Best Mortgage Broker CRM Software 2026 – Reviews, Pricing

1. Best Mortgage Broker CRM Software 2026 – Reviews, Pricing brokerssupport.com.au/blog/mortgage-broker-crm-software-reviews-pricing/ Aneri Shah October 17, 2025 Best Mortgage Aggregator CRM Software in Australia – 2026 Reviews, Pricing, and Demos For mortgage brokers and aggregators in Australia, staying ahead of the competition requires more than just industry knowledge. Efficiently managing client relationships, loan pipelines, and compliance is essential, and that’s where a mortgage broker CRM comes in. Whether you’re part of a large aggregator network or an independent broker, choosing the right CRM can drastically improve productivity, streamline operations, and help you grow your business. At BSG, we help mortgage brokers and financial professionals with end-to- end solutions, including CRM setup, workflow automation, and compliance support. Using a mortgage broker CRM, brokers can save time, strengthen client relationships, and focus on growth. In 2026, Australian mortgage professionals are increasingly relying on crm for mortgage companies and crm systems for mortgage brokers to handle everything from lead management to automated marketing campaigns. Let’s explore the top CRM solutions available, their features, pricing, and demos, to help you find the perfect fit. Why Mortgage Brokers Need a CRM A mortgage broker CRM is no longer a luxury, it’s a necessity. Modern brokers handle multiple clients, liaise with numerous lenders, and must stay compliant with ASIC and aggregator requirements. Manually tracking leads, applications, and client follow-ups can lead to errors, missed opportunities, and stress. Modern brokers handle multiple clients, liaise with numerous lenders, and must stay compliant with ASIC and aggregator requirements. Tools like CRMs have become essential, especially as open banking adoption in Australia has doubled in the past year, enabling brokers to access verified financial data faster and more securely, as mentioned in a report from Mortgage Professional Australia. Using a crm system for mortgage brokers provides: Automated Loan Pipeline Management: Track client applications from initial inquiry to settlement. 1/11

2. Marketing Automation: Send personalized emails, SMS, and nurture campaigns automatically. Compliance Tracking: Ensure all activities meet Australian regulations. Integration with Lender Portals and Tools: Save time with seamless connectivity. Analytics and Reporting: Gain insights into team performance, conversion rates, and marketing ROI. In short, a reliable CRM is the central hub for mortgage broker tools, keeping your business organized and compliant while saving valuable time. Top Mortgage Aggregator CRM Software in Australia for 2026 Here’s a breakdown of the best CRM platforms that are working and relevant in the Australian mortgage market. 1. AFG – Flex & SMART Overview: The Australian Finance Group (AFG) provides Flex, integrated with SMART marketing tools. Designed specifically for mortgage brokers, this CRM combines lead management, automated marketing, and compliance features. Strengths: Extensive lender panel access Automated marketing campaigns Seamless integration with aggregator tools Pricing: Custom pricing based on business size and requirements. Demo: Available on request. Why it’s great: Flex & SMART is ideal for brokers who want a localized solution that caters specifically to Australian lending and compliance requirements. 2/11

3. 2. Connective – Mercury Nexus Overview: Mercury Nexus offers a robust crm for mortgage professionals, integrating seamlessly with various lender tools while providing centralized client management. Strengths: Flat fee model for cost predictability Wide lender panel Excellent support for independent brokers Pricing: Flat fee; details upon request. Demo: Available on request. Mercury Nexus works well for brokers seeking an all-in-one CRM that supports both marketing and operational workflows. 3/11

4. 3. Loan Market – MyCRM Overview: Loan Market’s MyCRM is user-friendly and backed by the brand power of Ray White. It helps brokers manage leads, clients, and compliance effortlessly. Strengths: Strong referral network Tight-knit community of brokers Compliance support for Australian regulations Pricing: Competitive; details upon request. Demo: Available on request. MyCRM is perfect for brokers who value community support and cross-referrals along with their mortgage broker tools. 4/11

5. 4. Finsure – Infynity Platform Overview: Finsure’s Infynity is a centralized digital platform combining CRM, marketing, and compliance tools. It’s designed to make broker workflows smooth and efficient. Strengths: Strong tech infrastructure Growing lender panel Support for new brokers Pricing: Transparent; details upon request. Demo: Available on request. This platform is particularly useful for brokers who want technology-driven automation alongside their core crm system for mortgage brokers. 5/11

6. 5. Mortgage Choice Aggregation – REA Integrated CRM Overview: Mortgage Choice Aggregation leverages REA’s ecosystem, offering a real estate agent CRM software experience for brokers and aggregators. Strengths: Branding and marketing support Access to REA’s vast network Business mentoring Pricing: Competitive; details upon request. Demo: Available on request. If you’re looking for a CRM that blends mortgage broking and real estate integration, this solution bridges the gap perfectly. 6. PLAN Australia – PLAN CRM 6/11

