List of the Top 25 Mortgage and Loans Apps for iPhone in 2025

Shape Software's specialized sales and marketing automation platform enables you to oversee all elements of your enterprise from a single interface. This cloud-based solution provides a variety of tools designed to assist in managing and automating your digital marketing efforts, including promotions through text, email, and online advertisements, while also capturing leads from various online channels. Additionally, it helps in nurturing potential clients and managing projects throughout your day. You can enhance customer interactions by offering a secure portal that simplifies your intake workflows, utilize ShapeIQ to systematically evaluate leads, and generate comprehensive custom reports. Begin increasing your revenue by exploring the versatile range of services that Shape offers today, ensuring that you stay ahead in an ever-evolving market.

CREDITONLINE is a comprehensive software solution designed to streamline the operations of the loan industry. It facilitates seamless connections among various stakeholders within a cutting-edge lending ecosystem. Our offerings have been crafted through extensive collaboration with seasoned software developers and lending professionals boasting over a decade of experience in financial technology. This platform is ideally suited for retailers, alternative lending institutions, and financial organizations alike. With our forward-thinking technology and reliable partnerships, expanding your services and attracting more clients becomes simple, efficient, and affordable. This capability empowers your business to thrive and rejuvenate throughout any phase of its operational journey. CREDITONLINE stands out as the premier option for optimizing activities such as Loan Origination, Leasing, and Refinancing, ensuring that your enterprise remains competitive and agile in a dynamic market. By choosing CREDITONLINE, you're not just investing in software; you're securing a partner for sustainable growth and innovation.

BNTouch Mortgage CRM delivers a comprehensive digital mortgage solution encompassing CRM, marketing, point-of-sale, and additional resources aimed at enhancing the growth of mortgage firms and loan officers. Key features include: - Automated SMS and email marketing campaigns - Efficient lead distribution and management - Over 35 unique mortgage tools - A digital 1003 application - Ready-to-use marketing collateral - Tailored video marketing solutions - Curated content for social media platforms - Integration capabilities with LOS, Outlook, Zapier, and more - Plus many additional features Don't hesitate to reach out to us today!

1Solution Mortgage Software serves as an all-inclusive platform designed to enhance the efficiency of the mortgage process for professionals in the industry. It features a variety of tools such as an advanced Pricing & Proposal Engine (PPE), a Loan Origination System (LOS), and a suite for Customer Relationship Management (CRM), all aimed at optimizing everyday operations. The software ensures secure document management and e-signature capabilities, while its communication features—spanning email, SMS, and video messaging—improve interactions with clients. Furthermore, 1Solution includes marketing automation with ready-to-use, compliance-friendly content along with tools for large-scale email and SMS campaigns. It also incorporates HR management functionalities for tracking employees and assessing their performance, thereby providing a holistic solution that meets multiple needs of mortgage professionals. By integrating these diverse features, 1Solution Mortgage Software positions itself as a comprehensive resource in the ever-evolving mortgage landscape.

Surefire CRM, developed by Top of Mind Networks, stands as the leading marketing automation and creative content platform specifically designed for the mortgage sector. This innovative solution empowers mortgage professionals, ranging from solo agents to large corporate lenders, to attract new clients, secure repeat business, and generate referrals. By utilizing user-friendly workflows and award-winning content, these professionals can easily nurture and enhance their emotional connections with clients. Available services include: - Automated SMS and email marketing - Efficient lead distribution and management - Tailored video marketing solutions - Access to a curated library filled with award-winning content - Integration capabilities with various LOS/POS and PPE software systems - Plus a wide array of additional features designed to optimize marketing efforts. With such comprehensive tools at their disposal, mortgage professionals can elevate their marketing strategies and achieve greater success in their endeavors.

Experience a faster and more efficient loan process with Point, the leading loan origination system designed specifically for mortgage brokers. This platform expertly oversees everything from the initial application to the final closing, ensuring a smooth journey for all involved. Say goodbye to unexpected fees and complicated contracts, as Point guarantees transparency throughout the entire process. Standardization is made easy with templates that streamline borrower files, loan options, closing expenses, and other crucial components. You can gather, create, and securely store pre-application data, aiding in the prequalification of potential borrowers. Strengthen your client relationships by utilizing marketing tools like flyers for open houses, loan comparison resources, and pre-approval paperwork. With an extensive network of over 200 integrated vendor partners, Point provides effortless access to essential services such as credit reports, appraisals, asset verification, product pricing, eligibility assessments, closing documentation, and compliance support. A mere click connects you to numerous service providers, facilitating quick data exchange and significantly improving your operational effectiveness. By adopting Point, you are not just keeping up; you are setting a new standard in mortgage processing, positioning your business for exceptional growth and success in the future.

