Best CRM for mortgage brokers
Mortgage software centers on the loan pipeline: application, document collection and underwriting handoff. Compared on price where it is public, and how each one covers that process.
Arive wins for an independent mortgage broker or small brokerage that wants published, per-seat pricing and a full point-of-sale and pipeline system, not only document automation. Floify wins instead for a broker who already has a loan origination system. It is a dedicated tool for the borrower-facing document and disclosure workflow specifically.
The short answer
- Arive's Broker Core plan starts at $49.99/month per Originator seat (annual billing). Support seats start from $19.99/month. A Broker Pro tier adds Zapier integration and white-labeling from $69.99/month per Originator seat, per arive.com/pricing.
- Floify publishes no pricing on its site. It is available as a Lender Edition and a Broker Edition. Automated disclosure workflows and 24/7 borrower status visibility are its core pitch, per floify.com.
- Encompass, ICE Mortgage Technology's loan origination system, has no public pricing and is built around an enterprise sales process. Treat any specific feature claim about it as unverified until confirmed directly with the vendor.
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, multiple seat types (Originator, Support, Contract Processor) | Not built for it | No, hosted multi-tenant SaaS | Yes, full LOS and POS with pipeline tracking and instant pre-approvals | An independent broker wanting published pricing and a full point-of-sale system | A broker wanting outbound prospecting to new, unstarted leads |
| Floify | Pricing on request | Not published; Lender and Broker editions | Not built for it | No, hosted multi-tenant SaaS | Document and disclosure workflow, not described as a general pipeline CRM | A broker wanting a dedicated borrower document and disclosure tool alongside an existing LOS | A broker wanting one system covering the full loan pipeline |
| Encompass | Pricing on request | Not published | Not built for it | No, hosted per ICE Mortgage Technology's model | Not independently verified; site access blocked to automated review | A larger lender or brokerage already in an enterprise sales process | A small broker wanting a self-serve price without a sales process |
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 origination system and point of sale with a products-and-pricing engine, a realtor portal, call reports and pipeline tracking. It is priced per seat with published rates. Higher tiers add Zapier integration, built-in e-signature and white-labeling. Not for: a broker wanting a lighter tool focused only on documents, not the whole loan process.
Floify
Focused on the borrower-facing side of the loan. Automated disclosure workflows, prevention of duplicate document requests, and 24/7 status visibility for borrowers. It comes as separate Lender and Broker editions. It does not describe itself as a general CRM or pipeline system. Not for: a broker wanting one tool that also handles the sales and pipeline side.
Encompass
ICE Mortgage Technology's enterprise loan origination system, widely used at scale. It is built around a sales-led evaluation process. No public pricing or feature page was accessible to automated review at the time of writing. Not for: a small broker wanting to compare features or pricing without an enterprise sales conversation.
When none of these is the answer
A single loan officer closing a handful of loans a month, working under a larger brokerage's existing systems, does not need a separate loan origination tool of their own. A shared calendar and the brokerage's existing systems cover that stage. A dedicated tool only pays off once volume, or independence from a larger platform, makes tracking loans by hand slow.
Disclosure: SalesCrew is our product. It has no loan origination, no document collection workflow and no underwriting handoff. It does not replace any tool in this list for running the mortgage process itself. Where it could fit is before the loan starts. Outbound and a pipeline for prospecting realtor partnerships or refinance leads, sitting beside a loan origination system rather than instead of it. It is not ranked above because it has none of the mortgage-specific compliance and workflow features these tools are built around.
Questions
- Why is Arive the only one of these with a public price?
- Arive publishes seat-based pricing directly on its site. It starts at $49.99/month per Originator seat on its annual Broker Core plan. Floify has no pricing published anywhere on its site. It directs every visitor to sales. Encompass, ICE Mortgage Technology's enterprise loan origination system, is built around a sales-led process with no public rate either.
- What's the difference between Arive and Floify?
- Arive is a full loan origination system and point of sale with its own pipeline tracking. Its site describes it as helping brokers manage their pipeline and issue instant pre-approvals. Floify is more narrowly focused on the borrower-facing document and disclosure workflow. It prevents duplicate document requests, automates disclosures, and gives borrowers 24/7 status visibility. It does not describe itself as a general CRM.
- Is Encompass worth considering for a small mortgage brokerage?
- Usually not without an enterprise sales process already underway. Encompass is ICE Mortgage Technology's loan origination system, built for larger lenders and brokerages. Its site is built around a sales-led evaluation, not self-serve signup. A small independent broker is better served starting with Arive's published pricing.
- Does any of these allow cold outbound to new borrower prospects?
- None of the three are built for that. Arive and Floify are both scoped to the loan process once a borrower is already in motion. Application, document collection, underwriting handoff. Neither markets outbound prospecting or multi-step sequences to reach new leads who have not started an application.