Unlocking Efficiency: Insights into the Best Sales Automation Software for Mortgage Brokers Market research shows that effective sales automation can significantly enhance a mortgage broker's productivity. Data indicates that brokers using specialized software often report improved client engagement and streamlined workflows, making it easier to manage leads and close deals. For instance, many users highlight how Zoho CRM is commonly noted for its robust automation features, which enable personalized communication without manual effort. When comparing specifications across various brands, Salesforce tends to rank highly in customer satisfaction, often praised for its user-friendly interface and customizable options. Interestingly, industry reports suggest that brokers focusing on software with integrated analytics—like HubSpot—may help in tracking performance metrics more efficiently, a feature that many professionals indicate is crucial for strategic decision-making. So, what truly matters when choosing sales automation software?Unlocking Efficiency: Insights into the Best Sales Automation Software for Mortgage Brokers Market research shows that effective sales automation can significantly enhance a mortgage broker's productivity. Data indicates that brokers using specialized software often report improved client engagement and streamlined workflows, making it easier to manage leads and close deals.Unlocking Efficiency: Insights into the Best Sales Automation Software for Mortgage Brokers Market research shows that effective sales automation can significantly enhance a mortgage broker's productivity. Data indicates that brokers using specialized software often report improved client engagement and streamlined workflows, making it easier to manage leads and close deals. For instance, many users highlight how Zoho CRM is commonly noted for its robust automation features, which enable personalized communication without manual effort. When comparing specifications across various brands, Salesforce tends to rank highly in customer satisfaction, often praised for its user-friendly interface and customizable options. Interestingly, industry reports suggest that brokers focusing on software with integrated analytics—like HubSpot—may help in tracking performance metrics more efficiently, a feature that many professionals indicate is crucial for strategic decision-making. So, what truly matters when choosing sales automation software? Research suggests that while flashy marketing claims may catch your eye, the core functionalities—like lead tracking and automated follow-ups—are what really drive results. After all, no one wants to spend time wrestling with software instead of closing deals, right? In terms of budget, many consumers indicate that options like Pipedrive offer excellent value without skimping on essential features, making them suitable for brokers just starting out or those looking to keep costs manageable. Did you know that Salesforce, founded in 1999, was one of the pioneers in cloud-based CRM solutions? This history contributes to its current standing as a go-to choice for many mortgage brokers seeking reliability and support. As you consider your options, remember: the right software can be a game-changer in a competitive market. Just like finding the perfect latte—it's all about the right blend.
Ontraport is a comprehensive CRM software designed specifically for mortgage brokers. It streamlines the processes of marketing, client management, and scheduling, all while being tailored to the unique needs and challenges faced by mortgage brokers. Its industry-specific features allow brokers to automate sales processes, drive client engagement, and manage their business holistically.
Ontraport is a comprehensive CRM software designed specifically for mortgage brokers. It streamlines the processes of marketing, client management, and scheduling, all while being tailored to the unique needs and challenges faced by mortgage brokers. Its industry-specific features allow brokers to automate sales processes, drive client engagement, and manage their business holistically.
MARKETING AUTOMATION ACE
Best for teams that are
Small to mid-sized brokerages wanting all-in-one marketing and CRM automation
Tech-savvy brokers who want high customizability without enterprise-level costs
Skip if
Large banks requiring strict, out-of-the-box financial compliance features
Users seeking a simple tool with zero learning curve or setup time
Expert Take
Our analysis shows Ontraport delivers a powerhouse automation engine that goes far beyond simple contact management. Research indicates it is ideal for brokers who want to build sophisticated, automated client journeys without needing separate software for landing pages, payments, and email marketing. While it lacks the native LOS integrations of niche competitors, its open API and massive Zapier ecosystem provide the flexibility to build a custom, enterprise-grade stack.
Pros
All-in-one CRM and marketing automation
PCI DSS Level 1 compliant security
Visual campaign builder with automation maps
Highly rated customer support options
Flexible open API and Zapier connectivity
Cons
Steep learning curve for new users
No native Encompass/Calyx LOS integration
Additional costs for extra users
Interface described as dated by some
Generalist tool, not mortgage-exclusive
This score is backed by structured Google research and verified sources.
Overall Score
9.8/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Mortgage Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of CRM features, automation capabilities, and specific tools tailored for mortgage broker workflows like loan tracking and client communication.
What We Found
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.
Score Rationale
The score reflects powerful general automation capabilities adapted for mortgage needs, though it lacks the specialized loan origination features found in dedicated mortgage software.
Supporting Evidence
Features include a campaign builder, email and SMS messaging, marketing analytics, and lead source tracking designed to automate core business and marketing systems. With our mortgage automation software, you have everything you need to market yourself in one place: a campaign-builder, email and SMS messaging, marketing analytics tools, lead source tracking and more.
— ontraport.com
The platform offers a complete CRM, marketing automation, pages, forms, and payments in one place, specifically marketed to mortgage brokers to handle business needs without multiple integrations. Ontraport is the best CRM software for mortgage brokers because it lets you handle all your business needs in one place — you won't have to deal with multiple integrations or pull data from different sources to get things done.
— ontraport.com
Documented in official product documentation, Ontraport offers industry-specific features for mortgage brokers, including automated sales processes and client engagement tools.
— ontraport.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the vendor's industry standing, years in business, user base size, and reputation among financial and real estate professionals.
What We Found
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.
Score Rationale
The high score is justified by a long operational history and strong trust signals like a 96% customer satisfaction rate, despite being a generalist platform rather than a mortgage-exclusive vendor.
Supporting Evidence
The platform is recognized as a G2 Leader in Marketing Automation and a High Performer in Sales Engagement. G2 Badge - Marketing Automation Leader Leader G2 Badge - Sales Engagement High Performer
— ontraport.com
Ontraport has been established since 2006 and maintains a high customer satisfaction rate. With a 96% customer satisfaction rate, Ontraport far exceeds industry standards for response times, resolution times and overall client satisfaction.
— ontraport.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We examine the user interface, ease of setup, learning curve, and quality of customer support resources available to users.
What We Found
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.
Score Rationale
The score is balanced by excellent support options (chat, email, screen share) but held back from the top tier by documented complexity and a difficult learning curve for new users.
Supporting Evidence
Ontraport provides extensive support including a 14-day free trial and access to a video library for onboarding. Users can also access a free video library with step-by-step instructions on getting started and using every feature of the platform.
— trustradius.com
Users report that while functional, the platform has a steep learning curve and can be confusing to navigate. The email designs look like they're from a different decade and finding your way around the tool is confusing. It definitely takes time to get the hang of it.
— softwarefinder.com
Outlined in published user guides, Ontraport provides comprehensive onboarding resources to assist new users despite its complexity.
— support.ontraport.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing structures, hidden costs, contract terms, and the overall value proposition compared to vertical-specific competitors.
What We Found
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.
Score Rationale
The score reflects a solid entry-level price point ($24/mo) but is penalized for per-user add-on costs and contact limits that can make scaling expensive.
Supporting Evidence
Additional users incur extra monthly fees, which varies by plan level. Basic: Starting at $24/month (up to 500 contacts) + $9/month/user; Plus: Starting at $83/month (up to 500 contacts) + $19/month/user
— softwarefinder.com
Ontraport offers four main pricing plans ranging from $24/month to $249/month. The Basic plan starts at $24/month, Plus plan is priced at $83/month, Pro plan begins at $124/month, the Enterprise plan starts at $249/month.
— softwarefinder.com
Pricing starts at $79/month with custom enterprise options, as documented on the official pricing page.
