# Best Mortgage CRM Software

## How Many Mortgage CRM Software Products Does G2 Track?

**Total Products under this Category:** 57

### Category Stats (Aug 2026)

- **Average Rating:** 4.45/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings

_Last updated: August 01, 2026_

## How Does G2 Rank Mortgage CRM Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 600+ Authentic Reviews
- 57+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Mortgage CRM Software
 ![G2 Grid® for Mortgage CRM Software plotting products by satisfaction and market presence](https://www.g2.com/categories/mortgage-crm/grids.png?focus%5B%5D=47947&focus%5B%5D=66318&focus%5B%5D=96038&focus%5B%5D=9786&focus%5B%5D=170331&focus%5B%5D=59139&focus%5B%5D=74875&focus%5B%5D=53089)

Highlighted products: Lead Management, BNTouch Mortgage CRM, nCino's Mortgage Suite, Encompass Digital Mortgage Solution, Shape Mortgage CRM, Cimmaron Mortgage Manager, Surefire CRM, and Insellerate.

Underlying data: [Grid® JSON](https://www.g2.com/categories/mortgage-crm/grids.json?focus%5B%5D=total-expert-lead-management&focus%5B%5D=bntouch-mortgage-crm&focus%5B%5D=ncino-s-mortgage-suite&focus%5B%5D=encompass-digital-mortgage-solution&focus%5B%5D=shape-software-shape-mortgage-crm&focus%5B%5D=cimmaron-mortgage-manager&focus%5B%5D=surefire-crm&focus%5B%5D=insellerate)

**Sponsored**

### BNTouch Mortgage CRM

BNTouch Mortgage CRM is an all-in-one mortgage CRM and point-of-sale platform built specifically for mortgage loan originators (MLOs), brokers, mortgage teams, and mortgage companies. It brings the full mortgage relationship lifecycle into one system: capture a lead, work the prospect, collect an application, manage borrower and partner communication while the loan is in process, and keep the relationship active after funding. BNTouch includes: - Mortgage CRM and lead management: Capture leads from forms and web chat; organize borrowers, prospects, past clients, and referral partners; route and distribute leads; manage stages, notes, tags, groups, custom fields, tasks, activities, and follow-up. - Sales and pipeline workflows: Use task lists, checklists, reminders, call and email activity, lead-source tracking, dashboards, scorecards, reporting, forecasting, and team workflow visibility. - Mortgage marketing: Deploy 400+ prebuilt mortgage marketing campaigns, email campaigns, newsletters, video marketing, social content, co-marketing, direct-mail and postcard workflows, and milestone follow-up for birthdays, loan anniversaries, and funded loans. - Digital mortgage and POS workflows: Support digital 1003 applications, borrower and referral-partner portals, document requests and collection, e-signature options, preapproval-letter workflows, and in-process borrower communication. Post-close retention: Manage past-client follow-up, refinance opportunities, rate-related opportunities, listing signals, referral requests, and ongoing relationship marketing after funding. - MAIA AI Assistant: Use natural-language requests to find CRM information, summarize conversations, draft emails and marketing content, create or update tasks, notes, records, and statuses, set reminders, and navigate BNTouch. MAIA is user-directed CRM assistance and does not underwrite loans or replace compliance review. - Opportunity Mining: An available intelligence module that can surface credit, equity, refinance, rate, and listing-related opportunities from a mortgage database. The loan officer chooses the next action: call, text, email, assign a task, or place the contact into an appropriate workflow. - Connected workflows: BNTouch supports LOS-connected CRM workflows, plus email, calendar, lead-source, calling, pricing, and Zapier-connected tools. Buyers should confirm their specific LOS, integration method, module, and plan availability during evaluation. - White Glove managed CRM service: An optional service for teams that want help with process analysis, configuration, campaign creation, automation, workflow setup, reporting, implementation, and training. BNTouch at a glance: - 22+ years built only for mortgage - 40+ mortgage tools across CRM, marketing, borrower workflows, and available modules - 400+ prebuilt mortgage marketing campaigns - 4,500+ active mortgage offices - 6,500+ mortgage offices served since 2003 - $43.7B+ in mortgage loans closed by users over the last two years - 1300+ verified reviews at a 4.7-star aggregate across BNTouch review sources

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1541&secure%5Bchosen_at%5D=2026-08-12T19%3A13%3A29Z&secure%5Bdisplayable_resource_id%5D=1541&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1541&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=66318&secure%5Bresource_id%5D=1541&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmortgage-crm%3Fopen_modal_url%3D%252Fproducts%252Fjungo-the-mortgage-app%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fmortgage-crm%2526source%253Dcategory&secure%5Btoken%5D=82342e592dcc909611701728deda3f17a9ab38f5b4ca8b5881973fa115012c95&secure%5Burl%5D=https%3A%2F%2Fwww.bntouch.com&secure%5Burl_type%5D=company_website)

### [Lead Management](https://www.g2.com/es/products/total-expert-lead-management/reviews)

Total Expert es la plataforma de compromiso con el cliente diseñada específicamente y confiada por más de 200 organizaciones de servicios financieros. Total Expert unifica datos, marketing, ventas y soluciones de cumplimiento para ofrecer el viaje perfecto del cliente a través de cada hito financiero, en cualquier mercado. Total Expert convierte las percepciones del cliente en acciones que aumentan la lealtad y fomentan el crecimiento para bancos modernos, prestamistas, cooperativas de crédito y compañías de seguros.

**Average Rating:** 4.5/5.0

**Total Reviews:** 156

#### How Do G2 Users Rate Lead Management?

- **Alertas - CRM hipotecario:** 8.2/10 (Category avg: 8.9/10)
- **Gestión de contactos - CRM hipotecario:** 8.3/10 (Category avg: 9.1/10)
- **Relación con el prestamista - CRM hipotecario:** 8.1/10 (Category avg: 8.6/10)
- **Facilidad de uso:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Lead Management?

