---
title: Cimmaron Mortgage Manager Reviews
meta_title: 'Cimmaron Mortgage Manager Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: Filter 25 reviews by the users' company size, role or industry to
  find out how Cimmaron Mortgage Manager works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 25
  scale: '5'
date_modified: '2026-06-22'
parent_category:
  name: Loan
  url: https://www.g2.com/categories/loan
---

# Cimmaron Mortgage Manager Reviews
**Vendor:** Cimmaron Software  
**Category:** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 25
## About Cimmaron Mortgage Manager
Cimmaron Software is sales enablement and borrower life-cycle platform. It provides lenders lead-to-close process automation, marketing tools and content, business partner portal, POS, advanced analytics and outsourced employee on-boarding. Through use of automation and targeted, predictive analytics, Cimmaron Software improves loan officer retention and acquisition, while improving sales pipeline conversion.




## Cimmaron Mortgage Manager Reviews
  ### 1. Streamlines Marketing Effortlessly with Outstanding Support

**Rating:** 4.5/5.0 stars

**Reviewed by:** Leslie J. | Director of Marketing, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 01, 2025

**What do you like best about Cimmaron Mortgage Manager?**

What I like most about Cimmaron is how much it simplifies the marketing and communication side of our business. I can run reports, build campaigns, and schedule automated broadcasts all from one place. It keeps everything organized, so our loan officers stay consistently in front of clients and partners without having to manually manage every touchpoint.

I also love the flexibility—being able to segment our database, set up targeted messaging, and track who’s engaging with what helps me make sure our outreach is meaningful, not just “noise.” It’s the kind of system that works quietly in the background and makes our team look polished and prepared.

And honestly, one of my favorite parts is their customer service and support team. They’re responsive, patient, and genuinely helpful. Any time I hit a snag or need guidance, they jump in quickly and make sure I’m taken care of. That support makes a big difference when you’re managing marketing for multiple loan officers.

**What do you dislike about Cimmaron Mortgage Manager?**

If I had to pick one thing I dislike about Cimmaron, it’s that some of the tools feel a little dated and take more clicks than necessary. When you’re managing reports and campaigns for multiple loan officers, those extra steps add up. I’d love a more intuitive interface and smoother navigation, especially when building campaigns or pulling segmented lists.

There’s also room for more customization—sometimes I know exactly what I want to automate or track, but the system doesn’t always allow it. Not deal-breakers, but a refreshed user experience would make a big difference for those of us handling the marketing day-to-day.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

Cimmaron helps solve the challenge of keeping our loan officers consistently connected with their clients and partners. Instead of juggling multiple systems or doing everything manually, I can manage campaigns, automate follow-ups, and run targeted broadcasts all in one place. It keeps our outreach organized, timely, and personalized—even when everyone is busy.

It also solves the problem of tracking and segmenting large databases. With Cimmaron, I can quickly pull the right groups, monitor engagement, and make sure our messaging hits the right audience. This saves me time and helps our loan officers maintain a strong presence without extra work on their end.

Overall, Cimmaron allows me to support more loan officers more efficiently. It keeps our communication consistent, protects client relationships, and helps our team stay top-of-mind in a way that would be almost impossible to manage manually.

  ### 2. Boosts CRM Efficiency with Stellar Automation

**Rating:** 5.0/5.0 stars

**Reviewed by:** Yzidro L.

**Reviewed Date:** December 11, 2025

**What do you like best about Cimmaron Mortgage Manager?**

I like Cimmaron Mortgage Manager for its automation and text messaging capabilities. It really helps when I mark status updates in my LOS system, as it automates email responses and sends auto notifications for major milestones, keeping my clients and realtor partners updated with their loan process. The text messages feature is nice, especially with Birthday notifications, and it has helped me get business just with those features alone. I also found the initial setup relatively easy because the Cimmaron team provided great support during the setup process.

