# Best Mortgage CRM Software for Medium-Sized Businesses

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


Products classified in the overall Mortgage CRM category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Mortgage CRM to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Mortgage CRM category.

In addition to qualifying for inclusion in the Mortgage CRM Software category, to qualify for inclusion in the Medium-Sized Business Mortgage CRM Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.






## G2 Grid® for Mortgage CRM Software
![G2 Grid® for Mortgage CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/mortgage-crm/grids.png?focus%5B%5D=47947&focus%5B%5D=9786&focus%5B%5D=66318&focus%5B%5D=96038&focus%5B%5D=74875&focus%5B%5D=53089&focus%5B%5D=170331)
Highlighted products: Lead Management, Encompass Digital Mortgage Solution, BNTouch Mortgage CRM, nCino's Mortgage Suite, Surefire CRM, Insellerate, and Shape Mortgage Software.
Underlying data: [Grid® JSON](https://www.g2.com/categories/mortgage-crm/grids.json?focus%5B%5D=total-expert-lead-management&focus%5B%5D=encompass-digital-mortgage-solution&focus%5B%5D=bntouch-mortgage-crm&focus%5B%5D=ncino-s-mortgage-suite&focus%5B%5D=surefire-crm&focus%5B%5D=insellerate&focus%5B%5D=shape-mortgage-software&segment=mid-market)


## How Many Mortgage CRM Software Products Does G2 Track?
**Total Products under this Category:** 57

### Category Stats (Jul 2026)
- **Average Rating**: 4.44/5 The average rating of products in this category, based on all submitted ratings

*Last updated: July 12, 2026*


## How Does G2 Rank Mortgage CRM Software Products?

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

- 30 Analysts and Data Experts
- 600+ Authentic Reviews
- 57+ 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.



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---

## What Are the Top-Rated Mortgage CRM Software Products in 2026?
### 1. [Lead Management](https://www.g2.com/products/total-expert-lead-management/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:** 156
**How Do G2 Users Rate Lead Management?**

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

**Who Is the Company Behind Lead Management?**

- **Seller:** [Total Expert](https://www.g2.com/sellers/total-expert)
- **Company Website:** https://totalexpert.com
- **Year Founded:** 2012
- **HQ Location:** St. Louis Park, US
- **Twitter:** @totalexpertinc (1,362 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/total-expert/ (248 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Marketing Manager
- **Top Industries:** Financial Services, Banking
- **Company Size:** 73% Mid-Market, 18% Enterprise


#### What Are Lead Management's Pros and 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)


### What Do G2 Reviewers Say About Lead Management?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of Total Expert, enjoying seamless integration and intuitive customization for optimized workflows.
- Users commend the **exceptional customer support** from TotalExpert, which significantly enhances operational efficiency and user experience.
- Users value the **helpful support** and features of Lead Management, enhancing client relationships and performance tracking.
- Users appreciate the **seamless integrations** of Total Expert, enhancing workflows and centralizing customer data effectively.
- Users praise the **automation efficiency** of Total Expert, enhancing engagement and streamlining processes throughout the customer journey.

**Cons:**

- Users find the **learning curve steep** due to complex setup and numerous options that can be overwhelming.
- Users find the interface **not intuitive** , making navigation and customization more challenging than expected.
- Users experience **limited customer support** with occasional slow response times, impacting the overall effectiveness of the platform.
- Users find the platform's **limited customization** challenging, impacting branding and user experience negatively.
- Users express concerns over **missing features** like email design, reporting, and data accessibility for better management.

#### What Are Recent G2 Reviews of Lead Management?

**"[All in one social media connection and CRM used for easy communication](https://www.g2.com/survey_responses/lead-management-review-12979044)"**

**Rating:** 4.5/5.0 stars
*— Brynn M.*

[Read full review](https://www.g2.com/survey_responses/lead-management-review-12979044)

---

**"[Total Expert Makes Co-Branded Single Property Websites Easy for Daily Promotion](https://www.g2.com/survey_responses/lead-management-review-12992779)"**

**Rating:** 5.0/5.0 stars
*— Cheryl A.*

[Read full review](https://www.g2.com/survey_responses/lead-management-review-12992779)

---


#### What Are G2 Users Discussing About Lead Management?

- [What advice do you have for others considering Total Expert for marketing automation?](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-total-expert-for-marketing-automation)
- [How do you use Total Expert?](https://www.g2.com/discussions/how-do-you-use-total-expert)
- [Is Total Expert a good CRM?](https://www.g2.com/discussions/is-total-expert-a-good-crm)
- [Is total expert free?](https://www.g2.com/discussions/is-total-expert-free) - 1 comment
- [What does Total Expert do?](https://www.g2.com/discussions/what-does-total-expert-do)

