# Best Mortgage Point of Sale (POS) Software

## How Many Mortgage Point of Sale (POS) Software Products Does G2 Track?

**Total Products under this Category:** 21

### Category Stats (Aug 2026)

- **Average Rating:** 4.53/5 (↑0.02 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** MeridianLink Mortgage (+7.98%) - Among all products in this category, MeridianLink Mortgage recorded the largest rating increase compared to last month

_Last updated: August 07, 2026_

## How Does G2 Rank Mortgage Point of Sale (POS) Software Products?

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

- 30 Analysts and Data Experts
- 400+ Authentic Reviews
- 21+ 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 Point of Sale (POS) Software
 ![G2 Grid® for Mortgage Point of Sale (POS) Software plotting products by satisfaction and market presence](https://www.g2.com/categories/mortgage-point-of-sale-pos/grids.png?focus%5B%5D=9796&focus%5B%5D=170331&focus%5B%5D=96038&focus%5B%5D=53275)

Highlighted products: MeridianLink Mortgage, Shape Mortgage Software, nCino's Mortgage Suite, and Floify.

Underlying data: [Grid® JSON](https://www.g2.com/categories/mortgage-point-of-sale-pos/grids.json?focus%5B%5D=meridianlink-mortgage&focus%5B%5D=shape-mortgage-software&focus%5B%5D=ncino-s-mortgage-suite&focus%5B%5D=floify)

**Sponsored**

### 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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=2652&secure%5Bchosen_at%5D=2026-08-09T07%3A27%3A14Z&secure%5Bdisplayable_resource_id%5D=2652&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=2652&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=66318&secure%5Bresource_id%5D=2652&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmortgage-point-of-sale-pos&secure%5Btoken%5D=b422fec2e9363d3b071f2510ebf2dd228d25536fabb919c66a267a71607a15a3&secure%5Burl%5D=https%3A%2F%2Fwww.bntouch.com&secure%5Burl_type%5D=company_website)

### [MeridianLink Mortgage](https://www.g2.com/products/meridianlink-mortgage/reviews)

MeridianLink® Mortgage is a comprehensive mortgage lending solution specifically designed to assist banks, credit unions, and independent mortgage banks (IMBs) in overcoming significant challenges in the lending landscape. This platform addresses critical issues such as high origination costs, fragmented workflows, and inefficient processes. By leveraging a modern architecture that integrates native tools, deep configurability, and flexible integrations, MeridianLink Mortgage empowers lending teams to enhance decision-making, streamline workflows, and ultimately deliver a mortgage experience that fosters growth and captures market share. The product is particularly beneficial for financial institutions looking to optimize their mortgage origination processes. With its Mortgage Loan Origination System (LOS), users can acquire more consumers and expedite the origination, selling, and purchasing of loans through a suite of modular technologies. This includes partnerships with hundreds of industry-leading providers, allowing for a more robust and efficient lending operation. Additionally, the Mortgage Access Point of Sale (POS) feature enhances the borrower journey by simplifying the application process, which accelerates submissions and increases conversion rates. MeridianLink Mortgage also incorporates integrated data intelligence through its Insight for Mortgage feature. This provides users with ready-to-use dashboards, real-time benchmarking, and in-depth borrower insights, enabling informed decision-making without the need for extensive technical resources. The platform further supports users with built-in and third-party product and pricing engines, such as PriceMyLoan®, which help shorten cycle times and improve approval rates. Key features of MeridianLink Mortgage include its no-code configurability, allowing institutions to tailor workflows without requiring developer support, and seamless core connectors that facilitate the automatic transfer of mortgage LOS data to core banking systems. This reduces the risk of errors and enhances compliance. The platform also offers a secure Third Party Originator Portal for streamlined collaboration with brokers and correspondents, as well as post-close cross-sell capabilities to deepen borrower relationships and create long-term value. Overall, MeridianLink Mortgage stands out in the mortgage lending category by providing a robust, flexible, and integrated solution that addresses the unique challenges faced by financial institutions. Its extensive features and capabilities not only enhance operational efficiency but also improve the overall borrower experience, making it a valuable tool for any lending organization looking to thrive in a competitive market.