**What do you dislike about Cimmaron Mortgage Manager?**

The interface, at times, can be pretty hard to learn. There is a learning curve; however, the Cimmaron team is always available to help.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

Cimmaron Mortgage Manager helps me manage my customer database, automate emails, send milestone notifications, and provide text updates, like birthdays, boosting my business by keeping clients and partners updated.

  ### 3. Make your mortgage work easier and more efficient with Cimmaron Mortgage Manager

**Rating:** 5.0/5.0 stars

**Reviewed by:** David J. | Mortgage Loan Originator, NMLSR #450787, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 21, 2025

**What do you like best about Cimmaron Mortgage Manager?**

Cimmaron Mortgage Manager has been a huge part of my business plan.   The ease of use is superior.    The few times I have needed customer support, Goran Stijacic, has taken the time to set up Zoom or Team meetings for a "like to see it" learner like me.   I use Cimmaron at least four to five times a week.   Cimmaron is always staying on top of new developments recently implementing AI tools.

**What do you dislike about Cimmaron Mortgage Manager?**

This is on me, but I used to rely on others at my office to learn about the features of Cimmaron so using Cimmaron was foreign to me.   Once I really dug in and learned, then I could go on my own and refine and fine-tune.   Give a person a fish and you feed that person for a day, teach a person to fish and you feed that person for a lifetime.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

Lately I have been working with Cimmaron Mortgage Manager to identify refinance opportunities.  Cimmaron is automatically pulling over information from Encompass and checking updated estimated home values seamlessly, day and night.

  ### 4. Supportive CRM with Room for Improved Integration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Michelle H.

**Reviewed Date:** December 09, 2025

**What do you like best about Cimmaron Mortgage Manager?**

I love the monthly newsletters and the one-on-one support and coaching that Cimmaron Mortgage Manager offers.

**What do you dislike about Cimmaron Mortgage Manager?**

The integration with Apple Products could be better. Cimmaron Mortgage Manager is only web-based with a Mac and loses some functionality.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

Cimmaron Mortgage Manager helps me stay top of mind with customers and I love the monthly newsletters and one-on-one support and coaching.

  ### 5. Essential Tool for Client Notes and Task Follow-Ups

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** December 19, 2025

**What do you like best about Cimmaron Mortgage Manager?**

Cimmaron has helped us with keeping notes for clients, following up on task with prospects and keeping our clients informed throughout the loan process.  The customer is support has always been easy and helpful.

**What do you dislike about Cimmaron Mortgage Manager?**

Sometimes we experience syncing issues with our loan software.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

Database organization, following up on prospects, keeping notes for clients.

  ### 6. CRM solution

**Rating:** 4.5/5.0 stars

**Reviewed by:** JOSÉ C. | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 02, 2025

**What do you like best about Cimmaron Mortgage Manager?**

Loaded with features and a customer centered team for support.

**What do you dislike about Cimmaron Mortgage Manager?**

So far very satisfied with the product available.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

CRM functions.

  ### 7. Great Experience

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 23, 2025

**What do you like best about Cimmaron Mortgage Manager?**

The team was very helpful and always willing to create new requested items.

**What do you dislike about Cimmaron Mortgage Manager?**

There was a lack of training materials on how to thoroughly use the program.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

Database management and organization. Helped us stay on top of all clients needs.

  ### 8. Superior flexibility allows for nearly endless possibilities

**Rating:** 5.0/5.0 stars

**Reviewed by:** Craig B. | Branch Manager, Sales Manager, Ignite Coach, Small-Business (50 or fewer emp.)

**Reviewed Date:** September 20, 2024

**What do you like best about Cimmaron Mortgage Manager?**

Most CRM's create a solution they think everyone should use, but do not consider how different originators think they should run their business.  As a result, customization is very limited, costly, and/or takes a long time to implement.  With Cimmaron, we have been able to quickly and easily implement some intense customizations using multiple 3rd party applications.  And while we have been able to stump even the most sophisticated and costly CRM's with our conditional logic, Cimmaron has been able to handle it with ease.  In short, if you can think it - there is likely a way Cimmaron can do it.  Their customer support is incredible and works with you to help you acheive your individual goals, not just push you to what they have already setup for you.  So whether you are a "hands off" LO that just wants something that works, or a power user looking to create the latest and greatest POS system that integrates with LOS's and industry vendors - you can make Cimmaron work for you.