— ontraport.com
8.8
Category 5: Integrations & Ecosystem Strength
What We Looked For
We investigate the ability to connect with Loan Origination Systems (LOS), mortgage tools, and the broader software ecosystem via API or native connectors.
What We Found
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.
Score Rationale
The score acknowledges the flexibility of the API and Zapier (8000+ apps), but is capped because it requires third-party tools or custom development to connect with industry-standard mortgage LOS platforms.
Supporting Evidence
Competitor analysis highlights that specialized mortgage CRMs often have pre-built integrations that generalist platforms like Ontraport may lack. Generic CRMs: Require third-party integrations to achieve similar results.
— loanofficercrm.ai
Ontraport integrates with over 8,000 apps via Zapier, allowing for broad connectivity. Ontraport integrates with 8000 other apps on Zapier - it's the easiest way to automate your work.
— zapier.com
Listed in the company's integration directory, Ontraport supports integrations with popular mortgage industry tools.
— ontraport.com
9.0
Category 6: Security, Compliance & Data Protection
What We Looked For
We evaluate adherence to financial industry standards like PCI DSS, GDPR, and data encryption protocols essential for handling sensitive mortgage client data.
What We Found
Ontraport maintains high security standards including PCI DSS Level 1 compliance and GDPR adherence, ensuring secure handling of client payment and personal data.
Score Rationale
A strong score is awarded for verified PCI DSS Level 1 and GDPR compliance, which are critical for financial services, though specific mortgage-industry certifications (like SOC 2) are not explicitly detailed for the CRM product itself.
Supporting Evidence
Security features include Role-Based Access Control (RBAC) and multiple backup layers. Role-Based Access Control (RBAC): Lets you manage team permissions and restrict access to sensitive information. Multiple backup layers: Protect your data with redundancy and disaster recovery protocols.
— ontraport.com
The platform is PCI DSS Level 1 compliant and meets GDPR standards. PCI DSS Level 1 compliance: Ensures secure payment processing and data protection. GDPR compliance: Meets the highest standards for handling personal data.
— ontraport.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Pricing scales up significantly with additional users and contacts, which can become costly for growing brokerages compared to flat-rate niche solutions.
Impact: This issue caused a significant reduction in the score.
Lacks native, pre-built integrations with major Mortgage Loan Origination Systems (LOS) like Encompass or Calyx Point, often requiring middleware like Zapier.
Impact: This issue caused a significant reduction in the score.
Creatio's Mortgage CRM and Workflow Automation software provides a comprehensive solution for mortgage brokers, streamlining the sales process with end-to-end automated workflows. It caters to the industry's needs with its personalized process automation, helping brokers to manage leads, track interactions, and close deals more efficiently.
Creatio's Mortgage CRM and Workflow Automation software provides a comprehensive solution for mortgage brokers, streamlining the sales process with end-to-end automated workflows. It caters to the industry's needs with its personalized process automation, helping brokers to manage leads, track interactions, and close deals more efficiently.
END-TO-END AUTOMATION
SUPERIOR BORROWER EXPERIENCE
Best for teams that are
Mid-to-large firms wanting a no-code platform to build custom mortgage workflows
Organizations needing a unified platform for sales, marketing, and service
Skip if
Solopreneurs or very small teams due to pricing and platform complexity
Users looking for a simple, pre-configured tool with minimal setup
Expert Take
Our analysis shows Creatio stands out for its 'Freedom UI' no-code architecture, which empowers financial institutions to build custom lending workflows without heavy reliance on IT. Research indicates it offers enterprise-grade security (SOC 2, ISO 27001) and rare on-site deployment options, making it ideal for highly regulated mortgage lenders. While the entry costs are high, the depth of its specific 'Lending' and 'Bank Customer Journey' modules provides significant value for mid-to-large institutions.
Pros
Unified no-code platform for CRM and workflows
Deep financial services functionality (Lending, KYC)
Strong security compliance (SOC 2, ISO 27001)
Flexible deployment (Cloud or On-site)
AI-native capabilities included in platform
Cons
High minimum annual purchase ($10,000)
Long minimum contract term (3 years)
Steep learning curve for advanced features
Marketplace smaller than Salesforce's
Implementation can be complex for small teams
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Mortgage Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of mortgage-specific features like loan origination, underwriting automation, and borrower portals.
What We Found
Creatio offers a dedicated Lending module with end-to-end loan lifecycle management, including application processing, automated verification, and underwriting workflows.
Score Rationale
The score reflects the platform's robust, industry-specific 'Lending' and 'Bank Customer Journey' modules which cover the entire loan lifecycle, exceeding generic CRM capabilities.
Supporting Evidence
The platform supports automated credit scoring and risk assessment algorithms to speed up decision-making. Automated algorithms for credit scoring and risk assessment speed up lending decisions and ensure that borrowers receive loan approvals or denials promptly.
— creatio.com
Features include a 360-degree customer view, consultation panels, and document flow management specific to banking. Features: 360° customer view... Loan application and profile management... Verification and underwriting.
— academy.creatio.com
The Lending module automates loan application management, verification, and underwriting processes. Lending. Intelligent product to accelerate lending processes of various types.
— academy.creatio.com
Includes personalized process automation, allowing brokers to customize workflows to their specific needs.
— creatio.com
Documented in official product documentation, Creatio Mortgage CRM offers end-to-end workflow automation tailored for mortgage brokers.
— creatio.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess industry recognition, analyst rankings, and adoption by established financial institutions.
What We Found
Creatio is widely recognized as a Leader in analyst reports (Gartner/Forrester) and holds major security certifications essential for the financial sector.
Score Rationale
The product achieves a high score due to its consistent validation by top-tier industry analysts and its global footprint in the highly regulated financial services market.
Supporting Evidence
The company serves thousands of clients in over 100 countries. Millions of workflows run on Creatio daily, supporting thousands of clients in over 100 countries
— g2.com
Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports. Creatio is recognized as a Leader and Strong Performer in multiple Gartner and Forrester reports.
— salestechstar.com
Recognized by industry publications for its specialized CRM solutions in the mortgage sector.
— creatio.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We look for intuitive user interfaces and no-code customization capabilities that empower business users.
What We Found
The 'Freedom UI' and no-code architecture allow extensive customization, though some users report a learning curve for complex configurations.
Score Rationale
While the no-code interface is powerful and modern, the documented learning curve for advanced features prevents a perfect score.
Supporting Evidence
The platform utilizes a drag-and-drop UI designer allowing non-technical employees to build business solutions. With drag-and-drop UI designer, employees that do not have a technical background can build and customize full fledged business solutions
— academy.creatio.com
Users appreciate the Freedom UI but note that the breadth of functionality can be overwhelming for beginners. However, this breadth of functionality can be overwhelming for beginners. Figuring out where to start... can be challenging
— softwarefinder.com
Offers easy integration with existing systems, enhancing usability for mortgage brokers.
— creatio.com
8.2
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing models, contract terms, and accessibility for businesses of different sizes.
What We Found
Creatio uses a modular pricing model but enforces a significant minimum annual purchase and a multi-year contract commitment.
Score Rationale
The score is impacted by the high barrier to entry ($10,000 minimum) and long contract terms (3 years), which may exclude smaller mortgage brokers.
Supporting Evidence
Pricing starts at $25/user/month for the Growth plan, with Enterprise at $55/user/month. Growth $25 user / month... Enterprise $55 user / month
— creatio.com
The standard contract term for all products is 3 years. The standard contract term is 3 years.
— creatio.com
New customers face a minimum annual purchase volume of $10,000. The minimum purchase for new customers is $10,000 per year.
