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Ranking · Sales Automation & CRM Software

Best Sales Automation Software for Mortgage Brokers

8 products scored on six criteria. BNTouch leads at 8.8 and the field is tight, with 0.4 points between first and last, so read the catches before you pick. Every product opens to the evidence behind its number.

8 products scored6 criteria87 sources citedUpdated Aug 23, 2026
Jump to the ranking How the scores work
1 BNTouchbntouch.com

Rare SOC 2 and ISO 27001 for a mortgage CRM

Read the reviewVisit ↗
2 Creatiocreatio.com

Creatio locks buyers into a $10,000, 3-year contract

Read the reviewVisit ↗
3 Jungoijungo.com

Jungo runs on Salesforce, but locks in annual contracts

Read the reviewVisit ↗
8Products
8.4 to 8.8Score spread
0Free plan or tier
01

The ranking

Order follows the score. Six little boxes show each product's criterion scores: green or red is above or below the category average, grey means too few products share that criterion to compare. The full review sits right under each one.

Nothing matches that filter here. Tap All to see every product.

1

BNTouch

bntouch.com · BNTouch Mortgage CRM · scored Dec 2025

Rare SOC 2 and ISO 27001 for a mortgage CRM

Best forLoan officers wanting a dedicated CRM with a digital 1003 portal.

From $165 per user/mo SOC 2ISO 27001mortgage CRM
Top score
Visit BNTouch ↗ See the evidence

Mortgage growth platform combining CRM, digital 1003 point-of-sale, and marketing automation.

Standout factOver 1,000 mortgage offices use BNTouch.bntouch.com
Biggest catchActivation fees start at $125, plus a low 100 SMS/month limit.bntouch.com
1,000+Mortgage offices using BNTouchbntouch.com
$165/moStarting pricebntouch.com
$125Activation feesoftwarefinder.com

Compliance

✓ SOC 2✓ ISO 27001✓ HIPAA

Source: bntouch.com

True monthly cost

First month cost, 1 user

Individual plan$165
Activation fee$125
Total$290

Vendor pricing page

Upside

  • Digital 1003 point-of-sale built in
  • SOC 2 and ISO 27001 certified
  • Syncs directly with Encompass and LendingPad

Catch

  • Activation fees start at $125
  • Only 100 SMS included monthly
  • Mobile app called buggy by users
Pick it ifLoan officers wanting a dedicated CRM with a digital 1003 portal.
Skip it ifUsers wanting a modern, glitch-free mobile app.
PricingFrom $165/mo per user plus a $125 activation fee.

Editor's takeBNTouch pairs mortgage-specific tools with security certifications rare for niche CRMs. The digital 1003 and LOS sync save real steps for loan officers. Google Play reviewers call the mobile app buggy and hard to use.

How much does BNTouch cost?

The Individual plan is $165 per month plus a $125 one-time activation fee. Team plans add $95 per additional user.

Is BNTouch secure?

Yes. Data sits on SOC1 and SOC2 certified servers, with added ISO 27001 and HIPAA compliance, per BNTouch's security page.

The evidence: 6 criteria, 3 penalties (−0.15 points)
9.1
Product Capability & DepthLooked for: We evaluate the breadth of mortgage-specific features like loan pipeline management, marketing automation, and digital point-of-sale tools.BNTouch offers a comprehensive 'Growth Platform' including a digital 1003 application, automated SMS/video marketing, borrower portals, and an AI assistant named Maia.bntouch.combntouch.combntouch.com
9.3
Market Credibility & Trust SignalsLooked for: We look for industry tenure, user adoption numbers, and third-party validation through reviews and certifications.Founded in 2004, BNTouch serves over 1,000 mortgage offices and holds rigorous security certifications rarely seen in smaller vertical CRMs.bntouch.comcrozdesk.comapps.apple.com
8.6
Usability & Customer ExperienceLooked for: We assess ease of use, interface design, mobile accessibility, and quality of customer support.While the web interface is praised for organization, the mobile app receives mixed reviews for bugs, and new users often find the feature set overwhelming.bntouch.comsoftwarefinder.complay.google.com
8.4
Value, Pricing & TransparencyLooked for: We evaluate pricing clarity, contract terms, and hidden costs like setup fees or add-on charges.Pricing is publicly listed ($165/mo individual), but significant activation fees and low included SMS limits (100/mo) reduce the overall value proposition.bntouch.comsoftwarefinder.combntouch.com
8.9
Security, Compliance & Data ProtectionLooked for: We check for direct integrations with Loan Origination Systems (LOS), pricing engines, and standard productivity tools.The platform integrates with major LOS players like Encompass, LendingPad, and Calyx Point, plus essential tools like Optimal Blue and Outlook.bntouch.combntouch.combntouch.com
9.0
Support, Training & Onboarding Resourcesbntouch.com

Score adjustments−0.15 points in total

−0.06Mobile application stability issues and lack of feature parity with the web version are frequently cited in user reviews.play.google.com · severity 60/100
−0.04Significant activation fees ($125+) and low included SMS limits (100/mo) create unexpected costs for new users.bntouch.com · severity 50/100
−0.05Users report a steep learning curve and feeling overwhelmed by the cluttered interface and sheer number of features.softwarefinder.com · severity 45/100
Visit BNTouch ↗ Back to the top of the ranking
2

Creatio

creatio.com · Creatio Mortgage CRM · scored Dec 2025

Creatio locks buyers into a $10,000, 3-year contract

Best forMid-to-large firms wanting a no-code platform for mortgage workflows

From $25 per user/mo SOC 2ISO 27001no-code
Visit Creatio ↗ See the evidence

No-code CRM with a dedicated Lending module for mortgage brokers, backed by SOC 2 Type II and ISO 27001.