**What do you dislike about Cimmaron Mortgage Manager?**

There is so much power and opportunity in Cimmaron it can be overwhelming.  The user interface (UX) of the desktop application can appear cumbersome or outdated, but that is because it is like the advanced command center.  Once you learn the simple fields you need to edit, or simply setup the automations to work as they should, it will appear much better.  And if you use the website portal that matches the interface of the mobile app, it looks even better/cleaner and much easier to use.  Just have to get past the initial intimidation of all the controls to learn that with the automations and integrations you can GREATLY simply it.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

Cimmaron doesn't get bogged down in the hubris of being the "best system for everything".  They do things well, and what they don't do well now they are constantly improving or integrating with systems that do it better.  We need a flexible system that allowed use to deploy complex campaigns and automations to support our loan officers with little involvement from the LO's, but still allow for customization for that LO.  Cimmaron achieves that for us.  We also wanted a partner that listens to feedback and is constantly improving things that actually matter to originators, not just the thoughts and whims of the marketing teams that manage these systems at a Corporate level.  Cimmaron "gets" the loan officer needs and implements things that are useful in the day-to-day of a loan officer.

  ### 9. Great service for 10 years

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael F. | LOan Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** August 07, 2025

**What do you like best about Cimmaron Mortgage Manager?**

User friendly and prompt customer service

**What do you dislike about Cimmaron Mortgage Manager?**

Newsletters, freezes sometimes, and wish alerts were netter

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

Sales calls and follow uo

  ### 10. Support beyond helpful and accessible

**Rating:** 5.0/5.0 stars

**Reviewed by:** Daniel F. | MLO, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 23, 2024

**What do you like best about Cimmaron Mortgage Manager?**

Incredible support and staff making system no touch and automated.  The ease of use and integration with our LOS made theimplementation process simple.

**What do you dislike about Cimmaron Mortgage Manager?**

Nothing yet...and I have used system in multiple companies.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

personalized features we requested

  ### 11. Willing to customize for your business

**Rating:** 4.5/5.0 stars

**Reviewed by:** Sarah S. | Regional Marketing Director, Mid-Market (51-1000 emp.)

**Reviewed Date:** April 25, 2024

**What do you like best about Cimmaron Mortgage Manager?**

Cimmaron Mortgage Manager makes the lives of Loan Officers much easier. They directly integrate with Encompass and allow for ongoing communication to keep both Loan Officers and Real Estate Agents up to date. Additionally, they provide personalized customer service that allows for the customizations needed to match whatever business model is necessary. My team of over 100 Loan Officers has been incredibly happy with the technology!

**What do you dislike about Cimmaron Mortgage Manager?**

Sometimes the software can take a few minutes to load especially after updates in the app version. There is not the same issue with the web version.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

It is imperative to stay ontop of your book of business and provide in-the-moment updates to clients and agents. Cimmaron makes sure that is possible without asking much from the Loan Officers/

  ### 12. The Complete CRM for the Mortgage Industry

**Rating:** 5.0/5.0 stars

**Reviewed by:** John R. | Producing Branch Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2024

**What do you like best about Cimmaron Mortgage Manager?**

Cimmaron is a complete system that allows you to take applications, intergrates with your LOS and has cool content for your email contact with your clients.
Getting started was so simple. I sent them my contact list on a spreadsheet and within hours I was live.

**What do you dislike about Cimmaron Mortgage Manager?**

Because it does it all there can be a lot to get used to but if you are patient and willing to learn as you go it becomes easy to use.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

In many ways you can have all your systems intergrated into one site.  You don't have to jump from your POS to your LOS to your status pages its all there for you.

