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)
myhomeIQ is a real estate and mortgage technology platform designed for real estate agents, mortgage lenders, and loan officers. Its core mission is to help professionals build life-long client relationships and drive repeat and referral business through automated, personalized engagement and intelligent analytics.
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.
NexoBrokers is a CRM platform for mortgage brokers and real estate credit intermediaries, centralizing lead management, mortgage tracking, document handling, and client communication. Covering the full mortgage workflow, it streamlines processes from lead capture to notary signing. The software features five AI modules automating tasks like data extraction, natural language processing, voice transcription, viability reporting, and workflow automation. A visual pipeline with Kanban boards tracks operations across banks. Specialized mortgage calculators handle payments, debt capacity, amortization, expenses, and subrogation, while bank proposals are organized for comparison. Clients upload documents via a portal, reducing email exchanges, and receive real-time updates on application status. The calendar module manages tasks and reminders. Compliant with Spain's Law 5/2019, the platform ensures traceability of operations from initial contact to final signing.
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NEXUS Platform is an operating system for independent mortgage broker shops. It consolidates the tools a shop runs on into one system: pipeline management, email and SMS campaign automation, branded loan proposals, digital 1003 applications with MISMO export, a borrower portal for status tracking and document upload, and owner oversight dashboards covering every LO and loan under the company license. NEXUS also prepares the NMLS Mortgage Call Report automatically: loan dispositions are captured as LOs work their pipeline, so at quarter end the owner reviews the completed worksheet and files, with XML export ready for NMLS. No spreadsheet reconstruction. A visual automation builder creates multistep email and SMS sequences with drag and drop, and an integrated booking page lets prospects schedule directly. Built in Michigan by a producing loan officer for broker shops.
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.
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.
Most mortgage software sells 500 features and a learning curve measured in weeks. RealMortgagePro takes the opposite position: a handful of features that pay for themselves, in an interface simple enough to run on day one. It watches your past-client database, does the math on each client's real rate, loan, home value, and equity position, and sends personalized loan analysis emails automatically when there is a real reason to reach out: a rate drop, cash-out equity, a HELOC opportunity, a market update, or a check-in. No spray campaigns, no drip sequences, no blast emails. LOS sync with ARIVE is live. Your active loans pull in automatically every morning, and funded buyers move into long-term retention on their own. Read-only by design, set up together during onboarding. Everything sends from your own domain with one-click unsubscribe on every message. Client data is encrypted. Built by a father-son team: a loan officer with 15 years in the business and his sons, who built the tool he actually wanted.
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.
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.
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.
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.