Standout factNew customers face a $10,000 minimum annual purchase.creatio.com
Biggest catchStandard contracts run 3 years, a long commitment for smaller brokers.creatio.com
$10,000Minimum annual purchasecreatio.com
3 yearsStandard contract termcreatio.com
100+Countries servedg2.com

True monthly cost

Minimum entry cost, year 1

Annual purchase minimum$10,000
Total$10,000+

Plus a mandatory 3-year contract term

Compliance

✓ SOC 2 Type II✓ ISO 27001? HIPAA

Source: creatio.com

Upside

  • Dedicated Lending module for mortgage workflows
  • SOC 2 Type II and ISO 27001 certified
  • Cloud or on-site deployment options

Catch

  • $10,000 minimum annual purchase
  • Standard 3-year contract term
  • Steep learning curve for advanced features
Pick it ifMid-to-large firms wanting a no-code platform for mortgage workflows
Skip it ifSolopreneurs or small teams put off by pricing and complexity
PricingFrom $25/user/month (Growth), $10,000/year minimum, 3-year contract

Editor's takeCreatio's Lending module automates loan applications, verification, and underwriting in one no-code system. It carries SOC 2 Type II and ISO 27001 certification, with cloud or on-site deployment for regulated lenders. New customers face a $10,000 minimum annual purchase and a standard 3-year contract, a real commitment for smaller brokerages.

How much does Creatio cost?

Growth plans start at $25 per user per month, with Enterprise at $55, according to Creatio's pricing page. New customers must also meet a $10,000 minimum annual purchase and sign a standard 3-year contract.

Is Creatio good for small mortgage brokers?

Not really. The $10,000 minimum annual purchase and 3-year contract term create a high barrier for small teams. Creatio fits mid-to-large firms wanting a no-code platform to build custom mortgage workflows instead.

The evidence: 6 criteria, 2 penalties (−0.11 points)
9.1
Product Capability & DepthLooked for: We evaluate the breadth of mortgage-specific features like loan origination, underwriting automation, and borrower portals.Creatio offers a dedicated Lending module with end-to-end loan lifecycle management, including application processing, automated verification, and underwriting workflows.creatio.comcreatio.comacademy.creatio.com
9.3
Market Credibility & Trust SignalsLooked for: We assess industry recognition, analyst rankings, and adoption by established financial institutions.Creatio is widely recognized as a Leader in analyst reports (Gartner/Forrester) and holds major security certifications essential for the financial sector.creatio.comsalestechstar.comg2.com
8.8
Usability & Customer ExperienceLooked for: We look for intuitive user interfaces and no-code customization capabilities that empower business users.The 'Freedom UI' and no-code architecture allow extensive customization, though some users report a learning curve for complex configurations.creatio.comsoftwarefinder.comacademy.creatio.com
8.2
Value, Pricing & TransparencyLooked for: We evaluate pricing models, contract terms, and accessibility for businesses of different sizes.Creatio uses a modular pricing model but enforces a significant minimum annual purchase and a multi-year contract commitment.creatio.comcreatio.comcreatio.com
8.8
Security, Compliance & Data ProtectionLooked for: We look for connectivity with Loan Origination Systems (LOS), core banking platforms, and open API capabilities.The platform offers a robust open API and marketplace connectors, though some specific mortgage integrations may require third-party middleware.creatio.comcreatio.comacademy.creatio.com
9.2
Support, Training & Onboarding Resourcescreatio.com

Score adjustments−0.11 points in total

−0.06High barrier to entry: New customers are subject to a $10,000 minimum annual purchase and a mandatory 3-year contract term.creatio.com · severity 80/100
−0.05Steep learning curve: Users report that the extensive functionality and customization options can be overwhelming for beginners to master without training.softwarefinder.com · severity 50/100
Visit Creatio ↗ Back to the top of the ranking
3

Jungo

ijungo.com · Jungo Mortgage Automation · scored Dec 2025

Jungo runs on Salesforce, but locks in annual contracts

Best forLoan officers wanting Salesforce power pre-packaged for mortgages.

From $119 per user/mo Salesforce-basedLOS integrationannual contract
Visit Jungo ↗ See the evidence

A Salesforce-based mortgage CRM automating loan updates and referral partner reporting.

