Being a mortgage broker means managing far more than just loan advice. Admin has a habit of piling up fast as the job is packed with client chasing and double-checking information. A recent Equifax survey found that 80% of mortgage brokers feel buried under administrative tasks, with paperwork and manual processes taking up more time than they’d like.
That’s where mortgage broker software can make a real difference. These platforms take the pressure off document collection and keep deals moving forward without constant follow-ups. In this guide, we’ll look at some of the best software options for mortgage brokers, each chosen for a specific job like client onboarding or loan origination.
1. Content Snare: Best for secure document collection and onboarding
Kicking off our list is Content Snare, a platform that solves what may as well be the most annoying part of your work: collecting information from clients on time. Content Snare gives mortgage brokers a secure and structured way to onboard clients and gather everything they need to move a loan forward.
It enables you to request documents and information through a branded client portal that guides clients through step by step. You can support requests with simple instructions, while progress tracking helps clients understand exactly what’s left to do. Content Snare offers a range of other features mortgage brokers rely on:
- Editable templates for onboarding and document requests, fully customizable to suit your process
- Automatic reminders that follow up with clients for you
- Client-friendly layout with easy navigation and plain-language instructions
- Discussions within forms, so clients can ask questions on a specific field
- Enterprise-grade security, including ISO 27001 certification
Content Snare is also consistently praised by users across multiple review platforms for improving turnaround times and reducing back-and-forth. Fuse Wealth’s Bec Faucett summed it up perfectly:
We no longer need to send multiple emails or make follow-up calls. Now, when we reject queries, they’re getting it really quickly because you can direct them straight to that exact query that needs fixing.
Content Snare is well worth a look if document collection and client onboarding feel harder than they should be. You can try it yourself with a 14-day free trial and see how much better your workflow can be when clients actually send the right information the first time.
2. Lendesk: Best loan origination software for broker workflows
Once client information and documents are in place, brokers need a system that can turn that data into a lender-ready loan. Lendesk focuses on the core mechanics of loan origination to help brokers move applications from submission through to settlement with fewer manual steps.
This mortgage broker software is designed to support workflows without overcomplicating the process, and it does so with features such as:
- Loan structuring and product comparison across lenders
- Application packaging and submission management
- Tracking loan status from submission to settlement
- Built-in compliance checks and milestone tracking
- Centralized view of all active deals and applications
Lendesk works best when it’s fed clean and complete information. In this case, it allows brokers to focus on structuring the right solution and progressing deals efficiently.
3. Pipedrive: Best CRM for managing mortgage leads and deals
Mortgage brokers come from all over the place: referrals, aggregators, websites, social media, and so on. The purpose of Pipedrive is to stop those opportunities from slipping through the cracks. Pipedrive gives you a more intuitive way to track leads and deals as they move from first conversation through to settlement. Here’s some of Pipedrive’s key features:
- Visual deal pipelines that show exactly where each loan is sitting
- Lead and contact management for clients, referrers, and partners
- Task and activity reminders so you don’t miss follow-ups
- Email tracking and notes to keep all conversations in one place
- Basic reporting to see what’s converting and what’s stalling
Pipedrive won’t run your entire mortgage process, but it will keep your deals organized and momentum high, which makes it a practical choice for brokers who like to see their pipeline at a glance.
4. SignNow: Best for compliant document signing
When it comes time to lock things in, chasing signatures can be just as frustrating as chasing documents. SignNow focuses on one job and does it well: getting forms signed quickly and correctly, without manual work like printing or scanning. It’s a straightforward e-signature tool that fits into a broker’s workflow when approvals and authorities need to move fast. SignNow’s core functionalities include:
- Legally binding electronic signatures with audit trails
- Easy sharing via email or secure links
- Real-time status tracking so you can see who’s signed and who hasn’t
- Compliance features to support regulatory requirements
SignNow steps in right at the moment signatures are needed and helps you get over the line without unnecessary back-and-forth. It doesn’t try to manage your whole process, but it can be helpful for this specific task.
5. Zapier: Best for automating repetitive mortgage broker admin
Zapier is a well-known automation tool that connects the apps you already use and moves information between them without manual copying, pasting, or double-handling. Once it’s set up, it runs in the background and gets on with the job. For instance, Zapier lets you automatically create deals when a client submits their information or trigger notifications when they complete documents. Its main functionalities include:
- No-code setup, so you don’t need to be (overly) technical to use it
- Automatic creation of records, tasks, or notifications
- Real-time alerts when key steps are completed
- Integrations with hundreds of commonly used business apps
Zapier works best when your processes are already defined and you just want them to run more smoothly. It won’t replace your core systems, but it can glue them together and remove a surprising amount of friction.
Final thoughts: Your workflow shouldn’t be a bottleneck
Many mortgage brokers feel like chasing documents and nudging clients is part of the job, but over time it limits how many clients you can serve (and how well you can do it). The brokers who pull ahead are usually the ones who’ve found ways to reduce friction instead of working longer hours. This is why you should pick the best software for mortgage brokers: it will help you tighten the gaps where things stall, so you can build clearer processes.
