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Best Mortgage Point of Sale (POS) Software

Neya Kumaresan
NK
Researched and written by Neya Kumaresan

Mortgage point of sale (POS) software facilitates the digital loan application process for both lenders and borrowers. These solutions streamline mortgage applications by providing a borrower portal designed to handle loan applications. Mortgage POS software also provides loan document generation functionality and automates credit pulls upon application completion. The goal of mortgage POS solutions is to make the loan application process almost entirely self serve for borrowers and automate the processing of applications for lenders. These tools offer customizable workflows, so lenders can craft the borrower experience that they want. Mortgage POS solutions may offer tools to facilitate collaboration between loan officers and borrowers, and some automate updates so loan officers are made aware of every development within their pipeline of borrowers.

Lenders are able to shape the specific document requirements and customize POS workflows in order to gather all relevant information about the potential borrower. Mortgage POS solutions may offer mobile portals to allow borrowers to apply directly on their mobile devices. Mortgage POS software typically integrates with loan origination software to offer seamless decisioning for the borrower. These solutions also integrate with digital mortgage closing software to provide a comprehensive digital mortgage solution.

To qualify for inclusion in the Mortgage POS category, a product must:

Provide a borrower-facing portal
Integrate with loan origination system (LOS) tools
Automate mortgage application processing
Provide lenders with a borrower pipeline dashboard

Best Mortgage Point of Sale (POS) Software At A Glance

Highest Performer:
Best Free Software:
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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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16 Listings in Mortgage Point of Sale (POS) Available
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Top Mortgage Brokers, Loan Officers, and Lenders use Shape Mortgage Software as their all-in-one mortgage crm, point-of-sale and sales/marketing platform. Shape allows you to close more loans with le

    Users
    No information available
    Industries
    • Financial Services
    • Marketing and Advertising
    Market Segment
    • 46% Small-Business
    • 43% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    HQ Location
    Irvine, California
    Twitter
    @ShapeBizTech
    663 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    42 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Top Mortgage Brokers, Loan Officers, and Lenders use Shape Mortgage Software as their all-in-one mortgage crm, point-of-sale and sales/marketing platform. Shape allows you to close more loans with le

Users
No information available
Industries
  • Financial Services
  • Marketing and Advertising
Market Segment
  • 46% Small-Business
  • 43% Mid-Market
Seller Details
HQ Location
Irvine, California
Twitter
@ShapeBizTech
663 Twitter followers
LinkedIn® Page
www.linkedin.com
42 employees on LinkedIn®
(95)4.9 out of 5
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The nCino Platform revolutionizes mortgage lending by driving efficiency, collaboration, and exceptional borrower experiences. nCino Mortgage automates workflows to connect every stage, accelerate pro

    Users
    • Mortgage Loan Officer
    • Loan Officer
    Industries
    • Real Estate
    • Banking
    Market Segment
    • 60% Small-Business
    • 25% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • nCino's Mortgage Suite Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customization
    1
    Ease of Use
    1
    Time Efficient
    1
    Cons
    Loan Issues
    1
    Poor Performance
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2012
    HQ Location
    Wilmington, US
    Twitter
    @ncino
    3,746 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,740 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The nCino Platform revolutionizes mortgage lending by driving efficiency, collaboration, and exceptional borrower experiences. nCino Mortgage automates workflows to connect every stage, accelerate pro

Users
  • Mortgage Loan Officer
  • Loan Officer
Industries
  • Real Estate
  • Banking
Market Segment
  • 60% Small-Business
  • 25% Mid-Market
nCino's Mortgage Suite Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customization
1
Ease of Use
1
Time Efficient
1
Cons
Loan Issues
1
Poor Performance
1
Seller Details
Company Website
Year Founded
2012
HQ Location
Wilmington, US
Twitter
@ncino
3,746 Twitter followers
LinkedIn® Page
www.linkedin.com
1,740 employees on LinkedIn®

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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Floify seamlessly integrates state-of-the-art digital tools and automation to power a modern, efficient mortgage process for lenders, originators, and their borrowers. Finding the balance between a

    Users
    No information available
    Industries
    • Financial Services
    • Real Estate
    Market Segment
    • 56% Small-Business
    • 35% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Floify
    Year Founded
    2013
    HQ Location
    Boulder, Colorado
    Twitter
    @Floify
    663 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    44 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Floify seamlessly integrates state-of-the-art digital tools and automation to power a modern, efficient mortgage process for lenders, originators, and their borrowers. Finding the balance between a

Users
No information available
Industries
  • Financial Services
  • Real Estate
Market Segment
  • 56% Small-Business
  • 35% Mid-Market
Seller Details
Seller
Floify
Year Founded
2013
HQ Location
Boulder, Colorado
Twitter
@Floify
663 Twitter followers
LinkedIn® Page
www.linkedin.com
44 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    BNTouch Mortgage CRM is a fully integrated Digital Mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. F

