# Best Mortgage CRM Software

  *By [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)*

   Mortgage CRM software is tailored software that understands the intricacies of the mortgage industry, and its purpose is to ease the daily responsibilities of loan officers. The software facilitates agency organization and prompt follow-up and client comms; some mortgage CRM solutions also provide real-time lending industry intelligence as well as reputation management functionality. Mortgage CRMs can range from streamlined relationship management and contact management solutions to full suite, end-to-end platforms that include referral management and marketing automation functionality. Common users of mortgage CRMs include mortgage loan officers, lenders, and brokers.

To qualify for inclusion in the Mortgage CRM category, a product must:

- Provide features designed exclusively for mortgage professionals
- Store, manage, and track contact information
- Facilitate lead capture and generation
- Ensure activity is SOC compliant
- Integrate with loan origination software





## Category Overview

**Total Products under this Category:** 50


## Trust & Credibility Stats

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 600+ Authentic Reviews
- 50+ 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.


## Best Mortgage CRM Software At A Glance

- **Leader:** [Total Expert](https://www.g2.com/products/total-expert/reviews)
- **Highest Performer:** [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews)
- **Easiest to Use:** [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews)
- **Top Trending:** [Cimmaron Mortgage Manager](https://www.g2.com/products/cimmaron-mortgage-manager/reviews)
- **Best Free Software:** [Anow](https://www.g2.com/products/anow/reviews)


---

**Sponsored**

### BNTouch Mortgage CRM

BNTouch Mortgage CRM is a fully integrated Digital Mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. Features Include: - Email and SMS Marketing Automation - Lead Distribution and Management - 35+ Proprietary Mortgage Tools - Digital 1003 Application - Pre-Built Marketing Content - Customized Video Marketing - Curated Social Media Content - Integrated with LOS, Outlook, Zapier, and Others - And Much More Call Us Today! +1 888 971 1117 Contact Details: BNTouch https://bntouch.com Founded in 2004 Located in the United States



[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1541&secure%5Bdisplayable_resource_id%5D=1541&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1541&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=66318&secure%5Bresource_id%5D=1541&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmortgage-crm&secure%5Btoken%5D=b6c45f5781810d1f88b6b6d9e5342906c2d63cef4361da3fad8803ab431b6ab7&secure%5Burl%5D=https%3A%2F%2Fwww.bntouch.com&secure%5Burl_type%5D=company_website&secure%5Bvisitor_segment%5D=180)

---

## Top-Rated Products (Ranked by G2 Score)
### 1. [Total Expert](https://www.g2.com/products/total-expert/reviews)
  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:** 149

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 8.2/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 8.4/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 8.1/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Total Expert](https://www.g2.com/sellers/total-expert)
- **Company Website:** https://totalexpert.com
- **Year Founded:** 2012
- **HQ Location:** St. Louis Park, Minnesota
- **Twitter:** @TotalExpertInc (1,364 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/total-expert/ (257 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Marketing Manager
  - **Top Industries:** Financial Services, Banking
  - **Company Size:** 72% Mid-Market, 19% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (15 reviews)
- Customer Support (11 reviews)
- Helpful (10 reviews)
- Integrations (10 reviews)
- Automation Efficiency (6 reviews)

**Cons:**

- Learning Curve (5 reviews)
- Not Intuitive (5 reviews)
- Poor Customer Support (4 reviews)
- Limited Customization (3 reviews)
- Missing Features (3 reviews)

### 2. [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews)
  BNTouch Mortgage CRM is a fully integrated Digital Mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. Features Include: - Email and SMS Marketing Automation - Lead Distribution and Management - 35+ Proprietary Mortgage Tools - Digital 1003 Application - Pre-Built Marketing Content - Customized Video Marketing - Curated Social Media Content - Integrated with LOS, Outlook, Zapier, and Others - And Much More Call Us Today! +1 888 971 1117 Contact Details: BNTouch https://bntouch.com Founded in 2004 Located in the United States


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 62

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 9.0/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 9.1/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 8.6/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.4/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [BNTouch](https://www.g2.com/sellers/bntouch)
- **Year Founded:** 2004
- **HQ Location:** Beaverton, Oregon
- **Twitter:** @bntouchcrm (233 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/137913/ (14 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Real Estate
  - **Company Size:** 74% Small-Business, 16% Mid-Market


