Best CRM for mortgage brokers
Mortgage software centers on the loan: the application, the documents and the handoff to underwriting. Compared on price where it's public, and on how each one covers those steps.
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Arive wins for an independent broker or small brokerage that wants a published price per seat and a full point of sale with pipeline, beyond document tools. Floify wins if you already have a loan system and want a tool just for the documents and disclosures your borrowers see.
The short answer
- Arive's Broker Core plan starts at $49.99 a month per Originator seat, billed yearly. Support seats start from $19.99 a month. A Broker Pro tier adds Zapier and white-label from $69.99 a month per Originator seat, per arive.com/pricing.
- Floify posts no price on its site. It comes as a Lender Edition and a Broker Edition. Its core pitch is disclosures sent on their own and 24/7 status for borrowers, per floify.com.
- Encompass, the loan system from ICE Mortgage Technology, has no public price and is sold through a sales team. Check any feature claim about it with the vendor before you rely on it.
Mortgage loan origination and CRM tools compared
| Tool | Starting price | Seats model | Cold outbound allowed? | Own database? | Loan pipeline? | Best for | Not for |
|---|---|---|---|---|---|---|---|
| Arive | $49.99/mo per seat (Broker Core, annual) | Per seat, three seat types (Originator, Support, Contract Processor) | Not built for it | No, hosted shared SaaS | Yes, full LOS and POS with pipeline tracking and instant pre-approvals | An independent broker that wants a published price and a full point of sale | A broker that wants outbound to new leads who haven't applied |
| Floify | Pricing on request | Not published; Lender and Broker editions | Not built for it | No, hosted shared SaaS | Documents and disclosures, not billed as a general pipeline CRM | A broker that wants a borrower document and disclosure tool next to the LOS it has | A broker that wants one system for the full loan pipeline |
| Encompass | Pricing on request | Not published | Not built for it | No, hosted per ICE Mortgage Technology's model | Not shown; the vendor site blocked our checks | A larger lender or brokerage already talking to ICE's sales team | A small broker that wants a self-serve price without a sales call |
Figures checked on arive.com/pricing and floify.com, September 2026. Encompass (ICE Mortgage Technology) blocks automated access to its site; its pricing-on-request status is well established, but no feature claim here is independently verified against a fetched page.
How each one fits a mortgage brokerage
Arive
A full loan system and point of sale with a product and pricing engine, a realtor portal, call reports and pipeline tracking. It's priced per seat, with rates on its site. Higher tiers add Zapier, built-in e-sign and white-label. Not for: a broker that wants a lighter tool just for documents, not the whole loan.
Floify
Built for the side of the loan the borrower sees. It sends disclosures on its own, stops duplicate document requests, and shows borrowers their status 24/7. It comes as separate Lender and Broker editions, and it doesn't call itself a general CRM. Not for: a broker that wants one tool for the sales and pipeline side too.
Encompass
The loan system from ICE Mortgage Technology, used widely by large lenders. You buy it through a sales team, and its site showed no public price or feature page to our checks. Not for: a small broker that wants to compare features or price without a sales call.
How to choose
Choose Arive if you're an independent broker and want a full point of sale at a published price, from $49.99 a seat. Choose Floify if you already run a loan system and want better borrower documents and disclosures. Choose Encompass if you're a larger lender ready for a sales process. Choose SalesCrew for the work before the loan starts, with unlimited seats on every tier.
Disclosure: SalesCrew is our product. It works before the loan starts: outbound and a pipeline for realtor partnerships and refinance leads. It sits beside a loan origination system, which keeps documents, underwriting and the file itself.
Questions
- Why is Arive the only one of these with a public price?
- Arive posts its price per seat on its own site. It starts at $49.99 a month per Originator seat on the yearly Broker Core plan. Floify posts no price on its site and sends every visitor to sales. Encompass, the large-lender loan system from ICE Mortgage Technology, is sold through sales with no public rate either.
- What's the difference between Arive and Floify?
- Arive is a full loan system and point of sale with its own pipeline tracking. Its site says it helps brokers run their pipeline and issue instant pre-approvals. Floify has a narrower focus: the documents and disclosures the borrower sees. It stops duplicate document requests, sends disclosures on its own, and shows borrowers their status 24/7. It doesn't call itself a general CRM.
- Is Encompass worth considering for a small mortgage brokerage?
- Most small brokers start elsewhere. Encompass is the loan system from ICE Mortgage Technology, built for larger lenders and brokerages. Its site leads you to a sales call, not a self-serve signup. If you're a small independent broker, Arive's published price gives you a number to start from.
- Does any of these allow cold outbound to new borrower prospects?
- These three are built for the loan itself. Arive and Floify both cover the steps once a borrower is moving: the application, the documents and the handoff to underwriting. To reach new leads before they apply, you pair them with an outbound CRM that runs multi-step cadences.