    Users
    No information available
    Industries
    • Financial Services
    • Real Estate
    Market Segment
    • 74% Small-Business
    • 16% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    BNTouch
    Year Founded
    2004
    HQ Location
    Beaverton, Oregon
    Twitter
    @bntouchcrm
    238 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    14 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

BNTouch Mortgage CRM is a fully integrated Digital Mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. F

Users
No information available
Industries
  • Financial Services
  • Real Estate
Market Segment
  • 74% Small-Business
  • 16% Mid-Market
Seller Details
Seller
BNTouch
Year Founded
2004
HQ Location
Beaverton, Oregon
Twitter
@bntouchcrm
238 Twitter followers
LinkedIn® Page
www.linkedin.com
14 employees on LinkedIn®
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Going beyond loan applications and document management, Maxwell is a key partner for lenders throughout the entire mortgage process. Maxwell’s suite of technology-powered solutions includes an industr

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 83% Mid-Market
    • 17% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Maxwell
    Year Founded
    2015
    HQ Location
    Denver, CO
    Twitter
    @ilovemaxwell
    272 Twitter followers
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

Going beyond loan applications and document management, Maxwell is a key partner for lenders throughout the entire mortgage process. Maxwell’s suite of technology-powered solutions includes an industr

Users
No information available
Industries
No information available
Market Segment
  • 83% Mid-Market
  • 17% Small-Business
Seller Details
Seller
Maxwell
Year Founded
2015
HQ Location
Denver, CO
Twitter
@ilovemaxwell
272 Twitter followers
LinkedIn® Page
www.linkedin.com
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Financial providers — from large banks, fintechs, and credit unions to community and independent mortgage banks — use our platform to transform consumer banking experiences and streamline workflows fo

    Users
    No information available
    Industries
    • Financial Services
    Market Segment
    • 86% Enterprise
    • 14% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Blend
    Year Founded
    2012
    HQ Location
    San Francisco, US
    Twitter
    @blendlabsinc
    3,057 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    864 employees on LinkedIn®
    Ownership
    NYSE: BLND
Product Description
How are these determined?Information
This description is provided by the seller.

Financial providers — from large banks, fintechs, and credit unions to community and independent mortgage banks — use our platform to transform consumer banking experiences and streamline workflows fo

Users
No information available
Industries
  • Financial Services
Market Segment
  • 86% Enterprise
  • 14% Mid-Market
Seller Details
Seller
Blend
Year Founded
2012
HQ Location
San Francisco, US
Twitter
@blendlabsinc
3,057 Twitter followers
LinkedIn® Page
www.linkedin.com
864 employees on LinkedIn®
Ownership
NYSE: BLND
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Encompass® by ICE Mortgage Technology® provides an end-to-end solution with best-of-breed technology that gives you the tools to manufacture and acquire significantly more loans with less effort. Succ

    Users
    No information available
    Industries
    • Financial Services
    • Banking
    Market Segment
    • 66% Mid-Market
    • 21% Enterprise
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2000
    HQ Location
    Pleasanton, CA
    Twitter
    @ICE_Markets
    72,084 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    499 employees on LinkedIn®
    Ownership
    NYSE: ELLI
Product Description
How are these determined?Information
This description is provided by the seller.

Encompass® by ICE Mortgage Technology® provides an end-to-end solution with best-of-breed technology that gives you the tools to manufacture and acquire significantly more loans with less effort. Succ

Users
No information available
Industries
  • Financial Services
  • Banking
Market Segment
  • 66% Mid-Market
  • 21% Enterprise
Seller Details
Year Founded
2000
HQ Location
Pleasanton, CA
Twitter
@ICE_Markets
72,084 Twitter followers
LinkedIn® Page
www.linkedin.com
499 employees on LinkedIn®
Ownership
NYSE: ELLI
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    BeSmartee is the only third-party POS that can take your borrowers and originators from application to appraisal in minutes by using big data, process automation and a complete MLO portal to manage it

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Mid-Market
    • 50% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    BeSmartee
    HQ Location
    Huntington Beach, CA
    Twitter
    @BeSmartee
    428 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    77 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

BeSmartee is the only third-party POS that can take your borrowers and originators from application to appraisal in minutes by using big data, process automation and a complete MLO portal to manage it

Users
No information available
Industries
No information available
Market Segment
  • 50% Mid-Market
  • 50% Small-Business
Seller Details
Seller
BeSmartee
HQ Location
Huntington Beach, CA
Twitter
@BeSmartee
428 Twitter followers
LinkedIn® Page
www.linkedin.com
77 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Mortgage Software Developer elevating the lending experience for Mortgage Professionals & their Borrowers

