What Systems Are Brokers Using to Run Their Business? (CRM, LOS, Marketing, etc.)

[Matt Miller]

Hey BiggerPockets community!

I’m looking to start a discussion on the best systems and tools brokers are using to efficiently run their business. Whether you’re a mortgage broker, real estate broker, or running a private lending shop, what software and processes have been game-changers for you?

Some areas I’m particularly interested in:

• CRM: What’s the best CRM for managing leads and clients?
• Loan Origination Systems (LOS): What works best for mortgage and private lending?
• Email & Marketing: How are you handling outreach, automation, and social media?
• Accounting & Finance: What tools make bookkeeping and financial tracking seamless?
• Hiring & Onboarding: Any platforms or strategies that have helped you scale your team?

I want this to be an open discussion where we can all share resources and insights to help brokers build and grow their businesses in 2025. If you’ve found something that works (or doesn’t work), drop it in the comments!

Looking forward to hearing what’s working for everyone!

[Erik Estrada]

Hey Matt, 

As a solo-shop, I use the following to stay on top of my client's minds and files: 

1. Follow-Up Boss. The Automations are very good and you can customize mass follow-ups 

2. Sonar. Very simple way to take 1003s. Can easily get fee worksheets and run credit/DU 

3. Follow-Up Boss 

4. Quickbooks. Unless you have heavy overhead and 1000+ LOs this is the most cost effective option 

5. Within the Industry. You'll find that your best talent is already working at another lender or is planning to transition to the broker side.