- **Vendedor:** [Total Expert](https://www.g2.com/es/sellers/total-expert)
- **Sitio web de la empresa:** totalexpert.com
- **Año de fundación:** 2012
- **Ubicación de la sede:** St. Louis Park, US
- **Twitter:** @totalexpertinc  
1,362 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f1d3df4c4969cd417b76c2338c967ce8d1abe42b6abad54081fe06e19d26d82c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftotal-expert%2F&secure%5Burl_type%5D=linkedin_company_website)  
248 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Gerente de Marketing
- **Top Industries:** Servicios Financieros, Banca
- **Company Size:** 73% Medium, 18% Large

#### What Do G2 Reviewers Say About Lead Management?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios encuentran la **facilidad de uso** de Total Expert excepcional, simplificando la gestión de la información del cliente y la automatización del marketing sin esfuerzo.
- Los usuarios valoran el **soporte al cliente excepcional** de TotalExpert, apreciando su compromiso y asistencia integral en las operaciones.
- Los usuarios aprecian la **utilidad** de la Gestión de Clientes, elogiando su apoyo integral en las relaciones con los clientes y el seguimiento de préstamos.
- Los usuarios elogian las **capacidades de integración sin problemas** de Total Expert, mejorando los flujos de trabajo y centralizando los datos de los clientes de manera efectiva.
- Los usuarios destacan la **eficiencia de automatización** de Total Expert, agilizando procesos y mejorando el compromiso sin esfuerzo.

##### Cons

- Los nuevos usuarios pueden encontrar la **curva de aprendizaje empinada** debido a las opciones abrumadoras y los procesos de configuración complejos.
- Los usuarios encuentran **la navegación desafiante** debido a un número abrumador de opciones, lo que afecta la experiencia general del usuario.
- Los usuarios experimentan **un mal servicio al cliente** con tiempos de respuesta lentos, lo que afecta la eficiencia general durante momentos cruciales.
- Los usuarios encuentran frustrantes las **opciones de personalización limitadas** , ya que las características esenciales carecen de flexibilidad y capacidades modernas de correo electrónico.
- Los usuarios encuentran las **características faltantes** en la Gestión de Leads frustrantes, obstaculizando el uso efectivo y la recuperación de datos.

#### What Are Recent G2 Reviews of Lead Management?

**["Total Expert facilita la creación de sitios web de propiedades individuales co-marcados para la promoción diaria."](https://www.g2.com/es/survey_responses/lead-management-review-12992779)**

**Rating:** 5.0/5.0 stars

_— Cheryl A._

[Read full review](https://www.g2.com/es/survey_responses/lead-management-review-12992779)

**["Conexión todo en uno de redes sociales y CRM utilizado para una comunicación fácil"](https://www.g2.com/es/survey_responses/lead-management-review-12979044)**

**Rating:** 4.5/5.0 stars

_— Brynn M._

[Read full review](https://www.g2.com/es/survey_responses/lead-management-review-12979044)

#### What Are G2 Users Discussing About Lead Management?

- [What advice do you have for others considering Total Expert for marketing automation?](https://www.g2.com/es/discussions/what-advice-do-you-have-for-others-considering-total-expert-for-marketing-automation)
- [How do you use Total Expert?](https://www.g2.com/es/discussions/how-do-you-use-total-expert)
- [Is Total Expert a good CRM?](https://www.g2.com/es/discussions/is-total-expert-a-good-crm)
- [¿Es Total Expert gratis?](https://www.g2.com/es/discussions/is-total-expert-free) - 1 comment
- [What does Total Expert do?](https://www.g2.com/es/discussions/what-does-total-expert-do)

### [BNTouch Mortgage CRM](https://www.g2.com/es/products/bntouch-mortgage-crm/reviews)

BNTouch Mortgage CRM es una plataforma CRM y punto de venta todo en uno, diseñada específicamente para originadores de préstamos hipotecarios (MLOs), corredores, equipos hipotecarios y compañías hipotecarias. Trae el ciclo de vida completo de la relación hipotecaria en un solo sistema: capturar un cliente potencial, trabajar con el prospecto, recopilar una solicitud, gestionar la comunicación con el prestatario y el socio mientras el préstamo está en proceso, y mantener la relación activa después del financiamiento. BNTouch incluye: - CRM hipotecario y gestión de clientes potenciales: Captura clientes potenciales desde formularios y chat web; organiza prestatarios, prospectos, clientes anteriores y socios de referencia; enruta y distribuye clientes potenciales; gestiona etapas, notas, etiquetas, grupos, campos personalizados, tareas, actividades y seguimiento. - Flujos de trabajo de ventas y canalización: Usa listas de tareas, listas de verificación, recordatorios, actividad de llamadas y correos electrónicos, seguimiento de fuentes de clientes potenciales, paneles de control, tarjetas de puntuación, informes, pronósticos y visibilidad del flujo de trabajo del equipo. - Marketing hipotecario: Despliega más de 400 campañas de marketing hipotecario preconstruidas, campañas de correo electrónico, boletines, marketing en video, contenido social, co-marketing, flujos de trabajo de correo directo y postales, y seguimiento de hitos para cumpleaños, aniversarios de préstamos y préstamos financiados. - Flujos de trabajo digitales hipotecarios y POS: Soporta aplicaciones digitales 1003, portales para prestatarios y socios de referencia, solicitudes y recopilación de documentos, opciones de firma electrónica, flujos de trabajo de cartas de preaprobación y comunicación con el prestatario en proceso. - Retención post-cierre: Gestiona el seguimiento de clientes anteriores, oportunidades de refinanciamiento, oportunidades relacionadas con tasas, señales de listado, solicitudes de referencia y marketing de relación continua después del financiamiento. - Asistente de IA MAIA: Usa solicitudes en lenguaje natural para encontrar información en el CRM, resumir conversaciones, redactar correos electrónicos y contenido de marketing, crear o actualizar tareas, notas, registros y estados, establecer recordatorios y navegar por BNTouch. MAIA es una asistencia CRM dirigida por el usuario y no suscribe préstamos ni reemplaza la revisión de cumplimiento. - Minería de Oportunidades: Un módulo de inteligencia disponible que puede descubrir oportunidades relacionadas con crédito, equidad, refinanciamiento, tasas y listados desde una base de datos hipotecaria. El oficial de préstamos elige la siguiente acción: llamar, enviar un mensaje de texto, enviar un correo electrónico, asignar una tarea o colocar el contacto en un flujo de trabajo apropiado. - Flujos de trabajo conectados: BNTouch soporta flujos de trabajo CRM conectados a LOS, además de herramientas conectadas a correo electrónico, calendario, fuente de clientes potenciales, llamadas, precios y Zapier. Los compradores deben confirmar su LOS específico, método de integración, módulo y disponibilidad del plan durante la evaluación. - Servicio CRM gestionado White Glove: Un servicio opcional para equipos que desean ayuda con el análisis de procesos, configuración, creación de campañas, automatización, configuración de flujos de trabajo, informes, implementación y capacitación. BNTouch en resumen: - Más de 22 años construidos solo para hipotecas - Más de 40 herramientas hipotecarias en CRM, marketing, flujos de trabajo de prestatarios y módulos disponibles - Más de 400 campañas de marketing hipotecario preconstruidas - Más de 4,500 oficinas hipotecarias activas - Más de 6,500 oficinas hipotecarias atendidas desde 2003 - Más de $43.7 mil millones en préstamos hipotecarios cerrados por usuarios en los últimos dos años - Más de 1300 reseñas verificadas con una calificación agregada de 4.7 estrellas en las fuentes de reseñas de BNTouch

