Best Mortgage CRM Software - Page 2

How Many Mortgage CRM Software Products Does G2 Track?

Total Products under this Category: 75

Category Stats (Oct 2026)

  • Average Rating: 4.47/5 (↓0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: LoanOfficer.ai (+1.12%) - Among all products in this category, LoanOfficer.ai recorded the largest rating increase compared to last month

Last updated: October 16, 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
  • 75+ 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 CRM Software

G2 Grid® for Mortgage CRM Software plotting products by satisfaction and market presence

Highlighted products: Lead Management, BNTouch Mortgage CRM, nCino's Mortgage Suite, LoanOfficer.ai, Encompass Digital Mortgage Solution, Shape Mortgage CRM, Surefire CRM, and Cimmaron Mortgage Manager.

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=loanofficer-ai&focus%5B%5D=encompass-digital-mortgage-solution&focus%5B%5D=shape-software-shape-mortgage-crm&focus%5B%5D=surefire-crm&focus%5B%5D=cimmaron-mortgage-manager)

LinxCRM

LinxCRM is a Client Relationship Management (CRM) system designed specifically for financial service professionals. It handles mortgage finance, equipment finance, insurance, financial planning and property.

Average Rating: 4.3/5.0

Total Reviews: 4

How Do G2 Users Rate LinxCRM?

  • 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: 8.3/10 (Category avg: 8.6/10)
  • Ease of Use: 7.8/10 (Category avg: 8.7/10)

Who Is the Company Behind LinxCRM?

Who Uses This Product?

  • Company Size: 75% Medium, 25% Small

What Are Recent G2 Reviews of LinxCRM?

What Are G2 Users Discussing About LinxCRM?

Tabrasa

Tabrasa provides sales, marketing, and market intelligence products for the mortgage industry.

Average Rating: 3.8/5.0

Total Reviews: 3

How Do G2 Users Rate Tabrasa?

  • Ease of Use: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Tabrasa?

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Are Recent G2 Reviews of Tabrasa?

What Are G2 Users Discussing About Tabrasa?

Big Purple Dot

Powerful real estate management software for lenders & realtors.

Average Rating: 3.5/5.0

Total Reviews: 3

How Do G2 Users Rate Big Purple Dot?

  • Alerts - Mortgage CRM: 9.2/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 9.2/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 5.8/10 (Category avg: 8.6/10)
  • Ease of Use: 6.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Big Purple Dot?

  • Seller: BigPurpleDot
  • HQ Location: Irvine, US
  • Twitter: @big_purple_dot
    35 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Are Recent G2 Reviews of Big Purple Dot?

What Are G2 Users Discussing About Big Purple Dot?

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Captaloans

Captaloans CRM and Tracking Software combines robust yet simple lead management with mortgage, loan modification, bankruptcy, and debt settlement tracking so you can process more business. Captaloans gives you the tools to manage your loans, leads, and agent productivity.

Average Rating: 4.5/5.0

Total Reviews: 2

How Do G2 Users Rate Captaloans?

  • 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: 8.3/10 (Category avg: 8.6/10)
  • Ease of Use: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Captaloans?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Captaloans?

What Are G2 Users Discussing About Captaloans?

E-Closing

E-Closing is a cloudbased title and closing software

Average Rating: 4.8/5.0

Total Reviews: 2

How Do G2 Users Rate E-Closing?

  • Alerts - Mortgage CRM: 5.0/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 5.0/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 5.0/10 (Category avg: 8.6/10)
  • Ease of Use: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind E-Closing?

  • Seller: E-Closing
  • HQ Location: Concord, US
  • Twitter: @EClosing
    83 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    26 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of E-Closing?

Mortgage Dashboard

Mortgage Dashboard is an all-in-one mortgage information portal, designed to deliver relevant data for analyzing the Canadian mortgage market, as well as trends in lending rates.

Average Rating: 4.8/5.0

Total Reviews: 2

How Do G2 Users Rate Mortgage Dashboard?

  • Alerts - Mortgage CRM: 10.0/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 9.2/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 9.2/10 (Category avg: 8.6/10)
  • Ease of Use: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Mortgage Dashboard?