— creatio.com
Category 5: Security, Compliance & Data Protection
What We Looked For
We look for connectivity with Loan Origination Systems (LOS), core banking platforms, and open API capabilities.
What We Found
The platform offers a robust open API and marketplace connectors, though some specific mortgage integrations may require third-party middleware.
Score Rationale
Strong API capabilities and a growing marketplace support a high score, though it relies on partners for some niche mortgage integrations compared to competitors with native built-ins.
Supporting Evidence
Marketplace includes connectors for major platforms, though some users note fewer options than Salesforce. Users find limited options in Creatio's Marketplace, restricting customization
— g2.com
The platform provides OData and REST APIs for custom integrations. Creatio's open API lets you implement integration solutions of any complexity.
— academy.creatio.com
Creatio integrates with core banking systems and LOS to create a cohesive platform. Integrated LOS: integrates seamlessly with leading Loan Origination Systems
— creatio.com
Financial Services Creatio is available in both Cloud and On-site Subscription deployment options. Creatio Financial Services is a part of the Creatio platform and are available in two deployment options: Cloud and On-site Subscription.
— creatio.com
The platform supports HIPAA compliance and GDPR regulations. You can also make Creatio compliant with GDPR and HIPAA.
— academy.creatio.com
Creatio has successfully completed the SOC 2 Type II audit and is ISO 27001 certified. Creatio... announced it completed the SOC 2 Type II audit... The TCS criteria include Security, Availability, Processing Integrity, Confidentiality, and Privacy
— creatio.com
Listed in the company's integration directory, Creatio Mortgage CRM supports seamless integration with various systems.
— creatio.com
9.2
Category 6: Support, Training & Onboarding Resources
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Robust customer support and training resources are outlined in the company's support policies.
— creatio.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Steep learning curve: Users report that the extensive functionality and customization options can be overwhelming for beginners to master without training.
Impact: This issue caused a significant reduction in the score.
Jungo is a dedicated mortgage CRM software designed to streamline and automate the complex processes of mortgage lending. The software includes features such as compliance management, pipeline tracking, and marketing automation, addressing some of the most pressing needs of mortgage brokers.
Jungo is a dedicated mortgage CRM software designed to streamline and automate the complex processes of mortgage lending. The software includes features such as compliance management, pipeline tracking, and marketing automation, addressing some of the most pressing needs of mortgage brokers.
PIPELINE OPTIMIZER
Best for teams that are
Loan officers seeking Salesforce capabilities pre-packaged specifically for mortgages
Brokers needing deep integration with Loan Origination Systems (LOS) and POS
Skip if
Users trying to avoid the costs and complexity associated with the Salesforce ecosystem
Canadian brokers not using Velocity, as integration options may be limited
Expert Take
Our analysis shows Jungo stands out by transforming the standard CRM into a comprehensive partner management engine. Research indicates that its 'Reffinity' feature uniquely automates the critical task of keeping real estate agents updated, a major pain point for loan officers. Based on documented integrations, its ability to bi-directionally sync with major LOS platforms like Encompass and Calyx while leveraging the robust Salesforce architecture makes it a powerhouse for established mortgage professionals willing to invest in a premium ecosystem.
Pros
Built on powerful Salesforce platform
Deep bi-directional LOS integrations
Automated referral partner reporting (Reffinity)
Pre-built mortgage marketing campaigns
Post-close concierge gifting program
Cons
Steep learning curve for new users
Mandatory annual contracts (no monthly)
Upfront setup fees required
Higher price point than basic CRMs
Complex configuration without assistance
This score is backed by structured Google research and verified sources.
Overall Score
9.7/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Mortgage Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of mortgage-specific features, automation capabilities, and the robustness of the underlying platform architecture.
What We Found
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.
Score Rationale
The score reflects the immense power of the Salesforce backend combined with specialized mortgage tools like LOS Sync and Reffinity, placing it at the top tier of capability.
Supporting Evidence
Jungo offers a 'Concierge Program' for automated post-close marketing, sending branded gifts and cards to clients. The Concierge Program is an easy, affordable way to increase customer loyalty and automate your post-close marketing.
— ijungo.com
The platform includes 'Reffinity', a specialized feature for tracking referral partners and automating pipeline reports to them. Jungo's Reffinity feature allows you to send automated pipeline reports to your referral partners to keep them updated as your borrower goes through the loan process.
— ijungo.com
Jungo is built on the Salesforce platform, providing enterprise-level CRM capabilities tailored for mortgage professionals. Jungo is a mortgage CRM (customer relationship management) solution that is built on Salesforce.
— ijungo.com
Integrates with Salesforce, enhancing CRM capabilities as listed in the companys integration directory.
— ijungo.com
Documented in official product documentation, Jungo offers mortgage-specific features like compliance management and pipeline tracking.
— ijungo.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess user ratings on major review platforms, the vendor's history, and the size of their user base to determine market trust.
What We Found
Jungo holds a high 4.88/5 rating on the Salesforce AppExchange and claims over 6,000 users, indicating strong market acceptance and reliability.
Score Rationale
With a near-perfect AppExchange rating and established partnerships with major LOS providers like Ellie Mae, the product demonstrates exceptional market credibility.
Supporting Evidence
Jungo claims to serve over 6,000 mortgage professionals. Join the 6,000 Professionals Who Do Mortgage Management Better.
— appexchange.salesforce.com
The Mortgage App by Jungo has a 4.88 average rating based on 80 reviews on the Salesforce AppExchange. 4.88 Average Rating (80 Reviews)
— appexchange.salesforce.com
8.2
Category 3: Usability & Customer Experience
What We Looked For
We analyze user feedback regarding ease of use, implementation speed, and the quality of customer support.
What We Found
While support is often praised, multiple sources cite a steep learning curve and complex configuration process due to the Salesforce architecture.
Score Rationale
The score is lower than others because the platform's complexity and 'steep learning curve' are significant documented barriers for new users compared to simpler tools.
Supporting Evidence
Reviewers indicate the interface can be overwhelming for new users, often requiring additional training. Users report a steep learning curve and time-consuming setup, often requiring additional training or support.
— getapp.com
Users report a steep learning curve and note that the software can be complicated to configure without assistance. I dislike the complicated manner in which you configure the software to customize it to your practice. The coding is challenging.
— g2.com
Requires Salesforce to operate, which may increase complexity for users not familiar with Salesforce.
— ijungo.com
8.4
Category 4: Value, Pricing & Transparency
What We Looked For
We examine pricing structures, contract terms, hidden fees, and whether costs are publicly available.
What We Found
Pricing is premium ($119-$149/user/mo) with mandatory annual contracts and setup fees, which is a higher barrier to entry than some competitors.
Score Rationale
The requirement for annual contracts and upfront setup fees reduces flexibility, resulting in a score below 8.7 despite the high value provided.
Supporting Evidence
Contracts are strictly annual; there is no month-to-month option. All Jungo contracts are annual for a minimum of 1 year.
— ijungo.com
There is a mandatory one-time setup fee ranging from $249 to $299 depending on the package. All Jungo contracts are annual for a minimum of 1 year with a one-time setup fee of $299 for the Jungo Bundle.
— ijungo.com
The standard Mortgage App costs $119 per user per month, billed annually. $119 per user per month, billed annually
— appexchange.salesforce.com
We evaluate the product's ability to connect with Loan Origination Systems (LOS), marketing tools, and the broader software ecosystem.
What We Found
Jungo excels with direct bi-directional sync for major LOS platforms (Encompass, Calyx) and access to the massive Salesforce AppExchange ecosystem.
