# 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** ### Vouched Vouched IDV is an AI-powered identity verification platform that automates document authentication, biometric matching, and fraud detection in a single workflow. Verification completes in under 7 seconds with 99% accuracy, 98% completion rates, and 98% global coverage for physical IDs. The platform supports mobile driver's licenses (mDLs), government-issued IDs, and passports — paired with liveness detection, 20+ real-time fraud models, SSN validation, AML screening, and configurable risk scoring. All services are white-labelable, API-ready, and device agnostic. Vouched IDV serves healthcare, financial services, gig economy, real estate, hospitality, lending, and more. Vouched's key features and capabilities are designed to enhance the identity verification process. The platform boasts a 99% accuracy rate and a 98% completion rate for identity verification, supporting a wide range of government-issued IDs, including passports and driver’s licenses. With 98% global coverage for physical IDs and digital ID support across the U.S., Canada, Mexico, and all 27 EU countries, Vouched ensures comprehensive verification. The inclusion of facial biometric matching and liveness detection adds an extra layer of security, confirming the authenticity of the identities being verified. Furthermore, organizations can customize verification workflows to meet specific industry compliance needs, supported by over 20 proprietary fraud models for anomaly detection. In addition to human identity verification, Vouched offers a Know Your Agent (KYA) solution that employs advanced algorithms to detect AI agents, bots, and automated browsers. This feature includes consent and delegation verification for AI agents acting on behalf of users, ensuring that organizations maintain control over digital interactions. With auditable and revocable verification controls, along with agent reputation scoring, Vouched provides a robust framework for assessing the trustworthiness and authenticity of AI agents. By integrating document validation, biometric analysis, and AI agent verification into a single platform, Vouched empowers organizations to deliver secure, efficient, and compliant identity experiences across both human and digital ecosystems. This comprehensive approach not only enhances security but also streamlines operations, making Vouched a valuable tool for organizations navigating the complexities of identity verification in today's digital landscape. [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%3A01%3A12Z&secure%5Bdisplayable_resource_id%5D=2118&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=133794&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=133794&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%3D4&secure%5Btoken%5D=96a979c05586f0d549e819b4a2d1ec4bb63ce106a0014bf182e80056de283389&secure%5Burl%5D=https%3A%2F%2Fwww.vouched.id%2F&secure%5Burl_type%5D=custom_url) --- ## What Is Mortgage CRM Software? [Loan Software](https://www.g2.com/categories/loan)