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of Mortgage Dashboard?

What Are G2 Users Discussing About Mortgage Dashboard?

Mortgage Quest

Mortgage Quest and Market Quest are email marketing systems for the mortgage and real estate industries.

Average Rating: 4.5/5.0

Total Reviews: 2

How Do G2 Users Rate Mortgage Quest?

  • 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 Mortgage Quest?

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of Mortgage Quest?

Trail CRM

Trail CRM is a comprehensive customer relationship management platform specifically designed for mortgage, insurance, and financial advisers. It streamlines client interactions and sales processes, enabling advisers to focus more on delivering quality advice and less on administrative tasks. With a user-friendly interface accessible across desktops, tablets, and mobile devices, Trail CRM ensures seamless communication and efficient management of client relationships. Key Features and Functionality: - Online Client Interactions: Facilitates all client interactions online, allowing advisers to engage with clients remotely and securely. - Branded Client Portal: Offers a customizable portal branded to the adviser's business, enhancing client trust and recognition. - Document Management: Simplifies the collection and management of supporting documents through secure online requests. - Sales Tracking: Enables assignment of leads and monitoring of sales opportunities, keeping sales progress transparent and organized. - Team Management: Allows creation of broker teams, assignment of specific responsibilities, and efficient management of business operations. - Performance Metrics: Provides reporting on key sales metrics to help improve conversion rates and overall performance. - Compliance Support: Ensures adherence to compliance and audit processes with fixed advice procedures and automated servicing events. - Email Integration: Integrates with Gmail and Outlook to automatically store email communications within client profiles for compliance purposes. - Data Management: Maintains a single, up-to-date database for all client information, reducing redundancy and ensuring accuracy. Primary Value and Solutions Provided: Trail CRM addresses the common challenges faced by financial advisers, such as administrative overload, compliance complexities, and client engagement inefficiencies. By automating routine tasks, centralizing client data, and providing tools for effective team and sales management, Trail CRM enhances productivity and profitability. It empowers advisers to deliver high-quality, compliant advice efficiently, ultimately leading to improved client satisfaction and business growth.

Average Rating: 4.8/5.0

Total Reviews: 2

How Do G2 Users Rate Trail CRM?

  • Alerts - Mortgage CRM: 9.2/10 (Category avg: 8.9/10)
  • Contact Management - Mortgage CRM: 10.0/10 (Category avg: 9.1/10)
  • Lender Relationship - Mortgage CRM: 7.5/10 (Category avg: 8.6/10)
  • Ease of Use: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Trail CRM?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Trail CRM?

What Are G2 Users Discussing About Trail CRM?

AllClient CRM Mortgage

AllClients, a superior contact manager, will help the lender stay organized by reminding him or her to follow up with the client who wants to refinance several weeks or months in the future. They can set a reminder and then forget it. When that time rolls around, a to-do reminder will pop up and tell them to go get the deal. All the transaction details are stored on a single screen for easy entry and easy access.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind AllClient CRM Mortgage?

  • Seller: AllClients
  • Year Founded: 2004
  • HQ Location: Sparks, Nevada
  • Twitter: @allclients
    318 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of AllClient CRM Mortgage?

What Are G2 Users Discussing About AllClient CRM Mortgage?

Finance Lobby

The all-in-one Commercial Real Estate financing platform. Financial Brokers and owners manage every lender relationship from one place, on Finance Lobby, and take each CRE deal from first quote to funding. Post your deal in under 90 seconds to the lenders on Finance Lobby who fit it, among +13,000 verified lenders, and share it with your own network, from the bank you close with every quarter to the fund you met once. Your lender relationships stay yours, and Finance Lobby never shares them with anyone. One Lenders tab tracks each lender from first open to quote, and one click nudges every lender still quiet. Every deal arrives fully underwritten. AI builds DSCR, LTV and debt yield in less than 60 seconds and assembles a deal memo with sales and rent comparables built in. Your first quote lands on average within 12 hours, and 70% of brokers get multiple quotes to compare side by side. Lenders join the platform free and over 80% of US FDIC banks trust it. Lenders receive only the deals that match their lending box, while Auto-Quoting allows to quote deals even while they sleep. Once the term sheet is signed, drop in the lender's conditions list and AI builds the closing checklist. Every party gets a secure link only to their items, no account required, with reminders until they deliver. AI checks entity names, date windows, signatures and notarization before a document reaches the lender. Switch lenders mid-deal and you re-collect nothing. Since 2020, more than $40 billion transactions in CRE deals has moved through Finance Lobby, and 70% of deals on the platform receive quotes. The platform serves +4,000 Financial Brokers and +10,000 active borrowers across all 50 states. Close Your Perfect Deal at financelobby.com

