CRM & Sales Pipeline Software
Best CRM for Mortgage Brokers and Loan Officers (2026)
See how Jungo, ICE Surefire, BNTouch, and seven other CRMs rank for mortgage loan pipeline tracking, with pricing, LOS integration, and trade-offs.
THE RESEARCH LIBRARY
CRM for Mortgage Brokers and Loan Officers (2026)
Explore the consensus across leading AI platforms. Every study starts with a specific software need and makes the underlying evidence available for you to inspect.
11published articlesUnderstand the methodology
Showing 1–11 of 11 results
Independent research · Open methodologyCRM & Sales Pipeline Software
Aidium Review: Mortgage Broker CRM
Aidium is a mixed fit for mortgage loan pipeline tracking, with customizable stages and LOS connectors but unresolved ownership and no public pricing.
CRM & Sales Pipeline Software
BNTouch Review: Mortgage Broker CRM
BNTouch is a mortgage-specific CRM for loan-stage pipeline tracking, referral partner management, and LOS connectivity. See pricing, features, and fit limits.
CRM & Sales Pipeline Software
Bonzo Review: Mortgage Broker CRM
Bonzo is a good, but not unequivocal, fit for mortgage loan pipeline tracking. Review pricing, strengths, limitations, and what buyers should verify.
CRM & Sales Pipeline Software
HubSpot Review: Mortgage Broker CRM
HubSpot is a mixed fit for mortgage loan pipeline tracking. It offers flexible deal stages and referral tracking, but no native loan stages or LOS connector.
CRM & Sales Pipeline Software
ICE Surefire CRM Review: Mortgage Broker CRM
ICE Surefire CRM is evaluated for mortgage loan pipeline tracking, covering buyer fit, pricing, strengths, limitations, and purchase considerations.
CRM & Sales Pipeline Software
Jungo Review: Mortgage Broker CRM
Jungo is evaluated for mortgage loan pipeline tracking, covering buyer fit, pricing, strengths, limitations, and purchase considerations.
CRM & Sales Pipeline Software
LoanOfficer.ai Review: Mortgage Broker CRM
LoanOfficer.ai is a mortgage-specific CRM with loan-stage pipeline views, referral-partner workflows, and advertised LOS connectivity.
CRM & Sales Pipeline Software
Shape Software Review: Mortgage Broker CRM
Shape Software is evaluated for mortgage loan pipeline tracking, covering buyer fit, pricing, strengths, limitations, and purchase considerations.
CRM & Sales Pipeline Software
Total Expert Review: Mortgage Broker CRM
Total Expert is a conditional fit for mortgage loan pipeline tracking, with LOS-connected stage automation but no public pricing and enterprise orientation.
CRM & Sales Pipeline Software
Velocify Review: Mortgage Broker CRM
Velocify suits high-volume mortgage lead routing and Encompass integration, but loan-stage tracking and compliance support remain unverified for brokers.