Industry
CRM advice for mortgage and lending
Mortgage CRMs have to sync with your LOS, keep marketing compliant and nurture borrowers across long cycles, and almost none publish a price.
Questions to ask any vendor
- Which LOS platforms do you integrate with, and how?
- Is your marketing content compliance-reviewed?
- What does implementation cost, and how long does it take?
- Can individual loan officers customize campaigns?
What decides the shortlist
LOS integration decides the shortlist
Surefire and Jungo integrate with Encompass; Total Expert and BNTouch connect to LOS platforms. Confirm your LOS before comparing anything else.
The Encompass CRM sunset
ICE is retiring the legacy Encompass CRM and moving customers to Surefire. Lenders on it should plan their next step now.
Opaque pricing
BNTouch publishes prices ($165 a month solo, $95 per user for 2–10). Third-party estimates put Total Expert near $119, Jungo near $129 and Surefire near $150 per user.
CRMs in our directory for mortgage and lending
Listed whether or not a vendor pays referral fees. Estimates are labeled.
| CRM | Starting price | Pricing | Best for |
|---|---|---|---|
| Total ExpertBest for banks and enterprise lenders | ~$119/user/mo | Estimate | 50+ users |
| Surefire (ICE)Best for Encompass lenders | ~$150/user/mo | Estimate | 20+ users |
| JungoBest mortgage CRM on Salesforce | ~$129/user/mo | Estimate | 5–500 users |
| BNTouchBest for loan officers and small teams | $95/user/mo | Published | 1–10 users |
| Velocify (ICE)Best for speed-to-lead | Quote only | Quote only | 20+ users |
Questions buyers ask
What's the best mortgage CRM for a solo loan officer?
BNTouch publishes month-to-month pricing and sells a single-user plan, which suits solo LOs. Enterprise platforms like Total Expert average about five months to implement.
Terms to know
Lead · Lead routing · Marketing automation · Drip campaign · Loan origination system
Talk to an advisor about mortgage and lending CRMs
A 30-minute consultation to review your process, shortlist and budget.