# Best Mortgage CRM Software - Page 2

## How Many Mortgage CRM Software Products Does G2 Track?

**Total Products under this Category:** 57

### Category Stats (Aug 2026)

- **Average Rating:** 4.45/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings

_Last updated: August 01, 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.

## 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)

**Sponsored**

### BNTouch Mortgage CRM

BNTouch Mortgage CRM is an all-in-one mortgage CRM and point-of-sale platform built specifically for mortgage loan originators (MLOs), brokers, mortgage teams, and mortgage companies. It brings the full mortgage relationship lifecycle into one system: capture a lead, work the prospect, collect an application, manage borrower and partner communication while the loan is in process, and keep the relationship active after funding. BNTouch includes: - Mortgage CRM and lead management: Capture leads from forms and web chat; organize borrowers, prospects, past clients, and referral partners; route and distribute leads; manage stages, notes, tags, groups, custom fields, tasks, activities, and follow-up. - Sales and pipeline workflows: Use task lists, checklists, reminders, call and email activity, lead-source tracking, dashboards, scorecards, reporting, forecasting, and team workflow visibility. - Mortgage marketing: Deploy 400+ prebuilt mortgage marketing campaigns, email campaigns, newsletters, video marketing, social content, co-marketing, direct-mail and postcard workflows, and milestone follow-up for birthdays, loan anniversaries, and funded loans. - Digital mortgage and POS workflows: Support digital 1003 applications, borrower and referral-partner portals, document requests and collection, e-signature options, preapproval-letter workflows, and in-process borrower communication. Post-close retention: Manage past-client follow-up, refinance opportunities, rate-related opportunities, listing signals, referral requests, and ongoing relationship marketing after funding. - MAIA AI Assistant: Use natural-language requests to find CRM information, summarize conversations, draft emails and marketing content, create or update tasks, notes, records, and statuses, set reminders, and navigate BNTouch. MAIA is user-directed CRM assistance and does not underwrite loans or replace compliance review. - Opportunity Mining: An available intelligence module that can surface credit, equity, refinance, rate, and listing-related opportunities from a mortgage database. The loan officer chooses the next action: call, text, email, assign a task, or place the contact into an appropriate workflow. - Connected workflows: BNTouch supports LOS-connected CRM workflows, plus email, calendar, lead-source, calling, pricing, and Zapier-connected tools. Buyers should confirm their specific LOS, integration method, module, and plan availability during evaluation. - White Glove managed CRM service: An optional service for teams that want help with process analysis, configuration, campaign creation, automation, workflow setup, reporting, implementation, and training. BNTouch at a glance: - 22+ years built only for mortgage - 40+ mortgage tools across CRM, marketing, borrower workflows, and available modules - 400+ prebuilt mortgage marketing campaigns - 4,500+ active mortgage offices - 6,500+ mortgage offices served since 2003 - $43.7B+ in mortgage loans closed by users over the last two years - 1300+ verified reviews at a 4.7-star aggregate across BNTouch review sources

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1541&secure%5Bchosen_at%5D=2026-08-02T00%3A51%3A00Z&secure%5Bdisplayable_resource_id%5D=1541&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1541&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=66318&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%26source%3Dsearch&secure%5Btoken%5D=bb794066dae35dfe0adc240d71a17a8c7cee7e64f721ed767d58d9894444c62d&secure%5Burl%5D=https%3A%2F%2Fwww.bntouch.com&secure%5Burl_type%5D=company_website)

### [Tabrasa](https://www.g2.com/products/tabrasa/reviews)

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?

- **Seller:** [Vantage Production](https://www.g2.com/sellers/vantage-production)
- **HQ Location:** Red Bank, NJ, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b6f4083cb29008f480d99e3275618ace64ca3d98d96b8cb861337146c0427e38&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvantageproduction%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

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

**["VIP review"](https://www.g2.com/survey_responses/tabrasa-review-890969)**

**Rating:** 4.0/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/tabrasa-review-890969)

**["Mortage's Best Friend"](https://www.g2.com/survey_responses/tabrasa-review-6848069)**

**Rating:** 4.0/5.0 stars

_— Madhumitha D._

[Read full review](https://www.g2.com/survey_responses/tabrasa-review-6848069)

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

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

### [Big Purple Dot](https://www.g2.com/products/big-purple-dot/reviews)

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](https://www.g2.com/sellers/bigpurpledot)
- **HQ Location:** Irvine, US
- **Twitter:** @big\_purple\_dot  
35 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=55f8beb0d677f6f6b0a36cfe1ce7cc30ea6076a3fe78998698db933a67e054e6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F28145148&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 67% Small, 33% Medium

#### What Are Recent G2 Reviews of Big Purple Dot?

**["Love Big Purple Dot"](https://www.g2.com/survey_responses/big-purple-dot-review-6733339)**

**Rating:** 4.5/5.0 stars

_— Mohammed A._

[Read full review](https://www.g2.com/survey_responses/big-purple-dot-review-6733339)

#### What Are G2 Users Discussing About Big Purple Dot?

- [What is Big Purple Dot used for?](https://www.g2.com/discussions/what-is-big-purple-dot-used-for)

### [Captaloans](https://www.g2.com/products/captaloans/reviews)

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?

