Best Mortgage CRM Software

How Many Mortgage CRM Software Products Does G2 Track?

Total Products under this Category: 75

Category Stats (Oct 2026)

  • Average Rating: 4.47/5 (↓0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: LoanOfficer.ai (+1.12%) - Among all products in this category, LoanOfficer.ai recorded the largest rating increase compared to last month

Last updated: October 16, 2026

How Does G2 Rank Mortgage CRM Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 600+ Authentic Reviews
  • 75+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Mortgage CRM Software

G2 Grid® for Mortgage CRM Software plotting products by satisfaction and market presence

Highlighted products: Lead Management, BNTouch Mortgage CRM, nCino's Mortgage Suite, LoanOfficer.ai, Encompass Digital Mortgage Solution, Shape Mortgage CRM, Surefire CRM, and Cimmaron Mortgage Manager.

Underlying data: [Grid® JSON](https://www.g2.com/categories/mortgage-crm/grids.json?focus%5B%5D=total-expert-lead-management&focus%5B%5D=bntouch-mortgage-crm&focus%5B%5D=ncino-s-mortgage-suite&focus%5B%5D=loanofficer-ai&focus%5B%5D=encompass-digital-mortgage-solution&focus%5B%5D=shape-software-shape-mortgage-crm&focus%5B%5D=surefire-crm&focus%5B%5D=cimmaron-mortgage-manager)

Lead Management

Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial services organizations. Total Expert unifies data, marketing, sales, and compliance solutions to deliver the perfect customer journey across every financial milestone—in any market. Total Expert turns customer insights into actions that increase loyalty and drive growth for modern banks, lenders, credit unions, and insurance companies.

Average Rating: 4.5/5.0

Total Reviews: 157

How Do G2 Users Rate Lead Management?

  • Alerts - Mortgage CRM: 8.2/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 8.3/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 8.1/10 (Category avg: 8.6/10)
  • Ease of Use: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Lead Management?

  • Seller: Total Expert
  • Company Website:
  • Year Founded: 2012
  • HQ Location: St. Louis Park, US
  • Twitter: @totalexpertinc
    1,362 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    253 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Marketing Manager
  • Top Industries: Financial Services, Banking
  • Company Size: 73% Medium, 18% Large

What Do G2 Reviewers Say About Lead Management?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Lead Management, enabling seamless integration and customization for their needs.
  • Users value the seamless integrations of Total Expert, enhancing workflows and centralizing marketing and sales data effectively.
  • Users value the exceptional customer support from TotalExpert, enhancing their experience and simplifying complex operational issues.
  • Users find the easy setup of Total Expert makes navigating options and building campaigns a breeze.
  • Users value the automation efficiency of Total Expert, enhancing engagement and streamlining processes effortlessly.
Cons
  • Users find the interface not intuitive, leading to difficulties in navigation and usability of features.
  • Users find the learning curve steep due to complex setup and overwhelming options, hindering initial usage.
  • Users feel that customer support can be slow and sometimes limited, impacting their overall experience with the product.
  • Users face integration issues with Total Expert, noting some lack robustness and struggles with rate alerts.
  • Users find the limited customization frustrating, especially for email content and lead capture apps.

What Are Recent G2 Reviews of Lead Management?

What Are G2 Users Discussing About Lead Management?

