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Best CRM for Mortgage Brokers (2026)
A mortgage pipeline lives on stages and dates - application, processing, underwriting, clear to close - and the CRM is what keeps every file moving between them. These are the four CRMs we price-track that can hold that pipeline, at the prices on their own pricing pages on 2026-10-21.
Prices last re-checked 2026-09-27. Numbers are read from each vendor's own pricing page; any exception is flagged under "What to watch".
Which one should you pick?
- Pick Zoho CRM if you need the cheapest paid plan. Visit Zoho CRM
- Pick HubSpot if this trade-off works for you: free start for a two-person team. Visit HubSpot
- Pick Pipedrive if you need the best pipeline for loan files. Visit Pipedrive
- Pick GoHighLevel if you need follow-up in one flat price. Visit GoHighLevel
Some buttons are affiliate links — how this works.
The short answer
Short answer: Cheapest paid plan: Zoho CRM is the cheap-start pick - Zoho CRM Free is $0/mo for up to 3 users and 5,000 records with basic lead and deal management, and Standard is $20/mo, or $14/mo billed annually, per user, with 100,000 records, scoring rules, mass email and workflows.
| Tool | Entry price | Best for |
|---|---|---|
| Free | $0/mo (no annual discount published) | Up to 3 users, 5,000 records, basic lead and deal management |
| Standard | $20/mo, or $14/mo billed annually | Per user. 100,000 records, scoring rules, mass email, workflows |
| Professional | $35/mo, or $23/mo billed annually | Per user. SalesSignals, inventory management, 25,000 records per module |
| Enterprise | $50/mo, or $40/mo billed annually | Per user. CommandCenter, multi-user portals, custom modules, 100,000 records |
Prices checked 2026-09-27.
Cheapest paid plan: Zoho CRM
Zoho CRM is the cheap-start pick - Zoho CRM Free is $0/mo for up to 3 users and 5,000 records with basic lead and deal management, and Standard is $20/mo, or $14/mo billed annually, per user, with 100,000 records, scoring rules, mass email and workflows. The trade-off: the free tier stops at 3 users, and Professional at $35/mo, or $23/mo billed annually, per user, is where SalesSignals and inventory management live.
See Zoho CRM pricingFree start for a two-person team: HubSpot
HubSpot is the free-start pick - HubSpot Free tools are $0/mo for up to 2 users and 1,000 marketing contacts, and Starter is $20/mo, or $15/mo billed annually, per seat. The trade-off: Professional jumps to $100/mo, or $90/mo billed annually, per seat, so the automation tier is a real leap for a small shop.
See HubSpot pricingBest pipeline for loan files: Pipedrive
Pipedrive is the pipeline pick - Pipedrive Lite is $24/mo, or $14/mo billed annually, per seat, with 10 pipelines and 3,000 open deals, and Growth at $49/mo, or $39/mo billed annually, adds email sync and workflow automation for milestone reminders. The trade-off: there is no free plan, so every seat costs from day one.
See Pipedrive pricingBest for follow-up in one flat price: GoHighLevel
GoHighLevel is the all-in-one pick - GoHighLevel Starter is $97/mo with unlimited contacts and unlimited users, one price for a whole brokerage. The trade-off: no free plan, billing starts on its own after the trial unless you cancel, and phone, text, email and AI usage fees can apply during the trial.
See GoHighLevel pricingThe prices, plan by plan
Zoho CRM
Zoho CRM is free for up to 3 users, then $14 per user per month on Standard, $23 on Professional and $40 on Enterprise, billed annually. Ultimate is a custom quote; Zoho no longer prints a price for it.
| Plan | Price | What you get |
|---|---|---|
| Free | $0/mo (no annual discount published) | Up to 3 users, 5,000 records, basic lead and deal management |
| Standard | $20/mo, or $14/mo billed annually | Per user. 100,000 records, scoring rules, mass email, workflows |
| Professional | $35/mo, or $23/mo billed annually | Per user. SalesSignals, inventory management, 25,000 records per module |
| Enterprise | $50/mo, or $40/mo billed annually | Per user. CommandCenter, multi-user portals, custom modules, 100,000 records |
| Ultimate | custom quote | Bespoke deployments with the highest feature limits, consultation-based pricing (contact Zoho) |
Prices checked 2026-09-27.
What to watch: Zoho prints the annual per-user rate by default; the monthly-billing rates come from the page's monthly toggle. Zoho's free tier caps at 3 users, which is the lowest free-user cap in this cluster.
Source: https://www.zoho.com/crm/zohocrm-pricing.html, read 2026-10-05.
See Zoho CRM pricingHubSpot
HubSpot's free tools cover up to two users and up to 1,000 contacts. Sales Hub is then $20 per seat per month on Starter and $100 per seat per month on Professional, billed monthly. Professional requires a one-time onboarding fee of $1,500.
| Plan | Price | What you get |
|---|---|---|
| Free | $0/mo (no annual discount published) | Up to 2 users and up to 1,000 contacts, deal pipeline, contact management. The catalog's 1 million figure is for other standard objects, not contacts. |
| Starter | $20/mo, or $15/mo billed annually | Per seat. Simple automation, 2 paid seats, email tracking, 1,000 marketing contacts |
| Professional | $100/mo, or $90/mo billed annually | Per seat. Sequences, forecasting, custom reporting, 2,000 marketing contacts. Onboarding is required, a one-time fee of $1,500. |
| Enterprise | $150/mo (no annual discount published) | Per seat. Custom objects, predictive scoring, 10,000 marketing contacts |
Prices checked 2026-09-27.
