A mortgage inquiry requires diligent administrative management before it ever reaches a formal underwriting stage. Brokers need one place to manage early borrower interactions before the file goes to the lender.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.
Workspace369 runs that pre-application stage: client records, conversations, consultations, document collection, proposals and invoices, ready to hand off to the lender system.
Key facts
CRM for mortgage brokers at Workspace369 covers 9 areas, including client records, proposals, projects and tasks.
The workflow runs in 5 steps, from "log the initial inquiry" to "track progress via projects".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats and 12× Cadet usage at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
Mortgage CRMs lead for brokers: BNTouch ($95 per user a month for 2 to 10 users, month to month) lists a mortgage pipeline, campaigns and an online 1003, and Jungo Lite ($96 per user billed yearly on an annual contract) adds a lead intake form and partner integrations. HubSpot offers free tools for 2 users. Workspace369 lists no loan-system sync or loan application page, so it fits only as a simple client record when the loan file lives elsewhere. Check compliance requirements with your own team.
| Tool | Plan priced | Monthly | Billed yearly | Mortgage features listed at that plan | Limits | Trial |
|---|---|---|---|---|---|---|
| BNTouch | CRM, 2 to 10 users | $95 per user ($165 for one user) | Not shown | Mortgage pipeline, campaigns, point-of-sale with online 1003; LOS integrations done for you on Enterprise; CRM Integrations group not named | 5,000 records per user; month to month | No free trial; demo |
| Jungo | Jungo Lite | $119 per user | $96 per user | Lead intake form, agent portal, partner integrations; no LOS Sync | Annual minimum contract; $249 or $299 setup | Free demo |
| HubSpot | Sales Hub Starter | $20 per seat (list) | $20 per seat (list) | None listed; general CRM | Free tools for up to 2 users | Free tools, no card |
| Workspace369 | Cadet | $29 | $23.25 a month | None; intake forms and client portal | 1 user, 5 active projects | 14 days, card required |
Prices and limits from each vendor's official pricing page, checked October 19, 2026, in USD. Prices change, so confirm before you buy. Read the full buyer's guide.
Initial borrower inquiries often stall because communication history is scattered across separate personal inboxes. When a broker cannot view past conversations alongside client records, response times slow down significantly. Workspace369 stores conversations directly on the client record, so operators see the exact status of an inquiry before it is entered in the primary lender software system.
Gathering tax returns and bank statements frequently results in misplaced files and missed follow-up deadlines. Without structured tasks linked directly to client records, brokers lose hours searching through email attachments. Managing file uploads within a dedicated portal ensures that operators can manually verify each document against an administrative checklist before advancing the inquiry to a formal lender submission.
Coordinating initial borrower consultations via back-and-forth emails creates unnecessary operational delays. When scheduling is decoupled from the main administrative file, brokers frequently miss critical context during the call. From Specialist, online booking pages let borrowers book consultation slots directly, after which the broker adds a task to review the file before the conversation begins.
A brokerage needs clear communication about the administrative work it has agreed to perform. Keep the responsible person, requested next step and agreed service scope easy to find. A Workspace369 Proposal sets out the broker’s service scope, fees and next steps, with a public approval and e-signing link. Use sample, non-sensitive business information when evaluating the workflow.
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Email lands beside the client record on every plan; texts, calls and voicemail join it from Voyager, with AI call summaries from Specialist.
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
The operator creates a new entry in client records as soon as a borrower submits a mortgage inquiry. This record holds contact information, notes and custom fields for the inquiry. The operator logs all initial conversations within this profile, ensuring that the early stage of the relationship is fully documented before any formal underwriting files are generated in external lender portals.
The broker sends a booking page link (booking pages start at Specialist) to the prospective borrower to book an initial consultation. Once the meeting is confirmed, the broker adds a task to prepare the file. The broker uses the scheduled time to discuss borrowing goals, recording notes directly in the client records during the live conversation.
Following the consultation, the broker drafts a preliminary scenario outline using Proposals. This document details the service steps, estimated broker fees, and required documents. The proposal is published to the client portal, where the borrower can review and e-sign the terms to proceed with the document collection phase.
The operator assigns specific tasks to the borrower for uploading required files, such as income verification and identification documents. The borrower uploads these items directly into the client portal. The broker then checks each file manually to ensure legibility and completeness before saving them to the project folder.
The broker moves the inquiry into a dedicated project to monitor the pre-submission checklist. Tasks are checked off as files are verified. Once all documentation is complete, the broker issues any invoices for broker fees, completing the internal workflow before the application is entered into the lender system.
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
Keep loan origination, credit pulls, underwriting and lending decisions in your designated lender systems. Workspace369 runs the broker’s side around them: client records, conversations, consultations, document collection, proposals and invoices, from first inquiry to lender submission.
Borrowers upload their files directly through the client portal. Uploaded files attach to the specific client records or projects. Brokers review each document against lender guidelines before transferring it to the external loan origination system, and roles, permissions and audit trails control who can open each borrower file.
Yes. You can generate and send invoices for broker or administrative fees directly through the platform. These invoices are tracked within the client portal, allowing borrowers to view their billing records while the broker monitors payment status alongside the active project, ensuring all pre-application costs are accounted for properly.
You can maintain comprehensive client records for both primary borrowers and co-borrowers. All conversations, scheduling details, and tasks can be linked to their shared project, ensuring the broker has a clear record of all interactions and file uploads prior to submitting the final package to the lender.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
