Updated October 2026 · 5 CRMs compared
Mortgage CRMs have to sync with your LOS, keep marketing compliant and nurture borrowers across long cycles. Almost none publish prices, so we show labeled estimates from third-party sources where vendors won't.
The short answer for each situation. Full reviews, pricing and trade-offs follow.
| Best for | CRM | Starting price | Pricing | Why |
|---|---|---|---|---|
| Best for loan officers and small teams | BNTouch | $95/user/mo | Published | Public, month-to-month pricing |
| Best for banks and enterprise lenders | Total Expert | ~$119/user/mo | Estimate | Compliance-approved content and journeys |
| Best for Encompass lenders | Surefire (ICE) | ~$150/user/mo | Estimate | 1,000+ compliant content pieces |
| Best mortgage CRM on Salesforce | Jungo | ~$129/user/mo | Estimate | Salesforce-grade customization |
| Best for speed-to-lead | Velocify (ICE) | Quote only | Quote only | Lead distribution and automated prospecting |
Compare & pricing
Filter by budget and team size. Tick up to three to compare them column by column.
Starting price, mortgage & lending
Lowest published or estimated starting price, USD per user per month unless noted. Click a row to add it to the comparison.
Per-account prices (Jobber, Housecall Pro, Wise Agent) are shown at the account price. Annual billing where vendors offer both.
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The list
Each pick names who it's for, who should skip it, and the price we verified.
Best for loan officers and small teams
A purpose-built mortgage CRM with public, month-to-month pricing.
Who it's for: Individual LOs and teams under 10 who want to know the price upfront.
Skip it if: Larger lenders that need deep customization.
Best for banks and enterprise lenders
A customer-engagement platform for lenders, banks and credit unions.
Who it's for: Lenders and credit unions with marketing and compliance teams.
Skip it if: Small brokerages: implementations average about five months.
Best for Encompass lenders
ICE's mortgage marketing CRM, replacing the retired Encompass CRM.
Who it's for: Lenders on Encompass, especially those moving off the retired Encompass CRM.
Skip it if: Loan officers who want individual control over campaigns.
Best mortgage CRM on Salesforce
A mortgage CRM built on Salesforce, with Encompass and Floify integrations.
Who it's for: Teams that already run Salesforce or want its depth.
Skip it if: Teams without someone to administer Salesforce.
Best for speed-to-lead
ICE's lead distribution and dialer platform for retail lenders.
Who it's for: Retail lenders buying and working internet leads at volume.
Skip it if: Teams that want a relationship CRM: Velocify is a lead tool first.
BNTouch is the main vendor that publishes prices: $165 a month for one user or $95 per user for teams of 2–10. Third-party estimates put Total Expert near $119, Jungo near $129 and Surefire near $150 per user per month.
ICE is retiring the legacy Encompass CRM and moving customers to Surefire, which it acquired with Black Knight in 2023.
BNTouch, because it publishes month-to-month pricing and automates borrower follow-up without an implementation project.
Changelog. Oct 14, 2026: prices re-verified; Attio added; Encompass CRM retired in favor of Surefire.