What to watch: HubSpot's free tools are free, and they cap at two users and 1,000 contacts. The paid tiers are per seat. Sales Hub Professional requires a one-time onboarding fee of $1,500. Marketing-contact limits are separate from CRM contacts.
Source: https://www.hubspot.com/pricing/crm, read 2026-09-27.
See HubSpot pricingPipedrive
Pipedrive starts at $14 per seat per month on Lite, $39 on Growth, $59 on Premium and $79 on Ultimate, billed annually (US$168 / $468 / $708 / $948 per seat per year); monthly billing costs more. Each card offers a 14-day trial and says no credit card is required.
| Plan | Price | What you get |
|---|---|---|
| Lite | $24/mo, or $14/mo billed annually | Per seat. Lead, deal and activity management, 3,000 open deals, 10 pipelines. US$168 per seat/year billed annually. |
| Growth | $49/mo, or $39/mo billed annually | Per seat. Email sync, workflow automation, 100,000 open deals, 15 pipelines. US$468 per seat/year billed annually. |
| Premium | $79/mo, or $59/mo billed annually | Per seat. Revenue forecasts, team goals, projects, 30 pipelines. US$708 per seat/year billed annually. |
| Ultimate | $99/mo, or $79/mo billed annually | Per seat. Project templates, 5-minute sync, phone support, 100 pipelines. US$948 per seat/year billed annually. |
What to watch: Pipedrive prints the annual per-seat rate by default. On 2026-10-13 those cards still showed Lite $14, Growth $39, Premium $59 and Ultimate $79. The monthly toggle was not opened, so the monthly column stays the 2026-10-05 reading. Each card says a 14-day trial with no credit card. The Premium card carries Pipedrive's own Most Popular badge. This page does not treat that badge as a count of customers. Add-on starting prices were read on the annual view. Prices are per seat, so a 5-person team pays five times the seat rate.
Source: https://www.pipedrive.com/en/pricing, read 2026-10-05.
See Pipedrive pricingGoHighLevel
GoHighLevel is $97/mo Starter, $297/mo Unlimited and $497/mo Agency Pro, or $970 / $2,970 / $4,970 billed yearly. Every plan includes unlimited contacts and unlimited users. The cards say 14 days free. Billing starts on its own unless you cancel, and phone, text, email, and AI fees can apply during the trial.
| Plan | Price | What you get |
|---|---|---|
| Starter | $97/mo | 3 sub-accounts, unlimited contacts, unlimited users, all core features |
| Unlimited | $297/mo | Unlimited sub-accounts, rebill phone & email at no markup, basic API |
| Agency Pro | $497/mo | SaaS mode, automated sub-account creation, rebill with markup, advanced API |
| Enterprise | custom quote | Custom quote |
What to watch: Every plan price, annual total and add-on price on this page was read from gohighlevel.com/pricing itself. GoHighLevel does not publish a free plan. On 2026-10-11 the plan cards said 14 days free, and the page's own disclaimer said billing starts automatically unless you cancel, and phone, text, email, and AI usage fees can apply during the trial. Add-ons are extra. Some are billed per sub-account, some are a flat monthly fee, and WordPress hosting is per site. The same page also lists the certification program at $97 a month, online listings at $30 a month per sub-account, the premium prospecting tool at $29 a month per sub-account, and WordPress hosting from $10 a month per site. On 2026-10-12 the Unlimited card carried GoHighLevel's own Most Popular badge. This page does not treat that badge as a count of customers.
Source: https://www.gohighlevel.com/pricing, read 2026-10-19.
See GoHighLevel pricingQuestions people ask
What is the cheapest option here?
Zoho CRM is the cheapest way to start and the cheapest paid step here: Zoho CRM Free is $0/mo for up to 3 users, and Standard is $20/mo, or $14/mo billed annually, per user. HubSpot is the other free start at $0/mo, but its free tools stop at 2 users.
Can a small team really start free?
Yes, with Zoho CRM or HubSpot: Zoho CRM Free covers up to 3 users and 5,000 records at $0/mo, and HubSpot Free tools cover up to 2 users and 1,000 marketing contacts at $0/mo. Pipedrive and GoHighLevel have no free plan at all - Pipedrive Lite starts at $24/mo, or $14/mo billed annually, per seat.
Which one keeps milestone reminders running without a person chasing them?
Pipedrive does that at Growth - Pipedrive Growth is $49/mo, or $39/mo billed annually, per seat, with workflow automation and email sync on top of Lite's 10 pipelines. GoHighLevel Starter at $97/mo is the flat-price way to automate the same follow-up.
What happens when the team grows past five seats?
Per-seat billing adds up fast: Pipedrive Premium is $79/mo, or $59/mo billed annually, per seat, while GoHighLevel Unlimited at $297/mo covers unlimited users and unlimited sub-accounts on one bill. Zoho CRM Standard stays at $20/mo, or $14/mo billed annually, per user.
Where should a new brokerage spend its first dollars?
Zoho CRM Standard is $20/mo, or $14/mo billed annually, per user, and carries 100,000 records, scoring rules and workflows - a team can run every file from application to clear-to-close on it. Move up to Pipedrive Growth at $49/mo, or $39/mo billed annually, per seat, once manual follow-up becomes the bottleneck.
Is there one flat price for the whole office?
GoHighLevel is the flat-price option: GoHighLevel Starter is $97/mo with unlimited contacts and unlimited users, and GoHighLevel Unlimited is $297/mo with unlimited sub-accounts. Zoho CRM, HubSpot and Pipedrive all bill per user or per seat.
Some links on this page are affiliate links. If you buy through one we may earn a commission at no extra cost to you. We do not accept payment for placement, and the price tables are generated from the same dataset we re-check weekly. Full disclosure. How we check prices.