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!