### 3. [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews)
  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

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 9.6/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 9.9/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 9.8/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [nCino Opco](https://www.g2.com/sellers/ncino-opco)
- **Company Website:** https://www.ncino.com
- **Year Founded:** 2012
- **HQ Location:** Wilmington, US
- **Twitter:** @ncino (3,726 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2551084/ (1,649 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Mortgage Loan Officer, Loan Officer
  - **Top Industries:** Real Estate, Banking
  - **Company Size:** 60% Small-Business, 25% Mid-Market


### 4. [Encompass Digital Mortgage Solution](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews)
  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

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 8.9/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 9.4/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Intercontinental Exchange](https://www.g2.com/sellers/intercontinental-exchange)
- **Year Founded:** 2000
- **HQ Location:** Pleasanton, CA
- **Twitter:** @ICE_Markets (80,389 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/11841/ (465 employees on LinkedIn®)
- **Ownership:** NYSE: ELLI

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Banking
  - **Company Size:** 66% Mid-Market, 21% Enterprise


### 5. [Cimmaron Mortgage Manager](https://www.g2.com/products/cimmaron-mortgage-manager/reviews)
  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

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 9.5/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 9.8/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 9.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Cimmaron Software](https://www.g2.com/sellers/cimmaron-software)
- **Year Founded:** 1999
- **HQ Location:** San Diego, California
- **LinkedIn® Page:** https://www.linkedin.com/company/3891922 (13 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Banking
  - **Company Size:** 60% Small-Business, 24% Mid-Market


### 6. [Shape Mortgage Software](https://www.g2.com/products/shape-mortgage-software/reviews)
  Top Mortgage Brokers, Loan Officers, and Lenders use Shape Mortgage Software as their all-in-one mortgage crm, point-of-sale and sales/marketing platform. Shape allows you to close more loans with less work using over 500+ features purpose built for the mortgage industry including: -LOS integrations with Encompass, Lendingpad, Calyx, and more. -Digital 1003 with a built-in mortgage point-of-sale solution -Integrate with over 100+ lead sources -1,000+ professional pre-built marketing templates for e-mails and texts -20+ pre-built reports and customized reporting -Enterprise level integrated dialer -E-mail, text, and phone automation -Artificial intelligence based lead scoring -Prioritized sales pipeline -Video messaging -Automated credit pulling -Referral management With a best-in-class mortgage software solution, award winning support, and an easy-to-use interface, Shape Mortgage Software is the #1 Mortgage CRM + POS software used by the top brokers and lenders. Get a free demo and find out how Shape Mortgage Software can accelerate your business today.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 97

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 9.9/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 9.9/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 9.9/10 (Category avg: 8.5/10)
- **Ease of Use:** 9.9/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Shape Software](https://www.g2.com/sellers/shape-software)
- **Company Website:** https://www.setshape.com
- **HQ Location:** Irvine, California
- **Twitter:** @ShapeBizTech (658 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/18416707/ (42 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Marketing and Advertising
  - **Company Size:** 47% Small-Business, 43% Mid-Market


### 7. [Surefire CRM](https://www.g2.com/products/surefire-crm/reviews)
  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

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 7.9/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 8.1/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 7.9/10 (Category avg: 8.5/10)
- **Ease of Use:** 6.7/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Intercontinental Exchange](https://www.g2.com/sellers/intercontinental-exchange)
- **Year Founded:** 2000
- **HQ Location:** Pleasanton, CA
- **Twitter:** @ICE_Markets (80,389 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/11841/ (465 employees on LinkedIn®)
- **Ownership:** NYSE: ELLI

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Real Estate
  - **Company Size:** 75% Mid-Market, 20% Small-Business


### 8. [Insellerate](https://www.g2.com/products/insellerate/reviews)
  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

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 9.1/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 9.2/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 9.6/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.8/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Insellerate](https://www.g2.com/sellers/insellerate)
- **Year Founded:** 2012
- **HQ Location:** Newport Beach, California
- **Twitter:** @Insellerate (290 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/insellerate/ (37 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Banking
  - **Company Size:** 60% Mid-Market, 32% Small-Business


