# Best Mortgage CRM Software for Small Business *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, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Mortgage CRM category. In addition to qualifying for inclusion in the Mortgage CRM Software category, to qualify for inclusion in the Small Business Mortgage CRM Software category, a product must have at least 10 reviews left by a reviewer from a small 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=66318&focus%5B%5D=96038&focus%5B%5D=170331&focus%5B%5D=59139&focus%5B%5D=74878) Highlighted products: BNTouch Mortgage CRM, nCino's Mortgage Suite, Shape Mortgage Software, Cimmaron Mortgage Manager, and Jungo: The Mortgage App. Underlying data: [Grid® JSON](https://www.g2.com/categories/mortgage-crm/grids.json?focus%5B%5D=bntouch-mortgage-crm&focus%5B%5D=ncino-s-mortgage-suite&focus%5B%5D=shape-mortgage-software&focus%5B%5D=cimmaron-mortgage-manager&focus%5B%5D=jungo-the-mortgage-app&segment=small-business) ## 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. --- **Sponsored** ### Bizagi Bizagi is an enterprise platform for business orchestration and AI automation, enabling organizations to design, automate, and run complex end-to-end processes that bring together people, AI agents, systems, and data. Unlike point AI tools, Bizagi is the operational layer where AI, processes, and enterprise systems work together: governed, auditable, and production-ready. Built on more than two decades of enterprise process expertise, Bizagi brings the depth of operational knowledge that newer AI platforms simply have not had time to develop. That foundation is what makes Bizagi's AI story credible where others are still experimental. Bizagi's native AI capabilities are built directly into the platform. AI Agents are reusable, GenAI-powered assistants configured in the AI Hub, capable of content generation, document analysis, classification, summarization, and more. They can be invoked from processes, interfaces, or other agents, and integrate via connectors and Model Context Protocol to reach internal and external systems. AI Workers automate repetitive tasks inside forms and workflows by analyzing rules, field history, and process context, operating in supervised or more autonomous modes and improving through reinforcement learning. Ask Ada, Bizagi's conversational analytics assistant, lets users query business data in natural language and receive answers, charts, and insights, all within Bizagi's role and permission model and grounded in both process data and enterprise documents through a built-in RAG knowledge layer. Governance is central, not optional. Bizagi runs on Microsoft Azure with Private OpenAI integration, keeping sensitive data within a secure perimeter. AI features require deliberate configuration and deployment. Generative AI capabilities are intentionally built into workflows rather than casually enabled, and Data Domains, Personas, and Bizagi's role model control precisely what any AI capability can access and how results can be used. Customers see results fast. Stone Coast Fund Services reduced processing time by 80% across more than 25,000 annual service requests, going live in six weeks. Bizagi's AI Ignite packages take organizations from zero to live AI Agents or AI Assistants in approximately seven weeks, combining software and professional services to de-risk early projects. With over 1,000 enterprise implementations across financial services, manufacturing, healthcare, and government, Bizagi is named in the 2025 Gartner Magic Quadrant for Business Orchestration and Automation Technologies (BOAT), Microsoft Certified for AI in Financial Services and Manufacturing, and a G2 leader across Agentic AI, AI Agents for Business Operations, BPM, and Digital Process Automation. Customers include DHL, Unilever, Caterpillar, and Old Mutual. For more information, visit bizagi.com. [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%5Bchosen_at%5D=2026-07-16T12%3A31%3A48Z&secure%5Bdisplayable_resource_id%5D=1614&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=20785&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=20785&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%2Fsmall-business&secure%5Btoken%5D=d440bb0c088b85915aaf0da6c0f344826ca50c70b7f0afaa9fac1861a342fc3f&secure%5Burl%5D=https%3A%2F%2Fwww.bizagi.com%2Fen%2Fprocess-orchestration-with-bizagi%3Futm_source%3DG2%26utm_medium%3Dthird_party%26utm_campaign%3DTech-GL-2026_05-Content-G2_Clicks_Orchestration&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Mortgage CRM Software Products in 2026? ### 1. [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 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) --- **"[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) --- #### 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) ### 2. [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-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) ### 3. [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) ### 4. [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 **How Do G2 Users Rate Cimmaron Mortgage Manager?** - **Alerts - Mortgage CRM:** 9.5/10 (Category avg: 8.9/10) - **Contact Management - Mortgage CRM:** 9.8/10 (Category avg: 9.1/10) - **Lender Relationship - Mortgage CRM:** 9.3/10 (Category avg: 8.6/10) - **Ease of Use:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Cimmaron Mortgage Manager?** - **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®) **Who Uses This Product?** - **Top Industries:** Financial Services, Banking - **Company Size:** 60% Small-Business, 24% Mid-Market #### What Are Recent G2 Reviews of Cimmaron Mortgage Manager? **"[Streamlines Marketing Effortlessly with Outstanding Support](https://www.g2.com/survey_responses/cimmaron-mortgage-manager-review-12030404)"** **Rating:** 4.5/5.0 stars *— Leslie J.* [Read full review](https://www.g2.com/survey_responses/cimmaron-mortgage-manager-review-12030404) --- **"[Boosts CRM Efficiency with Stellar Automation](https://www.g2.com/survey_responses/cimmaron-mortgage-manager-review-12079364)"** **Rating:** 5.0/5.0 stars *— Yzidro L.* [Read full review](https://www.g2.com/survey_responses/cimmaron-mortgage-manager-review-12079364) --- #### What Are G2 Users Discussing About Cimmaron Mortgage Manager? - [What is Cimmaron Mortgage Manager used for?](https://www.g2.com/discussions/what-is-cimmaron-mortgage-manager-used-for) - 1 comment, 1 upvote ### 5. [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 **How Do G2 Users Rate Jungo: The Mortgage App?** - **Alerts - Mortgage CRM:** 7.9/10 (Category avg: 8.9/10) - **Contact Management - Mortgage CRM:** 8.7/10 (Category avg: 9.1/10) - **Lender Relationship - Mortgage CRM:** 8.2/10 (Category avg: 8.6/10) - **Ease of Use:** 7.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Jungo: The Mortgage App?** - **Seller:** [Jungo](https://www.g2.com/sellers/jungo) - **Year Founded:** 2005 - **HQ Location:** San Diego, CA - **Twitter:** @JungoInc (1,160 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/289961/ (72 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 65% Small-Business, 25% Mid-Market #### What Are Recent G2 Reviews of Jungo: The Mortgage App? **"[Penelope Rocks](https://www.g2.com/survey_responses/jungo-the-mortgage-app-review-9580875)"** **Rating:** 5.0/5.0 stars *— Trip H.* [Read full review](https://www.g2.com/survey_responses/jungo-the-mortgage-app-review-9580875) --- **"[jungo mortgage app is great, jungo via desktop is FANSTASTIC](https://www.g2.com/survey_responses/jungo-the-mortgage-app-review-9505203)"** **Rating:** 4.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/jungo-the-mortgage-app-review-9505203) --- #### What Are G2 Users Discussing About Jungo: The Mortgage App? - [How much is Jungo monthly?](https://www.g2.com/discussions/how-much-is-jungo-monthly) - [How do you use Jungo?](https://www.g2.com/discussions/how-do-you-use-jungo) - [Is Jungo built on Salesforce?](https://www.g2.com/discussions/is-jungo-built-on-salesforce) - 1 comment - [What does Jungo do?](https://www.g2.com/discussions/what-does-jungo-do) - 2 comments ## What Is Mortgage CRM Software? [Loan Software](https://www.g2.com/categories/loan)