---
title: AllClient CRM Mortgage Reviews
meta_title: 'AllClient CRM Mortgage Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how AllClient CRM Mortgage works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2025-10-30'
parent_category:
  name: Loan
  url: https://www.g2.com/categories/loan
---


# AllClient CRM Mortgage Reviews
**Vendor:** AllClients  
**Category:** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About AllClient CRM Mortgage
AllClients, a superior contact manager, will help the lender stay organized by reminding him or her to follow up with the client who wants to refinance several weeks or months in the future. They can set a reminder and then forget it. When that time rolls around, a to-do reminder will pop up and tell them to go get the deal. All the transaction details are stored on a single screen for easy entry and easy access.




## AllClient CRM Mortgage Reviews
  ### 1. Simple, Customizable and A+ Customer Service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Holly H. | Realtor, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 02, 2020

**What do you like best about AllClient CRM Mortgage?**

The system is adaptable to multi users. Its easy to configure the fields as the user needs it. There are tutorials and if you need a human, they have really smart nice ones to help you out! The clean formatting makes navigating it smooth. The layout of options is simple and robust at the same time.

**What do you dislike about AllClient CRM Mortgage?**

Nothing, I only left because Im at a brokerage that supplies a CRM.

**What problems is AllClient CRM Mortgage solving and how is that benefiting you?**

The ability for multi people to see a contact. Adding or changing the input fields as needed is simple. Budget wise it is on point.  Easy to keep track of advertising that brought the client to us.


## AllClient CRM Mortgage Discussions
  - [What is AllClient CRM Mortgage used for?](https://www.g2.com/discussions/what-is-allclient-crm-mortgage-used-for)

- [View AllClient CRM Mortgage pricing details and edition comparison](https://www.g2.com/products/allclient-crm-mortgage/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-14+11%3A12%3A22+-0500&secure%5Bsession_id%5D=7e8963e9-01ba-4357-8050-79f6c328c37c&secure%5Btoken%5D=e19112bb5f0aa216782a534e32d2cba9d1893de65d91fc746c941b15d795ce65&format=llm_user)

## AllClient CRM Mortgage Features
**Loan Services**
- LOS Integration - Mortage CRM
- Alerts - Mortgage CRM
- Lender Relationship - Mortgage CRM
- Compliance - Mortgage CRM
- Commercial Mortgages
- Third-Party Integrations

**Client Management**
- Contact Management - Mortgage CRM
- Real Estate CRM - Mortgage CRM
- Email Marketing Automation - Mortgage CRM
- Workflow Management
- Loan Management
- Document Management
- Escrow Management
- Property Tax Management
- Lead Management
- Borrower Management
- Pricing Management
- Pipeline Management
- Refinance Management
- Task Management
- Compliance Management
- Residential Mortgages

**Agentic AI - Mortgage CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Additional Functionality**
- Third Party Loan Origination
- Loan Servicing
- Outsource Processing
- Pre-Qualification
- Loan Origination
- Visual Presentation
- Accounting
- Activity Dashboard
- For Brokers
- Credit Reporting
- Generative AI
- API
- Client Database
- HUD Settlement Statements
- Search/Filter
- Government Loans
- For Borrowers
- Promissory Notes
- Multi-Branch
- AI Copilot
- Lender Search
- Reporting & Statistics
- Document Storage
- Marketing Automation
- Contact Management
- Amortization Schedule
- Customer Statements
- Electronic Applications
- Payment Tracking

## Top AllClient CRM Mortgage Alternatives
  - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) - 4.5/5.0 (156 reviews)
  - [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) - 4.9/5.0 (92 reviews)
  - [Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) - 4.9/5.0 (98 reviews)