BNTouch Mortgage CRM

BNTouch Mortgage CRM is an all-in-one mortgage CRM and point-of-sale platform built specifically for mortgage loan originators (MLOs), brokers, mortgage teams, and mortgage companies. It brings the full mortgage relationship lifecycle into one system: capture a lead, work the prospect, collect an application, manage borrower and partner communication while the loan is in process, and keep the relationship active after funding. BNTouch includes: - Mortgage CRM and lead management: Capture leads from forms and web chat; organize borrowers, prospects, past clients, and referral partners; route and distribute leads; manage stages, notes, tags, groups, custom fields, tasks, activities, and follow-up. - Sales and pipeline workflows: Use task lists, checklists, reminders, call and email activity, lead-source tracking, dashboards, scorecards, reporting, forecasting, and team workflow visibility. - Mortgage marketing: Deploy 400+ prebuilt mortgage marketing campaigns, email campaigns, newsletters, video marketing, social content, co-marketing, direct-mail and postcard workflows, and milestone follow-up for birthdays, loan anniversaries, and funded loans. - Digital mortgage and POS workflows: Support digital 1003 applications, borrower and referral-partner portals, document requests and collection, e-signature options, preapproval-letter workflows, and in-process borrower communication. Post-close retention: Manage past-client follow-up, refinance opportunities, rate-related opportunities, listing signals, referral requests, and ongoing relationship marketing after funding. - MAIA AI Assistant: Use natural-language requests to find CRM information, summarize conversations, draft emails and marketing content, create or update tasks, notes, records, and statuses, set reminders, and navigate BNTouch. MAIA is user-directed CRM assistance and does not underwrite loans or replace compliance review. - Opportunity Mining: An available intelligence module that can surface credit, equity, refinance, rate, and listing-related opportunities from a mortgage database. The loan officer chooses the next action: call, text, email, assign a task, or place the contact into an appropriate workflow. - Connected workflows: BNTouch supports LOS-connected CRM workflows, plus email, calendar, lead-source, calling, pricing, and Zapier-connected tools. Buyers should confirm their specific LOS, integration method, module, and plan availability during evaluation. - White Glove managed CRM service: An optional service for teams that want help with process analysis, configuration, campaign creation, automation, workflow setup, reporting, implementation, and training. BNTouch at a glance: - 22+ years built only for mortgage - 40+ mortgage tools across CRM, marketing, borrower workflows, and available modules - 400+ prebuilt mortgage marketing campaigns - 4,500+ active mortgage offices - 6,500+ mortgage offices served since 2003 - $43.7B+ in mortgage loans closed by users over the last two years - 1300+ verified reviews at a 4.7-star aggregate across BNTouch review sources

Average Rating: 4.5/5.0

Total Reviews: 68

How Do G2 Users Rate BNTouch Mortgage CRM?

  • Alerts - Mortgage CRM: 9.0/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 9.1/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 8.6/10 (Category avg: 8.6/10)
  • Ease of Use: 8.4/10 (Category avg: 8.7/10)

Who Is the Company Behind BNTouch Mortgage CRM?

  • Seller: BNTouch
  • Year Founded: 2004
  • HQ Location: Beaverton, Oregon
  • Twitter: @bntouchcrm
    233 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Real Estate
  • Company Size: 74% Small, 18% Medium

What Are Recent G2 Reviews of BNTouch Mortgage CRM?

What Are G2 Users Discussing About BNTouch Mortgage CRM?

LoanOfficer.ai

LoanOfficer.ai is an AI-powered mortgage CRM built specifically for mortgage professionals, including individual loan officers, mortgage brokers, branch managers, and mortgage companies. The platform helps users automate lead follow-up, borrower communication, Realtor relationship management, marketing campaigns, appointment scheduling, mortgage websites, and AI-powered customer engagement. It is designed for mortgage businesses looking to increase productivity, generate more referrals, and close more loans through intelligent automation.

Average Rating: 4.9/5.0

Total Reviews: 18

How Do G2 Users Rate LoanOfficer.ai?

  • Alerts - Mortgage CRM: 9.5/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 10.0/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 10.0/10 (Category avg: 8.6/10)
  • Ease of Use: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind LoanOfficer.ai?

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 95% Small, 5% Medium

What Are Recent G2 Reviews of LoanOfficer.ai?

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nCino's Mortgage Suite

The nCino Platform revolutionizes mortgage lending by driving efficiency, collaboration, and exceptional borrower experiences. nCino Mortgage automates workflows to connect every stage, accelerate processes, and reduce errors; leverages real-time insights using AI, improving decisions, reducing risks, and enhancing lending outcomes; enables seamless collaboration, uniting teams for a smooth and efficient lending process; and integrates adaptable solutions that grow with your institution to meet demand, regulations, and market shifts. 

Average Rating: 4.9/5.0

Total Reviews: 92

How Do G2 Users Rate nCino's Mortgage Suite?

  • Alerts - Mortgage CRM: 9.6/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 9.9/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 10.0/10 (Category avg: 8.6/10)
  • Ease of Use: 9.8/10 (Category avg: 8.7/10)

Who Is the Company Behind nCino's Mortgage Suite?

  • Seller: nCino Opco
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Wilmington, US
  • Twitter: @ncino
    3,726 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,658 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Mortgage Loan Officer, Loan Officer
  • Top Industries: Real Estate, Banking
  • Company Size: 60% Small, 25% Medium

What Are Recent G2 Reviews of nCino's Mortgage Suite?

What Are G2 Users Discussing About nCino's Mortgage Suite?