- **Seller:** [Interactive Ideas](https://www.g2.com/sellers/interactive-ideas)
- **Year Founded:** 2007
- **HQ Location:** N/A
- **Twitter:** @captaloans  
112 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=016c10d36765da69422808c59adbd417a8a22ff02964973ffc2541bfedbf4b0a&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcaptaloans%3Ftrk%3Dfc_badge&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["is a good tool to track debt settlement or loan modification."](https://www.g2.com/survey_responses/captaloans-review-5290596)**

**Rating:** 4.5/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/captaloans-review-5290596)

**["Simple and robust"](https://www.g2.com/survey_responses/captaloans-review-5432664)**

**Rating:** 4.5/5.0 stars

_— Amit B._

[Read full review](https://www.g2.com/survey_responses/captaloans-review-5432664)

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

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

### [E-Closing](https://www.g2.com/products/e-closing/reviews)

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](https://www.g2.com/sellers/e-closing)
- **HQ Location:** Concord, US
- **Twitter:** @EClosing  
83 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e29e7c63e6e2a3468ac9417f4e332764ae3bbca4f2b9db4ca78bb56f796b1dc6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fe-closing&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of E-Closing?

**["Great real estate software"](https://www.g2.com/survey_responses/e-closing-review-4311682)**

**Rating:** 5.0/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/e-closing-review-4311682)

**["New generation of Success"](https://www.g2.com/survey_responses/e-closing-review-7661979)**

**Rating:** 4.5/5.0 stars

_— Verified User in Consumer Services_

[Read full review](https://www.g2.com/survey_responses/e-closing-review-7661979)

### [LoanOfficer.ai](https://www.g2.com/products/loanofficer-ai/reviews)

LoanOfficer.ai is an AI-powered mortgage CRM built specifically for mortgage professionals, including individual loan officers, mortgage brokers, branch managers, and mortgage companies. The platform helps users automate lead follow-up, borrower communication, Realtor relationship management, marketing campaigns, appointment scheduling, mortgage websites, and AI-powered customer engagement. It is designed for mortgage businesses looking to increase productivity, generate more referrals, and close more loans through intelligent automation.

**Average Rating:** 5.0/5.0

**Total Reviews:** 2

#### How Do G2 Users Rate LoanOfficer.ai?

- **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:** 9.2/10 (Category avg: 8.7/10)

#### Who Is the Company Behind LoanOfficer.ai?

- **Seller:** [LoanOfficer.ai](https://www.g2.com/sellers/loanofficer-ai)
- **Year Founded:** 2020
- **HQ Location:** Rancho Santa Margarita, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3af0b18484b7f076f212a2183adc64c673f312c55ff622a58b09e15885cf69e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Floanofficer-ai&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of LoanOfficer.ai?

**["LoanOfficerAI Is a Game-Changer: Intuitive, Fast, and Saves Hours Every Week"](https://www.g2.com/survey_responses/loanofficer-ai-review-13107531)**

**Rating:** 5.0/5.0 stars

_— Spiro H._

[Read full review](https://www.g2.com/survey_responses/loanofficer-ai-review-13107531)

**["The great loan officer CRM on planet earth."](https://www.g2.com/survey_responses/loanofficer-ai-review-13092410)**

**Rating:** 5.0/5.0 stars

_— Lorin H._

[Read full review](https://www.g2.com/survey_responses/loanofficer-ai-review-13092410)

### [Mortgage Dashboard](https://www.g2.com/products/mortgage-dashboard/reviews)

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?

- **Seller:** [mdashboard](https://www.g2.com/sellers/mdashboard)
- **Year Founded:** 2006
- **HQ Location:** Toronto, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c975cc7a13f20439ec663f5ad29dadd050dfb7da302c7b4641073a7afda85e3b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcanadian-mortgage-trends&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

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

**["Very Flexible and Provides Dashboard Integration and Customisation"](https://www.g2.com/survey_responses/mortgage-dashboard-review-5284245)**

**Rating:** 4.5/5.0 stars

_— Verified User in Market Research_

[Read full review](https://www.g2.com/survey_responses/mortgage-dashboard-review-5284245)

**["This dashboard has been a great tool for everyday use at work and it has made everything easy."](https://www.g2.com/survey_responses/mortgage-dashboard-review-4977607)**

**Rating:** 5.0/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/mortgage-dashboard-review-4977607)

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

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

### [Mortgage Quest](https://www.g2.com/products/mortgage-quest/reviews)

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?