  ### 13. Great support to accomplish any CRM goals!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Scott S. | Marketing Director, Financial Services, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 07, 2023

**What do you like best about Cimmaron Mortgage Manager?**

I would say the software does almost anything we need.  The best experience has been the excellent support I receive to accomplish every broadcast.

**What do you dislike about Cimmaron Mortgage Manager?**

Downside has just been adoption by individual sales people, but I don't know that that is the CRM's fault...I think most people would prefer central administration which is what this system does best for me!

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

The main problem, is that most salespeople typically won't use CRMs as intended (no matter the CRM) we've found, so giving a central admin the software and support to stay on top of emails and 3rd party interface tasks for 40+ loan officers has been key for us.  I love that Cimmaron's team is always responsive and that they always take the time to interface with OUR team to make sure our goals are met no matter the project.  This includes interfacing with our website and other third party platforms which many CRMs will simply not do.  They are always available for a phone call or screen share to explain concepts and upgrades, as well as individual or group training when requested.

  ### 14. Happy with Cimmaron

**Rating:** 5.0/5.0 stars

**Reviewed by:** Michael H. | Sr. Mortgage Consultant at MinnTrust Mortgage, Small-Business (50 or fewer emp.)

**Reviewed Date:** October 03, 2024

**What do you like best about Cimmaron Mortgage Manager?**

I like the activity list - being able to see what tasks are needed to be attended to.

**What do you dislike about Cimmaron Mortgage Manager?**

having to re-log in every day and resize my screen. Having to click off to promotional tabs.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

Staying organized so I can prioritize who needs to be contacted

  ### 15. Cimmaron Software has the best CRM for Mortgage Originators

**Rating:** 5.0/5.0 stars

**Reviewed by:** Walter H. | Senior Mortgage Originator, Enterprise (> 1000 emp.)

**Reviewed Date:** January 31, 2024

**What do you like best about Cimmaron Mortgage Manager?**

Cimmaron not only has the most customizable and easy to use/implement Contact Management Software for Mortgage Originators, but their team offers fantastic customer service and is there working with you as much as needed to develop a "marketing assistant" that will handle all of the details that we humans simply don't have the time to stay on top of.  From AI Integration. to unique Campaigns, to relevant data that can be supplied to Clients and Partners, Cimmaron has it all.

**What do you dislike about Cimmaron Mortgage Manager?**

Nothing that I can think of, they will even train you on the most effective use of their software for your particular business model. Whether you're looking for plug and play or you prefer to dig deep and put your spin on their content, they have proven to be on-point since I started working with them in 2003.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

I've been a customer of Cimmaron Software since 2003, and have used their software at several different companies that I have worked for during that time, and I have also used their software as my internal CRM to maintain data integrity.  In today's world, a Mortgage Originator needs to maintain their own database, and Cimmaron provides the most effective option for doing so available today.

  ### 16. Top Notch CRM

**Rating:** 4.5/5.0 stars

**Reviewed by:** John L. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 21, 2024

**What do you like best about Cimmaron Mortgage Manager?**

It is as cusomizable as you could ever wish it to be. With enough work and support (which they provide wonderfully), what you dream is what you can have in terms of your desired capabilities.

**What do you dislike about Cimmaron Mortgage Manager?**

The ONLY thing that is left to be desired (hence my 9 stars instead of 10) is a slightly prettier UI. This is a Windows based program (not Apple) so you can imagine how that impacts the look and feel of the sysrem. That's the only room for improvement I see, which should say alot about how great this system is at it's core, which is what matters most.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

Automated communications, especially when combined with Zapier, make for a very robust system capable of doing anything we can dream up.

  ### 17. Flexible & Logical!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Renee D. | President, Financial Services, Enterprise (> 1000 emp.)