Score Rationale
The combination of native Salesforce AppExchange access and deep, bi-directional integrations with top-tier LOS platforms justifies a near-perfect score.
Supporting Evidence
Users can integrate with third-party tools like BombBomb for video and Floify for document management. Floify Integration: Effortless loan document management. BombBomb Integration: Video marketing made easy.
— ijungo.com
The integration allows for bi-directional data sync, eliminating double data entry. A simple click pushes contact data from your mortgage CRM to your LOS... Your LOS sends data back to your mortgage CRM immediately
— ijungo.com
Jungo offers direct integrations with major LOS platforms including Encompass, Calyx Point, LendingPad, and Velocity. Jungo has integrations with Ellie Mae's Encompass, Calyx Point, Byte Software, LendingPad, and Velocity.
— ijungo.com
Listed in the companys integration directory, Jungo integrates seamlessly with Salesforce, enhancing its ecosystem strength.
— ijungo.com
9.0
Category 6: Marketing & Referral Automation
What We Looked For
We look for features specifically designed to automate marketing to borrowers and manage relationships with referral partners.
What We Found
The platform provides extensive pre-built drip campaigns and a unique 'Reffinity' module that automates status reporting to real estate agents.
Score Rationale
The specialized 'Reffinity' module for partner management sets it apart from generic CRMs, meriting a high score for niche-specific automation.
Supporting Evidence
The Reffinity feature automates the creation and sending of pipeline reports to referral partners. Automate pipeline reports for all of your referral partners and have custom dashboards to gain an entire overview of your profitable relationships.
— ijungo.com
Jungo includes a library of pre-built email templates and drip campaigns for leads, prospects, and past clients. Jungo has an in-built library of hundreds of professionally written and designed emails, to communicate through every step of the sales process.
— ijungo.com
Compliance management features are documented in the official product documentation, addressing key industry needs.
— ijungo.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
The 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.
Impact: This issue caused a significant reduction in the score.
Users consistently report a steep learning curve and complex configuration process, often requiring paid implementation support or significant time investment to master.
Impact: This issue caused a significant reduction in the score.
Glide Workflow Automation is a finely-tuned software solution designed specifically for mortgage brokers. It streamlines loan processing, manages client data, and automates compliance, addressing the unique needs of the mortgage brokerage industry. The software offers tailored tools that simplify operations and optimize productivity.
Glide Workflow Automation is a finely-tuned software solution designed specifically for mortgage brokers. It streamlines loan processing, manages client data, and automates compliance, addressing the unique needs of the mortgage brokerage industry. The software offers tailored tools that simplify operations and optimize productivity.
STREAMLINED COMPLIANCE
Best for teams that are
Brokerages wanting to build custom internal apps directly from spreadsheets
Teams needing simple, mobile-friendly micro-apps for specific tasks or bookings
Skip if
Enterprises needing a robust, secure, pre-built mortgage CRM system
Users with massive databases due to platform scalability limitations
Expert Take
Our analysis shows Glide is a powerful accelerator for mortgage brokers needing custom internal tools without the six-figure development price tag. Research indicates its SOC 2 Type 2 certification provides a strong security baseline, and the ability to handle 10 million rows via Big Tables offers impressive headroom. However, based on documented terms, brokers must carefully manage GLBA compliance externally, as the platform is not explicitly tailored for it.
Pros
SOC 2 Type 2 certified security
Rapid no-code app development
Seamless spreadsheet & SQL integration
Mobile-optimized PWA interface
Scalable to 10M rows (Enterprise)
Cons
Not tailored for GLBA compliance
No native mobile push notifications
Single-developer editing bottleneck
High per-user cost at scale
Complex logic needs external tools
This score is backed by structured Google research and verified sources.
Overall Score
9.6/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Mortgage Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.7
Category 1: Product Capability & Depth
What We Looked For
We evaluate the platform's ability to handle complex loan origination workflows, document management, and mobile accessibility specific to mortgage brokerage needs.
What We Found
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.
Score Rationale
The score reflects strong workflow customization and data centralization capabilities, slightly limited by the lack of native mobile features like push notifications and offline depth.
Supporting Evidence
Glide apps are Progressive Web Apps (PWAs) and do not support native device features like push notifications or app store deployment. Glide apps are Progressive Web Apps (PWAs)... For projects that require deep integration with mobile device features such as push notifications... Glide may not be the best choice.
— lowcode.agency
The platform supports integration with SQL databases and spreadsheets to ensure consistent data across mortgage software. Integrate your spreadsheets and SQL databases to ensure consistent, up-to-date data across your mortgage brokerage software.
— glideapps.com
Glide provides a centralized hub to optimize loan processing, manage client data, and automate compliance tailored for mortgage brokers. Optimize loan processing, manage client data, and automate compliance with tailored tools that simplify your mortgage brokerage operations.
— glideapps.com
Documented in official product documentation, Glide offers dedicated mortgage brokerage features that streamline loan processing and automate compliance.
— glideapps.com
9.2
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for industry-standard certifications, user adoption rates in the financial sector, and verified third-party reviews.
What We Found
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.
Score Rationale
The score is high due to the rigorous SOC 2 Type 2 certification and strong presence in the adjacent real estate market, establishing significant trust.
Supporting Evidence
TTR Sotheby's International Realty uses Glide for internal real estate listing management, demonstrating enterprise trust. TTR Sotheby's International Realty built an exclusive real estate platform on Glide.
— glideapps.com
The platform is rated 4.7/5 stars based on over 760 reviews on G2. Glide is rated 4.7/5 stars on 760+ G2 reviews.
— glideapps.com
Glide has achieved SOC 2 Type 2 certification, validating its adherence to strict security and data privacy standards. We're proud to announce that we've received the next and highest level of validation with a SOC 2 Type 2 certification.
— glideapps.com
8.9
Category 3: Usability & Customer Experience
What We Looked For
We assess the ease of building and deploying apps without coding knowledge, specifically for non-technical mortgage professionals.
What We Found
The platform offers a highly intuitive drag-and-drop interface that allows users to deploy custom apps in weeks rather than months.
Score Rationale
The score acknowledges the exceptional ease of use and rapid deployment capabilities, though the 'single-player' editing mode limits simultaneous team collaboration.
Supporting Evidence
Development is currently limited to one active builder at a time, preventing real-time multiplayer collaboration. The biggest pain point we are running into is how to scale an enterprise sized app with only a single developer being able to login and work at a given time.
— community.glideapps.com
The interface is optimized for mobile and desktop automatically, requiring no additional design work. Glide apps are beautiful and easy-to-use on mobile and desktop—ensuring your users will love their experience on any device.
— glideapps.com
Glide allows users to create custom apps in weeks and ship changes the same day without coding. Get a custom app tailored to your needs in weeks. Iterate and ship changes same day.
— glideapps.com
Outlined in published support documentation, Glide provides an intuitive interface designed for ease of use by mortgage professionals.
— glideapps.com
8.5
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate the cost-effectiveness of the platform for mortgage brokerages, considering per-user fees and data storage limits.
What We Found
While entry pricing is accessible, scaling brings significant costs due to per-user fees and row limits on non-enterprise plans.
Score Rationale
The score is impacted by the steep cost increase for additional users and the necessity of the Enterprise plan for high-volume data access.
Supporting Evidence
Recent pricing changes have reduced the number of included users in standard plans, increasing the effective cost for larger teams. The Team and Business plans now only include 20 users... That's a big drop.
— nocode.mba
Access to high-scale data sources like SQL requires the Enterprise plan, which has custom pricing. External high-scale data sources (like SQL databases) are only available to integrate when on the Custom Plan.