7. Overview: PLAN CRM offers access to over 30 lenders and a wide array of tools to manage client relationships and compliance effectively. Strengths: Stability and long-standing reputation Strong training programs for brokers Wide lender panel Pricing: Competitive; details upon request. Demo: Available on request. PLAN CRM is ideal for brokers who prefer a reliable, all-encompassing platform to manage both client interactions and mortgage broker tools. 7. FAST – FAST CRM Overview: FAST provides a CRM designed for commercial and asset finance brokers, offering specialized workflows and automation. Strengths: Expertise in non-residential lending High-volume broker support Tailored business coaching Pricing: Competitive; details upon request. Demo: Available on request. This platform is excellent for brokers who handle complex financing structures and require an advanced mortgage broker calculator integrated into their CRM. 7/11

8. 8. Purple Circle Financial Services – Purple Circle CRM Overview: Tailored for collaboration and co-ownership, this CRM supports Australian brokers by streamlining workflow and enhancing productivity. Strengths: Localized to Australian broker needs Strong automation and workflow tools Collaboration-friendly features Pricing: Custom; details upon request. Demo: Available on request. Purple Circle CRM is ideal for teams or aggregators who want a collaborative platform with strong Australian lender support. 8/11

9. 9. Nectar Mortgages – Nectar CRM Overview: Nectar CRM focuses on enhancing broker-client relationships with automated workflows, lead tracking, and compliance support. Strengths: Easy-to-use interface Localized compliance features Strong integration with lender tools Pricing: Custom; details upon request. Demo: Available on request. 10. MoneyQuest – MoneyQuest CRM 9/11

10. Overview: MoneyQuest provides brokers with a platform to streamline operations, manage clients, and integrate with multiple lenders efficiently. Strengths: Australian market-focused Integration with lender tools Workflow automation Pricing: Custom; details upon request. Demo: Available on request. MoneyQuest is suitable for brokers looking for an all-in-one real estate broker CRM solution that simplifies day-to-day operations. According to Mortgage Professional Australia’s 2025 survey, Loan Market topped the aggregator rankings, excelling in IT, CRM support, and marketing assistance. Boutique aggregators like Purple Circle Financial Services and Nectar Mortgages also performed strongly, highlighting the range of options brokers have when choosing a CRM. Top CRM Platforms Comparison Pricing (Starting) CRM Software Strengths AFG – Flex & SMART Extensive lender panel, marketing tools Custom Connective – Mercury Nexus Flat fee, wide lender panel, strong support Flat fee Loan Market – MyCRM Referral network, community support, compliance Competitive Finsure – Infynity Strong tech, automation, growing lender panel Transparent Mortgage Choice – REA Integrated CRM Branding, mentoring, real estate integration Competitive PLAN Australia – PLAN CRM Stability, wide lender panel, training Competitive FAST – FAST CRM Commercial lending, automation, coaching Competitive Purple Circle CRM Collaboration, Australian-focused automation Custom Nectar CRM Ease-of-use, compliance, lender integration Custom 10/11

11. Pricing (Starting) CRM Software Strengths MoneyQuest CRM All-in-one, workflow automation, lender integration Custom How to Choose the Right CRM for Mortgage Professionals Choosing the right crm for mortgage professionals can be overwhelming, but considering a few key factors can simplify the decision: 1. Business Needs: Identify what features matter most, pipeline management, marketing automation, or compliance tracking. 2. Integration: Ensure the CRM integrates seamlessly with your existing Loan Origination System (LOS) and mortgage broker calculator tools. 3. Support & Training: Look for platforms that provide strong onboarding, ongoing support, and resources. 4. Scalability: Your CRM should grow with your business, whether you’re an independent broker or part of an aggregator. 5. Budget: Compare pricing against the features offered and potential ROI. By carefully evaluating these factors, you can select a CRM that not only organizes your workflow but also improves client satisfaction and conversion rates. Conclusion A mortgage broker CRM is an indispensable tool in today’s competitive Australian mortgage market. From managing leads and marketing campaigns to ensuring compliance, the right CRM can transform the way mortgage brokers and aggregators operate. Platforms like AFG Flex & SMART, Connective Mercury Nexus, and Loan Market MyCRM provide robust solutions for brokers looking for efficiency and growth. Meanwhile, options like HubSpot, Zoho, and Purple Circle CRM cater to those who value automation, collaboration, and technology integration. Investing in a quality crm for mortgage companies is no longer optional, it’s essential for staying competitive, growing your client base, and running a streamlined, compliant mortgage brokerage business. Choosing the right CRM can transform your mortgage business. Contact us at BSG to see how we can help streamline operations, boost compliance, and improve client relationships. 11/11