# 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** ### Brilliant Assessments Brilliant Assessments is a sophisticated assessment platform designed to facilitate the creation and deployment of fully white-labeled assessments that yield high-quality, detailed feedback reports based on respondents' answers. This platform caters to various use cases, enabling users to generate reports for individuals, teams, or organization-wide assessments. The flexibility of the reporting format is enhanced by the use of Microsoft Word templates, allowing users to customize the look and feel of their documents to align with their branding or specific requirements. Targeted primarily at organizations, educational institutions, and professionals in need of comprehensive assessment solutions, Brilliant Assessments empowers domain experts to create sophisticated assessments without requiring IT assistance. The intuitive interface simplifies the process of building assessments, making it accessible for users with varying levels of technical expertise. This feature is particularly beneficial for HR departments, educational administrators, and consultants who need to gather and analyze feedback efficiently. The platform's key features include fully automated scoring, which eliminates the need for users to write, debug, or maintain complex formulas. This automation not only saves time but also ensures accuracy in scoring assessments. Additionally, the responsive design of the assessments allows for seamless deployment on desktops, tablets, and mobile devices, making it convenient for respondents to participate from any device. The ability to manage responses comprehensively, including purchasing responses directly through the platform, adds further value for partners and customers. Brilliant Assessments also offers advanced capabilities such as benchmarking against previous responses and the ability to define unlimited peer groups using the classifier feature. This allows organizations to track individual and cohort progress over time effectively. The Word Add-in enhances the reporting process by providing 17 different chart types and customizable text based on ratings, streamlining the creation of insightful reports. Furthermore, the integration with Stripe facilitates the purchase of responses, reports, and cohorts, while Zapier integration allows for connectivity with over 5,000 applications, enhancing the platform's versatility. With a 14-day free trial and unlimited support from Customer Success Managers, Brilliant Assessments ensures that users can explore its features and receive assistance as needed. This commitment to user support, combined with its comprehensive assessment capabilities, positions Brilliant Assessments as a valuable tool for those seeking to enhance their feedback and evaluation processes. [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=2026-07-21T05%3A06%3A54Z&secure%5Bdisplayable_resource_id%5D=591&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=48238&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=48238&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=820cc3174f991e3101541e123ca32cb80452afce20e475537c83ebd0baa52798&secure%5Burl%5D=https%3A%2F%2Fwww.brilliantassessments.com%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dpartner_promotion%26utm_id%3Dad&secure%5Burl_type%5D=custom_url) --- ## What Is Mortgage CRM Software? [Loan Software](https://www.g2.com/categories/loan)