Standout factHolds a 4.88/5 rating across 80 reviews on the Salesforce AppExchange.appexchange.salesforce.com
Biggest catchAll contracts are annual with a mandatory $249-$299 setup fee.ijungo.com
4.88/5 (80 reviews)AppExchange ratingappexchange.salesforce.com
$119/user/moStarting priceappexchange.salesforce.com

What reviewers say

Salesforce AppExchange
4.88/5 · 80

Source: appexchange.salesforce.com

Starting price

$119/user/moannual contract, $249-$299 setup fee

Upside

  • Bi-directional sync with Encompass and Calyx
  • Reffinity automates referral partner updates
  • Built on the Salesforce platform

Catch

  • Annual contracts only, no monthly
  • Mandatory $249-$299 setup fee
  • Complicated configuration without help
Pick it ifLoan officers wanting Salesforce power pre-packaged for mortgages.
Skip it ifUsers trying to avoid Salesforce ecosystem costs and complexity.
PricingFrom $119/user/mo, annual contract, setup fee

Editor's takeJungo builds its mortgage CRM on top of Salesforce, then adds Reffinity for referral partner updates. That LOS integration reaches Encompass, Calyx Point and Velocity with two-way sync, ending double data entry. The Salesforce foundation cuts both ways, since configuration is called complicated and contracts lock in annually.

Can Jungo be billed monthly?

No. All contracts are annual, with a minimum one-year term and a setup fee.

What does Reffinity do?

It automatically sends pipeline status reports to real estate referral partners as loans progress.

The evidence: 6 criteria, 2 penalties (−0.10 points)
9.1
Product Capability & DepthLooked for: We evaluate the breadth of mortgage-specific features, automation capabilities, and the robustness of the underlying platform architecture.Jungo leverages the Salesforce platform to offer deep mortgage functionality, including the 'Reffinity' referral tracker, automated loan milestone updates, and a 'Concierge' post-close gifting program.ijungo.comijungo.comijungo.com
9.3
Market Credibility & Trust SignalsLooked for: We assess user ratings on major review platforms, the vendor's history, and the size of their user base to determine market trust.Jungo holds a high 4.88/5 rating on the Salesforce AppExchange and claims over 6,000 users, indicating strong market acceptance and reliability.appexchange.salesforce.comappexchange.salesforce.com
8.2
Usability & Customer ExperienceLooked for: We analyze user feedback regarding ease of use, implementation speed, and the quality of customer support.While support is often praised, multiple sources cite a steep learning curve and complex configuration process due to the Salesforce architecture.ijungo.comg2.comgetapp.com
8.4
Value, Pricing & TransparencyLooked for: We examine pricing structures, contract terms, hidden fees, and whether costs are publicly available.Pricing is premium ($119-$149/user/mo) with mandatory annual contracts and setup fees, which is a higher barrier to entry than some competitors.ijungo.comappexchange.salesforce.comijungo.com
9.4
Integrations & Ecosystem StrengthLooked for: We evaluate the product's ability to connect with Loan Origination Systems (LOS), marketing tools, and the broader software ecosystem.Jungo excels with direct bi-directional sync for major LOS platforms (Encompass, Calyx) and access to the massive Salesforce AppExchange ecosystem.ijungo.comijungo.comijungo.com
9.0
Marketing & Referral AutomationLooked for: We look for features specifically designed to automate marketing to borrowers and manage relationships with referral partners.The platform provides extensive pre-built drip campaigns and a unique 'Reffinity' module that automates status reporting to real estate agents.ijungo.comijungo.comijungo.com

Score adjustments−0.10 points in total

−0.06Users consistently report a steep learning curve and complex configuration process, often requiring paid implementation support or significant time investment to master.g2.com · severity 60/100
−0.04The vendor enforces mandatory annual contracts with no month-to-month option and charges a non-refundable setup fee ($249-$299), creating a higher barrier to entry.ijungo.com · severity 50/100
Visit Jungo ↗ Back to the top of the ranking
4

Salesforce

salesforce.com · Salesforce Mortgage CRM · scored Dec 2025

Salesforce Mortgage CRM costs $225-$450 per user monthly

Best forLarge financial institutions needing a full 360-degree client view

From $225 per user/mo SOC 2enterpriseGLBA compliant
Visit Salesforce ↗ See the evidence

Financial Services Cloud CRM built for mortgage lenders, combining AI-driven relationship tools with deep Encompass integration.

Standout factSalesforce serves over 150,000 active customers, including major mortgage lending firms.ascendix.com
Biggest catchImplementation can cost $10,000 to over $200,000 depending on project complexity.ascendix.com
150,000+Active Salesforce customersascendix.com
$225-$450/user/moLicense price rangesalesvue.com
$10k-$200k+Implementation cost rangeascendix.com

Starting price

$225-$450/user/moFinancial Services Cloud licensing range

True monthly cost

Implementation cost range

Basic projects$10,000
Comprehensive projects$200,000+
Total$10k-$200k+

Third-party estimate, not published by vendor

Upside

  • Dedicated mortgage data model
  • Deep Encompass LOS integration
  • Bank-grade security (GLBA/HMDA)

Catch

  • High monthly license costs
  • Implementation runs $10k-$200k
  • Steep learning curve, many clicks
Pick it ifLarge financial institutions needing a full 360-degree client view
Skip it ifSmall brokerages or solo loan officers with limited IT budgets
PricingFrom $225 to $450 per user monthly, plus implementation fees

Editor's takeSalesforce Financial Services Cloud adds a mortgage-specific data model and guided loan applications on top of the core CRM, syncing bi-directionally with Encompass so loan officers rarely need to leave Salesforce. It backs this with Salesforce Shield encryption and compliance built for GLBA, FCRA, and HMDA. The cost is steep: licenses run $225 to $450 per user monthly, and implementation can add $10,000 to over $200,000.

