# Best Mortgage CRM Software - Page 3 *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. --- **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&secure%5Bcategory_id%5D=1541&secure%5Bchosen_at%5D=2026-07-22T22%3A55%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=llm_category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmortgage-crm%3Fpage%3D3&secure%5Btoken%5D=6e5f21dc54f872b91a1a6c2e7b85fec47e842fca39ac1813174865935da2c900&secure%5Burl%5D=https%3A%2F%2Fwww.bntouch.com&secure%5Burl_type%5D=company_website) --- ## What Are the Top-Rated Mortgage CRM Software Products in 2026? ### 1. [Nestablish](https://www.g2.com/products/nestablish/reviews) Nestablish was founded in 2010 by a group of loan officers who wanted a simpler way to provide their real estate agents with the pre-qualification letters, pre-approval letters, and loan status updates they require for each and every offer they make. **Who Is the Company Behind Nestablish?** - **Seller:** [Nestablish.com](https://www.g2.com/sellers/nestablish-com) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 2. [Omniac](https://www.g2.com/products/omniac/reviews) Omniac is a CRM+ for mortgage professionals. It has automated call/text/email campaigns for following up with clients. It also has drag/drop website and funnel building for generating leads. You can integrate your calendar to do online call booking with prospects. It also has a website chat widget that helps to turn website visitors into leads. **Who Is the Company Behind Omniac?** - **Seller:** [Omniac.io](https://www.g2.com/sellers/omniac-io) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®) ### 3. [Pulse Mortgage CRM](https://www.g2.com/products/pulse-mortgage-crm/reviews) Supercharges your loan origination system and provides lead management tools, automated email marketing, loan status alerts and intelligent task management so you dont have to. **Who Is the Company Behind Pulse Mortgage CRM?** - **Seller:** [focusIT](https://www.g2.com/sellers/focusit) - **Year Founded:** 2002 - **HQ Location:** Scottsdale, US - **LinkedIn® Page:** https://www.linkedin.com/company/focusit-inc/ (11 employees on LinkedIn®) ### 4. [Softworks Mortgage Automation](https://www.g2.com/products/softworks-mortgage-automation/reviews) With SoftWorks AI's Trapeze for mortgage automation, packets can be assembled, classified and prioritized in a streamlined manner with exceptional accuracy rates. It also auto-validates critical data from the loan packets so that users can approve or deny loan applications with as little time and effort possible, improving turnaround time and helping financial institutions acquire more profitable loans in an efficient manner. **Who Is the Company Behind Softworks Mortgage Automation?** - **Seller:** [TRUE](https://www.g2.com/sellers/true-6c067da6-8166-4caa-947a-f96cfc5c4110) - **HQ Location:** Greater New York Metro Area, US - **LinkedIn® Page:** https://www.linkedin.com/company/softworks-ai/ (46 employees on LinkedIn®) ### 5. [TRID Monitor](https://www.g2.com/products/trid-monitor/reviews) TRID Monitor™ expands the industry’s leading mortgage compliance platform, ComplianceAnalyzer, to include the latest and most comprehensive disclosure testing to ensure that loans comply with the latest TRID rule and many other federal and state laws and regulations. **Who Is the Company Behind TRID Monitor?** - **Seller:** [SitusAMC](https://www.g2.com/sellers/situsamc) - **HQ Location:** New York, New York, United States - **Twitter:** @situsamc (1,774 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/situsamc (4,443 employees on LinkedIn®) ### 6. [Viato](https://www.g2.com/products/viato/reviews) Viato is the AI-powered CRM built by loan officers, for loan officers and mortgage brokers. It brings your entire pipeline into one place, a unified inbox for calls, texts, and email, drag-and-drop pipelines, a multi-line power dialer with automatic AI call summaries, and an automation engine that handles follow-up for you. **Who Is the Company Behind Viato?** - **Seller:** [Viato](https://www.g2.com/sellers/viato) - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/viato-so/ (1 employees on LinkedIn®) ### 7. [XtremeMortgageWorX](https://www.g2.com/products/xtrememortgageworx-xtrememortgageworx/reviews) XtremeMortgageWorX is a leading provider of cloud-based automation marketing and sales software, designed for the mortgage lending and banking industry. XtremeMortgageWorX gives mortgage companies a competitive edge by driving successful internal processes, strengthening accountability, automating critical customer communications and sales procedures to improve productivity and conversion rates. XtremeMortgageWorX automated marketing platform includes a customized Dashboard to track loans, sales, prospects and trends. Automation tools include a powerful content management and communication system to engage prospects and customers. The platform also provides customer insights and tracking through social media integrations with Twitter, Facebook, LinkedIn, YouTube, Pinterest and Google+. XtremeMortgageWorX integrates seamlessly with loan origination software to make global loan document changes from one place -- saving sales teams valuable time and resources. Only XtremeMortgageWorX defines the most opportunistic referral sources and calculates ROI for Referring Source, Referring Partner, Loan Officers, Processors, Underwriters, Closers and Non-Funded Loans. With XtremeMortgageWorX, mortgage companies can rest assured that customers are nurtured from prospect to close, and no opportunities are missed, leaving brokers more time to invest in critical sales initiatives. **Who Is the Company Behind XtremeMortgageWorX?** - **Seller:** [XtremeMortgageWorX](https://www.g2.com/sellers/xtrememortgageworx-fd935d4a-82ea-4c66-9567-6588d5ce1faa) - **Year Founded:** 2013 - **HQ Location:** Dallas, US - **LinkedIn® Page:** https://www.linkedin.com/company/xtrememortgageworx (2 employees on LinkedIn®) ## What Is Mortgage CRM Software? [Loan Software](https://www.g2.com/categories/loan)