The Only Open Source
Mortgage CRM

Most mortgage CRMs are over priced, so we built one that's affordable and open source.

Free version available. No credit card required.

See other options

Want to reduce your CRM costs by 50%?

Use our affordable, open source, mortgage CRM built for mortgage originators.

Contact Management

Efficiently manage and track all your borrower and referral partner relationships in one place.

Task Automation

Open APIs and Workflow Automation

Powerful GraphQL and REST APIs to integrate with your existing systems. Workflow automation to implement your business logic.

Team Collaboration

Tasks and Notifications

Create tasks and notifications to keep your team on track. Get notified when a task is due or when a new lead comes in.

Pipeline Views

View your pipeline in a variety of ways. See all leads, only current deals, or referal partner prospects.

Notes

Add notes to your contacts to keep track of important information.

Task Automation

Emails

Synchronize with your emails, so you systems is always up to date.

Team Collaboration

You own the software

Keep it simple and use our hosted solution or self-host the on your own infrastructure.

And much more...

We're always adding new features to make your life easier. Join our community today.

Mortgage CRMs are overpriced, so we set out to build an open source alternative that's modern and affordable.

The code is available on my github, and it's GPL-licensed, so you can take it, modify it, and host it yourself, or you can keep things simple and use our hosted version.

Matthew E. Miller
Matthew E. Miller
Founder, MorFi Technologies

Pricing

Choose the right plan for your team's needs.

Individual Originator

For independent originators

As low as $40/mo

Create an account

Included:

  • Contact Management
  • Pipeline Views
  • Notes
  • Tasks and Notifications
  • Email Integration
  • Open APIs
  • Self-hosting option

Small Team

Recommended

For small teams or a single branch

As low as $40/mo

Start now

Included:

  • Contact Management
  • Pipeline Views
  • Notes
  • Tasks and Notifications
  • Email Integration
  • Workflow Automation
  • Team Collaboration Tools
  • Open APIs
  • Self-hosting option

Large Team

For large teams with many originators

Custom

Create an account

Included:

  • Everything in Small Team
  • Advanced Workflow Automation
  • Priority Support
  • Custom Integrations

Get started for free

Create your organization, setup the tools you need, or talk to our team about your specific needs.

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