# Best Mortgage CRM Software - Page 4 *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**: 4.45/5 (↑0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings *Last updated: July 18, 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) --- **Sponsored** ### Social Intents Social Intents is a Live Chat and AI Chatbot platform designed to enhance communication between businesses and their website visitors. This solution enables teams to manage website chats directly from popular business collaboration tools such as Microsoft Teams, Slack, Google Chat, Zoom, and Webex. By integrating live chat and AI chatbots into platforms that organizations already utilize, Social Intents eliminates the need for context switching, allowing for a more efficient and cohesive communication experience. Primarily targeted at customer service and sales teams, Social Intents is ideal for organizations looking to improve their online engagement without the complications of adopting additional messaging tools. The platform is particularly beneficial for businesses that handle a high volume of inquiries and require a seamless way to interact with customers across various channels. By providing a unified communication solution, Social Intents helps companies streamline their customer interactions and enhance overall service quality. Users can engage visitors through a web chat widget and popular messaging platforms like WhatsApp, Facebook Messenger, and SMS, ensuring that customers can reach out through their preferred method. This flexibility in communication channels caters to diverse customer preferences, making it easier for businesses to connect with their audience. The ability to meet customers where they are enhances engagement and fosters a more responsive customer service environment. One of the standout features of Social Intents is its capability to build AI chatbots powered by OpenAI's ChatGPT. Users can train these chatbots with their website content in just one click, allowing for quick deployment and immediate assistance for common inquiries. This feature not only enhances response times but also ensures that customers receive accurate information. When more complex issues arise, the platform allows for seamless escalation to human agents, ensuring that customers receive the support they need without delay. The integration of AI chatbots with live chat capabilities offers significant benefits to organizations. By automating responses to frequently asked questions, businesses can free up their human agents to focus on more intricate customer interactions. This dual approach not only improves operational efficiency but also enhances customer satisfaction by providing timely and relevant support. Social Intents distinguishes itself in its category by combining the power of AI with the personal touch of human interaction, creating a balanced and effective customer service solution. [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=2026-07-20T23%3A20%3A40Z&secure%5Bdisplayable_resource_id%5D=191&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=84670&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=84670&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%3Fpage%3D2&secure%5Btoken%5D=e57807fd7d7c843569739744a70a9e112e148f8c2fd44580a1f51fe2f1502a17&secure%5Burl%5D=https%3A%2F%2Fsocialintents.com%2Fsignup.do%3Futm_campaign%3Dg2%26utm_content%3Dfree-trial%26utm_medium%3Dg2%26utm_source%3Dmyg2&secure%5Burl_type%5D=free_trial) --- ## What Is Mortgage CRM Software? [Loan Software](https://www.g2.com/categories/loan)