{"_meta":{"schema":"top11-recommend-v1","self":"https://topelevens.com/api/lists/mortgage-crm/recommend","list":"https://topelevens.com/api/lists/mortgage-crm","usage":"Query params: problem (free text), segment (persona/vertical), budget ($, $$, $$$), max_risk (none|low|moderate|elevated, drops firms with higher verified risk), limit (1-11)."},"slug":"mortgage-crm","list_title":"The 11 Best CRM Software for Mortgage Brokers (2026)","query":{"problem":null,"segment":null,"budget":null,"max_risk":null},"note":"No problem given, so returning the editorial Top 3.","matched":[{"rank":1,"name":"BNTouch","url":"https://bntouch.com/","score_out_of_94":9.2,"best_for":"Brokerages seeking an all-in-one platform with deep mortgage-specific automation and marketing features.","price_band":"$$","solves":["All-in-one mortgage workflow","Automated client updates"],"personas":["Independent Brokerages","High-volume Loan Officers"],"risk_level":"none","risk_summary":"No material public risk signals as of 2026-06-29.","why":"#1 BNTouch: The most complete, mortgage-native CRM with powerful marketing and pipeline tools.","anchor":"/mortgage-crm#rank-1"},{"rank":2,"name":"Jungo","url":"https://www.ijungo.com/","score_out_of_94":9,"best_for":"Teams that want the power and customizability of the Salesforce platform tailored for mortgage workflows.","price_band":"$$$","solves":["Complex reporting needs","Team collaboration"],"personas":["Growing Brokerages","Salesforce-native teams"],"risk_level":"none","risk_summary":"No material public risk signals as of 2026-06-29.","why":"#2 Jungo: A powerful mortgage-specific overlay for the Salesforce platform.","anchor":"/mortgage-crm#rank-2"},{"rank":3,"name":"Surefire CRM (ICE Mortgage Technology)","url":"https://www.icemortgagetechnology.com/products/surefire-crm","score_out_of_94":8.8,"best_for":"Lenders and large brokerages focused on content marketing and maintaining client relationships post-close.","price_band":"$$$","solves":["Content marketing","Post-close client retention"],"personas":["Enterprise Lenders","Marketing-focused teams"],"risk_level":"none","risk_summary":"No material public risk signals as of 2026-06-29.","why":"#3 Surefire CRM (ICE Mortgage Technology): Best-in-class for compliant marketing content and post-close engagement.","anchor":"/mortgage-crm#rank-3"}]}