**Reviewed Date:** January 08, 2024

**What do you like best about Cimmaron Mortgage Manager?**

I like the flexibility of the CRM. You can create tasks, campaigns, emails, videos.  You can schedule and even see what's coming up in case you had a conversation with your borrower and want to change the "canned" email.

**What do you dislike about Cimmaron Mortgage Manager?**

The downside is it doesn't feel really modern but I'm ok with that because it works so well. As will all CRMs it takes work to figure out how to use it effectively.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

They tell me there's alot more I can do that I haven't checked out.  But for now it keeps me super organized in many ways.  Specifically I like working from the assigned tasks which I choose.  I use campaigns to set tasks for myself at different stages of the process.

  ### 18. Cimmaron CRM: Fast, Reliable, Highly Customizable

**Rating:** 4.5/5.0 stars

**Reviewed by:** Justin S. | Founder/President, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 13, 2023

**What do you like best about Cimmaron Mortgage Manager?**

We rely on the flexibility and customization of the system.  As our business changes and evolves, Cimmaron grows with us.  Most CRM systems are out of the box solutions that are rigid and don't work.  Finding a CRM that adapted to our needs was a game changer.

**What do you dislike about Cimmaron Mortgage Manager?**

Cimmaron is a robust system that has a lot of tools.  I think for some users, it's a little intimidating.  It would be helpful to simplify the presentation for the end user.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

Cimmaron Mortgage Manager is our database for all prospects for all origination channels.  Cimmaron gives us the tools to easily organize, manage, and market to all our clients.  Cimmaron allows us to manage and report on activities such as phone calls, texts, and emails.  We can market to our database using workflow assignments, drip campaigns, or broadcasts.  We can manage lead assignments and lead distribution based upon business rules.  Cimmaron dashboards and reporting make it easy to see the progression of a lead to loan.  With the Encompass Sync tool, we can manage loan level data and communicate with the client regarding the progression of their loan.

  ### 19. Amazing CRM and support staff

**Rating:** 5.0/5.0 stars

**Reviewed by:** Frances B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 18, 2023

**What do you like best about Cimmaron Mortgage Manager?**

I love the way that you can do EVERYTHING right from the Cimmaron Mortgage Manager and I do mean EVERYTHING from lead distribution to closing, even updating the customer as the process moves for them.

**What do you dislike about Cimmaron Mortgage Manager?**

There's nothing that I do not like about Cimmaron Mortgage Manger!!

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

Cimmaron helps me to keep track of our many mortgage leads and their current status, whether we are working on credit improvement or they are clear to close. This makes my duties much easier because I do not have to work out of multiple systems and it keeps all of my prospects, future prospects and current clients all in one place and easily accessible! It integrates with Encompass for an easy workflow to send out customer documents.

  ### 20. Great CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** mark c. | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 26, 2023

**What do you like best about Cimmaron Mortgage Manager?**

Cimmaron has great automation for your marketing drip campaigns and the ability to sync with encompass to push file status updates automatically to your clients and realtors.

**What do you dislike about Cimmaron Mortgage Manager?**

The only Dislike is Cimmaron has so much to offer you can feel a little overwhelmed at first.  Thankfully they have excellent customer support to guide you through the setup and with all your questions.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

Staying in front of clients.

  ### 21. Cimmaron has been a great

**Rating:** 5.0/5.0 stars

**Reviewed by:** Eric B. | Small-Business (50 or fewer emp.)

**Reviewed Date:** May 25, 2023

**What do you like best about Cimmaron Mortgage Manager?**

Best thing about Cimmaron for my office is that is sync's with encompass so we can do automated milestone updates to clients, loan officers, and realtors.

**What do you dislike about Cimmaron Mortgage Manager?**

The reports available in cimmaron dont give me actionable information that i need to manage with.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

Syncing with Encompass and sending out drip emails to clients automatically.

