As a commercial debt broker or lender, there’s no longer a choice of whether or not you should be using CRE software.

It’s simply a matter of figuring out which tools best fit your needs.

Today, mortgage brokers and lenders can find tools that help with virtually every need.

Whether it’s generating mortgage leads, general marketing, or loan origination and process automation, there is a piece of software available to help.

In this post, we’re going to look at 14 loan software tools that mortgage brokers and lenders can utilize to maximize their time and get the most out of every interaction.

Commercial Loan Software

With such high levels of data and information available at our fingertips, there’s no reason for mortgage brokers and lenders to enter into any business venture without a proper vetting process.

Mortgage software allows you to find more qualified leads and assess the risk of those leads. The software helps you convert those leads to clients and maintain a long-term connection to them. And these programs do it all through more accurate, more automated processes than ever before.

The right software can transform your business, revolutionizing your organizational and decision-making processes, and making your business as profitable as possible.


Prospecting Software

Without leads, there wouldn’t be many commercial loans to automate in the first place.

Thankfully, there are commercial real estate software tools designed to help your business generate highly targeted mortgage leads.

Aside from your regular marketing and outbound lead generation efforts, you can use the Reonomy Platform to generate refinance leads in just a few clicks.


Lenders and debt brokers can use Reonomy to search for properties that show indications of needing to refinance a loan in the immediate future.

Reonomy software allows users to search commercial properties with specific loan origination and maturity dates. With this technology, lenders can find commercial assets of any kind, in any location, likely to refinance in the near future.

Reonomy helps you identify lenders as well as past and present mortgages on any commercial property with the help of a few key filters.

Using this customized data, you can build a list and begin your outreach process.

Reonomy also provides the name, number, and email address of the key decision-makers behind commercial properties, so you can contact them directly and make your pitch. Contacting the owners directly allows you to bypass the middleman, negotiating directly with those most in need of your services.

Case Study: Lender from TD Bank Turns Days of Work into Minutes

Loan Origination and Servicing Software

Generating leads can be a daunting task.

But it doesn’t have to be.

Mortgage brokers and originators can utilize sophisticated software that can help with risk assessment, loan origination, and processing tasks.

The following tools are best suited for full-service commercial and residential real estate loans.

Encompass® by Ellie Mae

Encompass automates digital mortgage processing, allowing you to easily manage the commercial loan origination process.

The software handles the entire process, from customer relationship management after closing, to shipping and more.

You can customize the system to best suit your business needs, enabling you to sync with other software you may be using and upload important documentation.

You’ll also receive support from the app’s in-house IT team, who will talk you through the platform and will assist you with any problems or queries you have along the way.


RealINSIGHT simplifies the management and tracking of commercial loans. Their comprehensive data model allows you to customize the online platform with additional modules and graphs that pinpoint every step of your process.

You can also use their interactive system to search for specific locations, data, and documentation.

RealINSIGHT lets users oversee the entire underwriting process, and gives you an overview of your own loan summary and risk rating.


Maybe you’re not exactly sure what size loan a borrower may qualify for.

OpenClose allows you to undertake an accurate, detailed analysis of a borrower’s profile to determine their loan eligibility, increase your overall loan quality, and therefore increase profitability.

The OpenClose system relies on a team of experienced mortgage specialists who maintain an up-to-date database of investor guidelines and pricing.

You can rest easy knowing the information you get from them is reliable and essentially delivered in real-time.

Lender Price

LenderPrice boasts advanced analytics software that can be used to search and compare different costs and products on the commercial real estate market.

The company neatly packages data from thousands of sources into an easy-to-read graph. Using this information, you can effortlessly compare the data and build valuable insights.



Calyx recognizes the “complexities of the loan origination process. From compliance to centralized data to configuring your workflow.”

Because of that, they’ve built an all-in-one system creating easy loan origination for lenders.

Calyx Mortgage Software

Their software allows for online loan application and document exchanges, while also keeping all documents and records in one centralized location for users.

Calyx also offers mobile access to their software so you can use their platform even when away from your desk.


