---
title: BrokerOS Reviews
meta_title: 'BrokerOS Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how BrokerOS works for a business like yours.
date_modified: '2026-08-18'
parent_category:
  name: Loan
  url: https://www.g2.com/categories/loan
---


# BrokerOS Reviews
**Vendor:** BrokerOS  
**Category:** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm)
## About BrokerOS
BrokerOS is a CRM platform that streamlines mortgage brokerage operations by integrating file management, document processing, and workflow automation into one system. It offers sixteen features tailored for mortgage workflows, including tools for income verification, credit analysis, and downpayment tracing. Document management is enhanced with an integrity scanner to detect alterations, an ID scanner for extracting client details, and tools for organizing, renaming, and compressing files. The platform performs real-time mortgage calculations, such as payment amounts, debt service ratios, and loan-to-value ratios, and includes a scenario generator for comparing lender options. Security is ensured with AES-256 encryption, role-based access controls, and audit trails, while data export functionality allows retrieval of client information and transaction history.






- [View BrokerOS pricing details and edition comparison](https://www.g2.com/products/brokeros/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-24+23%3A55%3A59+-0500&secure%5Bsession_id%5D=c7c72be7-4fd4-49e8-a200-a6581eba7fa0&secure%5Btoken%5D=ba02bf4f58efdb969f53d13739f3f385893d847d7b779d954a2c12b1eed4c190&format=llm_user)

## BrokerOS 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 BrokerOS Alternatives
  - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) - 4.5/5.0 (157 reviews)
  - [Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) - 4.9/5.0 (99 reviews)
  - [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) - 4.9/5.0 (92 reviews)