# The Top 10 Mortgage CRM Software Check out this list of the top Mortgage CRM Software products based on user satisfaction. A product's satisfaction score is calculated by a[proprietary algorithm](https://sell.g2.com/g2-scoring-methodologies)that factors in real-user satisfaction ratings from review data. Software buyers can compare products according to their satisfaction scores to streamline the buying process and quickly identify the best products based on the experiences of their peers. [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Compare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.&title=Highest+Rated+Mortgage+CRM+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmortgage-crm%3Ftab%3Dhighest_rated) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Highest+Rated+Mortgage+CRM+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmortgage-crm%3Ftab%3Dhighest_rated&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmortgage-crm%3Ftab%3Dhighest_rated) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Highest+Rated+Mortgage+CRM+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmortgage-crm%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Highest+Rated+Mortgage+CRM+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmortgage-crm%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") Filters The next elements are filters and will change the displayed results once they are selected. All SegmentsMid-Market (51-1000 emp.)Small Business (50 or fewer emp.)All RegionsNorth America The Top 10 Mortgage CRM Software [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Compare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.&title=Highest+Rated+Mortgage+CRM+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmortgage-crm%3Ftab%3Dhighest_rated) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Highest+Rated+Mortgage+CRM+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmortgage-crm%3Ftab%3Dhighest_rated&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmortgage-crm%3Ftab%3Dhighest_rated) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Highest+Rated+Mortgage+CRM+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmortgage-crm%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Highest+Rated+Mortgage+CRM+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmortgage-crm%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") All SegmentsMid-Market (51-1000 emp.)Small Business (50 or fewer emp.)All RegionsNorth America [Collapse AllExpand All](#) G2 Satisfaction Score Information Compare [Expand/Collapse Total Expert](#) #1 [![Total Expert](https://images.g2crowd.com/uploads/product/hd_favicon/63137680bbb1dabeb3a493ee6e137bd9/total-expert.svg)](/products/total-expert/reviews) [Total Expert](/products/total-expert/reviews "Total Expert") 88 [Expand/Collapse Total Expert](#) Overall Satisfaction Score 88 Top Industries of Reviewers: Financial Services 70% Banking 16% Real Estate 9% Marketing and Advertising 5% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 8.2 Meets Requirements Average: 9.2 8.6 Ease of Doing Business With Average: 8.3 9.3 Ease of Setup Average: 7.7 8.1 Quality of Support Average: 9.1 9.1 Ease of Admin Average: 7.8 8.6 [Expand/Collapse BNTouch Mortgage CRM](#) #2 [![BNTouch Mortgage CRM](https://images.g2crowd.com/uploads/product/hd_favicon/f11e1800ccc4504f90599621bd5725bd/bntouch-mortgage-crm.svg)](/products/bntouch-mortgage-crm/reviews) [BNTouch Mortgage CRM](/products/bntouch-mortgage-crm/reviews "BNTouch Mortgage CRM") 88 [Expand/Collapse BNTouch Mortgage CRM](#) Overall Satisfaction Score 88 Top Industries of Reviewers: Financial Services 52% Real Estate 32% Banking 13% Consumer Services 3% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 9.0 Meets Requirements Average: 9.2 9.3 Ease of Doing Business With Average: 8.3 9.8 Ease of Setup Average: 7.7 9.1 Quality of Support Average: 9.1 9.6 Ease of Admin Average: 7.8 9.2 [Expand/Collapse Shape Mortgage Software](#) #3 [![Shape Mortgage Software](https://images.g2crowd.com/uploads/product/hd_favicon/8ca17c55fea5d19bd2a63e9145f52ba5/shape-mortgage-software.svg)](/products/shape-mortgage-software/reviews) [Shape Mortgage Software](/products/shape-mortgage-software/reviews "Shape Mortgage Software") 68 [Expand/Collapse Shape Mortgage Software](#) Overall Satisfaction Score 68 Top Industries of Reviewers: Financial Services 59% Marketing and Advertising 18% Accounting 12% Automotive 12% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 10.0 Meets Requirements Average: 9.2 9.9 Ease of Doing Business With Average: 8.3 10.0 Ease of Setup Average: 7.7 10.0 Quality of Support Average: 9.1 10.0 Ease of Admin Average: 7.8 9.9 [Expand/Collapse Cimmaron Mortgage Manager](#) #4 [![Cimmaron Mortgage Manager](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_f9d8b71163999340f0a8236844560fc4/cimmaron-mortgage-manager.jpg)](/products/cimmaron-mortgage-manager/reviews) [Cimmaron