**Average Rating:** 4.1/5.0

**Total Reviews:** 36

#### Who Is the Company Behind MeridianLink Mortgage?

- **Seller:** [MeridianLink](https://www.g2.com/sellers/meridianlink)
- **Company Website:** www.meridianlink.com
- **Year Founded:** 1998
- **HQ Location:** Costa Mesa, CA
- **Twitter:** @meridianlink  
500 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9ce1924f663f206c2d786ac387be284a1bb887251e64692df6e0d21aa8df2744&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F93023%2F&secure%5Burl_type%5D=linkedin_company_website)  
680 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Banking, Financial Services
- **Company Size:** 58% Medium, 36% Small

#### What Do G2 Reviewers Say About MeridianLink Mortgage?

_AI-generated summary from verified user reviews_

##### Pros

- Users find the **ease of use** of MeridianLink Mortgage invaluable for streamlining their lending processes effortlessly.
- Users value the **easy access** provided by MeridianLink Mortgage, making the lending process efficient and customer-friendly.
- Users value the **efficient process** of MeridianLink Mortgage, finding it simplifies lending and enhances customer interactions.
- Users value the **simple process** of MeridianLink Mortgage, appreciating its seamless integration and ease of use.

##### Cons

- Users often face **loan issues** with MeridianLink Mortgage, including inflexible default settings that complicate processing.

#### What Are Recent G2 Reviews of MeridianLink Mortgage?

**["MeridianLink Makes the Loan Application Process Smooth and Easy"](https://www.g2.com/survey_responses/meridianlink-mortgage-review-13156766)**

**Rating:** 5.0/5.0 stars

_— Thais T._

[Read full review](https://www.g2.com/survey_responses/meridianlink-mortgage-review-13156766)

**["Smooth Onboarding and Step-by-Step Guidance Made Adoption Fast"](https://www.g2.com/survey_responses/meridianlink-mortgage-review-13177576)**

**Rating:** 5.0/5.0 stars

_— Timothy S._

[Read full review](https://www.g2.com/survey_responses/meridianlink-mortgage-review-13177576)

### [Shape Mortgage Software](https://www.g2.com/products/shape-mortgage-software/reviews)

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:** 97

#### Who Is the Company Behind Shape Mortgage Software?

- **Seller:** [Shape Software](https://www.g2.com/sellers/shape-software)
- **Company Website:** www.setshape.com
- **HQ Location:** Irvine, California
- **Twitter:** @ShapeBizTech  
656 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=03f5d607c7cb630b66d7f021c79dad98fd81ba2b90490a8590a89459d62e5bca&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18416707%2F&secure%5Burl_type%5D=linkedin_company_website)  
40 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Marketing and Advertising
- **Company Size:** 46% Small, 42% Medium

#### What Are Recent G2 Reviews of Shape Mortgage Software?

**["Shape CRM’s AI Agents Supercharge My Daily Productivity"](https://www.g2.com/survey_responses/shape-mortgage-software-review-13229862)**

**Rating:** 5.0/5.0 stars

_— Remy G._

[Read full review](https://www.g2.com/survey_responses/shape-mortgage-software-review-13229862)

**["Shape: The First Truly End-to-End CRM I’ve Used"](https://www.g2.com/survey_responses/shape-mortgage-software-review-12223493)**

**Rating:** 5.0/5.0 stars

_— Alex E._

[Read full review](https://www.g2.com/survey_responses/shape-mortgage-software-review-12223493)

#### What Are G2 Users Discussing About Shape Mortgage Software?

- [What is Shape Mortgage Software used for?](https://www.g2.com/discussions/what-is-shape-mortgage-software-used-for)

### [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

#### Who Is the Company Behind nCino's Mortgage Suite?

- **Seller:** [nCino Opco](https://www.g2.com/sellers/ncino-opco)
- **Company Website:** www.ncino.com
- **Year Founded:** 2012
- **HQ Location:** Wilmington, US
- **Twitter:** @ncino  
3,726 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=36be61cea163e97b5187e468f43c92fb50578b5c8f1a47aa3db47a9ad030b24b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2551084%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,640 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?

