# Best Mortgage CRM Software - Page 2

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


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

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

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






## 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=66318&focus%5B%5D=96038&focus%5B%5D=9786&focus%5B%5D=170331&focus%5B%5D=59139&focus%5B%5D=74875&focus%5B%5D=53089)
Highlighted products: Lead Management, BNTouch Mortgage CRM, nCino's Mortgage Suite, Encompass Digital Mortgage Solution, Shape Mortgage Software, Cimmaron Mortgage Manager, Surefire CRM, and Insellerate.
Underlying data: [Grid® JSON](https://www.g2.com/categories/mortgage-crm/grids.json?focus%5B%5D=total-expert-lead-management&focus%5B%5D=bntouch-mortgage-crm&focus%5B%5D=ncino-s-mortgage-suite&focus%5B%5D=encompass-digital-mortgage-solution&focus%5B%5D=shape-mortgage-software&focus%5B%5D=cimmaron-mortgage-manager&focus%5B%5D=surefire-crm&focus%5B%5D=insellerate)


## 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.


## Which Mortgage CRM Software Is Best for Your Use Case?

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


---

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---

## What Are the Top-Rated Mortgage CRM Software Products in 2026?
### 1. [MLO Shift](https://www.g2.com/products/mlo-shift/reviews)
The proven mortgage system that helps you convert more leads, get organized and grow your business


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate MLO Shift?**

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

**Who Is the Company Behind MLO Shift?**

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

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of MLO Shift?

**"[THE BEST mortgage crm for small teams and groups.](https://www.g2.com/survey_responses/mlo-shift-review-1808880)"**

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

[Read full review](https://www.g2.com/survey_responses/mlo-shift-review-1808880)

---


#### What Are G2 Users Discussing About MLO Shift?

- [What is MLO Shift used for?](https://www.g2.com/discussions/what-is-mlo-shift-used-for)

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


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

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

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

**Who Uses This Product?**
- **Company Size:** 100% Enterprise



#### What Are Recent G2 Reviews of Mortgage iQ CRM?

**"[Mortgage iQ CRM is the leading CRM in the Mortgage Industry](https://www.g2.com/survey_responses/mortgage-iq-crm-review-5318674)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Information Technology and Services*

[Read full review](https://www.g2.com/survey_responses/mortgage-iq-crm-review-5318674)

---


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

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

### 3. [MortgageMapp](https://www.g2.com/products/mortgagemapp/reviews)
MortgageMapp offers mobile marketing solutions for real estate professionals.


**Average Rating:** 4.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate MortgageMapp?**

- **Alerts - Mortgage CRM:** 8.3/10 (Category avg: 8.9/10)
- **Contact Management - Mortgage CRM:** 8.3/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 6.7/10 (Category avg: 8.6/10)
- **Ease of Use:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind MortgageMapp?**

- **Seller:** [MortgageMapp](https://www.g2.com/sellers/mortgagemapp)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Enterprise



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

**"[MortgageMapp Review](https://www.g2.com/survey_responses/mortgagemapp-review-6800278)"**

**Rating:** 4.0/5.0 stars
*— Nitin C.*

[Read full review](https://www.g2.com/survey_responses/mortgagemapp-review-6800278)

---



### 4. [Mortgage Returns](https://www.g2.com/products/mortgage-returns/reviews)
Integrated CRM for the modern mortgage world. Integrated into the industry's leading loan origination systems, including Ellie Mae's Encompass


**Average Rating:** 4.0/5.0
**Total Reviews:** 1

**Who Is the Company Behind Mortgage Returns?**

- **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?**
- **Company Size:** 100% Mid-Market



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

**"[Database management, automated marketing and CRM](https://www.g2.com/survey_responses/mortgage-returns-review-5250183)"**

**Rating:** 4.0/5.0 stars
*— Sarath S.*

[Read full review](https://www.g2.com/survey_responses/mortgage-returns-review-5250183)

---


#### What Are G2 Users Discussing About Mortgage Returns?

- [What is Mortgage Returns used for?](https://www.g2.com/discussions/what-is-mortgage-returns-used-for)

### 5. [MyCRMDashboard](https://www.g2.com/products/mycrmdashboard/reviews)
MyCRMDashboard from Continuity Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO. The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media. The online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features. The ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.