**Average Rating:** 4.5/5.0

**Total Reviews:** 68

#### How Do G2 Users Rate BNTouch Mortgage CRM?

- **Alertas - CRM hipotecario:** 9.0/10 (Category avg: 8.9/10)
- **Gestión de contactos - CRM hipotecario:** 9.1/10 (Category avg: 9.1/10)
- **Relación con el prestamista - CRM hipotecario:** 8.6/10 (Category avg: 8.6/10)
- **Facilidad de uso:** 8.4/10 (Category avg: 8.7/10)

#### Who Is the Company Behind BNTouch Mortgage CRM?

- **Vendedor:** [BNTouch](https://www.g2.com/es/sellers/bntouch)
- **Año de fundación:** 2004
- **Ubicación de la sede:** Beaverton, Oregon
- **Twitter:** @bntouchcrm  
233 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8f018547a8f25c44080bba4d6271cee7f205d97a19e02599b0f6e0c8a7a8e94c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F137913%2F&secure%5Burl_type%5D=linkedin_company_website)  
15 empleados en LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Servicios Financieros, Bienes Raíces
- **Company Size:** 74% Small, 18% Medium

#### What Are Recent G2 Reviews of BNTouch Mortgage CRM?

**["Retención de clientes sin esfuerzo y soporte estelar"](https://www.g2.com/es/survey_responses/bntouch-mortgage-crm-review-13057284)**

**Rating:** 4.0/5.0 stars

_— Kristie A._

[Read full review](https://www.g2.com/es/survey_responses/bntouch-mortgage-crm-review-13057284)

**["Gestión de clientes potenciales sin esfuerzo con recordatorios potentes"](https://www.g2.com/es/survey_responses/bntouch-mortgage-crm-review-12815708)**

**Rating:** 5.0/5.0 stars

_— Ciara T._

[Read full review](https://www.g2.com/es/survey_responses/bntouch-mortgage-crm-review-12815708)

#### What Are G2 Users Discussing About BNTouch Mortgage CRM?

- [¿Para qué se utiliza BNTouch Mortgage CRM?](https://www.g2.com/es/discussions/what-is-bntouch-mortgage-crm-used-for)

### [nCino's Mortgage Suite](https://www.g2.com/products/ncino-s-mortgage-suite/reviews)

The nCino Platform revolutionizes mortgage lending by driving efficiency, collaboration, and exceptional borrower experiences. nCino Mortgage automates workflows to connect every stage, accelerate processes, and reduce errors; leverages real-time insights using AI, improving decisions, reducing risks, and enhancing lending outcomes; enables seamless collaboration, uniting teams for a smooth and efficient lending process; and integrates adaptable solutions that grow with your institution to meet demand, regulations, and market shifts. 

**Average Rating:** 4.9/5.0

**Total Reviews:** 92

#### How Do G2 Users Rate nCino's Mortgage Suite?

- **Alerts - Mortgage CRM:** 9.6/10 (Category avg: 8.9/10)
- **Contact Management - Mortgage CRM:** 9.9/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 10.0/10 (Category avg: 8.6/10)
- **Ease of Use:** 9.8/10 (Category avg: 8.7/10)

#### Who Is the Company Behind nCino's Mortgage Suite?

- **Seller:** [nCino Opco](https://www.g2.com/sellers/ncino-opco)
- **Company Website:** www.ncino.com
- **Year Founded:** 2012
- **HQ Location:** Wilmington, US
- **Twitter:** @ncino  
3,726 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=36be61cea163e97b5187e468f43c92fb50578b5c8f1a47aa3db47a9ad030b24b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2551084%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,640 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Mortgage Loan Officer, Loan Officer
- **Top Industries:** Real Estate, Banking
- **Company Size:** 60% Small, 25% Medium

#### What Are Recent G2 Reviews of nCino's Mortgage Suite?

**["Very easy to use"](https://www.g2.com/survey_responses/ncino-s-mortgage-suite-review-9356847)**

**Rating:** 5.0/5.0 stars

_— Ken H._

[Read full review](https://www.g2.com/survey_responses/ncino-s-mortgage-suite-review-9356847)

**["Very easy to use"](https://www.g2.com/survey_responses/ncino-s-mortgage-suite-review-8473767)**

**Rating:** 5.0/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/ncino-s-mortgage-suite-review-8473767)

#### What Are G2 Users Discussing About nCino's Mortgage Suite?

- [What do you recommend for financial institutions considering nCino's Mortgage Suite for loan origination?](https://www.g2.com/discussions/what-do-you-recommend-for-financial-institutions-considering-ncino-s-mortgage-suite-for-loan-origination)
- [What does Simplenexus Mortgage Platform do?](https://www.g2.com/discussions/what-does-simplenexus-mortgage-platform-do)
- [What is Ellie Mae Inc?](https://www.g2.com/discussions/what-is-ellie-mae-inc)
- [What is an LOS system?](https://www.g2.com/discussions/what-is-an-los-system)
- [What is SimpleNexus?](https://www.g2.com/discussions/what-is-simplenexus)

### [Encompass Digital Mortgage Solution](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews)

Encompass® by ICE Mortgage Technology® provides an end-to-end solution with best-of-breed technology that gives you the tools to manufacture and acquire significantly more loans with less effort. Successful mortgage companies know that offering an automated, omnichannel experience and a quick closing time are necessary to keep costs down, enable scalability, and meet borrower demand for convenience and speed. With a customer base of more than 3,100 lenders and investors, Encompass empowers more loans than any other lending automation platform and is the gold standard in the mortgage industry.

**Average Rating:** 4.2/5.0

**Total Reviews:** 61

#### How Do G2 Users Rate Encompass Digital Mortgage Solution?

- **Alerts - Mortgage CRM:** 8.9/10 (Category avg: 8.9/10)
- **Contact Management - Mortgage CRM:** 9.4/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 10.0/10 (Category avg: 8.6/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Encompass Digital Mortgage Solution?