### 9. [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews)
  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

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 7.9/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 8.7/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 8.2/10 (Category avg: 8.5/10)
- **Ease of Use:** 7.2/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Jungo](https://www.g2.com/sellers/jungo)
- **Year Founded:** 2005
- **HQ Location:** San Diego, CA
- **Twitter:** @JungoInc (1,164 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/289961/ (70 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services
  - **Company Size:** 65% Small-Business, 25% Mid-Market


### 10. [eClosing by Snapdocs](https://www.g2.com/products/eclosing-by-snapdocs/reviews)
  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:** 26

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [Snapdocs](https://www.g2.com/sellers/snapdocs)
- **Year Founded:** 2013
- **HQ Location:** San Francisco, CA
- **Twitter:** @snapdocs (1,409 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/3036427/ (384 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Financial Services, Banking
  - **Company Size:** 67% Mid-Market, 33% Small-Business


#### Pros & Cons

**Pros:**

- Automation (1 reviews)
- Customer Support (1 reviews)
- Ease of Use (1 reviews)
- Helpful (1 reviews)
- Training (1 reviews)


### 11. [Aidium Mortgage CRM](https://www.g2.com/products/aidium-mortgage-crm/reviews)
  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

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 7.8/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 7.8/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 8.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Aidium Mortgage CRM](https://www.g2.com/sellers/aidium-mortgage-crm)
- **Year Founded:** 2019
- **HQ Location:** Boulder, US
- **LinkedIn® Page:** https://www.linkedin.com/company/aidium (36 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 57% Small-Business, 29% Enterprise


### 12. [Firepoint](https://www.g2.com/products/firepoint/reviews)
  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

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 10.0/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 10.0/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 8.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 7.9/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Firepoint](https://www.g2.com/sellers/firepoint)
- **HQ Location:** Denver, Colorado
- **Twitter:** @FirepointCRM (65 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/9470838/ (7 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Real Estate
  - **Company Size:** 86% Small-Business, 7% Enterprise


### 13. [Unify CRM](https://www.g2.com/products/unify-crm/reviews)
  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

**User Satisfaction Scores:**

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


**Seller Details:**

- **Seller:** [UnifyCRM](https://www.g2.com/sellers/unifycrm)
- **Year Founded:** 2008
- **HQ Location:** St Paul, US
- **LinkedIn® Page:** https://www.linkedin.com/company/unifycrm (5 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Enterprise, 50% Mid-Market


### 14. [LinxCRM](https://www.g2.com/products/linxcrm/reviews)
  LinxCRM is a Client Relationship Management (CRM) system designed specifically for financial service professionals. It handles mortgage finance, equipment finance, insurance, financial planning and property.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 4

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 8.3/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 8.3/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 8.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 7.8/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Linx](https://www.g2.com/sellers/linx-721d69af-44a0-42fa-9ae0-075a6b80d7a7)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 75% Mid-Market, 25% Small-Business


### 15. [Tabrasa](https://www.g2.com/products/tabrasa/reviews)
  Tabrasa provides sales, marketing, and market intelligence products for the mortgage industry.


  **Average Rating:** 3.8/5.0
  **Total Reviews:** 3

**User Satisfaction Scores:**

- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Vantage Production](https://www.g2.com/sellers/vantage-production)
- **HQ Location:** Red Bank, NJ, US
- **LinkedIn® Page:** https://www.linkedin.com/company/vantageproduction/ (13 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 67% Small-Business, 33% Mid-Market


### 16. [Big Purple Dot](https://www.g2.com/products/big-purple-dot/reviews)
  Powerful real estate management software for lenders & realtors.