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2003
    HQ Location
    Santa Ana, California
    Twitter
    @LenderHome_Page
    324 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    20 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Mortgage Software Developer elevating the lending experience for Mortgage Professionals & their Borrowers

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Year Founded
2003
HQ Location
Santa Ana, California
Twitter
@LenderHome_Page
324 Twitter followers
LinkedIn® Page
www.linkedin.com
20 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The Cloudvirga Enterprise POS includes all the features of the Mobile POS and includes an environment for LOs that helps them structure the deal and service their customers. The Enterprise POS also in

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Twitter
    @cloudvirga
    323 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    84 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The Cloudvirga Enterprise POS includes all the features of the Mobile POS and includes an environment for LOs that helps them structure the deal and service their customers. The Enterprise POS also in

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Seller Details
Twitter
@cloudvirga
323 Twitter followers
LinkedIn® Page
www.linkedin.com
84 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    LiteSpeed by LenderLogix is a white-labeled point-of-sale (POS) solution designed to provide homebuyers with a simple yet amazing user experience. Faster leads, increased applications, and a fraction

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Mid-Market
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    LinkedIn® Page
    www.linkedin.com
Product Description
How are these determined?Information
This description is provided by the seller.

LiteSpeed by LenderLogix is a white-labeled point-of-sale (POS) solution designed to provide homebuyers with a simple yet amazing user experience. Faster leads, increased applications, and a fraction

Users
No information available
Industries
No information available
Market Segment
  • 100% Mid-Market
Seller Details
LinkedIn® Page
www.linkedin.com
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Realfinity - Embedded Lending is a powerful loan origination and processing platform designed specifically for real estate professionals who want to effortlessly offer mortgage services to their clien

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Realfinity Origination Platform Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Simple Process
    2
    Business Growth
    1
    Client Management
    1
    Design
    1
    Cons
    This product has not yet received any negative sentiments.
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    LinkedIn® Page
    www.linkedin.com
    34 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Realfinity - Embedded Lending is a powerful loan origination and processing platform designed specifically for real estate professionals who want to effortlessly offer mortgage services to their clien

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Realfinity Origination Platform Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Simple Process
2
Business Growth
1
Client Management
1
Design
1
Cons
This product has not yet received any negative sentiments.
Seller Details
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®
Entry Level Price:$59.00
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Leaf360 is a comprehensive mortgage management software solution that helps mortgage professionals streamline their processes, engage with clients effectively, and manage their operations from lead ge

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 100% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Leaf360 Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    3
    Ease of Use
    2
    Helpful
    2
    Lead Management
    2
    Automation
    1
    Cons
    Limited Access
    1
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Leaf360
    HQ Location
    Miami, US
    Twitter
    @Leaf360Io
    LinkedIn® Page
    www.linkedin.com
    2 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Leaf360 is a comprehensive mortgage management software solution that helps mortgage professionals streamline their processes, engage with clients effectively, and manage their operations from lead ge

Users
No information available
Industries
No information available
Market Segment
  • 100% Small-Business
Leaf360 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
3
Ease of Use
2
Helpful
2
Lead Management
2
Automation
1
Cons
Limited Access
1
Seller Details
Seller
Leaf360
HQ Location
Miami, US
Twitter
@Leaf360Io
LinkedIn® Page
www.linkedin.com
2 employees on LinkedIn®
  • Overview
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  • We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Roostify is a leading digital home lending platform committed to transforming traditional mortgage lending into a modern, enjoyable experience. Simple to implement and engineered to deliver a secure e

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Roostify
    HQ Location
    San Francisco, California
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Roostify is a leading digital home lending platform committed to transforming traditional mortgage lending into a modern, enjoyable experience. Simple to implement and engineered to deliver a secure e

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Roostify
HQ Location
San Francisco, California
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Touchless Lending® is an AI-powered Lending-as-a-service platform that delivers customer-centric mortgage experiences across all channels. The platform’s machine-oriented, optimized workflows engage w

    We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
    Industries
    No information available
    Market Segment
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Tavant
    Year Founded
    2000
    HQ Location
    Santa Clara California ,United States
    Twitter
    @Tavant
    1,601 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,077 employees on LinkedIn®
    Phone
    +1-408-519-5400
Product Description
How are these determined?Information
This description is provided by the seller.

Touchless Lending® is an AI-powered Lending-as-a-service platform that delivers customer-centric mortgage experiences across all channels. The platform’s machine-oriented, optimized workflows engage w

We don't have enough data from reviews to share who uses this product. Write a review to contribute, or learn more about review generation.
Industries
No information available
Market Segment
No information available
Seller Details
Seller
Tavant
Year Founded
2000
HQ Location
Santa Clara California ,United States
Twitter
@Tavant
1,601 Twitter followers
LinkedIn® Page
www.linkedin.com
3,077 employees on LinkedIn®
Phone
+1-408-519-5400