FICS Commercial Servicer® software allows for commercial loan servicing automation, from origination to processing payments, generating reports, and much more.

They also offer a Commercial Servicer API, so lenders can connect third-party tools to their interface and build out their origination workflow to suit their needs.

FICS provides full-service automation for commercial lenders through a range of products that can be integrated with many others.


LendingWise has perhaps more product options than any other software tool on this list.

It provides debt brokers, originators, underwriters, investors, and other CRE professionals with a wide scale of options and tools. CRM capabilities, loan origination, loan servicing, asset management, loss mitigation, and many other capabilities.

A big part of LendingWise’s appeal to lenders and debt brokers is their ability to create scalable origination and servicing processes. Their products are for lenders of all sizes.

The software provides both debt professionals and borrowers with a much more streamlined process of commercial loan origination and management.

Marketing Software

Perhaps you used Reonomy’s software to generate high-quality leads. Then, you used one of the tools mentioned above for origination and servicing automation.

Even with these tools in place, it’s still crucial to have a dynamic marketing automation software in place to move your business forward. Selecting the right marketing program makes sure your brand stays relevant, which helps you generate leads organically.

Below are several different marketing tools that can help your business advertise effectively to the right customers.


Every commercial mortgage broker needs a professional website to promote their business. WordPress is arguably the best of the best when it comes to website design.

The WordPress builder allows you customize every aspect of your website. While the open-source nature of WordPress can be intimidating to some, its powerful and customizable features are unparalleled.

We also recommend checking out the popular Yoast plugin that allows you to create SEO-optimized web pages and blog posts. Using Yoast, you can analyze your content to maximize your reach to new clients.  

LinkedIn Sales Navigator

While not uniquely tailored to the CRE market, LinkedIn Sales Navigator is still a great tool to help you find new leads.

Using the company’s advanced search tool you can find several potential prospects based on location, company size, and a variety of other factors.

LinkedIn Sales Navigator can help you identify unique prospects you wouldn’t have discovered otherwise.

It also crawls the web for prospects similar to your other relevant LinkedIn connections.


Did you know that the average ROI for email marketing is $36.00 for every $1.00 you spend?

As such, the $10.00 you’ll spend every month on MailChimp services is money well spent. Their custom-tailored email marketing campaigns reach the best potential clients, meaning you get maximum ROI.

MailChimp also provides you with customizable templates to help you create lead-generating emails, as well as a handy analytic tool, and email automation.

Because MailChimp is a popular service, be sure to make your emails unique. If your emails end up looking like carbon copies of other emails arriving in your prospects’ inboxes, you’ll see your engagement drop, and your returns with it.


Salesforce is a customer relationship management (CRM) tool that has garnered several rave reviews from commercial mortgage brokers and other real estate professionals around the internet.

The Salesforce interface lets you track and manage your leads, marketing campaigns, and client interactions all in one place.

We also like that users can use the software to sync contacts from Outlook to easily manage customer accounts.


HubSpot allows you to build on your leads and analyze your business metrics, documenting and organizing all of your client interactions on a very visual database.

You can also use HubSpot to create emails that help convert leads into clientele. The website offers a range of templates to choose from and provides notifications letting you know when clients open your emails.

You can essentially use Hubspot to tie together all of your email and content efforts. Users can even integrate it with Salesforce to ensure all leads and contacts are tracked from the first touch to conversion.

Finding the Right Recipe

As with anything, finding the perfect recipe of mortgage software for you and your organization will depend on your granular needs.

Therefore, you’ll likely have a combination of the aforementioned tools.

Some professionals will need more tools than others. What works for you and your business might not work for your competitors or colleagues.

No matter what combination your choose, these commercial loan software tools help simplify your everyday routine and grow your business success as a broker, originator, or anything else.

It may take a process of elimination to find the best tools for you. But at the very least, the software mentioned here should provide starting points that could make your everyday life simpler.

For even more options, you can also visit Capterra’s lengthy list of loan origination software, with customer reviews and detailed descriptions immediately available.

Identify owners in need of refinancing. Access contact information. Win more business. Start Searching

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