Best Mortgage and Loans Software

Compare the Top Mortgage and Loans Software as of October 2026

What is Mortgage and Loans Software?

Mortgage and loans software helps financial institutions manage the entire lifecycle of loans, from application to repayment. It streamlines tasks such as borrower onboarding, document collection, underwriting, and loan approvals by automating key processes and ensuring regulatory compliance. The software provides tools for risk assessment, interest rate calculations, and payment scheduling, making it easier for lenders to manage their loan portfolios. Additionally, it offers reporting and analytics features to track performance, monitor defaults, and optimize lending strategies. By simplifying complex workflows, mortgage and loans software enhances efficiency, reduces processing times, and improves the borrower experience. Compare and read user reviews of the best Mortgage and Loans software currently available using the table below. This list is updated regularly.

  • 1
    FileInvite

    FileInvite

    FileInvite

    Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly. Why do our customers choose FileInvite? 1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system. 2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email. 3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra. Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.
    Starting Price: $829/mo
  • 2
    Collect

    Collect

    Collect

    Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.
    Starting Price: $39 /month
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