---
title: MLO Shift Reviews
meta_title: 'MLO Shift Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how MLO Shift works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2026-06-04'
parent_category:
  name: Loan
  url: https://www.g2.com/categories/loan
---


# MLO Shift Reviews
**Vendor:** MLO Shift  
**Category:** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About MLO Shift
The proven mortgage system that helps you convert more leads, get organized and grow your business




## MLO Shift Reviews
  ### 1. THE BEST mortgage crm for small teams and groups.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Timothy R. | Marketing Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 21, 2019

**What do you like best about MLO Shift?**

I love what MLO Shift has done with the Active Campaign platform. Automated marketing. Easy to use drag and drop pipeline. Zapier connection to almost any app. It has revolutionized our mortgage biz.

**What do you dislike about MLO Shift?**

There are some pains in setting it up but the biggest problem I'm facing now is I keep wanting to improve it and make it better. It's such a good system that you can always keep tweaking and improving! There are some small caveats but they are very minor.

**Recommendations to others considering MLO Shift:**

Get in the door early because they frequently lock down and stop taking on new users to focus on the support and sustainable growth.

**What problems is MLO Shift solving and how is that benefiting you?**

We run all of our marketing, active deals, referral partner connections and tracking through MLO shift.


## MLO Shift Discussions
  - [What is MLO Shift used for?](https://www.g2.com/discussions/what-is-mlo-shift-used-for)

- [View MLO Shift pricing details and edition comparison](https://www.g2.com/products/mlo-shift/reviews?filters%5Bnps_score%5D%5B%5D=5&section=pricing&secure%5Bexpires_at%5D=2026-08-12+13%3A38%3A36+-0500&secure%5Bsession_id%5D=8bde79d4-8c58-45f0-8a58-833a2fddfe0a&secure%5Btoken%5D=98ba776e2a6e8382083775c9fa0ba71c5206d224b7e90a4cdc6725449b5d99e8&format=llm_user)

## MLO Shift 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 MLO Shift Alternatives
  - [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) - 4.5/5.0 (156 reviews)
  - [Encompass Digital Mortgage Solution](https://www.g2.com/products/encompass-digital-mortgage-solution/reviews) - 4.2/5.0 (61 reviews)
  - [Shape Mortgage CRM](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) - 4.9/5.0 (98 reviews)