Wanna / AI tools for mortgage brokers
8 AI tools for mortgage brokers
Written by Wanna AI. Checked on 29 Oct 2026 (BNTouch, Floify and Shape on 22 Oct 2026), refreshed every 30 days. Wanna is our product and is in this list. Prices are US dollars and change; open each link before you decide.
Short answer. If you own a mortgage brokerage with one to five loan officers, the software work splits five ways: the loan file itself (application, pricing, disclosures, conditions), collecting documents from borrowers, following up with leads and past clients, handling the calls and texts that come in while you are in a file, and getting your own name in front of agents and borrowers. Arive, Floify and Zeitro sit on the file and the borrower's documents. BNTouch, LoanOfficer.ai and Shape put a CRM and AI features around them. MortgageCoach is for the rate and strategy conversation. Wanna chooses what to post and send for your own marketing this week and drafts it for your OK. The eight are alphabetical, not scored.
How we chose
Each vendor's own pages describe work a mortgage broker does, or a CRM a mortgage team can use. Prices were read on each vendor's own pages, with the billing term the page gives: Arive, LoanOfficer.ai, MortgageCoach, Zeitro and Wanna on 29 Oct 2026 between 21:12 and 21:16 UTC; BNTouch, Floify and Shape on 22 Oct 2026. Where the page shows no price, the table says so. We read pages and ran none of these tools except Wanna.
The eight
| Tool | What it does | Price, read 29 Oct 2026 unless the cell says 22 Oct | Honest minus |
|---|---|---|---|
| Arive | Loan origination system, point of sale and pricing engine for brokers. Plans list a realtor portal, call reports, and in Pro Zapier APIs, built-in e-sign (besides DocuSign), a white-labeled LOS and POS themes, and external document sharing | Priced per seat. Broker Core: originator seat 49.99 a month billed yearly (59.99 monthly), support seat 19.99 (24.99). Broker Pro: originator 69.99 (79.99), support 34.99 (39.99). A Non-Del plan is also listed. "Start Your Trial" buttons; the trial length is not on the page | The pricing page we read lists no AI features. Each loan officer who originates needs an originator seat; processors and assistants, licensed or not, can use the cheaper support seat |
| BNTouch | Mortgage CRM: lead capture and routing, pipelines, 400+ pre-built campaigns, two-way texting, a point of sale with an AI-assisted online 1003 and borrower portal, and its MAIA assistant (drafts follow-ups, finds a loan in plain language, suggests who to contact next) | Read 22 Oct 2026: 95 per user a month for 2 to 10 users; 165 a month for a single user. 5,000 records per user, then 5 per extra 1,000. 100 texts or call minutes a month, then 0.03 each. Month to month, no contract; a 12-month prepay earns the 13th month free | Credit check and equity alerts are excluded and cost extra. The Call Assistant is marked "coming soon". Opportunity Mining and White Glove are priced on a call |
| Floify | Digital mortgage point-of-sale software "for lenders and brokers": borrower document collection and automated disclosure workflows | Read 22 Oct 2026: no plan or price on the pricing page; it asks you to schedule a demo | No price to compare. Its pages quote results from named lenders; we did not check them and do not repeat them |
| LoanOfficer.ai | CRM and pipeline with a mortgage-trained AI assistant, rate watch and opportunity alerts, a dialer with texting, email campaigns and LOS integrations | Starter 197 a month, 2 seats. Team 397, 5 seats. Brokerage 697, 10 seats. A one-time 299 setup fee on every plan. Add-ons: Property Pulse (equity and rate alerts) +49 / 99 / 149 a month on Starter / Team / Brokerage; website package +99 a month plus its own 299 setup fee. Prices are for monthly billing; the page has an Annual option marked 20 percent lower. A $1 14-day trial | The setup fee comes on top of the monthly price. Each seat gets 5,000 tokens a month, and the page does not say what a token buys |
| MortgageCoach | Borrower decision software from TrustEngine: personalized, borrower-ready loan strategies for each loan officer, with an Encompass integration | No price on the pages we read; it asks you to reach out | Written for lenders and their loan officers and built around the Encompass stack. We found no plan or price for a small brokerage |
| Shape | Multi-industry CRM that lists mortgage among its pipelines. Core covers leads, workflows, drip campaigns and a mobile app. Complete adds an AI Calling Bot, AI Insights, landing pages, social posting, a customer portal and 5 users | Read 22 Oct 2026: "Get a Quote" on every plan; no price on the page. Calling, texting and email draw from a prepaid balance at pass-through rates | No price to compare. Usage is billed on top of the plan, and a few add-ons are sold apart on Core |
| Wanna | Reads your site, proposes the week's tasks, drafts posts, ads and letters; posts and ads wait for your OK | Free: 100 credits after setup, about 10 tasks. Starter 20 a month, 200 credits, about 20 tasks. Growth 49, 5,000 credits, about 500 tasks. Scale 149, 16,000 credits, up to 5 companies. Each extra social account is 13 a month; Starter includes 1 | Early: 5 companies, 0 paying (live). Not mortgage software: no loan file, pricing, disclosures, CRM or call handling, and no mortgage case study |