How much does Salesforce Mortgage CRM cost?

Financial Services Cloud licenses range from about $225 to $450 per user per month. Implementation adds $10,000 to over $200,000 depending on project complexity.

Does Salesforce Mortgage CRM integrate with Encompass?

Yes. The Encompass Connector for Salesforce syncs loan data in real time, letting loan officers view and interact with the most current loan information without logging into Encompass separately.

The evidence: 6 criteria, 3 penalties (−0.20 points)
9.5
Product Capability & Depthsalesforce.comsalesforce.com
9.6
Market Credibility & Trust Signals
8.2
Usability & Customer ExperienceLooked for: We assess the ease of navigation for loan officers, the learning curve for new users, and the quality of the user interface.While the UI is modern, users frequently report a steep learning curve and workflows that require 'too many clicks' to complete basic tasks, often necessitating significant training.salesforce.combigcontacts.combigcontacts.com
7.5
Value, Pricing & TransparencyLooked for: We analyze license costs, implementation fees, and the transparency of total cost of ownership for mortgage lenders.Licensing is expensive ($225-$450/user/month), and implementation costs are very high ($10k-$200k), often requiring expensive third-party consultants.salesforce.comsalesvue.comascendix.com
9.2
Integrations & Ecosystem StrengthLooked for: We evaluate the ability to integrate with Loan Origination Systems (LOS) like Encompass, POS tools, and the availability of third-party apps.The AppExchange ecosystem is massive, with dedicated connectors for major LOS platforms like Encompass, allowing for bi-directional data sync and streamlined workflows.appexchange.salesforce.commortgagetech.ice.comconsultems.com
9.6
Security, Compliance & Data ProtectionLooked for: We examine adherence to financial regulations (GLBA, HMDA, SOC 2) and data encryption capabilities.The platform offers bank-grade security with Salesforce Shield (encryption, event monitoring) and is built to comply with strict regulations like GLBA, FCRA, and HMDA.matchmyemail.comnoltic.com

Score adjustments−0.20 points in total

−0.05High Total Cost of Ownership: Implementation often requires expensive consulting fees ranging from $10,000 to over $200,000, in addition to high monthly license costs.ascendix.com · severity 75/100
−0.09Implementation Complexity: The platform is not 'plug-and-play' and typically requires significant customization and technical setup to function effectively for mortgage workflows.appintent.com · severity 65/100
−0.06Workflow Inefficiency: Users report that data entry and navigation can require 'too many clicks,' slowing down daily tasks for loan officers.bigcontacts.com · severity 60/100
Visit Salesforce ↗ Back to the top of the ranking
5

Total Expert

totalexpert.com · Total Expert Mortgage Tools · scored Dec 2025

Total Expert claims a 20% loan production lift, year one

Best forEnterprise lenders and banks needing strict regulatory compliance in marketing

Quote only SOC 2ISO 27001RESPA compliant
Visit Total Expert ↗ See the evidence

Mortgage customer engagement platform with automated RESPA compliance and deep Encompass and Optimal Blue integration.

Standout factUsed by 11 of the top 20 lenders and 7 of the top 10 loan originatorstotalexpert.com
Biggest catchEnterprise implementation costs can reach $50,000, and pricing itself is not published.itqlick.com
11Top 20 lenders using ittotalexpert.com
11 consecutive quartersG2 Leader streaktotalexpert.com
20% year oneReported production increasetotalexpert.com

In their words

“11 of the top 20 lenders choose Total Expert, 7 of the top 10 originators leverage Total Expert.”

totalexpert.com

True monthly cost

Reported implementation cost range

Small business$5,000
Large enterprise$50,000
Total$5,000-$50,000

One-time implementation fee, subscription priced separately by quote

Upside

  • Used by 11 of the top 20 lenders
  • Automated RESPA compliance tool
  • Deep Encompass and Optimal Blue sync

Catch

  • Implementation can reach $50,000
  • Email builder lacks design flexibility
  • Pricing not published
Pick it ifEnterprise lenders and banks needing strict regulatory compliance in marketing
Skip it ifSmall, independent broker shops wanting a low-cost, standalone tool
PricingCustom quote, implementation from $5,000 to $50,000

Editor's takeTotal Expert tracks borrower signals like credit pulls and listing alerts, then triggers automated Journeys built specifically for mortgage retention and refinance timing. Eleven of the top 20 lenders use the platform, and G2 has ranked it a Mortgage CRM Leader for eleven straight quarters. Implementation runs from about $5,000 for small shops to $50,000 for large enterprises, and the subscription price itself stays behind a quote.

How much does Total Expert cost to implement?

Implementation costs range from about $5,000 for small businesses to $50,000 for larger enterprises, with no published subscription rate.

Does Total Expert help with RESPA compliance?

Yes. A patent-pending Markup Tool calculates pro-rata cost allocations for co-marketing arrangements to support RESPA compliance.