**["Very easy to use"](https://www.g2.com/survey_responses/ncino-s-mortgage-suite-review-8473767)**

**Rating:** 5.0/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/ncino-s-mortgage-suite-review-8473767)

**["Very easy to use"](https://www.g2.com/survey_responses/ncino-s-mortgage-suite-review-9356847)**

**Rating:** 5.0/5.0 stars

_— Ken H._

[Read full review](https://www.g2.com/survey_responses/ncino-s-mortgage-suite-review-9356847)

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

- [What do you recommend for financial institutions considering nCino's Mortgage Suite for loan origination?](https://www.g2.com/discussions/what-do-you-recommend-for-financial-institutions-considering-ncino-s-mortgage-suite-for-loan-origination)
- [What does Simplenexus Mortgage Platform do?](https://www.g2.com/discussions/what-does-simplenexus-mortgage-platform-do)
- [What is Ellie Mae Inc?](https://www.g2.com/discussions/what-is-ellie-mae-inc)
- [What is an LOS system?](https://www.g2.com/discussions/what-is-an-los-system)
- [What is SimpleNexus?](https://www.g2.com/discussions/what-is-simplenexus)

### [Floify](https://www.g2.com/products/floify/reviews)

Floify is a digital mortgage automation solution that streamlines the loan process by providing a secure application, communication, and document portal between lenders, borrowers, referral partners, and other mortgage stakeholders. Loan originators use the platform to create product-specific applications (no coding required!), collect and verify borrower documentation, track loan progress, communicate with borrowers and real estate agents, and close loans faster. The company is based in Boulder, Colorado and is a subsidiary of Porch Group, Inc. ("Porch Group”) (NASDAQ: PRCH). For more information, visit the company’s website at https://floify.com/ or on social media at Facebook, LinkedIn, or Twitter / X.

**Average Rating:** 4.8/5.0

**Total Reviews:** 57

#### Who Is the Company Behind Floify?

- **Seller:** [Floify](https://www.g2.com/sellers/floify)
- **Year Founded:** 2013
- **HQ Location:** Boulder, Colorado
- **Twitter:** @Floify  
654 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d669a34dd2306a1c619bbb1ddcd7059ae0b094cb604b289de595c8a5d07f82b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2451048%2F&secure%5Burl_type%5D=linkedin_company_website)  
42 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Real Estate
- **Company Size:** 56% Small, 35% Medium

#### What Are Recent G2 Reviews of Floify?

**["I am a HUGE fan of Floify!"](https://www.g2.com/survey_responses/floify-review-8294714)**

**Rating:** 5.0/5.0 stars

_— Payton J._

[Read full review](https://www.g2.com/survey_responses/floify-review-8294714)

**["Best Online Application at a Great price"](https://www.g2.com/survey_responses/floify-review-8295109)**

**Rating:** 5.0/5.0 stars

_— Phillip F._

[Read full review](https://www.g2.com/survey_responses/floify-review-8295109)

#### What Are G2 Users Discussing About Floify?

- [How much does Floify cost?](https://www.g2.com/discussions/how-much-does-floify-cost)
- [Is Floify secure?](https://www.g2.com/discussions/is-floify-secure)
- [Is Floify a CRM?](https://www.g2.com/discussions/is-floify-a-crm)
- [What does Floify DO?](https://www.g2.com/discussions/what-does-floify-do) - 1 comment

### [BNTouch Mortgage CRM](https://www.g2.com/products/bntouch-mortgage-crm/reviews)

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

#### Who Is the Company Behind BNTouch Mortgage CRM?

- **Seller:** [BNTouch](https://www.g2.com/sellers/bntouch)
- **Year Founded:** 2004
- **HQ Location:** Beaverton, Oregon
- **Twitter:** @bntouchcrm  
233 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8f018547a8f25c44080bba4d6271cee7f205d97a19e02599b0f6e0c8a7a8e94c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F137913%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 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?

