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Investor lending software

Best Investor Lending Software for Brokers (2026)

This is a roundup of the top software tools and platforms available to mortgage brokers focused on investor lending in 2026, covering CRMs, loan origination systems, pricing engines, and lender marketplaces across the DSCR, bridge, fix-and-flip, and rental portfolio lending space.

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CRM

CRM Alternatives for Investor Lending

CRM

Shape

Looking for a Shape CRM alternative built for investor lending? Relip combines DSCR lead generation, AI screening, pricing, and deal execution in one platform.

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CRM

Arrive

Looking for an Arrive CRM alternative built for investor lending? Relip offers DSCR lead generation, AI deal screening, and investor loan pricing in one platform.

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CRM

BNTouch

Comparing BNTouch to Relip? BNTouch is a solid mortgage CRM with LOS integration. Relip adds investor-specific lead gen, pricing, and capital access.

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CRM

Jungo

Looking for a Jungo alternative for investor lending? Relip replaces Salesforce complexity with purpose-built DSCR lead gen, pricing, and deal execution.

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CRM

Surefire CRM

Looking for a Surefire CRM alternative for investor lending? Relip goes beyond marketing automation with DSCR lead gen, pricing, and capital access.

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CRM

Usherpa

Looking for a Usherpa alternative for investor lending? Relip offers DSCR lead generation, AI screening, and investor loan pricing beyond basic CRM.

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CRM

Follow Up Boss

Comparing Follow Up Boss to Relip? FUB is a real estate CRM. Relip is built for mortgage brokers doing investor lending with DSCR, bridge, and fix-flip loans.

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CRM

Velocify

Looking for a Velocify alternative for investor lending? Relip offers purpose-built DSCR lead management, AI screening, and investor loan pricing.

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CRM

Aidium

Comparing Aidium to Relip? Aidium is a mortgage CRM with marketing tools. Relip adds investor-specific lead gen, DSCR pricing, and capital access.

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CRM

Whiteboard CRM

Looking for a Whiteboard CRM alternative for investor lending? Relip goes beyond general mortgage CRM with DSCR lead gen, pricing, and capital access.

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CRM

GoHighLevel

Comparing GoHighLevel to Relip? GHL is a generic marketing platform. Relip is purpose-built for investor lending with DSCR leads, pricing, and capital access.

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CRM

Empower LO

Comparing Empower LO to Relip? Empower LO is a coaching and CRM platform. Relip is built for investor lending with DSCR lead gen and deal execution.

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LOS

LOS Alternatives for Investor Lending

Lender

Lender Alternatives for Investor Lending

Lender

Lima One Capital

Lima One Capital is a fix-flip and rental lender. Relip helps brokers compare Lima One with dozens of investor lenders to find the best fit for every deal.

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Lender

Kiavi

Kiavi (formerly LendingHome) is a fix-flip and bridge lender. Relip helps brokers compare Kiavi with other investor lenders for every deal.

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Lender

RCN Capital

RCN Capital offers bridge, fix-flip, and rental loans. Relip helps brokers compare RCN with other investor lenders to find the best deal terms.

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Lender

CoreVest

CoreVest specializes in rental portfolio and bridge lending. Relip helps brokers compare CoreVest with other investor lenders for optimal deal terms.

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Lender

Visio Lending

Visio Lending is a DSCR rental lender. Relip helps brokers compare Visio with other DSCR lenders to find the best rates and terms for every deal.

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Lender

Defy Mortgage

Defy Mortgage is a non-QM and DSCR lender. Relip helps brokers compare Defy with other investor lenders and manage their full deal pipeline.

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Lender

Griffin Funding

Griffin Funding is a non-QM and DSCR lender. Relip helps brokers compare Griffin with other investor lenders and manage deals from lead to close.

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Lender

New American Funding

New American Funding is a full-service lender with DSCR products. Relip helps brokers compare NAF with other investor lenders for the best deal.

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Lender

Alpine Mortgage

Alpine Mortgage offers DSCR and investor loans. Relip helps brokers compare Alpine with other investor lenders and manage their full deal pipeline.

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Lender

Angel Oak

Angel Oak is a leading non-QM lender. Relip helps brokers compare Angel Oak with other investor lenders and manage deals from lead to close.

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FAQ

Investor Lending Software FAQs

Common questions about choosing software for investor lending.

What is the best software for DSCR lending?

The best software for DSCR lending depends on your role. Lenders may use LendingWise or Encompass. Brokers focused on investor lending benefit from a platform like Relip that combines DSCR lead generation, multi-lender pricing, and deal management.

Do mortgage brokers need a separate CRM and LOS for investor lending?

Many brokers use separate CRMs and LOS platforms, but this creates data silos and workflow friction. Relip combines investor-specific CRM, pricing, deal execution, and capital access in one platform, eliminating the need for multiple disconnected tools.

How is investor lending software different from regular mortgage software?

Regular mortgage software is built for consumer loans — conventional, FHA, VA. Investor lending software handles DSCR, bridge, fix-and-flip, and rental portfolio loans, which have different qualification methods, pricing logic, and capital sources.