The evidence: 6 criteria, 3 penalties (−0.17 points)
9.1
Product Capability & DepthLooked for: We evaluate the platform's ability to handle mortgage-specific workflows, automation, and customer lifecycle management.Total Expert offers a purpose-built 'Customer Intelligence' engine that monitors borrower intent (e.g., credit inquiries, listing alerts) and triggers automated 'Journeys' for engagement.totalexpert.combusinesswire.comyoutube.com
9.4
Market Credibility & Trust SignalsLooked for: We look for adoption by top lenders, industry awards, and consistent leadership rankings in independent reviews.The platform is a dominant player in the mortgage space, used by a significant portion of top lenders and consistently ranked as a Leader on G2.totalexpert.comtotalexpert.com
8.8
Usability & Customer ExperienceLooked for: We assess the ease of use for loan officers and the quality of customer support resources.Users generally praise the UX and 'top notch' support, though some find specific tools like the email builder less intuitive than dedicated marketing apps.totalexpert.comtotalexpert.comaws.amazon.com
8.3
Value, Pricing & TransparencyLooked for: We analyze pricing transparency, implementation costs, and documented return on investment.While ROI is well-documented (e.g., retention gains), pricing is opaque with significant implementation fees reported by third parties.totalexpert.comitqlick.comtotalexpert.com
9.0
Security, Compliance & Data ProtectionLooked for: We check for deep connectivity with Loan Origination Systems (LOS) and Product Pricing Engines (PPE).Deep integrations with Encompass (LOS) and Optimal Blue (PPE) allow for seamless data flow and automated rate flyer generation.totalexpert.comtotalexpert.nettotalexpert.com
9.3
Industry Leadership & Innovation

Score adjustments−0.17 points in total

−0.04Implementation fees can be substantial, with reports of costs up to $50,000 for enterprise setups.itqlick.com · severity 60/100
−0.07Some users find reporting capabilities to be too high-level or requiring manual export for detailed analysis.reddit.com · severity 50/100
−0.06Users report the email builder lacks flexibility and robustness compared to dedicated marketing tools.aws.amazon.com · severity 45/100
Visit Total Expert ↗ Back to the top of the ranking
6

Homebot

homebot.ai · Homebot for Loan Officers · scored Dec 2025

Homebot's digests get a 75% average open rate.

Best forLoan officers focused on client retention and post-close engagement.

From $125 per month client retentionco-brandinghome equity tracking
−0.1 vs #1
Visit Homebot ↗ See the evidence

Automated client retention tool that sends personalized home equity reports to keep past clients engaged.

Standout factHomebot's monthly digests average a 75% open rate, per the company.homebot.ai
Biggest catchAutomated Valuation Model estimates can be inaccurate, with some agents citing lost listings from undervalued homes.hooquest.com
75%Average open ratehomebot.ai
$125/moStarter planhomebot.ai
8M+Monthly consumershomebot.ai

Standout number

75%average digest open rate

Source: homebot.ai

Plans

Most chosenStarter$125/mo
Pro$225/mo

Source: homebot.ai

Upside

  • 75% average email open rate
  • Automated equity and refi scenarios
  • Transparent tiered pricing

Catch

  • AVM values can be inaccurate
  • Limited real estate CRM integrations
  • Mobile experience reported glitchy
Pick it ifLoan officers focused on client retention and post-close engagement.
Skip it ifProfessionals needing a full active-pipeline CRM instead of retention tools.
PricingStarter $125/mo, Pro $225/mo, plus $25/mo per co-sponsored agent

Editor's takeHomebot replaces generic client newsletters with a monthly financial dashboard that tracks home equity and refinance scenarios. Its 75% average open rate, reported by the company, is well above typical email marketing benchmarks. Some agents flag inaccurate automated home value estimates, and reviewers note limited direct integrations with real estate brokerage CRMs.

How much does Homebot cost for loan officers?

The Starter plan is $125 per month and the Pro plan is $225 per month. Loan officers also pay a $25 per month fee for each co-sponsored real estate agent.

How accurate are Homebot's home value estimates?

Homebot relies on Automated Valuation Model data, which can vary in precision. Some agents report inaccurate estimates that have affected listing conversations, according to third-party reviews.

The evidence: 6 criteria, 3 penalties (−0.19 points)
8.9
Product Capability & DepthLooked for: We evaluate the breadth of automated financial tools, equity tracking features, and scenario calculators provided for loan officers.Homebot delivers a "financial dashboard for the home" that automates monthly equity reports, refinance scenarios, and purchasing power calculators for homeowners and buyers. It includes specific modules for tracking home value, exploring cash-out options, and monitoring market interest, with distinct portals for both homeowners and active buyers.homebot.aihomebot.aihousingwire.com
9.3
Market Credibility & Trust SignalsLooked for: We assess the company's industry standing, user base size, and corporate backing within the mortgage technology sector.Founded in 2015 and acquired by ASG in 2020, Homebot claims over 8 million monthly consumers on the platform. It is widely recognized in the mortgage industry, with high adoption rates among loan officers and real estate agents, and reports strong engagement metrics like a 50% monthly engagement rate.homebot.aiprnewswire.com
8.7
Usability & Customer ExperienceLooked for: We examine the interface design, ease of use for both professionals and consumers, and the quality of the mobile experience.Users consistently describe the interface as "slick" and "intuitive," with high open rates suggesting a positive consumer experience. However, some professional users have reported that the mobile experience for managing the account can be "glitchy" or less efficient than the desktop version.homebot.aihooquest.comg2.com
9.0
Value, Pricing & TransparencyLooked for: We analyze the transparency of pricing models, contract terms, and the cost-to-value ratio for loan officers.Pricing is publicly available and transparent: 'Starter' plans begin at $125/month (or $104/month annually) and 'Pro' plans at $225/month. Setup fees ($100-$200) and co-sponsorship fees ($25/agent) are clearly disclosed, allowing for predictable budgeting without hidden costs.homebot.aihomebot.aihelp.homebotapp.com
8.2
Client Engagement & Retention FeaturesLooked for: We look for native connections with major mortgage CRMs, marketing tools, and data providers to ensure seamless workflow.The platform integrates with key mortgage tools like Total Expert, Mortgage Coach, BombBomb, and Usherpa, and offers a Zapier integration for broader connectivity. However, reviews note a lack of direct integrations with many real estate brokerage CRMs, often requiring data to be managed separately.homebot.aihomebot.aihomebot.ai
9.1
Industry Leadership & Innovation

