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What Software Do Mortgage Brokers Use?

→ Work with Me https://ashborland.com → Check out my Deep Dive YouTube channel    / @ashborland   → Follow me on IG   / ashborland   → The FREE 30-Day Mortgage Broker Boost https://ashborland.com/boost ------------------------------------------------------------------------------------- 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