Average Rating: 4.4/5.0

Total Reviews: 5

How Do G2 Users Rate Finance Lobby?

  • Ease of Use: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Finance Lobby?

  • Seller: Finance Lobby
  • Year Founded: 2020
  • HQ Location: Miami, Florida, United States
  • Twitter: @Finance_Lobby
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 60% Small, 20% Medium

What Are Recent G2 Reviews of Finance Lobby?

Leaf360

Leaf360 is a comprehensive mortgage management software solution that helps mortgage professionals streamline their processes, engage with clients effectively, and manage their operations from lead generation to post-closing. Designed for mortgage brokers, loan officers, and other industry professionals, Leaf360 centralizes all essential tasks and data, making it easier to manage the entire mortgage lifecycle within one platform. Software Category: Mortgage Management Software Primary Audience: Mortgage brokers, loan officers, and mortgage companies Key Use Cases: Centralized management of mortgage leads and client interactions Streamlining the mortgage application and approval process Enhancing client engagement through automated communication Improving operational efficiency with integrated tools and analytics Main Features and Benefits: Lead Management: Organize and track leads through customized pipelines, ensuring no opportunity is missed. With Leaf360, users can categorize leads based on their stage in the mortgage process, enabling targeted follow-ups and personalized communication. Client Communication: Automate emails, texts, and reminders to maintain consistent communication with clients throughout the mortgage process. This feature helps users keep clients informed and engaged, reducing the chances of drop-offs. Document Management: Securely store and manage all essential documents within the platform. Leaf360 supports easy document sharing and e-signatures, simplifying the process for both clients and professionals. Pipeline Visibility: Gain full visibility into the mortgage pipeline with real-time updates and reporting tools. Users can monitor the progress of each loan, identify bottlenecks, and make data-driven decisions to improve efficiency. Compliance and Security: Ensure compliance with industry regulations through built-in security features and automated audit trails. Leaf360 is designed to meet the stringent requirements of the mortgage industry, providing peace of mind to users. Leaf360 empowers mortgage professionals to manage their workflows more efficiently, improve client satisfaction, and ultimately close more loans with less effort. By integrating all necessary tools into one platform, Leaf360 reduces the complexity of mortgage management, allowing users to focus on what matters most—serving their clients.

Average Rating: 5.0/5.0

Total Reviews: 4

How Do G2 Users Rate Leaf360?

  • 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 Leaf360?

  • Seller: Leaf360
  • HQ Location: Miami, US
  • Twitter: @Leaf360Io
    1 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Leaf360?

Lendware CRM

Lendware is a mortgage CRM platform designed for loan officers and brokers who want to grow their business. With powerful automation, AI propensity modeling (Lendware Predict), native Canva integration, and turnkey marketing content, Lendware helps lenders close more deals and stay top of mind with their database.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind Lendware CRM?

  • Seller: Lendware
  • Year Founded: 2019
  • HQ Location: 192 Lexington Ave 16th Fl. New York, NY 10016
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Lendware CRM?

MLO Shift

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?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of MLO Shift?

What Are G2 Users Discussing About MLO Shift?

Mortgage iQ CRM

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?

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of Mortgage iQ CRM?

What Are G2 Users Discussing About Mortgage iQ CRM?

MortgageMapp

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?

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of MortgageMapp?

Neya Kumaresan
NK
Researched and written by Neya Kumaresan
Updated October 3, 2024