Score adjustments−0.19 points in total

−0.09Automated Valuation Model (AVM) inaccuracies have been reported, with some agents citing lost listings due to undervalued estimates.hooquest.com · severity 65/100
−0.05Some users have expressed concerns regarding data privacy and the perception of the platform 'stealing' company data for its own growth.reddit.com · severity 50/100
−0.05Users have reported the mobile experience can be glitchy and less efficient than the desktop version.g2.com · severity 45/100
Visit Homebot ↗ Back to the top of the ranking
7

Ontraport

ontraport.com · Ontraport Mortgage Broker CRM · scored Dec 2025

Ontraport spans $24 to $249/mo, skips Encompass integration.

Best forSmall to mid-sized brokerages wanting all-in-one marketing and CRM automation.

From $24 per month PCI DSS Level 1GDPRZapier
−0.1 vs #1
Visit Ontraport ↗ See the evidence

All-in-one CRM and marketing automation platform adapted for mortgage brokers, without native loan origination system links.

Standout factPricing runs from $24 a month for Basic up to $249 a month for Enterprise.softwarefinder.com
Biggest catchLacks native, pre-built integrations with major Loan Origination Systems like Encompass or Calyx Point.loanofficercrm.ai
$24/moBasic plan pricesoftwarefinder.com
$249/moEnterprise plan pricesoftwarefinder.com
8,000+Zapier integrationszapier.com

Plans

Most chosenBasic$24/mo

+$9/mo/user

Plus$83/mo

+$19/mo/user

Pro$124/mo
Enterprise$249/mo

Source: softwarefinder.com

Compliance

✓ PCI DSS Level 1✓ GDPRSOC 2

Source: ontraport.com

Upside

  • All-in-one CRM and automation
  • PCI DSS Level 1 compliant
  • 8,000+ apps via Zapier

Catch

  • No native Encompass, Calyx LOS link
  • Steep learning curve for new users
  • Per-user fees add up fast
Pick it ifSmall to mid-sized brokerages wanting all-in-one marketing and CRM automation.
Skip it ifLarge banks requiring strict, out-of-the-box financial compliance features.
PricingFrom $24/mo (Basic) to $249/mo (Enterprise), plus per-user fees

Editor's takeOntraport bundles CRM, marketing automation, and payments in one platform, with templates built for mortgage broker client journeys. It holds PCI DSS Level 1 and GDPR compliance, and connects to over 8,000 apps through Zapier. Pricing runs from $24 to $249 a month across four tiers, without native Encompass or Calyx links.

Does Ontraport integrate with mortgage loan origination systems?

Not natively. It lacks pre-built connectors for Encompass or Calyx Point, so brokers typically rely on Zapier or custom API work.

How much does Ontraport cost for mortgage brokers?

Plans run from $24 a month for Basic to $249 a month for Enterprise, plus added per-user fees on each tier.

The evidence: 6 criteria, 3 penalties (−0.17 points)
8.7
Product Capability & DepthLooked for: We evaluate the breadth of CRM features, automation capabilities, and specific tools tailored for mortgage broker workflows like loan tracking and client communication.Ontraport provides a robust all-in-one platform combining CRM, marketing automation, and payments, with specific templates for mortgage brokers to manage client lifecycles and automated follow-ups.ontraport.comontraport.comontraport.com
9.2
Market Credibility & Trust SignalsLooked for: We assess the vendor's industry standing, years in business, user base size, and reputation among financial and real estate professionals.Ontraport is a well-established player (founded 2006) with high customer satisfaction rates and recognition as a leader in marketing automation, though it serves a broader market than just mortgage brokers.ontraport.comontraport.com
8.9
Usability & Customer ExperienceLooked for: We examine the user interface, ease of setup, learning curve, and quality of customer support resources available to users.While the platform offers powerful visual automation and highly-rated support, users consistently report a steep learning curve and complex interface that may require significant time to master.support.ontraport.comsoftwarefinder.comtrustradius.com
8.5
Value, Pricing & TransparencyLooked for: We analyze pricing structures, hidden costs, contract terms, and the overall value proposition compared to vertical-specific competitors.Pricing is transparent with four distinct tiers, but costs can escalate quickly with additional users and contacts, making it potentially expensive for growing teams compared to some competitors.ontraport.comsoftwarefinder.comsoftwarefinder.com
8.8
Integrations & Ecosystem StrengthLooked for: We investigate the ability to connect with Loan Origination Systems (LOS), mortgage tools, and the broader software ecosystem via API or native connectors.Ontraport offers a vast integration ecosystem via Zapier and an open API, but lacks native, out-of-the-box deep integrations with major Loan Origination Systems (LOS) like Encompass or Calyx Point compared to niche competitors.ontraport.comzapier.comloanofficercrm.ai
9.0
Security, Compliance & Data ProtectionLooked for: We evaluate adherence to financial industry standards like PCI DSS, GDPR, and data encryption protocols essential for handling sensitive mortgage client data.Ontraport maintains high security standards including PCI DSS Level 1 compliance and GDPR adherence, ensuring secure handling of client payment and personal data.ontraport.comontraport.com