Encompass Digital Mortgage Solution

Encompass® by ICE Mortgage Technology® provides an end-to-end solution with best-of-breed technology that gives you the tools to manufacture and acquire significantly more loans with less effort. Successful mortgage companies know that offering an automated, omnichannel experience and a quick closing time are necessary to keep costs down, enable scalability, and meet borrower demand for convenience and speed. With a customer base of more than 3,100 lenders and investors, Encompass empowers more loans than any other lending automation platform and is the gold standard in the mortgage industry.

Average Rating: 4.2/5.0

Total Reviews: 61

How Do G2 Users Rate Encompass Digital Mortgage Solution?

  • Alerts - Mortgage CRM: 8.9/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 9.4/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 10.0/10 (Category avg: 8.6/10)
  • Ease of Use: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Encompass Digital Mortgage Solution?

  • Seller: Intercontinental Exchange
  • Year Founded: 2000
  • HQ Location: Pleasanton, CA
  • Twitter: @ICE_Markets
    80,524 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    454 employees on LinkedIn®
  • Ownership: NYSE: ELLI

Who Uses This Product?

  • Top Industries: Financial Services, Banking
  • Company Size: 66% Medium, 21% Large

What Are Recent G2 Reviews of Encompass Digital Mortgage Solution?

What Are G2 Users Discussing About Encompass Digital Mortgage Solution?

Shape Mortgage CRM

What is Shape Mortgage CRM? Shape is a mortgage CRM, point-of-sale, and sales automation platform built for loan officers, mortgage brokers, branch managers, and enterprise lenders. It combines lead management, borrower communication, application intake, and marketing automation in a single system. Teams use it instead of running a separate CRM, dialer, email tool, and online application. The platform is built specifically for mortgage workflows rather than adapted from a general sales CRM. Loan stages, borrower and co-borrower records, referral partner relationships, and LOS handoffs are native to the system. Shape includes more than 500 features across the following areas: Lead management and distribution Connect over 100 lead sources with direct integrations. Route and assign leads by rules, score them with AI-based models, and work them from a prioritized pipeline that surfaces the contacts most likely to convert. Point of sale, credit, and LOS integration Borrowers complete a digital 1003 through a branded portal that feeds directly into the CRM record. Credit pulling is automated and document collection happens in the same workflow. Shape connects with Encompass, LendingPad, Calyx, and other loan origination systems to reduce duplicate data entry. Communication and automation An integrated dialer, two-way texting, email, and video messaging run inside the platform. Automation triggers outreach based on lead status, stage changes, or borrower activity. More than 1,000 pre-built email and text templates are included for teams that do not want to build campaigns from scratch. AI voice and text agents Inbound calls are answered when loan officers are on another line, with a borrower, or off the clock. An AI voice agent picks up, qualifies the caller, answers common questions, and books appointments on the calendar. If the caller hangs up or prefers to keep it in writing, the agent continues the conversation over text. Calls transfer to a person when the borrower asks or the scenario requires it, and every conversation logs to the contact record. Reporting and team visibility More than 20 pre-built reports cover pipeline, conversion, and activity. Custom reporting is available for managers who track specific metrics across branches, teams, or individual loan officers. Shape supports single loan officers through enterprise lending operations with hundreds of users. Configuration covers custom fields, user permissions, branch-level segmentation, and compliance controls. Onboarding, data migration, and ongoing support are handled by a US-based team. Companies evaluate Shape when they are consolidating multiple point solutions, replacing a general-purpose CRM that does not fit mortgage workflows, or looking to improve speed to lead and loan officer adoption.

Average Rating: 4.9/5.0

Total Reviews: 100

How Do G2 Users Rate Shape Mortgage CRM?

  • Alerts - Mortgage CRM: 9.9/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 9.9/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 9.9/10 (Category avg: 8.6/10)
  • Ease of Use: 9.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Shape Mortgage CRM?

  • Seller: Shape Software
  • Company Website:
  • HQ Location: Irvine, California
  • Twitter: @ShapeBizTech
    656 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    39 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Marketing and Advertising
  • Company Size: 48% Small, 42% Medium

What Are Recent G2 Reviews of Shape Mortgage CRM?

What Are G2 Users Discussing About Shape Mortgage CRM?

Surefire CRM

From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage lenders and mortgage loan officers win new business, earn repeat business and gain referral business with intuitive, “set it and forget it” workflows and award-winning content that inspires emotional connections with customers.

Average Rating: 4.0/5.0

Total Reviews: 20

How Do G2 Users Rate Surefire CRM?

