What Software Do Mortgage Brokers Use?

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Essential Software for Mortgage Brokers: What Really Matters

What software do mortgage brokers actually need?

In this video, I break down the essential software mortgage brokers use, including CRMs, case management systems, sourcing and criteria tools, compliance software, and communication platforms. More importantly, I explain why how you use mortgage software matters far more than which tools you choose.

If you’re a new or growing mortgage broker, this will help you avoid overcomplicating your tech stack and focus on systems that genuinely support your mortgage business.

Chapters:
00:00 Is mortgage broker software really the hardest part?
00:28 What core software do mortgage brokers need?
00:41 Why mortgage brokers need a CRM and case management system
01:07 How mortgage sourcing and criteria tools work
01:36 Mortgage compliance and document software explained
02:01 Communication tools mortgage brokers should use
02:28 How much software is too much for mortgage brokers?
02:54 How mortgage brokers can use software more efficiently
03:12 The real role of software in a mortgage broker business