Score adjustments−0.17 points in total

−0.07Multiple sources cite a steep learning curve and complex interface, making it potentially difficult for non-technical users to master quickly.systeme.io · severity 65/100
−0.06Lacks native, pre-built integrations with major Mortgage Loan Origination Systems (LOS) like Encompass or Calyx Point, often requiring middleware like Zapier.loanofficercrm.ai · severity 60/100
−0.04Pricing scales up significantly with additional users and contacts, which can become costly for growing brokerages compared to flat-rate niche solutions.trustradius.com · severity 50/100
Visit Ontraport ↗ Back to the top of the ranking
8

Glide

glideapps.com · Glide Workflow Automation for Mortgage · scored Dec 2025

Glide's terms exclude GLBA compliance for mortgage data.

Best forBrokerages building custom internal apps directly from spreadsheets.

From $249 per month SOC 2no-codeGLBA gap
−0.4 vs #1
Visit Glide ↗ See the evidence

No-code app builder turning spreadsheets into mortgage workflow tools in weeks.

Standout factGlide's terms explicitly state the service is not tailored for GLBA compliance.glidenow.com
Biggest catchOnly one developer can edit an app at a time, creating a bottleneck.community.glideapps.com
4.7/5G2 ratingglideapps.com
~$249/mo, 30 usersBusiness plan pricetemproshop.com

The thing people get wrong

SOC 2 certification means Glide is ready for mortgage compliance

Glide's own terms say the service is not tailored for GLBA compliance

Source: glidenow.com

Starting price

$249/moBusiness plan, 30 users included

Upside

  • SOC 2 Type 2 certified
  • Custom apps built in weeks, no code
  • Syncs directly with spreadsheets and SQL

Catch

  • Terms exclude GLBA compliance
  • Only one developer can edit at a time
  • Row limits gate large mortgage datasets
Pick it ifBrokerages building custom internal apps directly from spreadsheets.
Skip it ifEnterprises needing a pre-built, GLBA-ready mortgage CRM.
PricingBusiness plan around $249/mo for 30 users

Editor's takeGlide turns a spreadsheet into a working mortgage app in weeks, without a developer team. SOC 2 Type 2 certification backs that speed with real security. Glide's own terms state the service is not tailored for GLBA compliance, a rule mortgage brokers must follow.

Is Glide compliant with GLBA for mortgage data?

No. Glide's terms explicitly state the service is not tailored for GLBA compliance, which mortgage brokers are required to follow.

Can multiple people build a Glide app together?

Not at the same time. Only one developer can actively edit an app, which slows enterprise-scale projects.

The evidence: 6 criteria, 3 penalties (−0.21 points)
8.7
Product Capability & DepthLooked for: We evaluate the platform's ability to handle complex loan origination workflows, document management, and mobile accessibility specific to mortgage brokerage needs.Glide enables rapid creation of custom mortgage apps with centralized hubs for loan processing and client data, though it relies on Progressive Web Apps (PWAs) rather than native mobile apps.glideapps.comglideapps.comglideapps.com
9.2
Market Credibility & Trust SignalsLooked for: We look for industry-standard certifications, user adoption rates in the financial sector, and verified third-party reviews.Glide holds SOC 2 Type 2 certification and boasts a 4.7/5 rating on G2, with documented adoption by major real estate firms like TTR Sotheby's.glideapps.comglideapps.comglideapps.com
8.9
Usability & Customer ExperienceLooked for: We assess the ease of building and deploying apps without coding knowledge, specifically for non-technical mortgage professionals.The platform offers a highly intuitive drag-and-drop interface that allows users to deploy custom apps in weeks rather than months.glideapps.comglideapps.comglideapps.com
8.5
Value, Pricing & TransparencyLooked for: We evaluate the cost-effectiveness of the platform for mortgage brokerages, considering per-user fees and data storage limits.While entry pricing is accessible, scaling brings significant costs due to per-user fees and row limits on non-enterprise plans.glideapps.comtemproshop.comblog.boldtech.dev
8.2
Scalability & PerformanceLooked for: We assess the platform's ability to handle growing loan volumes, large datasets, and complex automation logic.Big Tables support up to 10 million rows, but plan limits restrict actual usage, and complex logic often requires external tools.glideapps.comblog.boldtech.devblog.boldtech.dev
8.0
Security, Compliance & Data ProtectionLooked for: We examine adherence to financial regulations like GLBA and data protection standards critical for handling sensitive mortgage information.Glide is SOC 2 Type 2 certified but explicitly states its services are not tailored for GLBA compliance, a critical gap for mortgage data.glideapps.comglidenow.comglideapps.com