  **Average Rating:** 3.5/5.0
  **Total Reviews:** 3

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 9.2/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 9.2/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 5.8/10 (Category avg: 8.5/10)
- **Ease of Use:** 6.1/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [BigPurpleDot](https://www.g2.com/sellers/bigpurpledot)
- **HQ Location:** Irvine, US
- **Twitter:** @big_purple_dot (35 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/28145148 (3 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 67% Small-Business, 33% Mid-Market


### 17. [Captaloans](https://www.g2.com/products/captaloans/reviews)
  Captaloans CRM and Tracking Software combines robust yet simple lead management with mortgage, loan modification, bankruptcy, and debt settlement tracking so you can process more business. Captaloans gives you the tools to manage your loans, leads, and agent productivity.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 8.3/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 8.3/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 8.3/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Interactive Ideas](https://www.g2.com/sellers/interactive-ideas)
- **Year Founded:** 2007
- **HQ Location:** N/A
- **Twitter:** @captaloans (112 Twitter followers)
- **LinkedIn® Page:** http://www.linkedin.com/company/captaloans?trk=fc_badge (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


### 18. [E-Closing](https://www.g2.com/products/e-closing/reviews)
  E-Closing is a cloudbased title and closing software


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 5.0/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 5.0/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 5.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [E-Closing](https://www.g2.com/sellers/e-closing)
- **HQ Location:** Concord, US
- **Twitter:** @EClosing (83 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/e-closing (29 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


### 19. [Mortgage Dashboard](https://www.g2.com/products/mortgage-dashboard/reviews)
  Mortgage Dashboard is an all-in-one mortgage information portal, designed to deliver relevant data for analyzing the Canadian mortgage market, as well as trends in lending rates.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 10.0/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 9.2/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 9.2/10 (Category avg: 8.5/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [mdashboard](https://www.g2.com/sellers/mdashboard)
- **Year Founded:** 2006
- **HQ Location:** Toronto, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/canadian-mortgage-trends (4 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 50% Small-Business, 50% Mid-Market


### 20. [Mortgage Quest](https://www.g2.com/products/mortgage-quest/reviews)
  Mortgage Quest is a marketing and CRM for Mortgage, Insurance and Real Estate industries.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 10.0/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 10.0/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Market Focus](https://www.g2.com/sellers/market-focus)
- **HQ Location:** United States
- **LinkedIn® Page:** https://www.linkedin.com/company/7178245 (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Enterprise


### 21. [Trail CRM](https://www.g2.com/products/trail-crm/reviews)
  Trail CRM is a comprehensive customer relationship management platform specifically designed for mortgage, insurance, and financial advisers. It streamlines client interactions and sales processes, enabling advisers to focus more on delivering quality advice and less on administrative tasks. With a user-friendly interface accessible across desktops, tablets, and mobile devices, Trail CRM ensures seamless communication and efficient management of client relationships. Key Features and Functionality: - Online Client Interactions: Facilitates all client interactions online, allowing advisers to engage with clients remotely and securely. - Branded Client Portal: Offers a customizable portal branded to the adviser's business, enhancing client trust and recognition. - Document Management: Simplifies the collection and management of supporting documents through secure online requests. - Sales Tracking: Enables assignment of leads and monitoring of sales opportunities, keeping sales progress transparent and organized. - Team Management: Allows creation of broker teams, assignment of specific responsibilities, and efficient management of business operations. - Performance Metrics: Provides reporting on key sales metrics to help improve conversion rates and overall performance. - Compliance Support: Ensures adherence to compliance and audit processes with fixed advice procedures and automated servicing events. - Email Integration: Integrates with Gmail and Outlook to automatically store email communications within client profiles for compliance purposes. - Data Management: Maintains a single, up-to-date database for all client information, reducing redundancy and ensuring accuracy. Primary Value and Solutions Provided: Trail CRM addresses the common challenges faced by financial advisers, such as administrative overload, compliance complexities, and client engagement inefficiencies. By automating routine tasks, centralizing client data, and providing tools for effective team and sales management, Trail CRM enhances productivity and profitability. It empowers advisers to deliver high-quality, compliant advice efficiently, ultimately leading to improved client satisfaction and business growth.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 2

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 9.2/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 10.0/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 7.5/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Trail CRM](https://www.g2.com/sellers/trail-crm)
- **Year Founded:** 2017
- **HQ Location:** Auckland, NZ
- **LinkedIn® Page:** https://www.linkedin.com/company/gettrail (20 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


