The Best CRM For Mortgage Brokers

The mortgage CRM software built exclusively to accelerate lead management, partner relationships, team production, and revenue growth.

The Mortgage CRM Software that works FOR you!

This Mortgage CRM software helps mortgage brokers follow up with leads, referrals, current, and past customers.

Manage Your Contacts

Never let a contact fall through the cracks. Have a CRM keep your pipeline full using automation.

Automate Follow Up

Use automation to stay in touch with clients before and after the sales cycle.

Access Anywhere

Access Blitz from wherever you need to. Our Mortgage CRM is cloud-based. Simply log in from anywhere!

Schedule a LIVE Demo!

We are strong believers that getting to know your agency and what your needs are is critical when looking to add a CRM software solution. Let’s chat!

Quick Statistics of Implementing a CRM In Your Brokerage


Increase in The Number Of Mortgages Written


Increase in Production Using Blitz Sales Software


Increase In Efficiency Using Our Intelligent Automation

Automate Communication to Help GROW Your Business

Adding a CRM like Blitz to your team can help your brokerage be more efficient when it comes to getting the right information about their clients and also follow up to make sure deadlines are reached. Working with referral partners is also a big part of building your business. Using Blitz allows you to efficiently stay in touch with clients and past clients using intelligent automation leading to more referrals and more closings.

Have Access To Contact Information and Documents in ONE Place

Blitz is a cloud based CRM software for mortgage brokers that gives you access to contact history and documentation at your fingertips when you need it. Spend your time showing homes and signing listing agreements not in the office looking for documents and notes.

CRM Features for Mortgage Brokers


We help you set up your Insurance CRM the way you want it to work in your brokerage.



Whether your big or small, Blitz helps you manage all of your contacts with an easy to use interface.



Build and save email templates, send emails, and other means of communication.

Tracking Sources

Properly track and source where your leads come from to help see who your strongest referral partner is.

Artificial Intelligence

Workflow Automation is built to automate manual work to try to reach contacts at the right time


Easy to read reporting that includes filtering to manage different campaigns for your brokerage.

Cloud Based

Access Blitz from wherever you need to. Our Insurance CRM is cloud-based. Simply log in from anywhere!


Integrations are as easy as turning them on and off. We organize the front end of your sales pipeline.

Ready To Be More Efficient in Your Agency?