialer, and marketing automation in one platform, targeting IMBs and consumer-direct sh
• Jungo CRM Review 2026: Pricing, Features & Alternatives — What Jungo costs, what it does well, and where a Salesforce-based mortgage CRM gets expensive. An honest review for loan officers comparing options.
• What Is Xactus? Credit Reports & Verification Explained — Xactus (formerly Avantus/CBCInnovis) provides mortgage credit reports and verifications. What it does, what it costs, and why it's on your credit report.
• Factual Data on Your Credit Report? Here's Why — Factual Data (a CBCInnovis company) pulls mortgage credit reports. Why the inquiry appears on your report, whether it hurts your score, and what to do.
• CoreLogic Credco — CoreLogic Credco is a major mortgage credit reseller and property data provider. Common at large lenders that want to combine credit, property, and fraud a
• Advantage Credit — Advantage Credit is a nationally recognized independent mortgage credit reporting agency, offering tri-merge, supplements, rescoring, and verifications. St
• MeridianLink Credit — MeridianLink Credit provides tri-merge and verification services broadly integrated with LOS, POS, and consumer lending platforms — often via the same Meri
• Birchwood Credit Services — Birchwood Credit Services is an independent mortgage credit reseller headquartered in New Hampshire, offering tri-merge, rescoring, and verification servic
• Certified Credit Reporting — Certified Credit provides tri-merge, rescoring, verifications, undisclosed debt monitoring, and flood determinations. Widely integrated with major LOS plat
• The Work Number (Equifax) — The Work Number, operated by Equifax, is the largest instant verification of employment (VOE) and income (VOI) database in the country. Widely used because
• Truework — Truework offers a waterfall verification product covering instant database hits, credentialed payroll logins, and manual verifications when needed — often
• FormFree AccountChek — FormFree's AccountChek was one of the earliest direct-source asset verification providers approved under Fannie Mae's Day 1 Certainty. Now covers assets, i
• Finicity (a Mastercard company) — Finicity, owned by Mastercard, provides open-banking data used by many mortgage lenders and POS platforms for asset and income verification. Approved for G
• Plaid — Plaid provides open-banking connectivity used by lenders (often via a POS or verification vendor) to pull consumer-permissioned bank and payroll data for a
• Argyle — Argyle offers consumer-permissioned payroll and income verification via direct connections to payroll providers and gig platforms — useful for W-2 borrower
• Class Valuation — Class Valuation is one of the largest independent appraisal management companies in the U.S., known for its technology platform and support for hybrid/desk
• ServiceLink — ServiceLink, owned by Fidelity National Financial, provides appraisal management, title, closing, flood, and default services at national scale. Common at
• Clear Capital — Clear Capital provides appraisal management, valuation analytics, and property inspection services with a strong focus on data and technology. Approved GSE
• Reggora — Reggora is a modern appraisal management platform used by lenders to manage a panel of AMCs and appraisers, automate ordering, and track status inside the
• DocMagic — DocMagic is a leading mortgage document preparation provider offering eDisclosures, eSign, eNote, and full eClose workflows. Deeply integrated with major L
• DocuSign — DocuSign is the most widely used eSignature platform in the U.S. Mortgage lenders use DocuSign standalone (for one-off signatures) or embedded into POS/LOS
• Snapdocs — Snapdocs provides a digital closing platform that coordinates lenders, title companies, notaries, and borrowers through hybrid, eNote, and full eClose. Com
• Simplifile (ICE) — Simplifile, owned by ICE, provides eRecording, lender-title collaboration, and post-closing document exchange used by a large share of U.S. lenders and cou
• Proof (formerly Notarize) — Proof (previously Notarize) is a leading RON platform used for remote notarization of mortgage and refinance documents in RON-approved states. Integrates w
• LoanLogics — LoanLogics provides loan quality management, document classification and extraction, and audit automation used by lenders, investors, and servicers to redu
• ACES Quality Management — ACES Quality Management (formerly ARMCO) is one of the most widely used mortgage QC platforms, supporting pre-fund, post-close, servicing, and HMDA audits
• SitusAMC ComplianceEase — ComplianceEase, part of SitusAMC's technology suite, is an automated compliance audit engine covering federal, state, and local regulations (TILA/RESPA/HOE
• Zillow Home Loans Marketplace — Zillow's mortgage rate marketplace is a major lead source for LOs at participating lenders. LOs bid to appear in rate quotes and pay per contact.
• Bankrate — Bankrate operates one of the most-visited mortgage rate comparison sites in the U.S. Lenders pay for placement on rate tables and to receive borrower inqui
• LendingTree — LendingTree is a marketplace where borrowers submit an inquiry that is shared with multiple lenders. Historically a large lead-buy channel for consumer-dir
• Homebot — Homebot sends monthly homeowner digest emails to a lender's past clients and prospects, surfacing equity and refinance opportunities to keep the LO top-of-
• MyHomeIQ — MyHomeIQ provides homeowner reports and co-branded partnerships between LOs and real estate agents, with equity, refinance, and market insights delivered t
• Mortgage Coach — Mortgage Coach is a presentation tool that generates interactive Total Cost Analysis (TCA) side-by-side comparisons for borrowers, helping LOs convert rate
• Mortgage Bankers Association (MBA) — The MBA represents the U.S. real estate finance industry — banks, IMBs, servicers, and technology firms. Publishes weekly applications and forecast data, r
• NAMB — NAMB advocates for independent mortgage brokers on federal and state legislation, provides continuing education, and hosts NAMB National — one of the large
• Association of Independent Mortgage Experts (AIME) — AIME represents independent mortgage brokers in the wholesale channel, providing education, advocacy, and events like AIME Fuse. Known for grassroots broke
• NAMMBA — NAMMBA is a national trade organization focused on increasing the participation of women and people of color in the mortgage industry. Programs include car
• NAPMW — NAPMW is a national association supporting women (and men) in mortgage banking through education, networking, and professional designations.
• NRMLA — NRMLA is the trade association for reverse mortgage lenders. Publishes ethics standards, industry data, and the CRMP (Certified Reverse Mortgage Profession
• National Mortgage Professional — NMP publishes trade news, top-originator rankings, and educational content, and hosts multiple regional Originator Connect events across the country each y
• OnCourse Learning Mortgage CE & Pre-Licensing Pricing — OnCourse Learning NMLS pre-licensing and CE courses: current pricing, state coverage, pass rates, and how it compares to other providers.
• Diehl Mortgage Training & Compliance — Diehl offers NMLS-approved pre-licensing, continuing education, and specialized courses including underwriting, processing, and compliance topics. Well kno
• Mortgage Educators & Compliance — Mortgage Educators & Compliance provides NMLS-approved PE and CE plus SAFE exam prep with practice tests, video courses, and pass-guarantee options.
• XINNIX — XINNIX provides structured sales training, leadership development, and accountability coaching for LOs, managers, and executives. Common at large IMB retai
• CampusMBA — CampusMBA is the education arm of the Mortgage Bankers Association, offering online courses, live schools, and industry-recognized designations like CMB (C
• Integrity Mortgage Licensing — Integrity Mortgage Licensing is a national NMLS licensing consultancy that helps individual MLOs, brokerages, and lenders obtain and maintain federal (NMLS
• Lockton Affinity (NAMB Insurance) — Lockton Affinity is the endorsed insurance provider for NAMB members, offering errors & omissions (E&O), cyber, surety bonds, and business insurance for mo
• Surety Bonds Direct — Surety Bonds Direct is a bond agency that shops mortgage broker, lender, and MLO surety bonds across multiple carriers to help applicants get the lowest pr