# What Mortgage CRM platforms are most trusted by loan originators at regional banks, based on user reviews?

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Loan originators at regional banks need something that a national mega-lender's <a class="a a--md" elv="true" href="https://www.g2.com/categories/mortgage-crm">Mortgage CRM</a> setup doesn't always provide: compliance controls sized for a smaller institution without sacrificing the automation that keeps a pipeline moving.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true"><strong>Shape Mortgage CRM</strong>, <strong>nCino's Mortgage Suite</strong>, and <strong>Total Expert</strong> came up the most. Here's the fuller list:</p><ol>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews"><strong>Shape Mortgage CRM</strong></a><strong>:</strong> 4.9 stars across 101 reviews, its AI voice agent answers inbound calls and books appointments automatically when a loan officer is unavailable.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/ncino-s-mortgage-suite/reviews"><strong>nCino's Mortgage Suite</strong></a><strong>:</strong> 4.9 stars across 95 reviews, matches Shape's rating, automating workflows to connect every stage of lending while adapting to regulatory shifts.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/total-expert-lead-management/reviews"><strong>Total Expert</strong></a><strong>:</strong> 4.5 stars across 158 reviews, trusted by more than 200 financial services organizations to unify data, marketing, and compliance in one customer journey.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/bntouch-mortgage-crm/reviews"><strong>BNTouch Mortgage CRM</strong></a><strong>:</strong> 4.5 stars across 68 reviews, built specifically for mortgage loan originators with 400+ prebuilt marketing campaigns and an AI assistant for daily CRM tasks.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/encompass-digital-mortgage-solution/reviews"><strong>Encompass Digital Mortgage Solution</strong></a><strong>:</strong> 4.2 stars across 61 reviews, the lowest rating here, though it empowers more loans than any other lending automation platform across 3,100+ lenders.</li>
</ol><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">For loan originators at smaller institutions, did the compliance features actually scale down to fit a leaner team, or did you end up paying for enterprise-grade controls you didn't fully need?</p>

##### Post Metadata
- Posted at: 27 days ago
- Author title: Writer
- Net upvotes: 1


## Comments
### Comment 1

Shape&#39;s AI voice agent is a neat detail for loan officers in particular, since the call that comes in while someone is sitting with a borrower is the one most likely to go unanswered. Having it pick up and book the appointment keeps that lead warm. On the compliance side of the post, nCino&#39;s mortgage suite being described as adapting to regulatory shifts while connecting every lending stage seems especially relevant for regional banks.

##### Comment Metadata
- Posted at: 8 days ago
- Author title: Tech Consultant





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