--- title: Third Floor Reviews meta\_title: 'Third Floor Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter reviews by the users' company size, role or industry to find out how Third Floor 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 --- # Third Floor Reviews & Product Details Third Floor is the infrastructure for your mortgage business. Built for loan officers, it streamlines communication and workflows so nothing falls through the cracks. Smart templates let you scale personalized outreach, while a centralized communication log keeps your whole team on the same page. Send mass texts, auto-generate documents pre-filled with borrower or loan data, and trigger surveys to catch issues early or gather reviews after closing. Track every referral with clear attribution and smart dashboards, then use automated partner updates via text or email to keep your top sources informed and engaged. Our Story At Third Floor, we’ve spent years inside this industry—building, fixing, and sometimes untangling the messy systems loan officers rely on. We’ve seen first-hand how outdated technology slows down good people. In fact, our founder, Brian Sparr, lived it. Before starting Third Floor, Brian ran a real estate business and experienced the same frustrations loan officers face every day: juggling too many tools, broken processes, and technology that just wasn’t built for the way the business really works. So he built something better. Drawing on his background in tech—with roles at Trulia and PayPal—Brian created the early version of Third Floor to help his own team run smarter and faster. When his lender friends saw what he’d built, they wanted in. That’s when Third Floor became more than a side project. Today, Third Floor is the modern infrastructure for mortgage businesses—designed from the ground up to serve the way today’s top producers operate. * * * Seller [Third Floor](https://www.g2.com/sellers/third-floor) Discussions [Third Floor Community](https://www.g2.com/products/third-floor/discuss) Languages Supported Arabic, German, English, French, Hindi, Italian, Japanese, Korean, Polish, Portuguese, Russian, Spanish, Tagalog, Vietnamese, Yiddish, Chinese (Simplified) Overview by Pamela Hogan Show More ## Top-Rated Alternatives [ ![Lead Management](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Lead Management") Lead Management 4.5/5(158) ](https://www.g2.com/products/total-expert-lead-management/reviews) [ ![Shape Mortgage CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shape Mortgage CRM") Shape Mortgage CRM 4.9/5(101) ](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) [ ![nCino's Mortgage Suite](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "nCino's Mortgage Suite") nCino's Mortgage Suite 4.9/5(95) ](https://www.g2.com/products/ncino-s-mortgage-suite/reviews) [ View All Alternatives ](https://www.g2.com/products/third-floor/competitors/alternatives) ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting Small-Business (50 or fewer emp.) 8/14/2025 "Centralized comms is a game changer" 5/5 What do you like best about Third Floor? I’ve always used a separate CRM alongside my company’s platform because corporate restrictions make it impossible to run your own campaigns or manage lead follow-up the way you want. I started out on Whiteboard CRM, which got acquired by Aidium, a complete disaster, so I switched over to BNtouch. One of the biggest wins with Third Floor is having all communications, emails, texts, etc., in one place. My whole team can jump in on conversations without duplicating effort. Before, when I looked at a text thread with a borrower, I couldn’t see what I’d sent last. So sometimes they’d reply “Yes,” and I’d have no idea what they meant. Or a teammate would text the same thing ten minutes later. It made us look sloppy. Third Floor also makes mobile work simple. I can manage a huge chunk of my business from my phone, which is crucial because I don’t sit at a laptop all day. Other CRMs didn’t let me integrate contacts with my phone, so I couldn’t always tell who was calling unless I had manually saved them. Seems basic for 2025, but finally, it works. It also keeps contacts clean, no duplicates, no mixing up referral partners. When I enter a partner, it remembers them for future use, which makes tracking referrals way easier. Not rocket science, but Third Floor finally nailed it. Review collected by and hosted on G2.com. What do you dislike about Third Floor? Not much I can think of. It's so much better than what I had before. Review collected by and hosted on G2.com. What problems is Third Floor solving and how is that benefiting you? One of the biggest wins with Third Floor is having all communications, emails, texts, etc., in one place. My whole team can jump in on conversations without duplicating effort. Before, when I looked at a text thread with a borrower, I couldn’t see what I’d sent last. So sometimes they’d reply “Yes,” and I’d have no idea what they meant. Or a teammate would text the same thing ten minutes later. It made us look sloppy. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic ### There are not enough reviews of Third Floor for G2 to provide buying insight. 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Key Features and Functionality: - Integrated CRM: Centralizes client information, facilitating efficient lead management and communication. - Built-in Communication Tools: Includes VoIP calling, SMS/MMS texting, and email automation to streamline client interactions. - Digital 1003 Borrower Portal: Offers a secure, online platform for borrowers to complete applications and upload necessary documents. - LOS Integrations: Seamlessly syncs with leading Loan Origination Systems like Encompass and LendingPad, ensuring smooth data flow and reducing manual data entry. - AI-Powered Lead Scoring: Utilizes ShapeIQ to prioritize leads based on their likelihood to convert, enabling loan officers to focus on high-potential clients. - Automated Marketing Campaigns: Provides pre-built email and text templates, along with drip campaign sequences, to nurture leads and maintain client engagement. - Referral Management: Tracks and manages relationships with referral partners, enhancing collaboration and business growth. - Mobile Accessibility: Features a mobile app that allows users to manage tasks, communicate with clients, and access information on the go. 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