- **Seller:** [Intercontinental Exchange](https://www.g2.com/sellers/intercontinental-exchange)
- **Year Founded:** 2000
- **HQ Location:** Pleasanton, CA
- **Twitter:** @ICE\_Markets  
80,524 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=172748a21eadd39f3e6a11ad66733fa326aac00f72d634c6964bf90e69722ab1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11841%2F&secure%5Burl_type%5D=linkedin_company_website)  
459 employees on LinkedIn®
- **Ownership:** NYSE: ELLI

#### Who Uses This Product?

- **Top Industries:** Financial Services, Banking
- **Company Size:** 66% Medium, 21% Large

#### What Are Recent G2 Reviews of Encompass Digital Mortgage Solution?

**["Encompass makes my job easy and makes me look like a professional"](https://www.g2.com/survey_responses/encompass-digital-mortgage-solution-review-3653612)**

**Rating:** 5.0/5.0 stars

_— Verified User in Real Estate_

[Read full review](https://www.g2.com/survey_responses/encompass-digital-mortgage-solution-review-3653612)

**["A great way to handle mortgages!"](https://www.g2.com/survey_responses/encompass-digital-mortgage-solution-review-5061510)**

**Rating:** 5.0/5.0 stars

_— Katherine E._

[Read full review](https://www.g2.com/survey_responses/encompass-digital-mortgage-solution-review-5061510)

#### What Are G2 Users Discussing About Encompass Digital Mortgage Solution?

- [What is Encompass Digital Mortgage Solution used for?](https://www.g2.com/discussions/what-is-encompass-digital-mortgage-solution-used-for)

### [Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews)

What is Shape Mortgage CRM? Shape is a mortgage CRM, point-of-sale, and sales automation platform built for loan officers, mortgage brokers, branch managers, and enterprise lenders. It combines lead management, borrower communication, application intake, and marketing automation in a single system. Teams use it instead of running a separate CRM, dialer, email tool, and online application. The platform is built specifically for mortgage workflows rather than adapted from a general sales CRM. Loan stages, borrower and co-borrower records, referral partner relationships, and LOS handoffs are native to the system. Shape includes more than 500 features across the following areas: Lead management and distribution Connect over 100 lead sources with direct integrations. Route and assign leads by rules, score them with AI-based models, and work them from a prioritized pipeline that surfaces the contacts most likely to convert. Point of sale, credit, and LOS integration Borrowers complete a digital 1003 through a branded portal that feeds directly into the CRM record. Credit pulling is automated and document collection happens in the same workflow. Shape connects with Encompass, LendingPad, Calyx, and other loan origination systems to reduce duplicate data entry. Communication and automation An integrated dialer, two-way texting, email, and video messaging run inside the platform. Automation triggers outreach based on lead status, stage changes, or borrower activity. More than 1,000 pre-built email and text templates are included for teams that do not want to build campaigns from scratch. AI voice and text agents Inbound calls are answered when loan officers are on another line, with a borrower, or off the clock. An AI voice agent picks up, qualifies the caller, answers common questions, and books appointments on the calendar. If the caller hangs up or prefers to keep it in writing, the agent continues the conversation over text. Calls transfer to a person when the borrower asks or the scenario requires it, and every conversation logs to the contact record. Reporting and team visibility More than 20 pre-built reports cover pipeline, conversion, and activity. Custom reporting is available for managers who track specific metrics across branches, teams, or individual loan officers. Shape supports single loan officers through enterprise lending operations with hundreds of users. Configuration covers custom fields, user permissions, branch-level segmentation, and compliance controls. Onboarding, data migration, and ongoing support are handled by a US-based team. Companies evaluate Shape when they are consolidating multiple point solutions, replacing a general-purpose CRM that does not fit mortgage workflows, or looking to improve speed to lead and loan officer adoption.

**Average Rating:** 4.9/5.0

**Total Reviews:** 98

#### How Do G2 Users Rate Shape Mortgage CRM?

- **Alerts - Mortgage CRM:** 9.9/10 (Category avg: 8.9/10)
- **Contact Management - Mortgage CRM:** 9.9/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 9.9/10 (Category avg: 8.6/10)
- **Ease of Use:** 9.9/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Shape Mortgage CRM?

- **Seller:** [Shape Software](https://www.g2.com/sellers/shape-software)
- **Company Website:** www.setshape.com
- **HQ Location:** Irvine, California
- **Twitter:** @ShapeBizTech  
656 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=03f5d607c7cb630b66d7f021c79dad98fd81ba2b90490a8590a89459d62e5bca&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F18416707%2F&secure%5Burl_type%5D=linkedin_company_website)  
40 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Marketing and Advertising
- **Company Size:** 46% Small, 42% Medium

#### What Are Recent G2 Reviews of Shape Mortgage CRM?

**["Shape: The First Truly End-to-End CRM I’ve Used"](https://www.g2.com/survey_responses/shape-mortgage-crm-review-12223493)**

**Rating:** 5.0/5.0 stars

_— Alex E._

[Read full review](https://www.g2.com/survey_responses/shape-mortgage-crm-review-12223493)

**["Shape CRM’s AI Agents Supercharge My Daily Productivity"](https://www.g2.com/survey_responses/shape-mortgage-crm-review-13229862)**

**Rating:** 5.0/5.0 stars

_— Remy G._

[Read full review](https://www.g2.com/survey_responses/shape-mortgage-crm-review-13229862)

#### What Are G2 Users Discussing About Shape Mortgage CRM?

- [What is Shape Mortgage Software used for?](https://www.g2.com/discussions/what-is-shape-mortgage-software-used-for)

### [Cimmaron Mortgage Manager](https://www.g2.com/products/cimmaron-mortgage-manager/reviews)

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.

**Average Rating:** 4.7/5.0

**Total Reviews:** 25

#### How Do G2 Users Rate Cimmaron Mortgage Manager?

- **Alerts - Mortgage CRM:** 9.5/10 (Category avg: 8.9/10)
- **Contact Management - Mortgage CRM:** 9.8/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 9.3/10 (Category avg: 8.6/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Cimmaron Mortgage Manager?