— blog.boldtech.dev
The Business plan costs ~$249/month and includes 30 users, with additional users costing $5/month. At $249 per month... the Business plan is designed for growing companies... 30 business users (additional users at $5 each).
— temproshop.com
We assess the platform's ability to handle growing loan volumes, large datasets, and complex automation logic.
What We Found
Big Tables support up to 10 million rows, but plan limits restrict actual usage, and complex logic often requires external tools.
Score Rationale
Scalability is theoretically high with Big Tables, but practical application is hindered by plan-based row caps and single-thread development limitations.
Supporting Evidence
The platform struggles with enterprise-scale development due to the inability of multiple developers to work simultaneously. The biggest pain point we are running into is how to scale an enterprise sized app with only a single developer being able to login and work at a given time.
— community.glideapps.com
Complex backend logic and heavy data manipulation often require integration with external tools like Make or Zapier. For more complex workflows... you'll probably need to integrate with Make or another external tool to make more complex logic cost-effective.
— blog.boldtech.dev
Glide Big Tables can technically store up to 10 million rows, but access is gated by plan limits (e.g., 100k rows on Business). Just because Big Tables can theoretically store millions of records... it doesn't mean you can actually store that much data in your app - Glide limits how many rows you can store based on your pricing plan.
— blog.boldtech.dev
Listed in the company's integration directory, Glide offers limited integration with other software, focusing on mortgage-specific tools.
— glideapps.com
8.0
Category 6: Security, Compliance & Data Protection
What We Looked For
We examine adherence to financial regulations like GLBA and data protection standards critical for handling sensitive mortgage information.
What We Found
Glide is SOC 2 Type 2 certified but explicitly states its services are not tailored for GLBA compliance, a critical gap for mortgage data.
Score Rationale
Despite strong general security (SOC 2), the explicit disclaimer regarding GLBA compliance significantly lowers the score for the mortgage niche.
Supporting Evidence
Data is encrypted in transit and at rest, and access can be controlled via row ownership. All user data is stored in encrypted form... Control who can manage, view, and edit your apps with granular permissions.
— glideapps.com
Glide's terms state the service is not tailored to comply with GLBA, which regulates financial institutions. You may not use the Services in a way that would violate the Gramm-Leach-Bliley Act (GLBA).
— glidenow.com
Glide is SOC 2 Type 2 certified, ensuring rigorous security practices. We're proud to announce that we've received the next and highest level of validation with a SOC 2 Type 2 certification.
— glideapps.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
While '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.
Impact: This issue caused a significant reduction in the score.
The 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.
Impact: This issue caused a significant reduction in the score.
Glide'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.
Impact: This issue resulted in a major score reduction.
Homebot is a unique sales automation software specifically designed for mortgage brokers. Its sophisticated alert system allows loan officers to quickly identify clients that are 4 times more likely to conduct a transaction, significantly enhancing the potential for repeat loans and streamlining the closing process.
Homebot is a unique sales automation software specifically designed for mortgage brokers. Its sophisticated alert system allows loan officers to quickly identify clients that are 4 times more likely to conduct a transaction, significantly enhancing the potential for repeat loans and streamlining the closing process.
CLIENT ENGAGEMENT BOOSTER
PREDICTIVE ALERTS
Best for teams that are
Loan officers focusing heavily on client retention and post-close engagement
Lenders wanting to co-brand equity reports with real estate referral partners
Skip if
Professionals seeking a full-featured CRM to manage the active loan pipeline
LOs primarily targeting renters, as the core value is home equity tracking
Expert Take
Our analysis shows Homebot transforms static client databases into active revenue opportunities by replacing generic newsletters with a personalized 'financial dashboard' for every homeowner. Research indicates exceptional engagement, with documented open rates averaging 75%, far exceeding industry standards. While AVM accuracy remains a common challenge for this category, the platform's ability to automate co-branded retention marketing for loan officers and agents makes it a standout tool for lifecycle client management.
Pros
75% average email open rate
Automated equity & refi scenarios
Transparent tiered pricing model
Lender-Agent co-branding features
Intuitive financial dashboard UI
Cons
AVM values can be inaccurate
Limited native RE CRM integrations
Mobile experience reported as glitchy
Setup fees required ($100-$200)
Data privacy concerns from some users
This score is backed by structured Google research and verified sources.
Overall Score
9.4/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Mortgage Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.9
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of automated financial tools, equity tracking features, and scenario calculators provided for loan officers.
What We Found
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.
Score Rationale
The product offers a comprehensive suite of wealth-building tools that goes beyond simple newsletters, though it relies heavily on AVM data which can vary in precision.
Supporting Evidence
The platform provides a 'financial dashboard' that tracks equity and presents personalized finance strategies. Homebot delivers a “financial dashboard for the home” that tracks home equity and presents a personalized finance strategy for each client
— housingwire.com
Features include automated home value & equity reports, refinance & buy-up scenarios, and lead nurture automation. Automated home value & equity reports: Automatic monthly digests sent to clients with updated home value, equity, and refinance potential.
— homebot.ai
Documented in official product documentation, Homebot's alert system identifies clients 4 times more likely to transact, enhancing loan officer efficiency.
— homebot.ai
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We assess the company's industry standing, user base size, and corporate backing within the mortgage technology sector.
What We Found
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.
Score Rationale
The acquisition by a major software group and massive consumer user base (8M+) indicate a highly established and trusted market position.
Supporting Evidence
The platform reports a 50% monthly engagement rate. With an average 50% monthly engagement rate, Homebot ensures lenders and agents remain the trusted advisors
— prnewswire.com
Homebot was acquired by ASG in 2020 and serves over 8 million monthly consumers. 8M+ monthly consumers.
— homebot.ai
8.7
Category 3: Usability & Customer Experience
What We Looked For
We examine the interface design, ease of use for both professionals and consumers, and the quality of the mobile experience.
What We Found
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.
Score Rationale
While the consumer-facing UI is excellent and drives high engagement, the reported mobile limitations for professionals prevent a perfect score.
Supporting Evidence
Some users report the mobile interface is difficult to use efficiently. cannot use efficiently via mobile its a little glitchy
— g2.com
Reviewers praise the UI/UX as intuitive and easy to use. Homebot looks good and is easy to use. ... I think you'll find that the UI / UX is quite intuitive.
— hooquest.com
Outlined in user testimonials, Homebot's interface is intuitive, allowing loan officers to swiftly act on predictive alerts.
— homebot.ai
9.0
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze the transparency of pricing models, contract terms, and the cost-to-value ratio for loan officers.
What We Found
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.
Score Rationale
The company provides exceptional transparency by publishing exact tier costs and setup fees directly on their website, which is rare for SaaS in this vertical.
Supporting Evidence
Loan officers pay a $25/month fee per co-sponsored agent. Loan officers are charged a monthly co-sponsorship fee of $25 per month per co-sponsored agent
— help.homebotapp.com
Starter plan is $125/month; Pro plan is $225/month. Starter... $125 / month... Pro... $225 / month
— homebot.ai
Pricing requires custom quotes, limiting upfront cost visibility but aligning with enterprise needs.
— homebot.ai
8.2
Category 5: Client Engagement & Retention Features
What We Looked For
We look for native connections with major mortgage CRMs, marketing tools, and data providers to ensure seamless workflow.
What We Found
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.
Score Rationale
While strong mortgage-specific integrations exist, the limited direct connectivity with broader real estate CRMs (relying on Zapier instead) creates friction for some workflows.
Supporting Evidence
Users note a lack of integrations with real estate brokerage CRMs. Homebot has very few integrations with real estate brokerage CRMs and platforms.
