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Mortgage Brokers Software and Digital Solutions

Lead-gen websites, application portals, CRM, and marketing automation for mortgage professionals.

Built for mortgage brokers

Mortgage brokers compete for borrowers who research online, compare rates across multiple lenders, and choose based on trust signals before making their first call. We build fast, professional lead-generation websites, secure loan application portals, purpose-built broker CRMs, and marketing automation sequences that keep prospects engaged across a long decision cycle. The result is a digital presence that earns trust and turns inquiries into funded loans.

More inbound leads from a professional website that ranks for local mortgage searches.
Faster document collection with a digital application portal replacing email-based intake.
Consistent borrower follow-up through automated sequences across the full loan cycle.
Clear pipeline visibility so your team knows exactly which loans need attention.
Re-engagement of past clients approaching refinance windows with automated outreach.

Challenges we solve for mortgage brokers

Common pain points we see when working with mortgage brokers and how we address them in every project we deliver.

01

A generic or dated website fails to differentiate the broker in a market where borrowers compare multiple options online.

02

Collecting loan application documents through email creates version-control issues and delays the underwriting process.

03

Long mortgage decision cycles require consistent follow-up that agents cannot sustain manually across a large pipeline.

04

No visibility into where each borrower stands in the pipeline means hot leads can go cold without anyone noticing.

What we build for mortgage brokers

Focused, purpose-built systems designed around how your business actually operates, not generic templates adapted after the fact.

Lead-Generation Website

A fast, professional website with rate comparison tools, broker credentials, testimonials, and clear conversion paths that turn search traffic into mortgage inquiries.

Digital Loan Application Portal

A secure, step-by-step digital application where borrowers upload documents, track progress, and sign disclosures without email attachments or in-person appointments.

Mortgage Broker CRM

A pipeline-view CRM tracking every borrower from inquiry through closing, with loan details, document checklists, milestone alerts, and team assignment built in.

Marketing Automation and Drip Campaigns

Automated email and SMS sequences for new leads, stalled applications, and past clients up for refinance, keeping your name in front of borrowers throughout their decision cycle.

Rate and Payment Calculator

Interactive rate, payment, and affordability calculators embedded on your website that give borrowers instant estimates and capture contact details as a natural next step.

Why us

Why businesses choose SOHOON

A few reasons mortgage brokers clients trust us with work that matters to their business.

7

Years in business

Multi

Niche experience

On-time

Delivery focus

1

Accountable partner

A 7-year software house

Not a freelancer and not a faceless marketplace. A settled team that has shipped real products since 2019 across many industries.

Experience in your niche

We have built for insurance, healthcare, gyms, restaurants, HVAC, mortgage, real estate and more, so we understand your world quickly.

Fixed scope, clear quotes

You get a written quote and milestone plan before we start. No surprise invoices and no scope creep.

One accountable team

A single point of contact who owns your project end to end, with senior engineers and designers behind them.

Secure and compliant

We build with security in mind, including HIPAA-aware solutions for healthcare and insurance clients who need them.

Here after launch

We do not disappear on go-live. Maintenance, support and improvements are part of how we work.

Mortgage Brokers solution pricing

Starting estimates for mortgage brokers software and digital systems. Book a free call for a fixed quote scoped to your exact requirements.

Hourly rate

$35/hour

Flexible hourly engagement for changes, support and ongoing work. Most projects use a fixed quote below.

MVP

from $2,500

A focused first version to validate fast.

  • Core feature set
  • Secure auth + database
  • Cloud deployment
Get a Quote
Most popular

Growth

from $7,500

A complete product for real operations.

  • Full feature build
  • Integrations & APIs
  • Dashboards & reporting
Get a Quote

Enterprise

from $15,000

Scale, security and dedicated support.

  • Multi-role & multi-tenant
  • Advanced integrations
  • SLA & maintenance
Get a Quote

Not sure which option fits?

Book a free appointment and we will scope your project and give you an exact quote.

Book an Appointment to Discuss Your Project

Starting estimates shown in USD. Conversions from USD are approximate; your final fixed quote is confirmed after a free consultation.

What our clients say

Real words from owners we have worked with. We use first name and industry only, out of respect for our clients' privacy.

“Listings load fast and leads come straight to my phone. They understood real estate and did not need everything spelled out.”
Emily C.Real Estate Agent
“Client intake used to be a mess. Now it is organized and secure, and the team was patient with our legal requirements.”
Hassan A.Law Firm Partner
“They set up our Medicare lead funnel and the follow-up runs on its own now. Honest, responsive and easy to work with.”
Grace W.Medicare Insurance Agent

Testimonials reflect real client feedback. Names are shortened and shown with industry only at our clients' request.

FAQ

Mortgage Brokers: questions answered

Can the application portal connect to our loan origination system?

It depends on the LOS you use and the integration options it exposes. We assess this during scoping. Many LOS platforms have APIs or file import options we can connect to.

How do you handle the secure document upload and storage?

We use encrypted cloud storage with access controls so only authorized team members can view borrower documents. We build retention and deletion policies to match your compliance requirements.

Can the CRM track pre-approval and rate-lock milestones?

Yes. We configure pipeline stages, milestone checklists, and alert triggers to match your specific loan workflow, including pre-approval, processing, underwriting, and closing stages.

Can you build tools for both purchase and refinance borrowers?

Yes. We build separate qualification flows and calculators for purchase and refinance borrowers since their needs and questions differ significantly at the top of the funnel.

How much does mortgage brokers cost?

It depends on scope. We run a free consultation, scope the work, and give you a clear fixed quote before anything begins. You can also see starting prices on this page and switch to your currency.

How long does it take?

Most projects start within a few days of approval. We share a milestone timeline up front so you always know what is happening and when, and you see progress in regular demos.

Do you provide support after launch?

Yes. We offer maintenance, updates, security and improvements after go-live, so your mortgage brokers keeps working and gets better over time.

Ready to build your mortgage brokers solution?

Book a free appointment and we will scope your project, answer your technical and compliance questions, and send a clear fixed quote within one business day.