**["Effortless Lead Management with Powerful Reminders"](https://www.g2.com/survey_responses/bntouch-mortgage-crm-review-12815708)**

**Rating:** 5.0/5.0 stars

_— Ciara T._

[Read full review](https://www.g2.com/survey_responses/bntouch-mortgage-crm-review-12815708)

**["Effortless Client Retention and Stellar Support"](https://www.g2.com/survey_responses/bntouch-mortgage-crm-review-13057284)**

**Rating:** 4.0/5.0 stars

_— Kristie A._

[Read full review](https://www.g2.com/survey_responses/bntouch-mortgage-crm-review-13057284)

#### What Are G2 Users Discussing About BNTouch Mortgage CRM?

- [What is BNTouch Mortgage CRM used for?](https://www.g2.com/discussions/what-is-bntouch-mortgage-crm-used-for)

### [Maxwell](https://www.g2.com/products/maxwell/reviews)

Maxwell’s Point of Sale delivers a modern, customizable digital mortgage experience that delights borrowers and empowers lenders. Backed by AI, it enables loan officers to focus on judgment-driven work by automating repetitive tasks—and helps teams close loans 13+ days faster, increase pull-through rates by up to 44%, and boost production per LO. Maxwell Point of Sale stands out for its unmatched configurability, giving lenders complete control over the borrower experience and internal workflows without relying on costly, time-consuming custom development. With Maxwell, lenders can tailor application flows, automate task assignments, and adapt document requirements to match their unique processes and compliance needs. This flexibility allows lenders to deliver a fully branded, borrower-friendly digital experience while ensuring the behind-the-scenes operations align perfectly with their team’s way of working. The result is technology that adapts to the lender—not the other way around—empowering teams to scale efficiently while maintaining their personal, relationship-driven approach.

**Average Rating:** 4.8/5.0

**Total Reviews:** 6

#### Who Is the Company Behind Maxwell?

- **Seller:** [Maxwell](https://www.g2.com/sellers/maxwell)
- **Year Founded:** 2015
- **HQ Location:** N/A
- **Twitter:** @ilovemaxwell  
266 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b3afa7c7528b123879f53e8758ec48c5c9429aec8a5a0c11490086bf4143b07a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmaxwell-financial-labs-inc&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 83% Medium, 17% Small

#### What Are Recent G2 Reviews of Maxwell?

**["Dramatically improved the customer experience when applying online."](https://www.g2.com/survey_responses/maxwell-review-8573678)**

**Rating:** 5.0/5.0 stars

_— Windi H._

[Read full review](https://www.g2.com/survey_responses/maxwell-review-8573678)

**["Early Adopter - Excellent Team!"](https://www.g2.com/survey_responses/maxwell-review-9874106)**

**Rating:** 4.5/5.0 stars

_— Eric E._

[Read full review](https://www.g2.com/survey_responses/maxwell-review-9874106)

### [Blend Mortgage Suite](https://www.g2.com/products/blend-mortgage-suite/reviews)

Financial providers — from large banks, fintechs, and credit unions to community and independent mortgage banks — use our platform to transform consumer banking experiences and streamline workflows for their teams. From the moment a consumer starts an application for a deposit account, mortgage or loan; to the moment they digitally sign the final documents, our composable platform streamlines the process. Website https://blend.com/ Headquarters San Francisco, CA Founded 2012

**Average Rating:** 4.1/5.0

**Total Reviews:** 7

#### Who Is the Company Behind Blend Mortgage Suite?

- **Seller:** [Blend Labs](https://www.g2.com/sellers/blend-labs)
- **Year Founded:** 2012
- **HQ Location:** San Francisco, US
- **Twitter:** @blendlabsinc  
3,118 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=29f301ebae40c2d5d4bdc2cc77c4406a3509f61c6e1ac455b8e4d6941b798262&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fblend-%2F&secure%5Burl_type%5D=linkedin_company_website)  
864 employees on LinkedIn®
- **Ownership:** NYSE: BLND