Mortgage Manager](/products/cimmaron-mortgage-manager/reviews "Cimmaron Mortgage Manager") 66 [Expand/Collapse Cimmaron Mortgage Manager](#) Overall Satisfaction Score 66 Top Industries of Reviewers: Financial Services 50% Banking 23% Real Estate 18% Marketing and Advertising 9% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 8.9 Meets Requirements Average: 9.2 9.4 Ease of Doing Business With Average: 8.3 10.0 Ease of Setup Average: 7.7 9.1 Quality of Support Average: 9.1 9.9 Ease of Admin Average: 7.8 8.2 [Expand/Collapse nCino's Mortgage Suite](#) #5 [![nCino's Mortgage Suite](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_ac2fa3f27d2e6903639fbd9d3a95c190/ncino-s-mortgage-suite.png)](/products/ncino-s-mortgage-suite/reviews) [nCino's Mortgage Suite](/products/ncino-s-mortgage-suite/reviews "nCino's Mortgage Suite") 60 [Expand/Collapse nCino's Mortgage Suite](#) Overall Satisfaction Score 60 Top Industries of Reviewers: Real Estate 46% Financial Services 24% Banking 24% Accounting 6% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 9.9 Meets Requirements Average: 9.2 9.8 Ease of Doing Business With Average: 8.3 10.0 Ease of Setup Average: 7.7 10.0 Quality of Support Average: 9.1 9.8 Ease of Admin Average: 7.8 9.8 [Expand/Collapse Insellerate](#) #6 [![Insellerate](https://images.g2crowd.com/uploads/product/hd_favicon/dbba9dbc987d6884fe25cb2c5eb9c01a/insellerate.svg)](/products/insellerate/reviews) [Insellerate](/products/insellerate/reviews "Insellerate") 45 [Expand/Collapse Insellerate](#) Overall Satisfaction Score 45 Top Industries of Reviewers: Financial Services 57% Banking 22% Real Estate 17% Consumer Services 4% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 9.0 Meets Requirements Average: 9.2 9.4 Ease of Doing Business With Average: 8.3 9.8 Ease of Setup Average: 7.7 8.6 Quality of Support Average: 9.1 9.7 Ease of Admin Average: 7.8 8.9 [Expand/Collapse Encompass Digital Mortgage Solution](#) #7 [![Encompass Digital Mortgage Solution](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_b5b44eb5780b25b9097f3e3eba5977f9/encompass-digital-mortgage-solution.png)](/products/encompass-digital-mortgage-solution/reviews) [Encompass Digital Mortgage Solution](/products/encompass-digital-mortgage-solution/reviews "Encompass Digital Mortgage Solution") 26 [Expand/Collapse Encompass Digital Mortgage Solution](#) Overall Satisfaction Score 26 Top Industries of Reviewers: Financial Services 72% Banking 23% Real Estate 4% Computer Software 2% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 8.7 Meets Requirements Average: 9.2 9.1 Ease of Doing Business With Average: 8.3 8.2 Ease of Setup Average: 7.7 6.8 Quality of Support Average: 9.1 8.4 Ease of Admin Average: 7.8 8.1 [Expand/Collapse eClosing by Snapdocs](#) #8 [![eClosing by Snapdocs](https://images.g2crowd.com/uploads/product/hd_favicon/f2667e2a64d1dde9ee70d68c2fa0f488/eclosing-by-snapdocs.svg)](/products/eclosing-by-snapdocs/reviews) [eClosing by Snapdocs](/products/eclosing-by-snapdocs/reviews "eClosing by Snapdocs") 24 [Expand/Collapse eClosing by Snapdocs](#) Overall Satisfaction Score 24 Top Industries of Reviewers: Financial Services 40% Real Estate 40% Banking 10% Consumer Goods 10% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 9.5 Meets Requirements Average: 9.2 9.3 Ease of Doing Business With Average: 8.3 0.0 Ease of Setup Average: 7.7 0.0 Quality of Support Average: 9.1 7.9 Ease of Admin Average: 7.8 0.0 [Expand/Collapse Jungo: The Mortgage App](#) #9 [![Jungo: The Mortgage App](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_71531191ce4ae1d5b04fedf3d0b68da1/jungo-the-mortgage-app.png)](/products/jungo-the-mortgage-app/reviews) [Jungo: The Mortgage App](/products/jungo-the-mortgage-app/reviews "Jungo: The Mortgage App") 20 [Expand/Collapse Jungo: The Mortgage App](#) Overall Satisfaction Score 20 Top Industries of Reviewers: Financial Services 68% Real Estate 16% Wholesale 11% Accounting 5% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 7.8 Meets Requirements Average: 9.2 8.6 Ease of Doing Business With Average: 8.3 8.1 Ease of Setup Average: 7.7 7.4 Quality of Support Average: 9.1 8.6 Ease of Admin Average: 7.8 7.5 [Expand/Collapse Surefire CRM](#) #10 [![Surefire CRM](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2a793c9873e2d36b058c6572763b4aa0/surefire-crm.png)](/products/surefire-crm/reviews) [Surefire CRM](/products/surefire-crm/reviews "Surefire CRM") 12 [Expand/Collapse Surefire CRM](#) Overall Satisfaction Score 12 Top Industries of Reviewers: Financial Services 56% Real Estate 33% Consumer Services 6% Education Management 6% Ratings from Reviews (out of 10): Ease of Use Average: 8.8 7.2 Meets Requirements Average: 9.2 8.2 Ease of Doing Business With Average: 8.3 7.7 Ease of Setup Average: 7.7 7.5 Quality of Support Average: 9.1 7.7 Ease of Admin Average: 7.8 7.4