  • Alerts - Mortgage CRM: 7.9/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 8.1/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 7.9/10 (Category avg: 8.6/10)
  • Ease of Use: 6.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Surefire CRM?

  • Seller: Intercontinental Exchange
  • Year Founded: 2000
  • HQ Location: Pleasanton, CA
  • Twitter: @ICE_Markets
    80,524 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    454 employees on LinkedIn®
  • Ownership: NYSE: ELLI

Who Uses This Product?

  • Top Industries: Financial Services, Real Estate
  • Company Size: 75% Medium, 20% Small

What Are Recent G2 Reviews of Surefire CRM?

What Are G2 Users Discussing About Surefire CRM?

Cimmaron Mortgage Manager

Cimmaron Software is sales enablement and borrower life-cycle platform. It provides lenders lead-to-close process automation, marketing tools and content, business partner portal, POS, advanced analytics and outsourced employee on-boarding. Through use of automation and targeted, predictive analytics, Cimmaron Software improves loan officer retention and acquisition, while improving sales pipeline conversion.

Average Rating: 4.7/5.0

Total Reviews: 25

How Do G2 Users Rate Cimmaron Mortgage Manager?

  • Alerts - Mortgage CRM: 9.5/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 9.8/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 9.3/10 (Category avg: 8.6/10)
  • Ease of Use: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Cimmaron Mortgage Manager?

Who Uses This Product?

  • Top Industries: Financial Services, Banking
  • Company Size: 60% Small, 24% Medium

What Are Recent G2 Reviews of Cimmaron Mortgage Manager?

What Are G2 Users Discussing About Cimmaron Mortgage Manager?

Insellerate

Insellerate helps lenders close more loans by helping them engage intelligently with their borrowers. Insellerate is a Mortgage CRM that helps manage workflow, contact strategies, lead prioritization, referral partner relationships and reporting. Insellerate is also a standalone Engagement Platform that automates multi-channel marketing through social media, email, direct mail, SMS, Ringless Voicemail and phone calls. Insellerate has a vast library of pre-built strategies and content available to its customers along with industry best practices for better engagement, conversion and sales efficiency.

Average Rating: 4.6/5.0

Total Reviews: 25

How Do G2 Users Rate Insellerate?

  • Alerts - Mortgage CRM: 9.1/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 9.2/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 9.6/10 (Category avg: 8.6/10)
  • Ease of Use: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Insellerate?

  • Seller: Insellerate
  • Year Founded: 2012
  • HQ Location: Newport Beach, California
  • Twitter: @Insellerate
    288 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    39 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Banking
  • Company Size: 60% Medium, 32% Small

What Are Recent G2 Reviews of Insellerate?

What Are G2 Users Discussing About Insellerate?

eClosing by Snapdocs

Snapdocs is the leading digital closing provider, connecting the people, processes, and technologies that power a mortgage closing. Our platform automates every interaction between lenders and title companies from pre-closing through the sale of the loan. With our patented AI technology, hands-on customer service, and extensive settlement and notary networks, all mortgage participants enjoy accurate, smooth, and secure closings. This approach gives customers a competitive advantage by saving them time and money. Our award-winning eClosing solution delivers efficient, error-free digital closings by making every transaction repeatable and secure, no matter the closing type. Snapdocs has enabled hundreds of mortgage lenders to achieve eClose adoption at a rate 3X the industry average, meaning you can scale your entire loan portfolio without manual interventions.

Average Rating: 4.6/5.0

Total Reviews: 27

How Do G2 Users Rate eClosing by Snapdocs?

  • Ease of Use: 9.7/10 (Category avg: 8.7/10)

Who Is the Company Behind eClosing by Snapdocs?

  • Seller: Snapdocs
  • Year Founded: 2013
  • HQ Location: San Francisco, CA
  • Twitter: @snapdocs
    1,406 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    383 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Banking
  • Company Size: 64% Medium, 36% Small

What Do G2 Reviewers Say About eClosing by Snapdocs?

AI-generated summary from verified user reviews

Pros
  • Users are impressed by the amazing automation of eClosing, noting the quick learning capabilities of the AI.
  • Users highlight the responsive and effective customer support from Snapdocs, ensuring smooth implementation and prompt assistance.
  • Users highlight the ease of use of eClosing by Snapdocs, ensuring full adoption by the Closing Team.
  • Users find Snapdocs eClosing extremely helpful with seamless implementation and excellent support for their Closing Teams.
  • Users value the extensive training provided by eClosing, enhancing positive interactions with borrowers and title companies.