Utilizing conversational messaging within platforms like Salesforce, Zoho, and other CRM systems can significantly enhance your ability to close more sales. Responding to incoming leads via text messaging not only cultivates an engaging dialogue but also proves to be the most effective method of communication. When consumers receive reminders, they are more inclined to participate in events and meetings. Automated SMS notifications powered by CRM systems enable a smooth communication flow. With omnichannel messaging, your business can interact with customers through various platforms directly from the CRM interface. Additionally, a strong mobile application allows you to maintain productivity regardless of your location. Our advanced technology ensures seamless CRM integration, efficient routing, timely notifications, and the ability to maintain ongoing conversations. By leveraging conversational messaging, businesses can enhance customer engagement and cultivate stronger relationships, leading to long-term success.

TurnKey Lender serves as a comprehensive lending platform utilized by creditors in over 50 countries to streamline their entire operations. This innovative solution empowers lenders to enhance their profitability while simultaneously cutting down on operational expenses and minimizing risks. As an AI-enhanced SaaS, it automates a staggering 90% of the lending process, providing both B2C and B2B lenders with a significant edge in the market. The TurnKey Lender Platform features a variety of pre-configured solution packages, such as Commercial, Consumer Pay Later, Auto Leasing, Mortgage, Factoring, and Leasing, catering to diverse lending needs. Developed through ongoing collaboration with global lenders, this platform is a cutting-edge answer to the contemporary challenges faced in digital lending. Its adaptability and efficiency make it an essential tool for modern financial institutions aiming to thrive in a competitive landscape.

Open House Wizard provides a seamless solution for Contact-Free Open House Visitor Registration, Lead Conversion, and a range of innovative features. Instant PDF flyers, signed visitor disclosures, disclaimers, and drip email campaigns are also available for your convenience. Our complimentary Open House Flyers come equipped with QRCODE and texting sign-in capabilities, allowing visitors to independently register and sign in using their smartphones. Simply bring your device to the Open House event, where we will display one of our 'Classic Registration pages.' Visitors have the flexibility to register through text, QRCODE, or a traditional form. A wide variety of devices can be utilized for visitor registration, including iPads, MacBooks, Microsoft Surfaces, notebooks, tablets, and Chromebooks, ensuring a versatile and user-friendly experience for everyone involved. This adaptability makes it easy for hosts to manage registrations efficiently.

The Mortgage Cadence Platform (MCP) delivers two dynamic solutions—MCP Enterprise for fully customizable lending operations and MCP Essentials for a streamlined, budget-friendly approach. Designed with cutting-edge technology and a sleek, intuitive interface, MCP offers unmatched adaptability and connectivity. Its extensive API suite ensures effortless integration with specialized tools, fostering seamless collaboration with partners and third-party platforms. Experience automated processes, user-friendly design features, and responsive HTML5 technology for a smooth experience on any device. Powered by ACE (Advanced Cognitive Engine), MCP enhances automation, delivers deep analytics, and provides real-time data insights to optimize every stage of the lending journey. Supported by Mortgage Cadence’s deep industry knowledge, MCP redefines mortgage lending by improving efficiency, ensuring compliance, and elevating customer experiences. Explore how MCP can transform your lending operations and drive sustainable growth.

