5 CRMs · test cycle Oct 14, 2026
Mortgage CRMs, tested
Mortgage CRMs score lowest on our pricing checks because almost none publish prices. BNTouch is the exception, and it shows in its score.
| # | CRM | Score | Published pricing | Plan transparency | No hidden fees | Free plan | Small-team access | Industry integrations | Google and Microsoft fit | Starting price |
|---|---|---|---|---|---|---|---|---|---|---|
| 01 | BNTouchBNTouch | 70Pass with notes | ✓ | ◐ | ◐ | ✕ | ✓ | ✓ | ✕ | $95/user/mo |
| 02 | JungoJungo | 53Pass with notes | ◐ | ✕ | ✓ | ✕ | ◐ | ✓ | ✓ | ~$129/user/mo |
| 03 | Total ExpertTotal Expert | 38Needs a quote | ◐ | ✕ | ✓ | ✕ | ✕ | ✓ | ✕ | ~$119/user/mo |
| 04 | Surefire (ICE)ICE Mortgage Technology | 38Needs a quote | ◐ | ✕ | ✓ | ✕ | ✕ | ✓ | ✕ | ~$150/user/mo |
| 05 | Velocify (ICE)ICE Mortgage Technology | 30Needs a quote | ✕ | ✕ | ✓ | ✕ | ✕ | ✓ | ✕ | Quote only |
✓ pass◐ partial✕ failSorted by Buyer Test score
Price test
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.
Published by vendorThird-party estimateQuote onlyNo public figure
BNTouch$95
Total Expert~$119
Jungo~$129
Surefire (ICE)~$150
Velocify (ICE)Quote only—
$0$50$100$150
Per-account prices (Jobber, Housecall Pro, Wise Agent) are shown at the account price. Annual billing where vendors offer both.
Comparing 3
Industry
Mortgage & lending
Mortgage & lending
Mortgage & lending
Starting price
$95/user/moTeam plan, 2–10 users ($165 solo)
~$129/user/moQuote only, incl. Salesforce
~$119/user/moQuote only
Pricing
Published
Estimate
Estimate
Best for
1–10 users
5–500 users
50+ users
Free plan
No
No
No
Integrations
LOS
LOSGoogle WorkspaceMicrosoft 365
LOS
Strengths
Public, month-to-month pricing · Automated borrower follow-up
Salesforce-grade customization · Encompass and Floify integrations
Compliance-approved content and journeys · Lead queues and co-marketing
Watch out for
Dated interface · Limited customization
Steep learning curve · Support can bounce between Jungo and Salesforce
Expensive; add-ons priced by statement of work · Long implementation
Pricing details
Questions buyers ask
Why do mortgage CRMs score low?
Four of the five we test don't publish pricing, which costs up to 35 points on the published-pricing and plan-transparency checks. All of them earn the industry-integration points for LOS connections.