**Average Rating:** 3.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate MyCRMDashboard?**

- **Alerts - Mortgage CRM:** 5.0/10 (Category avg: 8.9/10)
- **Contact Management - Mortgage CRM:** 6.7/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 6.7/10 (Category avg: 8.6/10)
- **Ease of Use:** 5.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind MyCRMDashboard?**

- **Seller:** [Continuity Programs](https://www.g2.com/sellers/continuity-programs)
- **HQ Location:** Walled Lake, MI
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business




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

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

### 6. [Revo Mortgage Collaboration](https://www.g2.com/products/revo-mortgage-collaboration/reviews)
Revo Mortgage Collaboration is a cloud-based deal management service, it addresses the missing technology gap for mortgage application process and workflow management for high volume mortgage producers and their assistants using a cloud-based CRM service solution.


**Average Rating:** 4.5/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Revo Mortgage Collaboration?**

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

**Who Is the Company Behind Revo Mortgage Collaboration?**

- **Seller:** [Revodoc](https://www.g2.com/sellers/revodoc)
- **Year Founded:** 2013
- **HQ Location:** Calgary, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/revodoc-inc- (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Enterprise



#### What Are Recent G2 Reviews of Revo Mortgage Collaboration?

**"[The Best Way to Close More Deals](https://www.g2.com/survey_responses/revo-mortgage-collaboration-review-8136263)"**

**Rating:** 4.5/5.0 stars
*— DEEPAK S.*

[Read full review](https://www.g2.com/survey_responses/revo-mortgage-collaboration-review-8136263)

---



### 7. [Third Floor](https://www.g2.com/products/third-floor/reviews)
Third Floor is the infrastructure for your mortgage business. Built for loan officers, it streamlines communication and workflows so nothing falls through the cracks. Smart templates let you scale personalized outreach, while a centralized communication log keeps your whole team on the same page. Send mass texts, auto-generate documents pre-filled with borrower or loan data, and trigger surveys to catch issues early or gather reviews after closing. Track every referral with clear attribution and smart dashboards, then use automated partner updates via text or email to keep your top sources informed and engaged. Our Story At Third Floor, we’ve spent years inside this industry—building, fixing, and sometimes untangling the messy systems loan officers rely on. We’ve seen first-hand how outdated technology slows down good people. In fact, our founder, Brian Sparr, lived it. Before starting Third Floor, Brian ran a real estate business and experienced the same frustrations loan officers face every day: juggling too many tools, broken processes, and technology that just wasn’t built for the way the business really works. So he built something better. Drawing on his background in tech—with roles at Trulia and PayPal—Brian created the early version of Third Floor to help his own team run smarter and faster. When his lender friends saw what he’d built, they wanted in. That’s when Third Floor became more than a side project. Today, Third Floor is the modern infrastructure for mortgage businesses—designed from the ground up to serve the way today’s top producers operate.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Third Floor?**

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

**Who Is the Company Behind Third Floor?**

- **Seller:** [Third Floor](https://www.g2.com/sellers/third-floor)
- **Year Founded:** 2020
- **HQ Location:** Cary, US
- **LinkedIn® Page:** https://www.linkedin.com/company/thirdfloor-ai/ (14 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Small-Business



#### What Are Recent G2 Reviews of Third Floor?

**"[Centralized comms is a game changer](https://www.g2.com/survey_responses/third-floor-review-11545806)"**

**Rating:** 5.0/5.0 stars
*— Verified User in Accounting*

[Read full review](https://www.g2.com/survey_responses/third-floor-review-11545806)

---



### 8. [Velocify LoanEngage](https://www.g2.com/products/velocify-loanengage/reviews)
Velocify LoanEngage is the only mortgage CRM software powerful enough to unite lenders and loan officers. In addition to the marketing features offered by other platforms, which mostly benefit lenders, Velocify LoanEngage provides our unique brand of sales automation that helps loan officers build and grow their relationships with borrowers and referral partners.


**Average Rating:** 4.0/5.0
**Total Reviews:** 1
**How Do G2 Users Rate Velocify LoanEngage?**

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

**Who Is the Company Behind Velocify LoanEngage?**

- **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?**
- **Company Size:** 100% Mid-Market



#### What Are Recent G2 Reviews of Velocify LoanEngage?

**"[Bit difficult](https://www.g2.com/survey_responses/velocify-loanengage-review-5065699)"**

**Rating:** 4.0/5.0 stars
*— Gaurang P.*

[Read full review](https://www.g2.com/survey_responses/velocify-loanengage-review-5065699)

---


#### What Are G2 Users Discussing About Velocify LoanEngage?

- [What is Velocify LoanEngage used for?](https://www.g2.com/discussions/what-is-velocify-loanengage-used-for)

### 9. [Adviser IQ](https://www.g2.com/products/adviser-iq/reviews)
We have developed a CRM system for mortgage and protection brokers in the UK, which is AI-driven and has been created to make the lives of brokers easier.