### 22. [AllClient CRM Mortgage](https://www.g2.com/products/allclient-crm-mortgage/reviews)
  AllClients, a superior contact manager, will help the lender stay organized by reminding him or her to follow up with the client who wants to refinance several weeks or months in the future. They can set a reminder and then forget it. When that time rolls around, a to-do reminder will pop up and tell them to go get the deal. All the transaction details are stored on a single screen for easy entry and easy access.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [AllClients](https://www.g2.com/sellers/allclients)
- **Year Founded:** 2004
- **HQ Location:** Sparks, Nevada
- **Twitter:** @allclients (316 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/allclients/ (6 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


### 23. [Leaf360](https://www.g2.com/products/leaf360/reviews)
  Leaf360 is a comprehensive mortgage management software solution that helps mortgage professionals streamline their processes, engage with clients effectively, and manage their operations from lead generation to post-closing. Designed for mortgage brokers, loan officers, and other industry professionals, Leaf360 centralizes all essential tasks and data, making it easier to manage the entire mortgage lifecycle within one platform. Software Category: Mortgage Management Software Primary Audience: Mortgage brokers, loan officers, and mortgage companies Key Use Cases: Centralized management of mortgage leads and client interactions Streamlining the mortgage application and approval process Enhancing client engagement through automated communication Improving operational efficiency with integrated tools and analytics Main Features and Benefits: Lead Management: Organize and track leads through customized pipelines, ensuring no opportunity is missed. With Leaf360, users can categorize leads based on their stage in the mortgage process, enabling targeted follow-ups and personalized communication. Client Communication: Automate emails, texts, and reminders to maintain consistent communication with clients throughout the mortgage process. This feature helps users keep clients informed and engaged, reducing the chances of drop-offs. Document Management: Securely store and manage all essential documents within the platform. Leaf360 supports easy document sharing and e-signatures, simplifying the process for both clients and professionals. Pipeline Visibility: Gain full visibility into the mortgage pipeline with real-time updates and reporting tools. Users can monitor the progress of each loan, identify bottlenecks, and make data-driven decisions to improve efficiency. Compliance and Security: Ensure compliance with industry regulations through built-in security features and automated audit trails. Leaf360 is designed to meet the stringent requirements of the mortgage industry, providing peace of mind to users. Leaf360 empowers mortgage professionals to manage their workflows more efficiently, improve client satisfaction, and ultimately close more loans with less effort. By integrating all necessary tools into one platform, Leaf360 reduces the complexity of mortgage management, allowing users to focus on what matters most—serving their clients.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 4

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 10.0/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 10.0/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 10.0/10 (Category avg: 8.5/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [Leaf360](https://www.g2.com/sellers/leaf360)
- **HQ Location:** Miami, US
- **Twitter:** @Leaf360Io (1 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/leaf360/ (2 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


### 24. [MLO Shift](https://www.g2.com/products/mlo-shift/reviews)
  The proven mortgage system that helps you convert more leads, get organized and grow your business


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1

**User Satisfaction Scores:**

- **Alerts - Mortgage CRM:** 10.0/10 (Category avg: 8.8/10)
- **Contact Management - Mortgage CRM:** 10.0/10 (Category avg: 9.1/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)


**Seller Details:**

- **Seller:** [MLO Shift](https://www.g2.com/sellers/mlo-shift)
- **Year Founded:** 2018
- **HQ Location:** Eugene, US
- **LinkedIn® Page:** http://www.linkedin.com/company/mlo-shift-llc (1 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Small-Business


### 25. [Mortgage iQ CRM](https://www.g2.com/products/mortgage-iq-crm/reviews)
  Mortgage iQ CRM is a leading provider of Enterprise CRM Software for the Residential Lending Industry. Capabilities include: Database Management, Lead Assignment and Routing, Prequalification, Presentation, Disposition, Call Management, Follow-up and Communications, Sales Workflow, Drip and Nurture, LOS Sync/Integration, Mobile Apps and more for all of your Mortgage Divisions.


  **Average Rating:** 5.0/5.0
  **Total Reviews:** 1


**Seller Details:**

- **Seller:** [Mortgage iQ](https://www.g2.com/sellers/mortgage-iq)
- **Year Founded:** 1992
- **HQ Location:** Aliso Viejo, US
- **LinkedIn® Page:** https://www.linkedin.com/company/mortgageiq (13 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Company Size:** 100% Enterprise




## Parent Category

[Loan Software](https://www.g2.com/categories/loan)