---
title: Mortgage iQ CRM Reviews
meta_title: 'Mortgage iQ CRM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Mortgage iQ CRM works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2025-03-10'
parent_category:
  name: Loan
  url: https://www.g2.com/categories/loan
---


# Mortgage iQ CRM Reviews
**Vendor:** Mortgage iQ  
**Category:** [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About Mortgage iQ CRM
Mortgage iQ CRM is a leading provider of Enterprise CRM Software for the Residential Lending Industry. Capabilities include: Database Management, Lead Assignment and Routing, Prequalification, Presentation, Disposition, Call Management, Follow-up and Communications, Sales Workflow, Drip and Nurture, LOS Sync/Integration, Mobile Apps and more for all of your Mortgage Divisions.




## Mortgage iQ CRM Reviews
  ### 1. Mortgage iQ CRM is the leading CRM in the Mortgage Industry

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** February 04, 2022

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

We can streamline our Mortgage sales and marketing initiatives. The CRM implementation time is swift. Integration capabilities with many applications like Twilio-which will enable us to connect with customers on their preferred channels—anywhere in the world.

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

Nothing to dislike; it's a great CRM with a rich set of features.

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

We use Mortgage iQ CRM for Lead management and sales follow-up for our entire organization. Dashboards can be configured to get a real-time view of our performance.


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

- [View Mortgage iQ CRM pricing details and edition comparison](https://www.g2.com/products/mortgage-iq-crm/reviews?open_modal_url=%2Fproducts%2Fmortgage-iq-crm%2Fwishlists%3Fhost_path%3D%252Fproducts%252Fmortgage-iq-crm%252Freviews%26source%3Dsticky_header_pin&section=pricing&secure%5Bexpires_at%5D=2026-08-14+08%3A36%3A03+-0500&secure%5Bsession_id%5D=36602606-0b44-41d0-9204-179a978cc8d0&secure%5Btoken%5D=9ce56b67eeca8b06d74578e0213ece03966925e2a9582e63ebb5a010a9cd0779&format=llm_user)

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