Loanzify features an innovative intake process that distinguishes itself from competitors in the lending sector. It kicks off with an engaging, interview-style questionnaire, enhanced by a user-friendly interface and a borrower portal that turns the Borrower Journey into a smooth, enjoyable, and customizable experience. The visually attractive questionnaire comes equipped with clear instructions, useful visual cues, and a progress tracker that helps borrowers navigate the mobile-optimized application with ease. Thanks to Loanzify's intuitive “if-this-then-that” automation, users can effortlessly customize their intake process by adding questions, setting up drop-down menus, concealing fields, and editing text with little hassle. Furthermore, users can highlight their brand by integrating their logo, adjusting the color palette, customizing the home screen and navigation, and refining the content to capture their brand’s essence. The platform also provides support for Spanish 1003, making it more accessible to a diverse audience. This extensive level of customization empowers businesses to craft a more personalized and engaging experience for their borrowers, ultimately giving them an edge in a competitive marketplace. By focusing on user experience and brand identity, Loanzify ensures that clients feel valued throughout the entire borrowing process.

Margill Loan Manager is an exceptional loan servicing software designed to enhance efficiency and precision in financial operations. It is relied upon by 38 prominent companies around the globe. The software provides a comprehensive suite of tools to manage a variety of financial products, including straightforward and complex loans, mortgages, lines of credit, receivables, and judgments. In addition, it facilitates the origination process and automates the recalculation of fees, postpayments, and interest rates, whether fixed or variable. By streamlining these processes, it significantly minimizes the time spent on accounting reports, decreases the likelihood of calculation mistakes, and mitigates risks related to bad debts. Consequently, Margill Loan Manager empowers businesses to operate with greater confidence and effectiveness.

We present a cutting-edge mortgage point-of-sale solution designed for the future, aimed at streamlining the most labor-intensive tasks that Loan Officers encounter. Pre-Approve Me significantly accelerates the file completion process, freeing loan officers from late-night and weekend inquiries regarding payment options and Pre-Approval Letter requests, while also enabling them to forge valuable partnerships like never before in the industry. Key features include: An industry-leading smart 1003 form, - An automated, AI-driven document request and management system, - Real-time loan status updates and notifications, - Effortless generation of Automated Pre-Approval Letters, - A mobile application featuring personalized branding, - Co-branded Realtor portals and apps complete with timely notifications. With these advanced tools, we empower loan officers to enhance their efficiency and effectiveness in the competitive market landscape.

Acquire a top-tier platform for loan origination and servicing tailored for your lending operations. Our all-in-one solution manages lead acquisition, underwriting, loan origination, servicing, and debt collection seamlessly. This flexible modular platform is equipped with all essential features for effective risk management, payment processing, and Metro2 reporting, ensuring a comprehensive approach to your lending needs. With over 65% of traffic to our client's sites coming from mobile users, we have prioritized a mobile-first design that enhances the experience for both administrators and borrowers, creating a rich, user-friendly interface. Reach out to us today or explore further by visiting our website at: https://heliumloans.com/licensing/lending, and discover how we can elevate your lending business. By partnering with us, you can streamline your processes and improve client satisfaction significantly.

The developers behind PerfectLO identified a significant gap in the efficiency of the mortgage application initiation. Utilizing their extensive knowledge of the sector, they crafted an all-encompassing, interactive questionnaire that intelligently and effectively asks crucial questions. This groundbreaking solution tackles the common problem of inaccuracies in loan applications that arise from assumptions or inadequate information collection. Moreover, it eliminates unnecessary credit checks and saves valuable time and resources on loan applications that are unlikely to succeed. Additionally, it resolves the issue of missed questions which could lead to extra documentation requests. PerfectLO, a cloud-based mortgage software, expertly addresses one of the key hurdles in the loan application process: the challenge of providing the comprehensive information necessary to accurately represent a Borrower's entire financial situation, thereby facilitating a smoother and more dependable experience for all parties involved. By streamlining the information-gathering phase, PerfectLO not only simplifies the application process but also enhances the overall efficiency of mortgage lending.

Aidium stands out as the leading all-inclusive CRM solution specifically designed for mortgage professionals, empowering you to optimize your operations, close more deals, and enhance your ROI. Transform your loan origination process by leveraging Aidium's advanced lead conversion software, which is designed to refine your lead management efforts, nurture potential clients, and convert a greater volume of leads into successful mortgage transactions. With the automation features of Aidium's mortgage CRM, you can simplify your workflows, improve client interactions, and increase lead conversion rates through intelligent automation and insights derived from data analysis. The marketing tools offered by Aidium are comprehensive and effective, boosting your lead generation strategies and encouraging client engagement, which in turn elevates your conversion rates and grows your mortgage portfolio. Your whole team can keep an eye on the sales pipeline and engage with prospects when needed, all while tracking interactions seamlessly within a single, intuitive interface. This collaborative framework not only strengthens communication among team members but also fosters a more unified approach to managing client relationships, ultimately driving better performance and results. Additionally, such a system encourages a proactive approach to client management, ensuring no opportunity is overlooked.