**Who Is the Company Behind Adviser IQ?**

- **Seller:** [Adviser IQ](https://www.g2.com/sellers/adviser-iq)
- **HQ Location:** London, GB
- **LinkedIn® Page:** https://www.linkedin.com/company/advise-iq (1 employees on LinkedIn®)






### 10. [Anow](https://www.g2.com/products/anow/reviews)
With Anow's appraisal management software, mobile app, and form filler, you get one cohesive platform to run your entire business with ease, and more efficiently than ever before. Manage all of your pending and accepted orders, update clients with automated notifications, accept online orders and more with the most modern, user-friendly software on the market. As a third generation appraiser and having completed thousands of appraisals during his decade in the field, Marty Haldane experienced first hand the appraisal industry’s modernization gap. Launched in 2011 by Haldane, a multi-generational appraisal professional, Anow streamlines a wide range of everyday appraisal processes while offering unmatched business insights to help appraisers compete in today’s digital environment. Powerful order tracking, job assignment, collaboration, and scheduling tools allow appraisers and administrative staff to save time, assign appraisals more easily and deliver exceptional service to clients and mortgage lenders from any web-enabled device. Advanced reporting enables business owners to manage fee competition and turn times with ease. Anow is headquartered in Red Deer, Alberta. For more information, visit anow.com.



**Who Is the Company Behind Anow?**

- **Seller:** [Appraisers Now](https://www.g2.com/sellers/appraisers-now)
- **HQ Location:** Tampa, US
- **LinkedIn® Page:** http://www.linkedin.com/company/appraisers-now (19 employees on LinkedIn®)






### 11. [DocuQuire](https://www.g2.com/products/docuquire/reviews)
DocuQuire is a mortgage document workflow automation platform built for licensed mortgage brokers, agents, and brokerages across North America. Mortgage professionals use DocuQuire to replace the manual document chasing cycle - emails, follow-ups, wrong formats, missed deadlines - with a streamlined workflow that handles collection, management, and lender submission from a single platform. Borrowers receive a secure upload link and see exactly what documents are required. Automated reminders go out without the broker having to follow up manually. Every document is organized by deal, by borrower, and by document type as it arrives. When the file is complete, the platform compiles a professional lender package and sends it directly to the lender. For brokerages, a dedicated dashboard gives Principal Brokers full visibility into every agent's deals and document status in real time. Key features: document requests and borrower upload portal, automated reminders, lender package generation and submission, compliance package generation, e-signatures, renewal date tracking, appointment booking, performance analytics, and brokerage team management. Built by a 9-year licensed mortgage agent who experienced these problems firsthand. Built to meet mortgage industry compliance and data security requirements across North America.



**Who Is the Company Behind DocuQuire?**

- **Seller:** [DocuQuire](https://www.g2.com/sellers/docuquire)
- **Year Founded:** 2025
- **HQ Location:** Kitchener, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/docuquire-inc/ (1 employees on LinkedIn®)






### 12. [Effi](https://www.g2.com/products/effi/reviews)
We set out to create the ultimate platform for mortgage brokers that would never need to be replaced



**Who Is the Company Behind Effi?**

- **Seller:** [Effi](https://www.g2.com/sellers/effi)
- **Year Founded:** 2020
- **HQ Location:** Sydney, AU
- **LinkedIn® Page:** http://www.linkedin.com/company/effi-tech (10 employees on LinkedIn®)






### 13. [evalo Valuation Process Management](https://www.g2.com/products/evalo-valuation-process-management/reviews)
Evalo, Software for Property Valuation Business, is robust and meticulously designed to save your time at every step. It is revealed in our mobile and web applications which are used to collect property details from the site by the field engineer and report preparation (Maker & Checker) in your office by the operator & reviewer/approver. It’s Data Entry shortcuts and Drop Downs to reduce error & rework, Dedupe Functionality to replicate Valuations into various Formats to reduce effort, Valuations Comparables to Strengthen your Opinion, Structured Data stored in your server to comply with your Client’s NDA, and so much more.



**Who Is the Company Behind evalo Valuation Process Management?**

- **Seller:** [Evalo](https://www.g2.com/sellers/evalo)
- **HQ Location:** Chennai, IN
- **LinkedIn® Page:** http://www.linkedin.com/company/evalo-the-valuer (3 employees on LinkedIn®)






### 14. [EyeOnMyLoan](https://www.g2.com/products/eyeonmyloan/reviews)
EyeOnMyLoan is a unique software developed to help save Mortgage Brokers and Loan Officers valuable time.



