Best Mortgage CRM Software
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:
Best Mortgage CRM Software At A Glance
G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Unlock new levels of efficiency and profitability with nCino’s Mortgage Suite. The cloud-based solution automates application, origination, and closing, delivers modern customer convenience, surfaces
- Mortgage Loan Officer
- Loan Officer
- Real Estate
- Banking
- 60% Small-Business
- 25% Mid-Market
3,748 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Total Expert is the purpose-built customer engagement platform trusted by more than 200 financial enterprises. The platform unifies data, marketing, sales, and compliance solutions to deliver the perf
- Marketing Manager
- Financial Services
- Banking
- 69% Mid-Market
- 19% Enterprise
1,383 Twitter followers
- Overview
- User Satisfaction
- Seller Details
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. F
- Financial Services
- Real Estate
- 77% Small-Business
- 13% Mid-Market
242 Twitter followers
- Overview
- User Satisfaction
- Seller Details
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,
- Financial Services
- Banking
- 60% Mid-Market
- 32% Small-Business
281 Twitter followers
- Overview
- User Satisfaction
- Seller Details
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. Succ
- Financial Services
- Banking
- 66% Mid-Market
- 21% Enterprise
71,761 Twitter followers
- Overview
- User Satisfaction
- Seller Details
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 le
- Financial Services
- Marketing and Advertising
- 46% Small-Business
- 44% Mid-Market
665 Twitter followers
- Overview
- User Satisfaction
- Seller Details
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, “s
- Financial Services
- Real Estate
- 75% Mid-Market
- 20% Small-Business
71,761 Twitter followers
- Overview
- User Satisfaction
- Seller Details
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 ana
- Financial Services
- 59% Small-Business
- 29% Mid-Market
- Overview
- User Satisfaction
- Seller Details
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 S
- Financial Services
- 65% Small-Business
- 25% Mid-Market
1,188 Twitter followers
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
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 c
- Financial Services
- Banking
- 67% Mid-Market
- 33% Small-Business
1,418 Twitter followers
- Overview
- User Satisfaction
- Seller Details
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
- 64% Small-Business
- 18% Mid-Market
- Overview
- Pros and Cons
- User Satisfaction
- Seller Details
Velocify Pulse™ is a new kind of sales acceleration platform in the Salesforce ecosystem. More than just a dialer or email tool, Velocify Pulse is the only full featured, enterprise class sales solut
- 33% Enterprise
- 33% Mid-Market
71,761 Twitter followers
- Overview
- User Satisfaction
- Seller Details
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
- Real Estate
- 86% Small-Business
- 7% Enterprise
71 Twitter followers
- Overview
- User Satisfaction
- Seller Details
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 p
- 50% Mid-Market
- 50% Enterprise
- Overview
- User Satisfaction
- Seller Details
LinxCRM is a Client Relationship Management (CRM) system designed specifically for financial service professionals. It handles mortgage finance, equipment finance, insurance, financial planning and pr
- 75% Mid-Market
- 25% Small-Business