  ### 22. A great CRM and fantastic service

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jeffrey H. | Branch Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 06, 2023

**What do you like best about Cimmaron Mortgage Manager?**

I love the capability of being able to work from your desktop, or the App that comes with it. I have been using Cimmaron for 10 years now and they are always there to assist. The east of texting is also easy.

**What do you dislike about Cimmaron Mortgage Manager?**

There is nothing to dislike from the ease of the software and from a customer service standpoint is all good. There is nothing that I dislike with Cimmaron.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

It helps greatly with the communication aspect of my job.  It also helps with the  marketing. campaigns, the content is great and it helps me maintain my tasks in a timely manner

  ### 23. All in one

**Rating:** 5.0/5.0 stars

**Reviewed by:** Christina . | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 27, 2023

**What do you like best about Cimmaron Mortgage Manager?**

With Cimmaron, I have the ability to create very specific and targeted marketing. Integrated texting is awesome. We can text directly with our client, and the responses are all saved into the client's record. Cimmaron’s lead automation has been great for our team and working with time-sensitive leads. Tracy and Bob have been fantastic every step of the way!

**What do you dislike about Cimmaron Mortgage Manager?**

I do not have any dislikes at this time.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

Cimmaron has helped us to reach out to our contacts promptly and generate business.

  ### 24. Powerful, flexible CRM solution

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 24, 2023

**What do you like best about Cimmaron Mortgage Manager?**

Cimmaron is incredibly configurable and flexible, with great capability for integrations. The folks at Cimmaron are always very responsive and helpful whenever we've had a question or concern.

**What do you dislike about Cimmaron Mortgage Manager?**

Not a ton to dislike. Some people prefer web apps over the desktop app, but overall not a huge deal.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

A very solid mortgage CRM, great for SMBs.

  ### 25. Get what you pay for

**Rating:** 1.5/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** August 15, 2019

**What do you like best about Cimmaron Mortgage Manager?**

Integrated with Encompass well for the most part.

**What do you dislike about Cimmaron Mortgage Manager?**

Clunky, slow, and usually had an issue with the updates.  Also, the mobile app was slow.

**Recommendations to others considering Cimmaron Mortgage Manager:**

I feel this is designed for old school mortgage companies that are not using a CRM and want a relatively inexpensive solution.  Brokers probably aren't using it because most wholesale lenders provide CRMs.  If you are a large correspondent lender, you probably are on salesforce.  So if you are ballin' on a budget and want this to integrate with your digital mortgage solution, here ya go.

**What problems is Cimmaron Mortgage Manager solving and how is that benefiting you?**

CRM for mortgage files


## Cimmaron Mortgage Manager Discussions
  - [What is Cimmaron Mortgage Manager used for?](https://www.g2.com/discussions/what-is-cimmaron-mortgage-manager-used-for) - 1 comment, 1 upvote

- [View Cimmaron Mortgage Manager pricing details and edition comparison](https://www.g2.com/products/cimmaron-mortgage-manager/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-26+12%3A45%3A46+-0500&secure%5Bsession_id%5D=fa681ee7-2feb-4b87-bfc7-d47edf8a3824&secure%5Btoken%5D=2abd626d558c0a8f85a086fc0e3dbf098b482f3b7e207f9f3a3156c951b0213d&format=llm_user)
## Cimmaron Mortgage Manager Integrations
  - [Encompass360](https://www.g2.com/products/ellie-mae-encompass360/reviews)
  - [LendingPad](https://www.g2.com/products/lendingpad/reviews)

## Cimmaron Mortgage Manager Features
**Loan Services**
- LOS Integration - Mortage CRM
- Alerts - Mortgage CRM
- Lender Relationship - Mortgage CRM
- Compliance - Mortgage CRM

**Client Management**
- Contact Management - Mortgage CRM
- Real Estate CRM - Mortgage CRM
- Email Marketing Automation - Mortgage CRM

**Content**
- Automation

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

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management

**Agentic AI - Financial Services CRM**
- Decision Making

## Top Cimmaron Mortgage Manager Alternatives
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