Inflooens was founded in 2017 by a team of seasoned experts who recognized the potential for innovation in mortgage origination, inspired by the founder's own experiences as a loan officer. They identified significant issues such as a lack of transparency and an overly complicated process that hindered customer satisfaction, highlighting the urgent need for a more effective solution that aligns with the expectations of all involved parties. For the past three years, our team has dedicated itself to developing a cutting-edge, cloud-based integrated mortgage platform designed to revolutionize the entire customer journey in the mortgage sector; this is merely the initial phase of our ambitious project. Our aspiration to evolve into a leading Mortgage CRM is driven by our commitment to providing comprehensive end-to-end solutions that encompass all aspects of the mortgage industry, including front, middle, and back office functionalities. As we continue to innovate, we remain focused on enhancing user experiences and streamlining processes for all stakeholders involved.

The Axe Credit Portal, an advanced software solution for automating loan origination from axefinance, can be deployed either on-premises or through a cloud-based SaaS model. Established in 2004, axefinance specializes in providing credit management automation software to various financial institutions, including traditional and Islamic banks, aiming to enhance productivity and customer service across diverse client categories, including corporate, retail, and SMEs. As a reliable partner, axefinance collaborates with prestigious global financial entities like Societe Generale, Al Rajhi Bank, and First Abu Dhabi Bank. Users of the Axe Credit Portal benefit from improved profitability, heightened productivity, and elevated customer satisfaction, all while ensuring compliance with rapidly evolving regulations. This comprehensive solution not only streamlines processes but also empowers organizations to adapt swiftly to market changes and client needs.

NOVA from Constellation Mortgage Solutions is an adaptable, cloud-based loan origination system that operates across multiple browsers and is specifically designed for use by mortgage operations teams rather than technical developers or IT personnel. This versatile solution facilitates lenders by providing a fully integrated digital point of sales (POS) system that works seamlessly with the Origination, Processing, Underwriting, Closing, and Post-Closing components. Furthermore, its user-friendly interface allows for streamlined workflows, enhancing overall efficiency in the mortgage lending process.

American Credit, Inc is fully licensed to provide a variety of loan options, including personal loans, small business financing, and both residential and commercial mortgage products. To ensure our diverse range of loans is easily accessible, we utilize various online platforms, including our website, mobile apps for both Android and iOS, along with social media channels like Facebook and LinkedIn. Our primary aim is to emphasize excellent customer service and offer an outstanding borrowing experience, recognizing that you would rather focus on your business than deal with complicated applications or surprise charges. As a result, we manage the more challenging elements and provide prompt financing solutions directly to you. Applications can be submitted through our mobile app, our online system, or simply by calling us. You will receive a decision within 48 hours, often sooner, and once your information is verified, the funds can be accessed immediately. We strive to evaluate your specific circumstances thoroughly to determine how we can best support you, and unlike some lenders that only consider FICO scores, we take a holistic approach to assess your business. By doing this, we work to offer customized solutions that align with your particular requirements and business context. Our commitment is to ensure that you receive the financial assistance you need without unnecessary delays or complications.

StreamLoan revolutionizes lead management and mortgage origination by effectively linking loan officers, borrowers, and real estate agents, thereby accelerating the process of turning leads into loans through extensive automation. Our technology, which is compatible with both mobile and web devices, is designed to be intuitive and efficient, allowing users to access it effortlessly whether they are at work or on the go, such as during a child's swim practice. This level of accessibility benefits everyone involved and contributes to an increase in closed loans. By leveraging our platform, businesses can achieve remarkable results, enhance their revenue, close more loans, and improve the overall experience for borrowers while also reducing costs. Effortless communication is facilitated through secure and complete records of all interactions tied to a file. Real-time chat and notifications enable seamless collaboration among all parties, ensuring that every conversation is organized within a centralized hub accessible to all relevant stakeholders. Compliance with communication standards is upheld through secure, encrypted channels, effectively mitigating the risks linked to unprotected SMS messages and preventing any overlooked updates from co-borrowers due to lapses in communication. In this way, StreamLoan not only streamlines operations but also nurtures stronger connections among all participants in the loan process, ultimately leading to a more cohesive and productive experience. As a result, the platform helps to build trust and efficiency, creating an environment where all parties can thrive.