- **Seller:** [Cimmaron Software](https://www.g2.com/sellers/cimmaron-software)
- **Year Founded:** 1999
- **HQ Location:** San Diego, California
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4f49608b61808038a932e755bcbbc62ca89c5c53e5d6c327f6f7dcd73886e76a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3891922&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Banking
- **Company Size:** 60% Small, 24% Medium

#### What Are Recent G2 Reviews of Cimmaron Mortgage Manager?

**["Boosts CRM Efficiency with Stellar Automation"](https://www.g2.com/survey_responses/cimmaron-mortgage-manager-review-12079364)**

**Rating:** 5.0/5.0 stars

_— Yzidro L._

[Read full review](https://www.g2.com/survey_responses/cimmaron-mortgage-manager-review-12079364)

**["Streamlines Marketing Effortlessly with Outstanding Support"](https://www.g2.com/survey_responses/cimmaron-mortgage-manager-review-12030404)**

**Rating:** 4.5/5.0 stars

_— Leslie J._

[Read full review](https://www.g2.com/survey_responses/cimmaron-mortgage-manager-review-12030404)

#### What Are G2 Users Discussing About Cimmaron Mortgage Manager?

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

### [Surefire CRM](https://www.g2.com/products/surefire-crm/reviews)

From individuals to enterprise lenders, Surefire CRM helps thousands of mortgage lenders and mortgage loan officers win new business, earn repeat business and gain referral business with intuitive, “set it and forget it” workflows and award-winning content that inspires emotional connections with customers.

**Average Rating:** 4.0/5.0

**Total Reviews:** 20

#### How Do G2 Users Rate Surefire CRM?

- **Alerts - Mortgage CRM:** 7.9/10 (Category avg: 8.9/10)
- **Contact Management - Mortgage CRM:** 8.1/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 7.9/10 (Category avg: 8.6/10)
- **Ease of Use:** 6.7/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Surefire CRM?

- **Seller:** [Intercontinental Exchange](https://www.g2.com/sellers/intercontinental-exchange)
- **Year Founded:** 2000
- **HQ Location:** Pleasanton, CA
- **Twitter:** @ICE\_Markets  
80,524 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=172748a21eadd39f3e6a11ad66733fa326aac00f72d634c6964bf90e69722ab1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11841%2F&secure%5Burl_type%5D=linkedin_company_website)  
459 employees on LinkedIn®
- **Ownership:** NYSE: ELLI

#### Who Uses This Product?

- **Top Industries:** Financial Services, Real Estate
- **Company Size:** 75% Medium, 20% Small

#### What Are Recent G2 Reviews of Surefire CRM?

**["Robust Program that can deliver, but the user must take the helm and drive the ship."](https://www.g2.com/survey_responses/surefire-crm-review-7913017)**

**Rating:** 4.0/5.0 stars

_— Carl S._

[Read full review](https://www.g2.com/survey_responses/surefire-crm-review-7913017)

**["Excellent for tracking clients and running multiple marketing and touch campaigns."](https://www.g2.com/survey_responses/surefire-crm-review-6621765)**

**Rating:** 4.5/5.0 stars

_— Michael C._

[Read full review](https://www.g2.com/survey_responses/surefire-crm-review-6621765)

#### What Are G2 Users Discussing About Surefire CRM?

- [What is Surefire CRM used for?](https://www.g2.com/discussions/what-is-surefire-crm-used-for)

### [Insellerate](https://www.g2.com/products/insellerate/reviews)

Insellerate helps lenders close more loans by helping them engage intelligently with their borrowers. Insellerate is a Mortgage CRM that helps manage workflow, contact strategies, lead prioritization, referral partner relationships and reporting. Insellerate is also a standalone Engagement Platform that automates multi-channel marketing through social media, email, direct mail, SMS, Ringless Voicemail and phone calls. Insellerate has a vast library of pre-built strategies and content available to its customers along with industry best practices for better engagement, conversion and sales efficiency.

**Average Rating:** 4.6/5.0

**Total Reviews:** 25

#### How Do G2 Users Rate Insellerate?

- **Alerts - Mortgage CRM:** 9.1/10 (Category avg: 8.9/10)
- **Contact Management - Mortgage CRM:** 9.2/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 9.6/10 (Category avg: 8.6/10)
- **Ease of Use:** 8.8/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Insellerate?

- **Seller:** [Insellerate](https://www.g2.com/sellers/insellerate)
- **Year Founded:** 2012
- **HQ Location:** Newport Beach, California
- **Twitter:** @Insellerate  
288 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=434074b4f8a74f9ee6d627bdbb23b1965cd639b1a3a9ed5f24f56e25a935b72a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finsellerate%2F&secure%5Burl_type%5D=linkedin_company_website)  
38 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Banking
- **Company Size:** 60% Medium, 32% Small

#### What Are Recent G2 Reviews of Insellerate?

**["Excellent Partnership"](https://www.g2.com/survey_responses/insellerate-review-8079565)**

**Rating:** 5.0/5.0 stars

_— Kevin S._

[Read full review](https://www.g2.com/survey_responses/insellerate-review-8079565)

**["Admin Insellerate User"](https://www.g2.com/survey_responses/insellerate-review-8770126)**

**Rating:** 5.0/5.0 stars

_— Jacob D._

[Read full review](https://www.g2.com/survey_responses/insellerate-review-8770126)

#### What Are G2 Users Discussing About Insellerate?

- [What is Insellerate used for?](https://www.g2.com/discussions/what-is-insellerate-used-for)

### [Jungo: The Mortgage App](https://www.g2.com/products/jungo-the-mortgage-app/reviews)

Jungo is a mortgage CRM built on Salesforce that provides financial industry experts with marketing, co-marketing, compliance, and CRM solutions from one login. Key Features: Pre-Built Marketing Solutions: Jungo comes pre-built with marketing drip campaigns and templates for every type of contact. Educate cold leads, nurture existing prospects, and follow up with past clients. Time Saving Automations: Automate your lead distribution, repetitive tasks and emails, and more. Jungo is fully customizable to automate your internal processes so you can focus on higher priority tasks that close. Integrations: Jungo is backed by Salesforce and has countless integrations to make your CRM a one-stop shop. Also, Jungo has a direct integration with the top LOS platforms, PPE softwares, POS systems, and more. Check out our website for more information: https://ijungo.com/about-jungo/partners/ Reporting and Analytics: View every aspect of your business with live data. Jungo’s customizable Reports & Dashboards allow you to gain valuable insight into your pipeline, see who your top-performing loan officers are, access which leads you need to follow up with, know what outstanding tasks you have, and more. Enhanced Marketing Solutions: Jungo delivers powerful multi-channel marketing from one centralized platform. It is easily scalable for enterprise volume, so you can get consistent branding with improved ROI tracking. Key Features: Email Marketing: Save time and win more customers by letting Jungo market for you. Jungo comes pre-built with email templates to reach your entire database, nurture campaigns to consistently market to leads, and drip campaigns to keep in touch with past clients. Video Marketing: Stand out from your competition with the power of video! Jungo has a direct integration with BombBomb so you can easily send video emails directly from your Jungo account. That way, you can build trust, convert more leads, and generate referrals. Co-Marketing: Jungo helps you build profitable relationships with referral partners. You can easily customize Jungo’s flyers, emails, and post-closing gifts with the proper co-branding in place. Then, see who your most profitable relationships are with customized reporting. The Closing Email of the Week: Jungo has a collection of targeted emails so you can connect with customers, faster, easier, and more efficiently. This closing email and social media marketing library gets updated weekly so you can focus on high-priority tasks, not marketing. Check out the link below to view and use our full Closing Email of the Week collection. https://ijungo.com/closing-email-of-the-week/ Compliance Stay compliant with Jungo’s on-demand audit level reporting. Key Features: Real-Time Tracking & Analytics: Get live data and build reports to track cost allocations, distributions, and payments. Business Intelligence: Make data-driven decisions based on metrics that matter most to your business. Audit Level Tracking & Reporting: Maintain compliance efficiently with asset permissions, disclaimer licenses, and user access. Customizable Dashboards: Create personalized Reports & Dashboards for Branch Managers, Executive Managers, and Loan Originators. For a free demo, go to: https://ijungo.com/request-demo/?click=freedemo