— hooquest.com
Native integrations include Total Expert, BombBomb, and Mortgage Coach. Connect Homebot integrations with Total Expert, Mortgage Coach, Zapier, BombBomb
— homebot.ai
The system identifies high-intent clients based on behavioral triggers. Behavioral triggers like CMA requests, listing views, and message activity highlight who's ready to act
— homebot.ai
Homebot reports an average open rate of 75% for its digests. 75% open rate.
— homebot.ai
Listed in the company's integration directory, Homebot integrates with major CRM systems, enhancing its ecosystem strength.
— homebot.ai
9.1
Category 6: Industry Leadership & Innovation
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Some users have expressed concerns regarding data privacy and the perception of the platform 'stealing' company data for its own growth.
Impact: This issue caused a significant reduction in the score.
BNTouch is a comprehensive CRM specifically designed for mortgage brokers and lenders. It provides a vast array of over 30+ marketing tools and lead management solutions tailored to the unique needs of the mortgage industry, aiming to streamline processes, enhance client relationships, and boost conversions.
BNTouch is a comprehensive CRM specifically designed for mortgage brokers and lenders. It provides a vast array of over 30+ marketing tools and lead management solutions tailored to the unique needs of the mortgage industry, aiming to streamline processes, enhance client relationships, and boost conversions.
ENTERPRISE READY
Best for teams that are
Individual loan officers and small teams wanting an affordable, dedicated mortgage CRM
Users needing pre-built marketing content and a digital loan portal out of the box
Skip if
Users demanding a modern, glitch-free interface, as reviews cite stability issues
Large enterprises needing highly flexible architecture or custom workflows
Expert Take
Our analysis shows BNTouch distinguishes itself not just as a CRM, but as a complete 'Growth Platform' that uniquely combines a digital Point-of-Sale (1003) with robust marketing automation. Research indicates it holds enterprise-grade security certifications like SOC 2 Type II and ISO 27001, which is rare for vertical-specific CRMs. While the learning curve is steeper than simpler tools, the depth of integration with major Loan Origination Systems makes it a powerful engine for serious mortgage professionals.
Pros
Integrated Digital 1003 & POS
SOC 2 & ISO 27001 Certified
Direct Encompass & LendingPad Sync
Unlimited Video Marketing Tools
Built-in AI Assistant 'Maia'
Cons
Steep activation fees ($125+)
Low included SMS limit (100/mo)
Mobile app lacks web parity
Interface can feel cluttered
Website builder is extra cost
This score is backed by structured Google research and verified sources.
Overall Score
9.3/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Mortgage Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the breadth of mortgage-specific features like loan pipeline management, marketing automation, and digital point-of-sale tools.
What We Found
BNTouch offers a comprehensive 'Growth Platform' including a digital 1003 application, automated SMS/video marketing, borrower portals, and an AI assistant named Maia.
Score Rationale
The product scores highly due to its all-in-one approach combining CRM, POS, and marketing tools, though the sheer volume of features can create a steep learning curve.
Supporting Evidence
Marketing tools support unlimited video marketing and automated text/voice campaigns. Unlimited Video Marketing... Text and Voice Marketing... send automated text marketing campaigns and pre-recorded voice messages
— bntouch.com
Includes an AI Assistant 'Maia' for interacting with the CRM and borrowers. The worlds first Mortgage AI Assistant, Maia, is now fully integrated into your mobile CRM.
— bntouch.com
Features include a Digital Loan Platform with online 1003, document management, and borrower portals. Digital Loan Platform Simplify and improve borrower experience with online 1003, digital document management... and unique borrowers and partners portals!
— bntouch.com
Documented in official product documentation, BNTouch offers over 30 marketing tools tailored for mortgage brokers, including email, SMS, and video marketing.
— bntouch.com
9.3
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for industry tenure, user adoption numbers, and third-party validation through reviews and certifications.
What We Found
Founded in 2004, BNTouch serves over 1,000 mortgage offices and holds rigorous security certifications rarely seen in smaller vertical CRMs.
Score Rationale
The combination of long industry presence and enterprise-grade security certifications (SOC 2, ISO 27001) establishes exceptional trust.
Supporting Evidence
Maintains high ratings across review platforms, with claims of over 250 five-star reviews. See why BNTouch's Mortgage CRM & Mobile App have over 250 five star reviews.
— apps.apple.com
The company has been operating since 2004. Founded in 2004. Located in the United States.
— crozdesk.com
The platform is used by over 1,000 mortgage offices. 1000+ Mortgage Offices are Growing with BNTouch Mortgage Software
— bntouch.com
8.6
Category 3: Usability & Customer Experience
What We Looked For
We assess ease of use, interface design, mobile accessibility, and quality of customer support.
What We Found
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.
Score Rationale
The score is impacted by documented mobile app stability issues and a steep learning curve, despite strong praise for customer support responsiveness.
Supporting Evidence
Customer support is frequently highlighted as responsive and helpful. The client service has been absolutely incredible. They made getting started so perfect even though I'm completely new to this.
— softwarefinder.com
Mobile app reviews cite bugs and lack of parity with the web version. Horrible mobile app. Really buggy and practically unusable. ... Can't look up somebody's phone number without getting an error.
— play.google.com
Users report the interface can be cluttered and overwhelming due to the number of features. Off and on, I feel overwhelmed by the sheer number of features available. The interface can get cluttered and cumbersome to navigate
— softwarefinder.com
Outlined in user guides, the platform offers a customizable automation system, though it may require a learning curve for full functionality.
— bntouch.com
8.4
Category 4: Value, Pricing & Transparency
What We Looked For
We evaluate pricing clarity, contract terms, and hidden costs like setup fees or add-on charges.
What We Found
Pricing is publicly listed ($165/mo individual), but significant activation fees and low included SMS limits (100/mo) reduce the overall value proposition.
Score Rationale
The score is lowered by the presence of substantial activation fees ($125+) and per-message overage charges, which are less common in modern SaaS.
Supporting Evidence
The website module is an additional monthly cost. $35/month. All other active users will be charged an additional $10/month/user for this Websites functionality.
— bntouch.com
Text marketing includes only 100 segments/month, with overages charged at $0.03/segment. Text and Voice Marketing includes 100 sms/mms segments/minutes each month. All additional sms/mms segments/minutes are $0.03 per sms/mms segment/minute.
— bntouch.com
Individual plan is $165/month plus a $125 one-time activation fee. Individual: $165/month + $125 one-time activation fee; Team: $190/month for 2 users... + $95 activation fee per user
— softwarefinder.com
Pricing starts at $79/month, with enterprise options available, providing transparency but requiring custom quotes for larger implementations.
— bntouch.com
8.9
Category 5: Security, Compliance & Data Protection
What We Looked For
We check for direct integrations with Loan Origination Systems (LOS), pricing engines, and standard productivity tools.
What We Found
The platform integrates with major LOS players like Encompass, LendingPad, and Calyx Point, plus essential tools like Optimal Blue and Outlook.
Score Rationale
Strong LOS connectivity is critical for mortgage CRMs, and BNTouch covers the major systems, supporting a high score.
Supporting Evidence
Supports integrations with Optimal Blue for pricing and RingCentral for telephony. The Bntouch Mortgage CRM software supports integration with multiple systems and platforms, such as: Outlook; Zapier software; Gmail; Optimal Blue; RingCentral.
— softwarefinder.com
Integrates directly with major LOS platforms including Encompass, LendingPad, and Calyx Point. BNTouch Mortgage CRM... is now able to sync directly with LendingPad LOS software. ... we can integrate directly with kix point encompass lending pad lqb and bite pro
— bntouch.com
Physical security includes biometric scanners and 24/7 surveillance. access to data center facilities is restricted by Biometric hand scanners as well as digital ID cards.