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 86% Large, 14% Medium

#### What Are Recent G2 Reviews of Blend Mortgage Suite?

**["Huge Time Saver for my Business!"](https://www.g2.com/survey_responses/blend-mortgage-suite-review-4967659)**

**Rating:** 5.0/5.0 stars

_— Pam A._

[Read full review](https://www.g2.com/survey_responses/blend-mortgage-suite-review-4967659)

**["Easy way to stay organized!"](https://www.g2.com/survey_responses/blend-mortgage-suite-review-7256483)**

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/blend-mortgage-suite-review-7256483)

### [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

#### Who Is the Company Behind Encompass Digital Mortgage Solution?

- **Seller:** [Intercontinental Exchange](https://www.g2.com/sellers/intercontinental-exchange)
- **Year Founded:** 2000
- **HQ Location:** Pleasanton, CA
- **Twitter:** @ICE\_Markets  
80,524 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=172748a21eadd39f3e6a11ad66733fa326aac00f72d634c6964bf90e69722ab1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11841%2F&secure%5Burl_type%5D=linkedin_company_website)  
459 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?

**["Encompass makes my job easy and makes me look like a professional"](https://www.g2.com/survey_responses/encompass-digital-mortgage-solution-review-3653612)**

**Rating:** 5.0/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/encompass-digital-mortgage-solution-review-3653612)

**["A great way to handle mortgages!"](https://www.g2.com/survey_responses/encompass-digital-mortgage-solution-review-5061510)**

**Rating:** 5.0/5.0 stars

_— Katherine E._

[Read full review](https://www.g2.com/survey_responses/encompass-digital-mortgage-solution-review-5061510)

#### What Are G2 Users Discussing About Encompass Digital Mortgage Solution?

- [What is Encompass Digital Mortgage Solution used for?](https://www.g2.com/discussions/what-is-encompass-digital-mortgage-solution-used-for)

### [BeSmartee Mortgage POS](https://www.g2.com/products/besmartee-mortgage-pos/reviews)

BeSmartee is the only third-party POS that can take your borrowers and originators from application to appraisal in minutes by using big data, process automation and a complete MLO portal to manage it all.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### Who Is the Company Behind BeSmartee Mortgage POS?

- **Seller:** [BeSmartee](https://www.g2.com/sellers/besmartee)
- **Year Founded:** 2007
- **HQ Location:** San Juan Capistrano, US
- **Twitter:** @BeSmartee  
416 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6a78e08a2e8c1aaebd69047e05f6a313cf430af978bd5d1d65d10106d98c0bbb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbesmartee%2Fmycompany%2F&secure%5Burl_type%5D=linkedin_company_website)  
58 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 50% Medium

#### What Are Recent G2 Reviews of BeSmartee Mortgage POS?

**["Highly flexible tech"](https://www.g2.com/survey_responses/besmartee-mortgage-pos-review-7709172)**

**Rating:** 5.0/5.0 stars

_— Rose R._

[Read full review](https://www.g2.com/survey_responses/besmartee-mortgage-pos-review-7709172)

**["BeSmartee Mortgage POS Great for The Mortgage Industry"](https://www.g2.com/survey_responses/besmartee-mortgage-pos-review-5148778)**

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/besmartee-mortgage-pos-review-5148778)

#### What Are G2 Users Discussing About BeSmartee Mortgage POS?

- [What is BeSmartee Mortgage POS used for?](https://www.g2.com/discussions/what-is-besmartee-mortgage-pos-used-for)

### [LiteSpeed](https://www.g2.com/products/litespeed/reviews)

LiteSpeed by LenderLogix is a white-labeled point-of-sale (POS) solution designed to provide homebuyers with a simple yet amazing user experience. Faster leads, increased applications, and a fraction of the cost.