**Average Rating:** 4.5/5.0

**Total Reviews:** 20

#### How Do G2 Users Rate Jungo: The Mortgage App?

- **Alerts - Mortgage CRM:** 7.9/10 (Category avg: 8.9/10)
- **Contact Management - Mortgage CRM:** 8.7/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 8.2/10 (Category avg: 8.6/10)
- **Ease of Use:** 7.2/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Jungo: The Mortgage App?

- **Seller:** [Jungo](https://www.g2.com/sellers/jungo)
- **Year Founded:** 2005
- **HQ Location:** San Diego, CA
- **Twitter:** @JungoInc  
1,160 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=42c8c4b95a657f7fab58b2331bb4ae7c538e19f6ac3767095734f18aae1c222e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F289961%2F&secure%5Burl_type%5D=linkedin_company_website)  
71 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services
- **Company Size:** 65% Small, 25% Medium

#### What Are Recent G2 Reviews of Jungo: The Mortgage App?

**["jungo mortgage app is great, jungo via desktop is FANSTASTIC"](https://www.g2.com/survey_responses/jungo-the-mortgage-app-review-9505203)**

**Rating:** 4.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/jungo-the-mortgage-app-review-9505203)

**["Penelope Rocks"](https://www.g2.com/survey_responses/jungo-the-mortgage-app-review-9580875)**

**Rating:** 5.0/5.0 stars

_— Trip H._

[Read full review](https://www.g2.com/survey_responses/jungo-the-mortgage-app-review-9580875)

#### What Are G2 Users Discussing About Jungo: The Mortgage App?

- [How much is Jungo monthly?](https://www.g2.com/discussions/how-much-is-jungo-monthly)
- [How do you use Jungo?](https://www.g2.com/discussions/how-do-you-use-jungo)
- [Is Jungo built on Salesforce?](https://www.g2.com/discussions/is-jungo-built-on-salesforce) - 1 comment
- [What does Jungo do?](https://www.g2.com/discussions/what-does-jungo-do) - 2 comments

### [eClosing by Snapdocs](https://www.g2.com/products/eclosing-by-snapdocs/reviews)

Snapdocs is the leading digital closing provider, connecting the people, processes, and technologies that power a mortgage closing. Our platform automates every interaction between lenders and title companies from pre-closing through the sale of the loan. With our patented AI technology, hands-on customer service, and extensive settlement and notary networks, all mortgage participants enjoy accurate, smooth, and secure closings. This approach gives customers a competitive advantage by saving them time and money. Our award-winning eClosing solution delivers efficient, error-free digital closings by making every transaction repeatable and secure, no matter the closing type. Snapdocs has enabled hundreds of mortgage lenders to achieve eClose adoption at a rate 3X the industry average, meaning you can scale your entire loan portfolio without manual interventions.

**Average Rating:** 4.6/5.0

**Total Reviews:** 27

#### How Do G2 Users Rate eClosing by Snapdocs?

- **Ease of Use:** 9.7/10 (Category avg: 8.7/10)

#### Who Is the Company Behind eClosing by Snapdocs?

- **Seller:** [Snapdocs](https://www.g2.com/sellers/snapdocs)
- **Year Founded:** 2013
- **HQ Location:** San Francisco, CA
- **Twitter:** @snapdocs  
1,406 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=536fe380218f88aeb0b45931f491b224cce6e8645abcedbd71b7f3f7763d64ee&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3036427%2F&secure%5Burl_type%5D=linkedin_company_website)  
381 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Financial Services, Banking
- **Company Size:** 64% Medium, 36% Small

#### What Do G2 Reviewers Say About eClosing by Snapdocs?

_AI-generated summary from verified user reviews_

##### Pros

- Users rave about the **amazing automation** of eClosing, especially its rapid learning capabilities for new documents.
- Users praise the **exceptional customer support** from Snapdocs, which ensures smooth implementations and prompt assistance for any inquiries.
- Users commend the **ease of use** of eClosing by Snapdocs, leading to high adoption rates among Closing Teams.
- Users highlight the **helpfulness** of Snapdocs' support, ensuring smooth implementation and quick resolution of queries.
- Users value the **extensive training offered** by eClosing, enhancing communication and responsiveness during the closing process.

#### What Are Recent G2 Reviews of eClosing by Snapdocs?

**["Simplifies Document Signing and Retrieval with Easy Integration"](https://www.g2.com/survey_responses/eclosing-by-snapdocs-review-12773476)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/eclosing-by-snapdocs-review-12773476)

**["SnapDocs Made Hybrid Closings Easy—Fast Adoption and a Smooth Implementation"](https://www.g2.com/survey_responses/eclosing-by-snapdocs-review-12396867)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/eclosing-by-snapdocs-review-12396867)

#### What Are G2 Users Discussing About eClosing by Snapdocs?

- [Does Snapdocs have an app?](https://www.g2.com/discussions/does-snapdocs-have-an-app)
- [Who can use Snapdocs?](https://www.g2.com/discussions/who-can-use-snapdocs)
- [Is Snapdocs legitimate?](https://www.g2.com/discussions/is-snapdocs-legitimate)
- [What is Snapdocs?](https://www.g2.com/discussions/what-is-snapdocs)

### [Aidium Mortgage](https://www.g2.com/products/aidium-mortgage/reviews)

Aidium is a CRM for modern mortgage companies, with an advanced Reporting Suite to boot. Aidium’s CRM is strong enough for the enterprise, but built with loan officers in mind. Easy-to-use, yet highly customizable, our CRM works for every level of loan officer. Each team can uniquely customize their pipeline and automations. Choose from 60+ proven pre-built automations, or build automations from scratch with our incredibly easy-to-use, no-code automation builder. Convert more leads and close more loans—on autopilot. Our Reporting Suite offers comprehensive Out-of-the-Box Reporting, Custom Reporting and Data Warehousing. Know your numbers and drive ROI with advanced analytics.