| Zeitro | Point of sale for loan officers and brokers: Zeitro Strata (cited answers to loan scenarios), a pricing engine across your lenders, a Digital 1003 built from borrower documents and exported as FNM 3.4 or sent to Encompass, a pipeline with loan files and document requests, and GrowthHub (a personal website and a BlueRate.ai profile) | Starter marked 0 USD on its platform page; the pricing link now leads to a demo. The page says brokers can sign up and try it on their own loans | No paid plan price to compare. Disclosures, automated underwriting and closing stay in your own LOS |
By job
The loan file, with pricing and a point of sale: Arive, Zeitro and BNTouch, which lists a point of sale and an online 1003 with its CRM. Borrower documents and disclosures: Floify; Arive lists document features, and Zeitro takes borrower uploads and builds the 1003 but leaves disclosures to your LOS. CRM and follow-up with past clients: BNTouch, LoanOfficer.ai, Shape. New borrower inquiries: Zeitro's GrowthHub. AI for calls and texts: Shape's AI Calling Bot (Complete plan), LoanOfficer.ai's dialer and assistant, and BNTouch's text automation; BNTouch lists its call assistant as coming soon. Borrower presentations: MortgageCoach. Your own posts and letters: Wanna works from your website, needs no loan software, and drafts the next post or a slow-month note for your OK. Related: real estate agents, insurance agencies and local service businesses.
What Wanna is and is not
Wanna drafts. Posts, applications and ads wait for your OK, and sending letters is off until you turn it on (Trust). On the live page at 21:13 UTC on 29 Oct 2026: 5 companies of people, 0 paying, MRR 0 dollars, 27 tasks done in 7 days, 0 things that went outside. We have no mortgage results to show. Wanna does not originate a loan, pull credit, price a rate, issue a disclosure, collect a borrower document, run a CRM or answer a call.
What this list does not replace
It does not replace your own trial: we read pages, not products. No software replaces your NMLS license and your state licensing, the lender's own guidelines, or your judgment on a borrower's file; an AI summary, income calculation or document review still needs your eyes before anything goes to a lender or a borrower. Required disclosures and the rules on advertising, calls and texts to borrowers stay with you and your compliance counsel, and a drafted post, email or text still needs your review before it goes out. Rate quotes come from your lenders on the day, not from a page or a draft. See the limits of a self-running company.
FAQ
What are the best AI tools for mortgage brokers? We do not rank them. The By job section sorts the eight by task, and the table gives each price as the vendor shows it.
What is the best software for a small mortgage brokerage? Arive, Floify and Zeitro sit on the loan file and the borrower's documents; BNTouch, LoanOfficer.ai and Shape are the CRMs with AI features, and Zeitro is a point of sale with a pricing engine and AI-built 1003. We ran none of them, so try one on a week of files you have already closed.
How much does mortgage broker software cost? Entry prices shown: Arive 49.99 per originator seat billed yearly; BNTouch 95 per user a month (165 for one user); LoanOfficer.ai 197 for 2 seats plus a 299 setup fee, with add-ons such as Property Pulse extra. Zeitro has Starter marked 0 USD on its platform page; the pricing link now leads to a demo. Floify, MortgageCoach and Shape show no price. Wanna starts free, then 20.
Do I need a CRM if I already have a loan origination system? The pages we read suggest they overlap in places. Arive lists call reports and a realtor portal, and BNTouch lists a CRM and a point of sale together, and Zeitro lists a pipeline with its point of sale. Check which of your current tools already does the follow-up before you add another bill.
Can AI answer calls for my mortgage brokerage? Shape lists an AI Calling Bot and LoanOfficer.ai a dialer with an AI assistant. BNTouch lists its call assistant as coming soon. We ran none of them, so test one on your own call types, including a caller asking for today's rate.
Can AI write follow-up emails and texts for a loan officer? BNTouch lists drafted follow-ups from borrower data, and LoanOfficer.ai lists email campaigns and texting. Read every draft before it goes out; rates, dates and loan terms are yours to check.
Can AI write posts and emails for my mortgage business? Wanna drafts posts, ads and letters and waits for your OK before anything goes out. We did not test the others on this. Check any rate, number or claim before it is published.
Can AI replace a loan officer? No. These tools handle paperwork, reminders and drafts. A licensed person still takes the application, advises the borrower and signs off on the file.
Is Wanna a mortgage tool? No. It helps an owner choose and draft the next marketing task. It is our product, so its minuses are in the table.
Paste your link and see the plan Wanna would make for your mortgage brokerage.