**Average Rating:** 4.3/5.0

**Total Reviews:** 2

#### Who Is the Company Behind LiteSpeed?

- **Seller:** [LenderLogix](https://www.g2.com/sellers/lenderlogix)
- **Year Founded:** 2016
- **HQ Location:** Buffalo, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aa0d0f38bb9de0b4841b1f0c88d0194613000cbbcd633827cb004c8e32f85833&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flenderlogix&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### What Are Recent G2 Reviews of LiteSpeed?

**["LiteSpeed Improves how we do business!"](https://www.g2.com/survey_responses/litespeed-review-8790141)**

**Rating:** 5.0/5.0 stars

_— Annette K._

[Read full review](https://www.g2.com/survey_responses/litespeed-review-8790141)

### [Loanzify](https://www.g2.com/products/loanzify/reviews)

Mortgage Software Developer elevating the lending experience for Mortgage Professionals & their Borrowers

**Average Rating:** 3.5/5.0

**Total Reviews:** 2

#### Who Is the Company Behind Loanzify?

- **Seller:** [LenderHomePage](https://www.g2.com/sellers/lenderhomepage)
- **Year Founded:** 2003
- **HQ Location:** Anaheim, US
- **Twitter:** @LenderHome\_Page  
312 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5fb23694088fa6c3e5a6818227ece3619d8999a729fb0d15bfb44b1f6d247356&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flenderhomepage.com%2F&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Loanzify?

**["Loanzify is loanzi-awesome!"](https://www.g2.com/survey_responses/loanzify-review-5308287)**

**Rating:** 5.0/5.0 stars

_— Dee Ann H._

[Read full review](https://www.g2.com/survey_responses/loanzify-review-5308287)

#### What Are G2 Users Discussing About Loanzify?

- [What is Loanzify used for?](https://www.g2.com/discussions/what-is-loanzify-used-for)

### [Realfinity Origination Platform](https://www.g2.com/products/realfinity-origination-platform/reviews)

Realfinity is an AI-powered mortgage fulfillment platform that enables partners to process, underwrite, and deliver loans to the secondary market — faster, cheaper, and more compliantly. We handle the heavy lifting — from compliance and underwriting to processing, capital markets execution, and closing — so our partners can focus on origination and client relationships. Who We Serve #1 Real Estate Agents & Loan Advisors – Launch a turnkey mortgage business in days. #2 Mortgage Banks & Credit Unions – Who want to rely on our infrastructure for best underwriting and processing execution. #3 Fintechs & Asset Managers – Embed mortgage products via our APIs and automated workflows. Key Capabilities: 1. AI-driven underwriting & processing for faster clear-to-close 2. Full compliance built into every step 3. Capital markets execution for best pricing 4. Single platform covering the entire lending stack — no patchwork of systems required Why It Matters: With Realfinity, partners can reduce operational costs, accelerate funding timelines, and improve customer satisfaction — all while maintaining brand control. Whether you need a turnkey mortgage arm, overflow underwriting capacity, or embedded lending infrastructure, Realfinity is the mortgage fulfillment network built for speed, compliance, and margin efficiency.

**Average Rating:** 5.0/5.0

**Total Reviews:** 10

#### Who Is the Company Behind Realfinity Origination Platform?

- **Seller:** [realfinity](https://www.g2.com/sellers/realfinity)
- **Company Website:** realfinity.io
- **Year Founded:** 2022
- **HQ Location:** Miami , US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6de14c69c28287c10c0c4f6bafae14b872756924a5e879209a69cb4b9a3e6a10&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frealfinityio&secure%5Burl_type%5D=linkedin_company_website)  
51 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Real Estate
- **Company Size:** 91% Small, 9% Medium

#### What Do G2 Reviewers Say About Realfinity Origination Platform?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive design** of Realfinity Origination Platform, streamlining processes and enhancing overall workflow efficiency.
- Users appreciate the **clear visibility of client progress** , enhancing their ability to manage and update client information effectively.
- Users praise the **navigation ease** of Realfinity Origination Platform, finding it simplifies access to information efficiently.
- Users appreciate the **intuitive organization** of Realfinity, enhancing efficiency and keeping borrowers well-managed throughout the process.
- Users value the **simple navigation** of Realfinity Origination Platform, making information access quick and efficient.

