Community/What CRM are you using for deal pipeline management? Honest reviews please.
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Robert Huangbroker
Oct 9, 2025 at 8:00 AM
What CRM are you using for deal pipeline management? Honest reviews please.
I've tried 4 CRMs in the past 3 years (Salesforce, HubSpot, Pipedrive, and a custom Airtable setup) and none of them feel right for the private lending broker workflow. Salesforce is overkill and expensive. HubSpot is better but not built for deal-based workflows. Pipedrive is close but missing key features. Airtable is flexible but requires too much setup.
What are people using? Any mortgage/lending-specific CRMs worth looking at?
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6 Replies
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Priya NairbrokerOct 9, 2025 at 10:00 AM
Robert, I've been using Jungo (Salesforce-based, mortgage specific) for 2 years. It's expensive (~$150/mo) but it's built for our workflow. The deal pipeline stages map perfectly to the bridge loan process. The downside is the learning curve is steep and the mobile app is mediocre.
I'd also look at Encompass if you're doing higher volume — it's more of a full LOS but some brokers use it.
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Tamara ScottbrokerOct 9, 2025 at 12:00 PM
Airtable with a custom template. Took 2 days to set up, costs $20/mo, does everything I need. The key is building the right views and automations.
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Zach FreemanbrokerOct 9, 2025 at 2:00 PM
monday.com!! i know it sounds random but the pipeline view is perfect for deal tracking and the automations are super easy to set up. dm me and i'll share my template
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Miles UnderwoodbrokerOct 9, 2025 at 4:00 PM
I've used a simple spreadsheet for 15 years and closed hundreds of deals. The CRM is not the bottleneck. Your relationships and deal quality are the bottleneck.
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Robert HuangbrokerOct 9, 2025 at 6:00 PM
Miles — fair point, but at 25+ deals/year active simultaneously, a spreadsheet gets unwieldy. Tamara — the Airtable custom approach is interesting. Would love to see your setup.
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Fiona WalshbrokerOct 9, 2025 at 8:00 PM
I switched from HubSpot to Notion + Airtable combo 6 months ago and haven't looked back. Notion for SOPs and communication logs, Airtable for deal pipeline. Total cost: $35/mo.