What Are Recent G2 Reviews of eClosing by Snapdocs?

What Are G2 Users Discussing About eClosing by Snapdocs?

Jungo: The Mortgage App

Jungo is a mortgage CRM built on Salesforce that provides financial industry experts with marketing, co-marketing, compliance, and CRM solutions from one login. Key Features: Pre-Built Marketing Solutions: Jungo comes pre-built with marketing drip campaigns and templates for every type of contact. Educate cold leads, nurture existing prospects, and follow up with past clients. Time Saving Automations: Automate your lead distribution, repetitive tasks and emails, and more. Jungo is fully customizable to automate your internal processes so you can focus on higher priority tasks that close. Integrations: Jungo is backed by Salesforce and has countless integrations to make your CRM a one-stop shop. Also, Jungo has a direct integration with the top LOS platforms, PPE softwares, POS systems, and more. Check out our website for more information: https://ijungo.com/about-jungo/partners/ Reporting and Analytics: View every aspect of your business with live data. Jungo’s customizable Reports & Dashboards allow you to gain valuable insight into your pipeline, see who your top-performing loan officers are, access which leads you need to follow up with, know what outstanding tasks you have, and more. Enhanced Marketing Solutions: Jungo delivers powerful multi-channel marketing from one centralized platform. It is easily scalable for enterprise volume, so you can get consistent branding with improved ROI tracking. Key Features: Email Marketing: Save time and win more customers by letting Jungo market for you. Jungo comes pre-built with email templates to reach your entire database, nurture campaigns to consistently market to leads, and drip campaigns to keep in touch with past clients. Video Marketing: Stand out from your competition with the power of video! Jungo has a direct integration with BombBomb so you can easily send video emails directly from your Jungo account. That way, you can build trust, convert more leads, and generate referrals. Co-Marketing: Jungo helps you build profitable relationships with referral partners. You can easily customize Jungo’s flyers, emails, and post-closing gifts with the proper co-branding in place. Then, see who your most profitable relationships are with customized reporting. The Closing Email of the Week: Jungo has a collection of targeted emails so you can connect with customers, faster, easier, and more efficiently. This closing email and social media marketing library gets updated weekly so you can focus on high-priority tasks, not marketing. Check out the link below to view and use our full Closing Email of the Week collection. https://ijungo.com/closing-email-of-the-week/ Compliance Stay compliant with Jungo’s on-demand audit level reporting. Key Features: Real-Time Tracking & Analytics: Get live data and build reports to track cost allocations, distributions, and payments. Business Intelligence: Make data-driven decisions based on metrics that matter most to your business. Audit Level Tracking & Reporting: Maintain compliance efficiently with asset permissions, disclaimer licenses, and user access. Customizable Dashboards: Create personalized Reports & Dashboards for Branch Managers, Executive Managers, and Loan Originators. For a free demo, go to: https://ijungo.com/request-demo/?click=freedemo

Average Rating: 4.5/5.0

Total Reviews: 20

How Do G2 Users Rate Jungo: The Mortgage App?

  • Alerts - Mortgage CRM: 7.9/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 8.7/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 8.2/10 (Category avg: 8.6/10)
  • Ease of Use: 7.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Jungo: The Mortgage App?

  • Seller: Jungo
  • Year Founded: 2005
  • HQ Location: San Diego, CA
  • Twitter: @JungoInc
    1,160 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    73 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 65% Small, 25% Medium

What Are Recent G2 Reviews of Jungo: The Mortgage App?

What Are G2 Users Discussing About Jungo: The Mortgage App?

Aidium Mortgage

Aidium is a CRM for modern mortgage companies, with an advanced Reporting Suite to boot. Aidium’s CRM is strong enough for the enterprise, but built with loan officers in mind. Easy-to-use, yet highly customizable, our CRM works for every level of loan officer. Each team can uniquely customize their pipeline and automations. Choose from 60+ proven pre-built automations, or build automations from scratch with our incredibly easy-to-use, no-code automation builder. Convert more leads and close more loans—on autopilot. Our Reporting Suite offers comprehensive Out-of-the-Box Reporting, Custom Reporting and Data Warehousing. Know your numbers and drive ROI with advanced analytics.

Average Rating: 3.9/5.0

Total Reviews: 7

How Do G2 Users Rate Aidium Mortgage?