- **Seller:** [Market Focus](https://www.g2.com/sellers/market-focus)
- **HQ Location:** United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1fed6fe5bdba50a5e0bf9ebc63d0026d4878a0091a6cf7143f03e7f18fdaf6c4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7178245&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

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

**["Very good software for keeping in contact with clients"](https://www.g2.com/survey_responses/mortgage-quest-review-6832344)**

**Rating:** 4.0/5.0 stars

_— Ved Prakash G._

[Read full review](https://www.g2.com/survey_responses/mortgage-quest-review-6832344)

**["a top quality personal mortgage service"](https://www.g2.com/survey_responses/mortgage-quest-review-6788549)**

**Rating:** 5.0/5.0 stars

_— Yogeshwer V S._

[Read full review](https://www.g2.com/survey_responses/mortgage-quest-review-6788549)

### [Trail CRM](https://www.g2.com/products/trail-crm/reviews)

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?

- **Seller:** [Trail CRM](https://www.g2.com/sellers/trail-crm)
- **Year Founded:** 2017
- **HQ Location:** Auckland, NZ
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4e66a9181e1f2ce2d72234d618fbd863aa1f64f88f89e033e4f8255eaf4e9c79&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgettrail&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Highly effective in demand generation and tracking"](https://www.g2.com/survey_responses/trail-crm-review-5316098)**

**Rating:** 4.5/5.0 stars

_— Verified User in Education Management_

[Read full review](https://www.g2.com/survey_responses/trail-crm-review-5316098)

**["Amazing system and awesome team"](https://www.g2.com/survey_responses/trail-crm-review-7854477)**

**Rating:** 5.0/5.0 stars

_— Johan F._

[Read full review](https://www.g2.com/survey_responses/trail-crm-review-7854477)

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

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

### [AllClient CRM Mortgage](https://www.g2.com/products/allclient-crm-mortgage/reviews)

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](https://www.g2.com/sellers/allclients)
- **Year Founded:** 2004
- **HQ Location:** Sparks, Nevada
- **Twitter:** @allclients  
318 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3670e87418ce8be567dabad4d358c9c1c73381ab5f28c09a1a19990e216e65cb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fallclients%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Simple, Customizable and A+ Customer Service"](https://www.g2.com/survey_responses/allclient-crm-mortgage-review-4504241)**

**Rating:** 5.0/5.0 stars

_— Holly H._

[Read full review](https://www.g2.com/survey_responses/allclient-crm-mortgage-review-4504241)

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

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

### [Leaf360](https://www.g2.com/products/leaf360/reviews)

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](https://www.g2.com/sellers/leaf360)
- **HQ Location:** Miami, US
- **Twitter:** @Leaf360Io  
1 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=788766749eaeed6400015db5fbf5b60efee50270af96b7abef3156117ea363bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fleaf360%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Leaf360?

**["Exceptional Service from Leaf360 Team"](https://www.g2.com/survey_responses/leaf360-review-9964159)**

**Rating:** 5.0/5.0 stars

_— Tiffany M._

[Read full review](https://www.g2.com/survey_responses/leaf360-review-9964159)

**["Absolutely thrilled with Leaf360!"](https://www.g2.com/survey_responses/leaf360-review-9907546)**

**Rating:** 5.0/5.0 stars

_— Cathy z._

[Read full review](https://www.g2.com/survey_responses/leaf360-review-9907546)

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=78c371632fd4948f3c1d6b37193a32a68a4628ab7151deb74aea8bddfe337009&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmlo-shift-llc&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### 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)

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d4af52b121154602b2c2bcc2608db2806abbca5abfd886435fa4fb2449ab637e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmortgageiq&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### 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)

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Large

#### 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)

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=172748a21eadd39f3e6a11ad66733fa326aac00f72d634c6964bf90e69722ab1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11841%2F&secure%5Burl_type%5D=linkedin_company_website)  
462 employees on LinkedIn®
- **Ownership:** NYSE: ELLI

#### Who Uses This Product?

- **Company Size:** 100% Medium

#### 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)

### [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:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

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

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Similar Categories

- [Loan Management](/categories/loan-management)
- [Loan Origination](/categories/loan-origination)

- [Loan Pricing](/categories/loan-pricing)
- [Loan Servicing](/categories/loan-servicing)

[Browse Mortgage CRM Themes](/categories/mortgage-crm/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated October 3, 2024

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

Show More