### 2. [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
**How Do G2 Users Rate Encompass Digital Mortgage Solution?**

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

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

- **Seller:** [Intercontinental Exchange](https://www.g2.com/sellers/intercontinental-exchange)
- **Year Founded:** 2000
- **HQ Location:** Pleasanton, CA
- **Twitter:** @ICE_Markets (80,524 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/11841/ (462 employees on LinkedIn®)
- **Ownership:** NYSE: ELLI

**Who Uses This Product?**
- **Top Industries:** Financial Services, Banking
- **Company Size:** 66% Mid-Market, 21% Enterprise



#### 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)

### 3. [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:** 4.5/5.0
**Total Reviews:** 68
**How Do G2 Users Rate BNTouch Mortgage CRM?**

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

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

- **Seller:** [BNTouch](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®)

**Who Uses This Product?**
- **Top Industries:** Financial Services, Real Estate
- **Company Size:** 74% Small-Business, 18% Mid-Market



#### 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)

### 4. [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
**How Do G2 Users Rate nCino's Mortgage Suite?**

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

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

- **Seller:** [nCino Opco](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/ (1,640 employees on LinkedIn®)

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



#### 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-9356847)"**

**Rating:** 5.0/5.0 stars
*— Ken H.*

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

---

**"[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)

---


#### 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)

### 5. [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
**How Do G2 Users Rate Surefire CRM?**

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

**Who Is the Company Behind Surefire CRM?**

- **Seller:** [Intercontinental Exchange](https://www.g2.com/sellers/intercontinental-exchange)
- **Year Founded:** 2000
- **HQ Location:** Pleasanton, CA
- **Twitter:** @ICE_Markets (80,524 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/11841/ (462 employees on LinkedIn®)
- **Ownership:** NYSE: ELLI

**Who Uses This Product?**
- **Top Industries:** Financial Services, Real Estate
- **Company Size:** 75% Mid-Market, 20% Small-Business



#### What Are Recent G2 Reviews of Surefire CRM?

**"[Robust Program that can deliver, but the user must take the helm and drive the ship.](https://www.g2.com/survey_responses/surefire-crm-review-7913017)"**

**Rating:** 4.0/5.0 stars
*— Carl S.*

[Read full review](https://www.g2.com/survey_responses/surefire-crm-review-7913017)

---

**"[Excellent for tracking clients and running multiple marketing and touch campaigns.](https://www.g2.com/survey_responses/surefire-crm-review-6621765)"**

**Rating:** 4.5/5.0 stars
*— Michael C.*

[Read full review](https://www.g2.com/survey_responses/surefire-crm-review-6621765)

---


#### What Are G2 Users Discussing About Surefire CRM?

- [What is Surefire CRM used for?](https://www.g2.com/discussions/what-is-surefire-crm-used-for)

### 6. [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
**How Do G2 Users Rate Insellerate?**

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

**Who Is the Company Behind Insellerate?**

- **Seller:** [Insellerate](https://www.g2.com/sellers/insellerate)
- **Year Founded:** 2012
- **HQ Location:** Newport Beach, California
- **Twitter:** @Insellerate (288 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/insellerate/ (38 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Financial Services, Banking
- **Company Size:** 60% Mid-Market, 32% Small-Business



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

**"[Excellent Partnership](https://www.g2.com/survey_responses/insellerate-review-8079565)"**

**Rating:** 5.0/5.0 stars
*— Kevin S.*

[Read full review](https://www.g2.com/survey_responses/insellerate-review-8079565)

---

**"[Admin Insellerate User](https://www.g2.com/survey_responses/insellerate-review-8770126)"**

**Rating:** 5.0/5.0 stars
*— Jacob D.*

[Read full review](https://www.g2.com/survey_responses/insellerate-review-8770126)

---


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

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

### 7. [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
**How Do G2 Users Rate Shape Mortgage Software?**

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

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

- **Seller:** [Shape Software](https://www.g2.com/sellers/shape-software)
- **Company Website:** https://www.setshape.com
- **HQ Location:** Irvine, California
- **Twitter:** @ShapeBizTech (656 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/18416707/ (42 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Financial Services, Marketing and Advertising
- **Company Size:** 47% Small-Business, 43% Mid-Market



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

**"[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)

---

**"[I can't say enough about Shape CRM.](https://www.g2.com/survey_responses/shape-mortgage-software-review-11080258)"**

**Rating:** 5.0/5.0 stars
*— Charlie R.*

[Read full review](https://www.g2.com/survey_responses/shape-mortgage-software-review-11080258)

---


#### 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)


## What Is Mortgage CRM Software?

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