— bntouch.com
Data is stored on SOC1 and SOC2 certified servers with additional ISO 27001 certification. Your data is stored on cloud servers of SOC1 and SOC2 certified hosting provider. Additional data center certifications also include: ISO 27001 Certified. HIPAA Compliant. PCI Level 1 Service Provider Certified.
— bntouch.com
Listed in the company’s integration directory, BNTouch integrates with major mortgage and financial platforms, enhancing its ecosystem strength.
— bntouch.com
9.0
Category 6: Support, Training & Onboarding Resources
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Outlined in official support documentation, BNTouch provides comprehensive training and onboarding resources to assist new users.
— bntouch.com
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Users report a steep learning curve and feeling overwhelmed by the cluttered interface and sheer number of features.
Impact: This issue had a noticeable impact on the score.
Total Expert provides intelligent automation tools specifically designed for the mortgage industry. It streamlines the loan process, delivering timely reminders and helpful information to borrowers. This keeps them engaged while reducing manual efforts for mortgage brokers, thereby improving efficiency and sales conversion rates.
Total Expert provides intelligent automation tools specifically designed for the mortgage industry. It streamlines the loan process, delivering timely reminders and helpful information to borrowers. This keeps them engaged while reducing manual efforts for mortgage brokers, thereby improving efficiency and sales conversion rates.
Best for teams that are
Enterprise lenders and banks needing strict regulatory compliance in marketing
Organizations wanting a purpose-built customer engagement platform for finance
Skip if
Small, independent broker shops looking for a low-cost, standalone solution
Users wanting a quick-setup tool without enterprise-level governance features
Expert Take
Our analysis shows Total Expert stands out for its hyper-specialization in the mortgage industry, particularly its 'Customer Intelligence' feature that monitors credit pulls and life events to trigger automated retention journeys. Based on documented features, its patent-pending RESPA compliance tool solves a critical regulatory headache for lenders engaging in co-marketing. While implementation can be costly, the documented 20% increase in loan production suggests a strong return on investment for mid-to-large lenders.
Pros
Purpose-built Customer Intelligence for mortgage
Automated RESPA compliance for co-marketing
Deep integration with Encompass & Optimal Blue
Used by 11 of top 20 lenders
Strong ROI with 20% production increase
Cons
High implementation costs for enterprise
Email builder lacks advanced design flexibility
Reporting features can be limited
Opaque pricing model
Steep learning curve for admins
This score is backed by structured Google research and verified sources.
Overall Score
9.1/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Mortgage Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
9.1
Category 1: Product Capability & Depth
What We Looked For
We evaluate the platform's ability to handle mortgage-specific workflows, automation, and customer lifecycle management.
What We Found
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.
Score Rationale
The score is high because the platform goes beyond generic CRM features with industry-specific tools like rate flyer generation and credit pull monitoring, though some users desire more flexibility in email design.
Supporting Evidence
The platform includes pre-configured 'Journeys' powered by intelligent automation for mortgage lenders. these journeys are purpose-built and preconfigured for mortgage lenders biggest opportunities.
— youtube.com
Customer Intelligence houses critical rate information directly within contact records to identify refinance opportunities. Customer Intelligence houses critical rate information directly within a customer's contact records... to filter database contacts on rate-based criteria.
— businesswire.com
Documented in official product documentation, Total Expert offers intelligent automation tools tailored for the mortgage industry, streamlining loan processes.
— totalexpert.com
9.4
Category 2: Market Credibility & Trust Signals
What We Looked For
We look for adoption by top lenders, industry awards, and consistent leadership rankings in independent reviews.
What We Found
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.
Score Rationale
With 11 of the top 20 lenders using the platform and a streak of G2 Leader badges, market trust is exceptionally high.
Supporting Evidence
Ranked as a Leader in the Mortgage CRM category on G2 for eleven consecutive quarters. G2's new Summer 2024 Mortgage CRM report—which ranks Total Expert as a “leader” for the eleventh time in a row
— totalexpert.com
Total Expert is used by 11 of the top 20 lenders and 7 of the top 10 originators. 11 of the top 20 lenders choose Total Expert... 7 of the top 10 originators leverage Total Expert.
— totalexpert.com
8.8
Category 3: Usability & Customer Experience
What We Looked For
We assess the ease of use for loan officers and the quality of customer support resources.
What We Found
Users generally praise the UX and 'top notch' support, though some find specific tools like the email builder less intuitive than dedicated marketing apps.
Score Rationale
The score is strong due to high praise for support and general UX, but slightly impacted by specific complaints regarding the rigidity of the email editor.
Supporting Evidence
Customer support is frequently cited as excellent and responsive. Their customer support is top notch, whether you are using the online chat or submitting a ticket.
— aws.amazon.com
Users describe the UX as wonderful and easy for loan officers to use. Total Expert has a wonderful UX that makes it easy for loan officers to use.
— totalexpert.com
Outlined in product reviews, the platform may require time to familiarize, but offers significant efficiency improvements once adopted.
— totalexpert.com
8.3
Category 4: Value, Pricing & Transparency
What We Looked For
We analyze pricing transparency, implementation costs, and documented return on investment.
What We Found
While ROI is well-documented (e.g., retention gains), pricing is opaque with significant implementation fees reported by third parties.
Score Rationale
The score is lower than others because of the high barrier to entry (implementation costs up to $50k) and lack of public pricing, despite strong ROI evidence.
Supporting Evidence
Documented ROI includes a 20% increase in loan production per officer. Loan production increases 20% per loan officer in the first year and more than 40% by year three.
— totalexpert.com
Implementation costs can range significantly depending on enterprise size. businesses can expect implementation costs to range from $5,000 for small businesses to $50,000 for larger enterprises.
— itqlick.com
Pricing requires custom quotes, limiting upfront cost visibility, but aligns with enterprise needs.
— totalexpert.com
9.0
Category 5: Security, Compliance & Data Protection
What We Looked For
We check for deep connectivity with Loan Origination Systems (LOS) and Product Pricing Engines (PPE).
What We Found
Deep integrations with Encompass (LOS) and Optimal Blue (PPE) allow for seamless data flow and automated rate flyer generation.
Score Rationale
The integration depth with industry-standard tools like Encompass and Optimal Blue is a major strength, enabling automation that generic CRMs cannot match.
Supporting Evidence
Partnership with Ellie Mae (Ice Mortgage Technology) enables automated marketing based on loan status. Total Expert announced that its Marketing Operating System has been integrated with Ellie Mae's Encompass Digital Lending Platform.
— housingwire.com
Integration with Optimal Blue allows for real-time rate flyer generation. our new Optimal Blue integration gives you visibility and control over all parameters of your loan product and pricing search
— youtube.com
Data security is verified through SOC2 and ISO compliance. Total Expert is American Institute of CPAs (AICPA) SOC2 compliant... [and] A-LIGN ISO 27001 Certified
— totalexpert.com
The platform includes a patent-pending Markup Tool to calculate pro-rata costs for RESPA compliance. Total Expert's patent pending Markup Tool calculates the exact space each professional is utilizing... including pro rata cost allocations.
— totalexpert.net
Listed in the company's integration directory, Total Expert supports robust integration capabilities with major CRM and loan origination systems.
— totalexpert.com
9.3
Category 6: Industry Leadership & Innovation
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Implementation fees can be substantial, with reports of costs up to $50,000 for enterprise setups.
Impact: This issue caused a significant reduction in the score.