**Average Rating:** 3.9/5.0

**Total Reviews:** 7

#### How Do G2 Users Rate Aidium Mortgage?

- **Alerts - Mortgage CRM:** 7.8/10 (Category avg: 8.9/10)
- **Contact Management - Mortgage CRM:** 7.8/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 8.3/10 (Category avg: 8.6/10)
- **Ease of Use:** 8.3/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Aidium Mortgage?

- **Seller:** [Aidium Mortgage CRM](https://www.g2.com/sellers/aidium-mortgage-crm)
- **Year Founded:** 2019
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0a80c4d142e66c74ba28e4a15525e5cee2d4399b4fe6bee0b720734753255491&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faidium&secure%5Burl_type%5D=linkedin_company_website)  
36 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 57% Small, 29% Large

#### What Are Recent G2 Reviews of Aidium Mortgage?

**["Aidium is a perfect fit!"](https://www.g2.com/survey_responses/aidium-mortgage-review-10811982)**

**Rating:** 4.5/5.0 stars

_— Josh C._

[Read full review](https://www.g2.com/survey_responses/aidium-mortgage-review-10811982)

**["Good tool that increases productivity and better business interactions."](https://www.g2.com/survey_responses/aidium-mortgage-review-9868591)**

**Rating:** 4.5/5.0 stars

_— Aavinashh L._

[Read full review](https://www.g2.com/survey_responses/aidium-mortgage-review-9868591)

#### What Are G2 Users Discussing About Aidium Mortgage?

- [What is Whiteboard CRM used for?](https://www.g2.com/discussions/what-is-whiteboard-crm-used-for)

### [LoanOfficer.ai](https://www.g2.com/products/loanofficer-ai/reviews)

LoanOfficer.ai is an AI-powered mortgage CRM built specifically for mortgage professionals, including individual loan officers, mortgage brokers, branch managers, and mortgage companies. The platform helps users automate lead follow-up, borrower communication, Realtor relationship management, marketing campaigns, appointment scheduling, mortgage websites, and AI-powered customer engagement. It is designed for mortgage businesses looking to increase productivity, generate more referrals, and close more loans through intelligent automation.

**Average Rating:** 5.0/5.0

**Total Reviews:** 5

#### How Do G2 Users Rate LoanOfficer.ai?

- **Alerts - Mortgage CRM:** 10.0/10 (Category avg: 8.9/10)
- **Contact Management - Mortgage CRM:** 10.0/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 10.0/10 (Category avg: 8.6/10)
- **Ease of Use:** 9.2/10 (Category avg: 8.7/10)

#### Who Is the Company Behind LoanOfficer.ai?

- **Seller:** [LoanOfficer.ai](https://www.g2.com/sellers/loanofficer-ai)
- **Year Founded:** 2020
- **HQ Location:** Rancho Santa Margarita, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3af0b18484b7f076f212a2183adc64c673f312c55ff622a58b09e15885cf69e9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Floanofficer-ai&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 83% Small, 17% Medium

#### What Are Recent G2 Reviews of LoanOfficer.ai?

**["Seamless AI Integration with User-Friendly Interface"](https://www.g2.com/survey_responses/loanofficer-ai-review-13213009)**

**Rating:** 5.0/5.0 stars

_— Sam S._

[Read full review](https://www.g2.com/survey_responses/loanofficer-ai-review-13213009)

**["LoanOfficerAI Is a Game-Changer: Intuitive, Fast, and Saves Hours Every Week"](https://www.g2.com/survey_responses/loanofficer-ai-review-13107531)**

**Rating:** 5.0/5.0 stars

_— Spiro H._

[Read full review](https://www.g2.com/survey_responses/loanofficer-ai-review-13107531)

### [Firepoint](https://www.g2.com/products/firepoint/reviews)

Firepoint is an all-in-one, CRM and lead conversion platform built by agents, for agents. It was designed by top real estate teams who combined forces to create a solution that is built specifically for growing real estate teams. With Firepoint, teams can... - Promote their brand with an IDX website, PPC management, and 3rd party integrations - Automate busy work with lead distribution, auto-text, and drip campaigns - Clarify their day by prioritizing their time and effort with leads ready to act now - Communicate internally with @mentions and externally via phone, email, and text - Optimize their business with insights from team accountability and business performance reporting Our technology helps teams leverage their time to stay focused on the right leads and activities.

**Average Rating:** 3.9/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Firepoint?

- **Alerts - Mortgage CRM:** 10.0/10 (Category avg: 8.9/10)
- **Contact Management - Mortgage CRM:** 10.0/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 8.3/10 (Category avg: 8.6/10)
- **Ease of Use:** 7.9/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Firepoint?

- **Seller:** [Firepoint](https://www.g2.com/sellers/firepoint)
- **HQ Location:** Denver, Colorado
- **Twitter:** @FirepointCRM  
65 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=eb4783de69be0eff2b2d0d868d1a34fbdfcd53008cf813c868aa33c589aa5a2d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F9470838%2F&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Real Estate
- **Company Size:** 86% Small, 7% Large

#### What Are Recent G2 Reviews of Firepoint?

**["I enjoy the system back end."](https://www.g2.com/survey_responses/firepoint-review-7695418)**

**Rating:** 4.0/5.0 stars

_— Jon C._

[Read full review](https://www.g2.com/survey_responses/firepoint-review-7695418)

**["It's good to start, I would like them to add more features."](https://www.g2.com/survey_responses/firepoint-review-4978103)**

**Rating:** 4.0/5.0 stars

_— Ana Maria R._

[Read full review](https://www.g2.com/survey_responses/firepoint-review-4978103)

#### What Are G2 Users Discussing About Firepoint?

- [How much is Firepoint monthly?](https://www.g2.com/discussions/how-much-is-firepoint-monthly)
- [Who uses Firepoint CRM?](https://www.g2.com/discussions/who-uses-firepoint-crm)
- [How does Firepoint work?](https://www.g2.com/discussions/how-does-firepoint-work)
- [What is the use of Firepoint?](https://www.g2.com/discussions/what-is-the-use-of-firepoint)