Score adjustments−0.21 points in total

−0.09Glide's terms explicitly state the service is not tailored for Gramm-Leach-Bliley Act (GLBA) compliance, a mandatory regulation for mortgage brokers handling non-public personal information.glidenow.com · severity 85/100
−0.08The platform lacks a 'multiplayer' editing mode, meaning only one developer can work on an app at a time, creating a bottleneck for enterprise-scale development.community.glideapps.com · severity 60/100
−0.04While 'Big Tables' support 10 million rows, non-Enterprise plans impose strict row limits (e.g., 100k rows), forcing expensive upgrades for data-heavy mortgage apps.blog.boldtech.dev · severity 55/100
Visit Glide ↗ Back to the top of the ranking
02

Side by side

10 features across 8 products. Green is yes, red is no, grey is not published.

FeatureBNTouchCreatioJungoSalesforceTotal ExpertHomebotOntraportGlide
Has Mobile App ✓ ✓ ✓ ✓ ✓ ✓ ✓ ✗
Has Free Plan ✗ ✗ ✗ ✗ ✗ ✗ ✗ ✗
Has Free Trial ✓ ✓ Contact for trial Contact for trial Contact for trial Contact for trial ✓ Contact for trial
Integrates With Zapier ✓ ✓ ✓ ✓ ✓ ✗ ✓ ✗
Has Public API ✓ ✓ ✓ ✓ ✓ ✗ ✓ ✗
Live Chat Support ✓ ✓ Email/Ticket only ✓ ✓ Email/Ticket only ✓ Email/Ticket only
SOC 2 or ISO Certified — ✓ — Both — — — —
Popular Integrations Zapier, Mailchimp, DocuSign Mailchimp, Google Workspace, Microsoft 365 Salesforce, Mailchimp, DocuSign Slack, Google Workspace, Microsoft 365 Salesforce, HubSpot, Microsoft 365 Custom integrations only Zapier, WordPress, Shopify Custom integrations only
Supports SSO ✓ ✓ ✓ ✓ ✓ ✗ ✗ ✗
Starting Price $165 per user/mo $25 per user/mo $119 per user/mo $225 per user/mo Contact for pricing $125 per month $24 per month $249 per month
03

How we chose

Four fixed criteria for every product, plus two chosen for Sales Automation Software for Mortgage Brokers, weighted and reduced by documented penalties.

Full methodology
Criteria set for this categoryProduct Capability & Depth, Market Credibility & Trust Signals, Usability & Customer Experience, Value, Pricing & Transparency, Security, Compliance & Data Protection, Integrations & Ecosystem Strength
Evidence, then a scoreDocumentation, pricing pages, security pages and third-party reviews. Each criterion records what was found and links its sources.
Penalties, then a rankDocumented problems pull the score down with their evidence attached. Rank follows the score. Sponsored rows, where present, are labelled.
iVendors cannot buy a position. Every score rests on published evidence, documented problems pull it down, and a 9.1 here is not a 9.1 in another category.
Albert Richer
Albert RicherFounder · Memphis, TN

Sets the criteria and reviews the evidence before a ranking publishes. Email him if something here looks wrong.

04

Questions people ask

How much does BNTouch cost?

The Individual plan is $165 per month plus a $125 one-time activation fee. Team plans add $95 per additional user.

Is BNTouch secure?

Yes. Data sits on SOC1 and SOC2 certified servers, with added ISO 27001 and HIPAA compliance, per BNTouch's security page.

How much does Creatio cost?

Growth plans start at $25 per user per month, with Enterprise at $55, according to Creatio's pricing page. New customers must also meet a $10,000 minimum annual purchase and sign a standard 3-year contract.

Is Creatio good for small mortgage brokers?

Not really. The $10,000 minimum annual purchase and 3-year contract term create a high barrier for small teams. Creatio fits mid-to-large firms wanting a no-code platform to build custom mortgage workflows instead.

Can Jungo be billed monthly?

No. All contracts are annual, with a minimum one-year term and a setup fee.

What does Reffinity do?

It automatically sends pipeline status reports to real estate referral partners as loans progress.

How much does Salesforce Mortgage CRM cost?

Financial Services Cloud licenses range from about $225 to $450 per user per month. Implementation adds $10,000 to over $200,000 depending on project complexity.

Does Salesforce Mortgage CRM integrate with Encompass?

Yes. The Encompass Connector for Salesforce syncs loan data in real time, letting loan officers view and interact with the most current loan information without logging into Encompass separately.

How is the best Sales Automation Software for Mortgage Brokers decided?

Every product is scored on six criteria for this category, with cited evidence and documented penalties. Rank follows the overall score. Vendors cannot pay for a position.

How often is this ranking updated?

Products are re-scored when pricing, features or evidence change. This ranking was last updated August 23, 2026.

05

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