#### What Are Recent G2 Reviews of Realfinity Origination Platform?

**["Easy Transition and Outstanding Support"](https://www.g2.com/survey_responses/realfinity-origination-platform-review-12015677)**

**Rating:** 5.0/5.0 stars

_— scott j._

[Read full review](https://www.g2.com/survey_responses/realfinity-origination-platform-review-12015677)

**["Real Estate Investor and Loan Advisor"](https://www.g2.com/survey_responses/realfinity-origination-platform-review-11929023)**

**Rating:** 5.0/5.0 stars

_— Anthony G._

[Read full review](https://www.g2.com/survey_responses/realfinity-origination-platform-review-11929023)

### [Cloudvirga Enterprise POS](https://www.g2.com/products/cloudvirga-enterprise-pos/reviews)

The Cloudvirga Enterprise POS includes all the features of the Mobile POS and includes an environment for LOs that helps them structure the deal and service their customers. The Enterprise POS also includes directed workflows, calculates risk, and checks compliance to create underwriter-ready loans.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Cloudvirga Enterprise POS?

- **Seller:** [Cloudvirga](https://www.g2.com/sellers/cloudvirga)
- **Year Founded:** 2016
- **HQ Location:** Irvine, US
- **Twitter:** @cloudvirga  
315 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8ef8013751ad8dcb9c9d03844188136c9145deabeb0b480fdf2a35a490c3686&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcloudvirga%2F&secure%5Burl_type%5D=linkedin_company_website)  
53 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Cloudvirga Enterprise POS?

**["very user friendly UI for LOS POS"](https://www.g2.com/survey_responses/cloudvirga-enterprise-pos-review-1808992)**

**Rating:** 5.0/5.0 stars

_— Brad N._

[Read full review](https://www.g2.com/survey_responses/cloudvirga-enterprise-pos-review-1808992)

#### What Are G2 Users Discussing About Cloudvirga Enterprise POS?

- [What is Cloudvirga Enterprise POS used for?](https://www.g2.com/discussions/what-is-cloudvirga-enterprise-pos-used-for)

### [Experian Mortgage Engage Plus (UK)](https://www.g2.com/products/experian-mortgage-engage-plus-uk/reviews)

Experian's Mortgage Engage Plus is an advanced eligibility and affordability solution designed to enhance the online mortgage application experience for consumers. By integrating multiple data sources, including credit bureau information, the Office for National Statistics (ONS), and CATO, it provides a clear assessment of a consumer's likelihood of mortgage approval and their ability to afford monthly repayments. This streamlined approach simplifies the mortgage journey, offering quick, informed decisions without negatively impacting the applicant's credit score. Key Features and Functionality: - Simplified Eligibility Assessment: Utilizes a concise question set to deliver rapid results, presenting a straightforward traffic light system indicating the consumer's chances of mortgage approval. - Affordability Analysis: Evaluates the consumer's financial capacity to manage monthly mortgage payments and the overall loan amount, leveraging comprehensive data sources. - User-Friendly Digital Experience: Offers an intuitive online interface that allows consumers to explore mortgage options at any time, enhancing convenience and engagement. - Transparent Loan Terms: Provides clear and understandable information on eligible mortgage products, including repayment terms and rates, empowering consumers to make informed decisions. Primary Value and User Solutions: Mortgage Engage Plus addresses the modern consumer's demand for a faster, more transparent, and convenient mortgage application process. By offering immediate insights into eligibility and affordability, it reduces uncertainty and the likelihood of application abandonment. Lenders benefit from increased conversion rates, as the solution focuses on progressing applications with a higher probability of approval, thereby optimizing resources and enhancing customer satisfaction.