### [MortgageHalo](https://www.g2.com/products/mortgagehalo/reviews)

MortgageHalo is a cloud-based mortgage CRM and automated marketing platform built specifically for loan officers, lenders, banks, mortgage brokers, and credit unions looking to generate more leads, nurture clients, and drive repeat and referral business. This mortgage CRM centralizes lead management, client data, and campaign automation — helping teams automate touchpoints, personalize communications, and track engagement throughout the borrower lifecycle. With MortgageHalo, you can: • Manage marketing and CRM data in a centralized database with real-time visibility into client interactions and behaviors. • Automate nurturing campaigns using targeted, milestone-based email and communication sequences that keep you top of mind with prospects and past clients. • Generate and capture leads via integrated workflows that convert referrals and first-time borrowers into long-term relationships. • Track opportunities & engagement, including refinance signals and home-sale events, so you can act when intent is highest. • Integrate with core mortgage systems to streamline workflows and maintain compliance across lending processes. MortgageHalo empowers mortgage loan officer professionals to boost customer engagement, improve retention, and optimize sales performance by combining CRM functionality with automated marketing, reporting, and lead scoring — all tailored to the unique needs of the mortgage industry.

**Average Rating:** 5.0/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate MortgageHalo?

- **Alerts - Mortgage CRM:** 10.0/10 (Category avg: 8.9/10)
- **Contact Management - Mortgage CRM:** 10.0/10 (Category avg: 9.1/10)
- **Lender Relationship - Mortgage CRM:** 10.0/10 (Category avg: 8.6/10)
- **Ease of Use:** 9.6/10 (Category avg: 8.7/10)

#### Who Is the Company Behind MortgageHalo?

- **Seller:** [Halo Programs](https://www.g2.com/sellers/halo-programs)
- **Year Founded:** 1973
- **HQ Location:** Walled Lake, US
- **Twitter:** @HaloPrograms  
173 Twitter followers
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7169ae31a316194452ce812e094fac8b0e89517450e55629609ab1ed378a13d8&secure%5Burl%5D=http%3A%2F%2Flinkedin.com%2Fcompany%2Fhaloprograms%2F&secure%5Burl_type%5D=linkedin_company_website)  
29 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 75% Medium, 25% Large

#### What Are Recent G2 Reviews of MortgageHalo?

**["MortgageHalo: A True Partner for Bank-Wide Relationship Building"](https://www.g2.com/survey_responses/mortgagehalo-review-12845764)**

**Rating:** 5.0/5.0 stars

_— Marc R._

[Read full review](https://www.g2.com/survey_responses/mortgagehalo-review-12845764)

**["No Admin CRM Needed!"](https://www.g2.com/survey_responses/mortgagehalo-review-12816060)**

**Rating:** 5.0/5.0 stars

_— Brian C._

[Read full review](https://www.g2.com/survey_responses/mortgagehalo-review-12816060)

### [Unify CRM](https://www.g2.com/products/unify-crm/reviews)

Unify is a comprehensive contact management system for the mortgage industry that provides integrated features and functions that are essential to increasing profitability and streamlining the sales process. As a CRM for the mortgage industry Unify improves the overall quality, efficiency and experience of the customer engagement process. It provides the visibility, ease of use, consistency, and controls that help improve all aspects of the customer journey, from initial acquisition, to any and all engagement, to ultimate retention. The integration with the Loan Origination System (LOS) provides vital information to loan officers throughout the application process and the synchronization of data allows them to easily continue their communication with the customer throughout their mortgage life cycle

**Average Rating:** 4.4/5.0

**Total Reviews:** 4

#### How Do G2 Users Rate Unify CRM?

- **Contact Management - Mortgage CRM:** 10.0/10 (Category avg: 9.1/10)
- **Ease of Use:** 7.2/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Unify CRM?

- **Seller:** [UnifyCRM](https://www.g2.com/sellers/unifycrm)
- **Year Founded:** 2008
- **HQ Location:** St Paul, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2d27d54804f3dd13b88dbc28a60cc697a345d13dbaa00a8f4a1838eef744035d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Funifycrm&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Medium

#### What Are Recent G2 Reviews of Unify CRM?

**["Unify Makes Life Easier"](https://www.g2.com/survey_responses/unify-crm-review-8566923)**

**Rating:** 5.0/5.0 stars

_— Verified User in Higher Education_

[Read full review](https://www.g2.com/survey_responses/unify-crm-review-8566923)

**["Lots of great features"](https://www.g2.com/survey_responses/unify-crm-review-2046934)**

**Rating:** 5.0/5.0 stars

_— Pam A._

[Read full review](https://www.g2.com/survey_responses/unify-crm-review-2046934)

#### What Are G2 Users Discussing About Unify CRM?

- [What is Unify CRM used for?](https://www.g2.com/discussions/what-is-unify-crm-used-for)

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Spotlight Categories

[Performance Management Software](https://www.g2.com/categories/performance-management)

[Business Continuity Management (BCM) Software Solutions](https://www.g2.com/categories/business-continuity-management-software)

[Expense Management Software](https://www.g2.com/categories/expense-management)

[Virtual Event Platforms](https://www.g2.com/categories/virtual-event-platforms)

[Employee Communications Software](https://www.g2.com/categories/employee-communications)

Similar Categories

- [Loan Management](/categories/loan-management)
- [Loan Origination](/categories/loan-origination)

- [Loan Pricing](/categories/loan-pricing)
- [Loan Servicing](/categories/loan-servicing)

[Browse Mortgage CRM Themes](/categories/mortgage-crm/themes)

 ![Neya Kumaresan](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Neya Kumaresan")
NK

Researched and written by [Neya Kumaresan](https://research.g2.com/insights/author/neya-kumaresan)

Updated October 3, 2024

Mortgage CRM software is tailored software that understands the intricacies of the mortgage industry, and its purpose is to ease the daily responsibilities of loan officers. The software facilitates agency organization and prompt follow-up and client comms; some mortgage CRM solutions also provide real-time lending industry intelligence as well as reputation management functionality. Mortgage CRMs can range from streamlined relationship management and contact management solutions to full suite, end-to-end platforms that include referral management and marketing automation functionality. Common users of mortgage CRMs include mortgage loan officers, lenders, and brokers.

To qualify for inclusion in the Mortgage CRM category, a product must:

- Provide features designed exclusively for mortgage professionals
- Store, manage, and track contact information
- Facilitate lead capture and generation
- Ensure activity is SOC compliant
- Integrate with loan origination software

Show More