  • Alerts - Mortgage CRM: 7.8/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 7.8/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 8.3/10 (Category avg: 8.6/10)
  • Ease of Use: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Aidium Mortgage?

Who Uses This Product?

  • Company Size: 57% Small, 29% Large

What Are Recent G2 Reviews of Aidium Mortgage?

What Are G2 Users Discussing About Aidium Mortgage?

Firepoint

Firepoint is an all-in-one, CRM and lead conversion platform built by agents, for agents. It was designed by top real estate teams who combined forces to create a solution that is built specifically for growing real estate teams. With Firepoint, teams can... - Promote their brand with an IDX website, PPC management, and 3rd party integrations - Automate busy work with lead distribution, auto-text, and drip campaigns - Clarify their day by prioritizing their time and effort with leads ready to act now - Communicate internally with @mentions and externally via phone, email, and text - Optimize their business with insights from team accountability and business performance reporting Our technology helps teams leverage their time to stay focused on the right leads and activities.

Average Rating: 3.9/5.0

Total Reviews: 12

How Do G2 Users Rate Firepoint?

  • Alerts - Mortgage CRM: 10.0/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 10.0/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 8.3/10 (Category avg: 8.6/10)
  • Ease of Use: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Firepoint?

  • Seller: Firepoint
  • HQ Location: Denver, Colorado
  • Twitter: @FirepointCRM
    65 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Real Estate
  • Company Size: 86% Small, 7% Large

What Are Recent G2 Reviews of Firepoint?

What Are G2 Users Discussing About Firepoint?

MortgageHalo

MortgageHalo is a cloud-based mortgage CRM and automated marketing platform built specifically for loan officers, lenders, banks, mortgage brokers, and credit unions looking to generate more leads, nurture clients, and drive repeat and referral business. This mortgage CRM centralizes lead management, client data, and campaign automation — helping teams automate touchpoints, personalize communications, and track engagement throughout the borrower lifecycle. With MortgageHalo, you can: • Manage marketing and CRM data in a centralized database with real-time visibility into client interactions and behaviors. • Automate nurturing campaigns using targeted, milestone-based email and communication sequences that keep you top of mind with prospects and past clients. • Generate and capture leads via integrated workflows that convert referrals and first-time borrowers into long-term relationships. • Track opportunities & engagement, including refinance signals and home-sale events, so you can act when intent is highest. • Integrate with core mortgage systems to streamline workflows and maintain compliance across lending processes. MortgageHalo empowers mortgage loan officer professionals to boost customer engagement, improve retention, and optimize sales performance by combining CRM functionality with automated marketing, reporting, and lead scoring — all tailored to the unique needs of the mortgage industry.

Average Rating: 5.0/5.0

Total Reviews: 4

How Do G2 Users Rate MortgageHalo?

  • Alerts - Mortgage CRM: 10.0/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 10.0/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 10.0/10 (Category avg: 8.6/10)
  • Ease of Use: 9.6/10 (Category avg: 8.7/10)

Who Is the Company Behind MortgageHalo?

  • Seller: Halo Programs
  • Year Founded: 1973
  • HQ Location: Walled Lake, US
  • Twitter: @HaloPrograms
    173 Twitter followers
  • LinkedIn® Page: linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 75% Medium, 25% Large

What Are Recent G2 Reviews of MortgageHalo?

Unify CRM

Unify is a comprehensive contact management system for the mortgage industry that provides integrated features and functions that are essential to increasing profitability and streamlining the sales process. As a CRM for the mortgage industry Unify improves the overall quality, efficiency and experience of the customer engagement process. It provides the visibility, ease of use, consistency, and controls that help improve all aspects of the customer journey, from initial acquisition, to any and all engagement, to ultimate retention. The integration with the Loan Origination System (LOS) provides vital information to loan officers throughout the application process and the synchronization of data allows them to easily continue their communication with the customer throughout their mortgage life cycle

Average Rating: 4.4/5.0

Total Reviews: 4

How Do G2 Users Rate Unify CRM?

  • Contact Management - Mortgage CRM: 10.0/10 (Category avg: 9.1/10)
  • Ease of Use: 7.2/10 (Category avg: 8.7/10)

Who Is the Company Behind Unify CRM?

  • Seller: UnifyCRM
  • Year Founded: 2008
  • HQ Location: St Paul, US
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Medium

What Are Recent G2 Reviews of Unify CRM?

What Are G2 Users Discussing About Unify CRM?

Neya Kumaresan
NK
Researched and written by Neya Kumaresan
Updated October 3, 2024