# 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** ### Nectar The Nectar Culture Suite connects recognition and rewards, internal communication, and feedback to give leaders clear insights that strengthen organizational health and employee performance. Nectar’s solutions integrate with the HR tools your teams already use, including Teams, Slack, Outlook, and your HRIS software helping you create the ideal workplace that people don’t want to leave. NECTAR RECOGNIZE Recognition isn't just a nice-to-have. Nectar Recognize provides recognition features that reduce turnover, boost morale, and give your people a reason to stay engaged every single day. Functionality includes: peer-to-peer shoutouts, rewards library, challenges, automatic milestones and anniversaries, community recognition, and nominations. With a complete mobile app and flexible login options, Nectar makes it easy for deskless workers to recognize peers and claim rewards. All recognition is tied to your organization’s mission and values, building trust and confidence in your company’s unique differentiators. Automated milestone recognition also ensures no important date, like birthdays and work anniversaries, goes unnoticed. Managers and admins use built-in analytics to view participation rates, value alignment, recognition patterns, and redemption trends. Spot disengagement early and see concrete, measurable ways to help employees feel genuinely valued. With 85% user adoption, Nectar’s tools make it convenient for every employee to celebrate and recognize one another. NECTAR COMMS The right internal communication program prevents teams from feeling disconnected and uninformed. Nectar Comms combines company messages, bridges gaps between remote and in-office employees, and keeps everyone in the loop. Deliver announcements and updates exactly where people will see them. Choose SMS, email, Slack, Microsoft Teams, or even Nectar itself. By using Nectar to deliver your internal newsletter, people stay in the loop without having to check extra tools. Leaders get real-time visibility into who’s receiving and reading updates, eliminating the guesswork of whether critical messages are actually being seen. No wondering if important announcements vanish into a black hole. NECTAR ENGAGE Without employee listening software, you don’t what’s really going on inside your organization. Use Nectar Engage to gather honest feedback through convenient surveys, pulse check-ins, and eNPS. Reward Nectar points for completing surveys so you capture more representative data. Deliver surveys and reminders through SMS, email, Teams, Slack, and Nectar. As responses come in, track quantitative and qualitative sentiments and spot clear patterns before they become issues that drive employees away. Even ask questions about anonymous survey responses so you gather the full context — without forcing team members out of anonymity. THE CULTURE SUITE Recognition, communication, and feedback can't live in silos. Bring them together with Nectar’s Culture Suite and you build a healthy organization with concrete proof of connection and engagement. Connect feedback with genuine appreciation and share results and action plans. With Nectar’s integration solutions, recognition happens regularly and naturally in the flow of work. And it doesn’t have to happen at a desktop computer. Admins customize programs by team, location, or brand and make decisions based on real participation and feedback, not guessing what employees care about. The Nectar Culture Suite serves over 1,700 customers in industries like hospitality, healthcare, manufacturing, retail, education, financial services, technology, and marketing & advertising. As a winner in the 20th annual Stevie® Awards for Sales & Customer Service, Nectar was selected by a global jury of 170+ professionals for excellence in the field. [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=2026-07-21T00%3A45%3A40Z&secure%5Bdisplayable_resource_id%5D=1201&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=122148&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=122148&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%3D3&secure%5Btoken%5D=38ac1550d1da3839a7f87dfc50ac08e472deec030d9cf78234252c94cfe43559&secure%5Burl%5D=https%3A%2F%2Fnectarhr.com%2Foffer%2Ftry%3Futm_id%3Dconvert_bof%26utm_campaign%3Dg2_paid_promotion%26utm_source%3Dg2%26utm_medium%3Dreview_site%26utm_content%3Ddisplay_ad%26utm_asset%3Dg2_profile_ad&secure%5Burl_type%5D=custom_url) --- ## What Is Mortgage CRM Software? [Loan Software](https://www.g2.com/categories/loan)