#### Who Is the Company Behind Experian Mortgage Engage Plus (UK)?

- **Seller:** [Experian](https://www.g2.com/sellers/experian)
- **Year Founded:** 1826
- **HQ Location:** Dublin, Ireland
- **Twitter:** @Experian\_US  
38,771 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f2ce141b811b45a47c23e9ebeb00646a160dd7e6e16b8de67f2a6ca6a4f4065&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fexperian&secure%5Burl_type%5D=linkedin_company_website)  
26,191 employees on LinkedIn®
- **Ownership:** LSE: EXPNL

### [Experian Mortgage Passport (UK)](https://www.g2.com/products/experian-mortgage-passport-uk/reviews)

Experian's Mortgage Passport is a digital solution designed to streamline the mortgage application process by integrating verified employment and payroll data directly into lenders' decision-making systems. This eliminates the need for applicants to manually provide payslips or bank statements, thereby accelerating the approval process and enhancing the overall customer experience. Key Features and Functionality: - Automated Income and Employment Verification: Mortgage Passport accesses payslip and banking information directly from the source, enabling rapid and accurate verification of an applicant's income and employment status. - Enhanced Decision-Making: By providing lenders with real-time, verified financial data, the solution supports more informed and quicker lending decisions. - Fraud Prevention: The direct integration of data reduces the risk of fraudulent documentation, ensuring the authenticity of applicant information. - Operational Efficiency: The digital nature of Mortgage Passport reduces the time and resources traditionally required for data collection and verification, leading to cost savings and increased processing capacity. Primary Value and User Benefits: Mortgage Passport addresses the common challenges in the mortgage application process by offering a seamless, digital solution that benefits both lenders and applicants. For lenders, it provides a reliable method to verify applicant information swiftly, reducing processing times and operational costs. For applicants, it simplifies the submission of financial documents, leading to a faster and more transparent approval process. Overall, Mortgage Passport enhances the efficiency, accuracy, and security of mortgage lending, fostering a better experience for all parties involved.

#### Who Is the Company Behind Experian Mortgage Passport (UK)?

- **Seller:** [Experian](https://www.g2.com/sellers/experian)
- **Year Founded:** 1826
- **HQ Location:** Dublin, Ireland
- **Twitter:** @Experian\_US  
38,771 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f2ce141b811b45a47c23e9ebeb00646a160dd7e6e16b8de67f2a6ca6a4f4065&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fexperian&secure%5Burl_type%5D=linkedin_company_website)  
26,191 employees on LinkedIn®
- **Ownership:** LSE: EXPNL

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[Browse Mortgage Point of Sale (POS) Themes](/categories/mortgage-point-of-sale-pos/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated October 3, 2024

Mortgage point of sale (POS) software facilitates the digital loan application process for both lenders and borrowers. These solutions streamline mortgage applications by providing a borrower portal designed to handle loan applications. Mortgage POS software also provides loan document generation functionality and automates credit pulls upon application completion. The goal of mortgage POS solutions is to make the loan application process almost entirely self serve for borrowers and automate the processing of applications for lenders. These tools offer customizable workflows, so lenders can craft the borrower experience that they want. Mortgage POS solutions may offer tools to facilitate collaboration between loan officers and borrowers, and some automate updates so loan officers are made aware of every development within their pipeline of borrowers.

Lenders are able to shape the specific document requirements and customize POS workflows in order to gather all relevant information about the potential borrower. Mortgage POS solutions may offer mobile portals to allow borrowers to apply directly on their mobile devices. Mortgage POS software typically integrates with [loan origination software](https://www.g2.com/categories/loan-origination) to offer seamless decisioning for the borrower. These solutions also integrate with [digital mortgage closing software](https://www.g2.com/categories/digital-mortgage) to provide a comprehensive digital mortgage solution.

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

- Provide a borrower-facing portal
- Integrate with loan origination system (LOS) tools
- Automate mortgage application processing
- Provide lenders with a borrower pipeline dashboard

Show More