**Who Is the Company Behind EyeOnMyLoan?**

- **Seller:** [Eyeonmyloan](https://www.g2.com/sellers/eyeonmyloan)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)






### 15. [Inmolender](https://www.g2.com/products/inmolender/reviews)
Inmolender es la plataforma SaaS todo-en-uno diseñada específicamente para brokers hipotecarios e intermediarios de crédito inmobiliario (ICI) registrados en el Banco de España. A diferencia de los CRM genéricos, Inmolender centraliza todo el ciclo de la operación hipotecaria en una única herramienta: desde la captación del lead hasta el cierre de la operación. Gestión integral de expedientes hipotecarios: seguimiento completo del ciclo de vida de cada operación, control documental, historial centralizado y comunicación con todos los participantes desde una sola plataforma. Módulos de Inteligencia Artificial incluidos: análisis de viabilidad financiera automático con detección de riesgos, redacción inteligente de correos profesionales y recomendaciones concretas para mejorar cada expediente. Funcionalidades exclusivas para el mercado español: consulta de informes CIRBE al Banco de España, generación y envío de Estados Reservados en Materia de Conducta, y herramientas adaptadas a la normativa de la Ley 5/2019 de contratos de crédito inmobiliario. Colaboración y escalabilidad: gestión multiusuario con asignación de tareas, notificaciones en tiempo real, informes dinámicos de actividad, control de rentabilidad y comisiones por operación, y una potente herramienta de captación de leads con asignación automática. Sin sorpresas: precios fijos y transparentes, prueba gratuita sin tarjeta de crédito, actualizaciones frecuentes incluidas, soporte personalizado y copias de seguridad diarias. Inmolender es la solución de referencia para despachos de intermediación hipotecaria que quieren profesionalizar su operativa, ahorrar horas de trabajo administrativo y escalar su negocio con tecnología diseñada para su sector.



**Who Is the Company Behind Inmolender?**

- **Seller:** [Inmolender](https://www.g2.com/sellers/inmolender)
- **Year Founded:** 2025
- **HQ Location:** Valencia, ES
- **LinkedIn® Page:** https://www.linkedin.com/company/inmolender/ (1 employees on LinkedIn®)






### 16. [Interact Application Suite](https://www.g2.com/products/interact-application-suite/reviews)
Interact digital platform enables you to react to rapidly evolving market challenges, regardless of whether you're a retail or commercial bank, a universal bank, a community bank or a credit union.



**Who Is the Company Behind Interact Application Suite?**

- **Seller:** [Fintilect](https://www.g2.com/sellers/fintilect)
- **Year Founded:** 1985
- **HQ Location:** London, GB
- **LinkedIn® Page:** https://www.linkedin.com/company/fintilect/ (67 employees on LinkedIn®)






### 17. [iZone](https://www.g2.com/products/izone/reviews)
We provide our services in a range of sectors including Mortgage Lending, Property Management, Financial Advice, Legal Services, Recruitment, Insurance, Telesales, Business to Business, Business to Consumer and more. Our systems are perfect for the regulated environment and are used by businesses regulated by the Prudential Regulation Authority () as well in many areas regulated by the Financial Conduct Authority , including mortgages, insurance and consumer credit activities. iZone offers you and your business a tailored solution.



**Who Is the Company Behind iZone?**

- **Seller:** [iZone Software](https://www.g2.com/sellers/izone-software)
- **Year Founded:** 2016
- **HQ Location:** Swansea, GB
- **LinkedIn® Page:** http://www.linkedin.com/company/izone-software-limited (3 employees on LinkedIn®)






### 18. [LendAxiom](https://www.g2.com/products/lendaxiom/reviews)
LendAxiom is an intelligent mortgage operations platform staffed by true AI employees (not chatbots). Instead of setting up and creating tasks yourself, we provide you an AI team that runs the branch with you. You get a loan officer assistant you name and give a personality, who works your pipeline around the clock, drafts personalized texts and emails, builds premium client-ready estimate presentations in 60 seconds, and answers VA, FHA, Conventional, and USDA guideline questions. It also has the ability to analyze multiple scenarios to tell a new loan officer (or even a seasoned one) which is more beneficial and why. You have an AI sales manager that scores every lead 0 to 100, routes leads by loan officer performance, and forecasts your branch's monthly revenue while surfacing issues with loans and tracks the data on what converts and why. An AI database manager works your old leads/closed loans and re-engages past clients the moment rates drop enough to help. It also manages your loan officers and alerts you to who is converting at a high level and who isn't working as hard as they could. Native Apple iMessage delivers real blue-bubble texts with 98% open rate on a dedicated phone number that can also receive phone calls. One platform that replaces your loan officer CRM, rate-watch tool, and borrower presentation software, and does the work of the assistant and sales manager you'd otherwise hire.