Salesforce Mortgage CRM is a SaaS solution designed to streamline the mortgage process from origination to service. It addresses industry needs by utilizing AI and data analytics to foster trust and grow relationships, while simplifying lending operations.
Salesforce Mortgage CRM is a SaaS solution designed to streamline the mortgage process from origination to service. It addresses industry needs by utilizing AI and data analytics to foster trust and grow relationships, while simplifying lending operations.
AI-POWERED INSIGHTS
Best for teams that are
Large financial institutions requiring a 360-degree view of client relationships
Enterprises with the budget for dedicated administrators and custom implementation
Skip if
Small brokerages or solo loan officers with limited budgets and IT resources
Teams wanting a plug-and-play solution without complex configuration
Expert Take
Salesforce Mortgage CRM is a game-changer for industry professionals. It's designed specifically for the mortgage industry, tackling unique challenges faced by lenders. The software harnesses the power of AI to streamline processes and uses data analytics to build strong relationships with borrowers. It covers all stages of the mortgage process, making it a one-stop-shop for lenders. Despite its complexity, it's an investment that pays off in efficiency and customer satisfaction.
Pros
Purpose-built for lenders
Advanced AI and data analytics
Enhanced customer relationship management
End-to-end mortgage processing
Trustworthy brand
Cons
Can be complex for beginners
May require additional training
Pricing can be higher for smaller businesses
This score is backed by structured Google research and verified sources.
Overall Score
9.0/ 10
We score these products using 6 categories: 4 static categories that apply to all products, and 2 dynamic categories tailored to the specific niche. Our team conducts extensive research on each product, analyzing verified sources, user reviews, documentation, and third-party evaluations to provide comprehensive and evidence-based scoring. Each category is weighted with a custom weight based on the category niche and what is important in Sales Automation Software for Mortgage Brokers. We then subtract the Score Adjustments & Considerations we have noticed to give us the final score.
8.2
Category 1: Usability & Customer Experience
What We Looked For
We assess the ease of navigation for loan officers, the learning curve for new users, and the quality of the user interface.
What We Found
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.
Score Rationale
The score is lower than others because despite its power, the platform is often described as complex and click-heavy, which can hinder immediate user adoption without customization.
Supporting Evidence
The platform has a steep learning curve that often requires dedicated training or administrators. Steep learning curve and setup time; often requires dedicated training or hiring a Salesforce admin/consultant
— bigcontacts.com
Users report that data entry and basic tasks often require excessive clicks, slowing down workflows. Data entry requires too many clicks. Non-customizable home screen slows workflow.
— bigcontacts.com
The platform's complexity may require additional training for new users, as noted in product reviews.
— salesforce.com
7.5
Category 2: Value, Pricing & Transparency
What We Looked For
We analyze license costs, implementation fees, and the transparency of total cost of ownership for mortgage lenders.
What We Found
Licensing is expensive ($225-$450/user/month), and implementation costs are very high ($10k-$200k), often requiring expensive third-party consultants.
Score Rationale
This category scores below 8.0 due to the high barrier to entry, significant hidden costs for implementation, and expensive add-ons required for full functionality.
Supporting Evidence
Implementation costs can range from $10,000 to over $200,000 depending on complexity. Salesforce implementation costs can range from $10,000 for basic projects to over $200,000 for comprehensive projects
— ascendix.com
Financial Services Cloud licenses range from approximately $225 to $450 per user per month. Financial Services Cloud options range from $225 per user per month up to $450 per user per month.
— salesvue.com
Pricing is enterprise-level and may require custom quotes, which can limit upfront cost visibility.
— salesforce.com
9.2
Category 3: Integrations & Ecosystem Strength
What We Looked For
We evaluate the ability to integrate with Loan Origination Systems (LOS) like Encompass, POS tools, and the availability of third-party apps.
What We Found
The AppExchange ecosystem is massive, with dedicated connectors for major LOS platforms like Encompass, allowing for bi-directional data sync and streamlined workflows.
Score Rationale
The score is high because of the unparalleled breadth of the AppExchange and the availability of pre-built connectors for industry-standard tools like Encompass.
Supporting Evidence
Integration capabilities allow loan officers to work entirely in Salesforce without logging into the LOS. Frontline staff can access, view, and interact with the most up-to-date loan information in Salesforce without needing to do anything in Encompass.
— consultems.com
Offers a secure bi-directional connection between Salesforce and Encompass LOS. The Encompass Connector for Salesforce allows for critical loan data to be synchronized in real-time
— mortgagetech.ice.com
Listed in the company's integration directory, Salesforce Mortgage CRM integrates with various financial and CRM tools, enhancing ecosystem connectivity.
— appexchange.salesforce.com
9.6
Category 4: Security, Compliance & Data Protection
What We Looked For
We examine adherence to financial regulations (GLBA, HMDA, SOC 2) and data encryption capabilities.
What We Found
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.
Score Rationale
This is a standout category, scoring near perfect due to the platform's robust, enterprise-grade security architecture designed specifically for regulated financial industries.
Supporting Evidence
Salesforce Shield provides platform encryption, event monitoring, and field audit trails. Salesforce Shield features include: Encrypting sensitive data at rest and in transit... Monitoring user activity... Audit trail management
— noltic.com
Meets industry regulations including GLBA, FCRA, and HMDA. Salesforce Financial Services Cloud Mortgage meets all the necessary industry regulations, including the Gramm-Leach-Bliley Act (GLBA), the Fair Credit Reporting Act (FCRA), and the Home Mortgage Disclosure Act (HMDA).
— matchmyemail.com
9.5
Category 5: Product Capability & Depth
Insufficient evidence to formulate a 'What We Looked For', 'What We Found', and 'Score Rationale' for this category; this category will be weighted less.
Supporting Evidence
Utilizes advanced AI and data analytics to streamline operations and improve customer relationship management, as outlined in the product features.
— salesforce.com
Documented in official product documentation, Salesforce Mortgage CRM offers end-to-end mortgage processing capabilities, enhancing efficiency across origination to servicing.
— salesforce.com
9.6
Category 6: Market Credibility & Trust Signals
Score Adjustments & Considerations
Certain documented issues resulted in score reductions. The impact level reflects the severity and relevance of each issue to this category.
Implementation Complexity: The platform is not 'plug-and-play' and typically requires significant customization and technical setup to function effectively for mortgage workflows.
Impact: This issue caused a significant reduction in the score.
High 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.
Impact: This issue resulted in a major score reduction.
The 'How We Choose' section for sales automation software for mortgage brokers outlines a comprehensive evaluation methodology focused on key factors such as specifications, features, customer reviews, and ratings. Important considerations specific to this category include the software's ability to streamline the mortgage process, integration capabilities with other financial tools, user-friendliness, and support services offered. The research and analysis approach involved comparing detailed specifications across eight products, analyzing customer feedback from various platforms, reviewing ratings, and assessing the price-to-value ratio to establish rankings based on objective data. This ensures a thoughtful selection process aimed at helping mortgage brokers choose the most effective sales automation tools for their needs.
Overall scores reflect relative ranking within this category, accounting for which limitations materially affect real-world use cases. Small differences in category scores can result in larger ranking separation when those differences affect the most common or highest-impact workflows.
Verification
Products evaluated through comprehensive research and analysis of key features for mortgage brokers.
Rankings based on a thorough analysis of customer reviews and expert ratings in the sales automation software category.
Selection criteria focus on critical functionalities that enhance efficiency and productivity for mortgage professionals.
As an Amazon Associate, we earn from qualifying purchases. We may also earn commissions from other affiliate partners.
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Score Breakdown
0.0/ 10
Deep Research
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