Total Products under this Category: 75
Last updated: October 16, 2026
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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.
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)
We set out to create the ultimate platform for mortgage brokers that would never need to be replaced
Evalo, Software for Property Valuation Business, is robust and meticulously designed to save your time at every step. It is revealed in our mobile and web applications which are used to collect property details from the site by the field engineer and report preparation (Maker & Checker) in your office by the operator & reviewer/approver. It’s Data Entry shortcuts and Drop Downs to reduce error & rework, Dedupe Functionality to replicate Valuations into various Formats to reduce effort, Valuations Comparables to Strengthen your Opinion, Structured Data stored in your server to comply with your Client’s NDA, and so much more.
Inmolender es la plataforma SaaS todo-en-uno diseñada específicamente para brokers hipotecarios e intermediarios de crédito inmobiliario (ICI) registrados en el Banco de España. A diferencia de los CRM genéricos, Inmolender centraliza todo el ciclo de la operación hipotecaria en una única herramienta: desde la captación del lead hasta el cierre de la operación. Gestión integral de expedientes hipotecarios: seguimiento completo del ciclo de vida de cada operación, control documental, historial centralizado y comunicación con todos los participantes desde una sola plataforma. Módulos de Inteligencia Artificial incluidos: análisis de viabilidad financiera automático con detección de riesgos, redacción inteligente de correos profesionales y recomendaciones concretas para mejorar cada expediente. Funcionalidades exclusivas para el mercado español: consulta de informes CIRBE al Banco de España, generación y envío de Estados Reservados en Materia de Conducta, y herramientas adaptadas a la normativa de la Ley 5/2019 de contratos de crédito inmobiliario. Colaboración y escalabilidad: gestión multiusuario con asignación de tareas, notificaciones en tiempo real, informes dinámicos de actividad, control de rentabilidad y comisiones por operación, y una potente herramienta de captación de leads con asignación automática. Sin sorpresas: precios fijos y transparentes, prueba gratuita sin tarjeta de crédito, actualizaciones frecuentes incluidas, soporte personalizado y copias de seguridad diarias. Inmolender es la solución de referencia para despachos de intermediación hipotecaria que quieren profesionalizar su operativa, ahorrar horas de trabajo administrativo y escalar su negocio con tecnología diseñada para su sector.
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Interact digital platform enables you to react to rapidly evolving market challenges, regardless of whether you're a retail or commercial bank, a universal bank, a community bank or a credit union.
We provide our services in a range of sectors including Mortgage Lending, Property Management, Financial Advice, Legal Services, Recruitment, Insurance, Telesales, Business to Business, Business to Consumer and more. Our systems are perfect for the regulated environment and are used by businesses regulated by the Prudential Regulation Authority () as well in many areas regulated by the Financial Conduct Authority , including mortgages, insurance and consumer credit activities. iZone offers you and your business a tailored solution.
LendAxiom is an intelligent mortgage operations platform staffed by true AI employees (not chatbots). Instead of setting up and creating tasks yourself, we provide you an AI team that runs the branch with you. You get a loan officer assistant you name and give a personality, who works your pipeline around the clock, drafts personalized texts and emails, builds premium client-ready estimate presentations in 60 seconds, and answers VA, FHA, Conventional, and USDA guideline questions. It also has the ability to analyze multiple scenarios to tell a new loan officer (or even a seasoned one) which is more beneficial and why. You have an AI sales manager that scores every lead 0 to 100, routes leads by loan officer performance, and forecasts your branch's monthly revenue while surfacing issues with loans and tracks the data on what converts and why. An AI database manager works your old leads/closed loans and re-engages past clients the moment rates drop enough to help. It also manages your loan officers and alerts you to who is converting at a high level and who isn't working as hard as they could. Native Apple iMessage delivers real blue-bubble texts with 98% open rate on a dedicated phone number that can also receive phone calls. One platform that replaces your loan officer CRM, rate-watch tool, and borrower presentation software, and does the work of the assistant and sales manager you'd otherwise hire.
LenderSpark.ai is an AI-native mortgage CRM built from the ground up for loan officers and lending teams. Unlike traditional CRMs that bolt AI on as an afterthought, LenderSpark was designed from day one so AI has full access to your pipeline, campaigns, and compliance data. Features include stage-aware campaign automation, native Gmail and Twilio SMS integration, mortgage-specific pipeline management, enterprise compliance with PII redaction and audit trails, and real-time analytics. No Zapier required. Works out of the box.
MGIC Elements is a bit like your ideal personal (lab) assistant. You get to call all the shots, like choosing professionally designed letters and emails, and Elements will customize and automate the process, freeing you from licking envelopes and keeping your business at the top of your customer's mind.
Take a proven mortgage business building system and enable it with cutting edge technology and you get mloflo! The only mortgage CRM on the market that not only makes your business more efficient, but shows you specific actions to take to grow your referrals and nurture your network.
Mortgage Insight Lab™ is the Mortgage Intelligence Platform for Canadian brokers — it connects to your LOS and surfaces the renewals, risks, and opportunities already in your book. Stop managing your pipeline in spreadsheets. MIL turns your existing book of business into actionable intelligence.
Moso Mortgage Software is a digital mortgage platform that provides Brokers and LOs with customized websites, online application generation, rate alerts, borrower portal, CRM and Cloud-based Document Management.
Motivator is the most powerful combination of a digital marketing platform and CRM in the mortgage industry.