**Who Is the Company Behind LendAxiom?**

- **Seller:** [LendAxiom](https://www.g2.com/sellers/lendaxiom)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)






### 19. [LenderSpark.ai](https://www.g2.com/products/lenderspark-ai/reviews)
LenderSpark.ai is an AI-native mortgage CRM built from the ground up for loan officers and lending teams. Unlike traditional CRMs that bolt AI on as an afterthought, LenderSpark was designed from day one so AI has full access to your pipeline, campaigns, and compliance data. Features include stage-aware campaign automation, native Gmail and Twilio SMS integration, mortgage-specific pipeline management, enterprise compliance with PII redaction and audit trails, and real-time analytics. No Zapier required. Works out of the box.



**Who Is the Company Behind LenderSpark.ai?**

- **Seller:** [LenderSpark.ai](https://www.g2.com/sellers/lenderspark-ai)
- **Year Founded:** 2026
- **HQ Location:** Latah, US
- **LinkedIn® Page:** https://www.linkedin.com/company/lenderspark-ai/ (1 employees on LinkedIn®)






### 20. [MGIC Elements](https://www.g2.com/products/mgic-elements/reviews)
MGIC Elements is a bit like your ideal personal (lab) assistant. You get to call all the shots, like choosing professionally designed letters and emails, and Elements will customize and automate the process, freeing you from licking envelopes and keeping your business at the top of your customer's mind.



**Who Is the Company Behind MGIC Elements?**

- **Seller:** [Continuity Programs](https://www.g2.com/sellers/continuity-programs)
- **HQ Location:** Walled Lake, MI
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)






### 21. [mloflo](https://www.g2.com/products/mloflo/reviews)
Take a proven mortgage business building system and enable it with cutting edge technology and you get mloflo! The only mortgage CRM on the market that not only makes your business more efficient, but shows you specific actions to take to grow your referrals and nurture your network.



**Who Is the Company Behind mloflo?**

- **Seller:** [mloflo](https://www.g2.com/sellers/mloflo)
- **Year Founded:** 2022
- **HQ Location:** Tampa, US
- **LinkedIn® Page:** https://www.linkedin.com/company/86697664 (15 employees on LinkedIn®)






### 22. [Mortgage Insight Lab](https://www.g2.com/products/mortgage-insight-lab/reviews)
Mortgage Insight Lab™ is the Mortgage Intelligence Platform for Canadian brokers — it connects to your LOS and surfaces the renewals, risks, and opportunities already in your book. Stop managing your pipeline in spreadsheets. MIL turns your existing book of business into actionable intelligence.



**Who Is the Company Behind Mortgage Insight Lab?**

- **Seller:** [DGA Impact](https://www.g2.com/sellers/dga-impact)
- **Year Founded:** 2026
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/authorityhubai (1 employees on LinkedIn®)






### 23. [Moso Mortgage Software](https://www.g2.com/products/moso-mortgage-software/reviews)
Moso Mortgage Software is a digital mortgage platform that provides Brokers and LOs with customized websites, online application generation, rate alerts, borrower portal, CRM and Cloud-based Document Management.



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

- **Seller:** [Moso](https://www.g2.com/sellers/moso)
- **HQ Location:** San Jose, US
- **LinkedIn® Page:** https://www.linkedin.com/company/mososoftware/ (57 employees on LinkedIn®)






### 24. [Motivator](https://www.g2.com/products/motivator/reviews)
Motivator is the most powerful combination of a digital marketing platform and CRM in the mortgage industry.



**Who Is the Company Behind Motivator?**

- **Seller:** [Motivator CRM](https://www.g2.com/sellers/motivator-crm)
- **HQ Location:** Charlotte, US
- **LinkedIn® Page:** https://www.linkedin.com/company/89692529 (1 employees on LinkedIn®)






### 25. [myhomeIQ](https://www.g2.com/products/myhomeiq/reviews)
myhomeIQ is a real estate and mortgage technology platform designed for real estate agents, mortgage lenders, and loan officers. Its core mission is to help professionals build life-long client relationships and drive repeat and referral business through automated, personalized engagement and intelligent analytics.



**Who Is the Company Behind myhomeIQ?**

- **Seller:** [myhomeIQ ](https://www.g2.com/sellers/myhomeiq)
- **Year Founded:** 2019
- **HQ Location:** Greenville, US
- **LinkedIn® Page:** https://www.linkedin.com/company/89681293/ (19 employees on LinkedIn®)







## What Is Mortgage CRM Software?

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