The comprehensive Unify mortgage platform equips you with everything necessary to expand your business effectively. Designed specifically for mortgage professionals, Unify supplies essential software that enables growth and success in the industry. You can oversee vital customer relationships, automate marketing efforts, and track leads seamlessly, all within a single user-friendly interface tailored for mortgage experts. With features like Mortgage Inquiry Alerts, you are notified when your contacts apply for loans with competitors, giving you an opportunity to engage with them and retain their business. The convenient Unify mobile application allows for easy management of contacts and leads, along with setting reminders and accessing important loan information. It also empowers you to create marketing materials, such as flyers and videos, to enhance your outreach. Everything you require for effective customer relationship management is conveniently available at your fingertips. Building a successful mortgage CRM business takes considerable time and effort, which is often challenging for busy mortgage professionals. Unify was specifically designed to support professionals like you in attracting new leads while maintaining strong client relationships, ensuring your business continues to thrive. By utilizing Unify, you can streamline your processes and focus more on what truly matters—serving your clients.

QuickQual is a tailored Mortgage Calculator that loan officers can easily send to borrowers through text directly from their loan origination systems, and it can be set up in just half a minute. Borrowers have the capability to explore various payment and closing cost scenarios while also being able to generate pre-qualification or pre-approval letters based on the parameters defined by their loan officers. Real Estate Agent Partners can access their portal to log in and monitor all clients referred to them. This allows realtors to swiftly create pre-approval and mortgage pre-qualification letters tailored to specific properties, down payments, or purchase prices, all within the guidelines that the loan officer has set. This functionality proves especially beneficial in competitive multi-offer situations, showcasing the strength of QuickQual in the market. Both agents and borrowers appreciate the efficiency and convenience that QuickQual offers. The tool has gained popularity among independent mortgage brokers, banks, credit unions, and various other brokers, further solidifying its reputation in the industry.

Revolutionize your banking journey with Novopay's state-of-the-art Banking Platform, meticulously crafted to be cloud-native, mobile-centric, API-driven, and infused with AI capabilities. Novopay presents an array of offerings, such as digital lending, prepaid card options, wallets, and various payment solutions, all of which can be licensed, tailored, and managed in the cloud with 24/7 support services. Through Novopay's advanced prepaid card and wallet offerings, financial institutions, retailers, telecom providers, and businesses can adeptly tackle complex payment challenges, ensuring a fluid payment experience for employees, customers, and partners alike. By enhancing customer engagement through a streamlined and straightforward payment process, consumers gain full autonomy over their payment choices. Furthermore, Novopay offers a groundbreaking solution specifically designed for microfinance and community banking, featuring applications for loan officers that enhance both online and offline field operations, thus simplifying the lending process for every party involved. This all-encompassing strategy not only boosts operational productivity but also fosters more robust relationships within the financial landscape, creating a win-win situation for all stakeholders. Embracing Novopay means embracing a future where banking is efficient, accessible, and tailored to meet the diverse needs of its users.

AllCloud provides a Unified Lending Technology Platform that integrates multiple facets of lending—including loan origination, management, and collections—into one cohesive system. This platform enhances the efficiency and security of loan processing, delivering a superior experience for both lenders and borrowers alike. One of the key advantages of Unified Lending Technology is its capability to expedite market entry. It empowers businesses to swiftly customize credit offerings with just a few clicks, effectively catering to the unique needs of each customer. This is achieved through a range of integrations and a robust low-code environment, which allows companies to gain a competitive edge by minimizing the time required to introduce new products. Additionally, the platform boasts strong security and compliance features, leveraging top-tier cloud infrastructure to guarantee that data remains secure and compliant with banking standards. Such high-level security measures not only protect sensitive information but also foster trust with users, enhancing the overall reliability of the lending process. Moreover, this commitment to security ensures that businesses can confidently expand their offerings without compromising safety.