Mortgage CRM software in the United States:Which are most popular?
In September 2026, Total Expert was the most searched mortgage CRM software in the United States, accounting for 42.4% of all searches among the nine software we track. When we checked with ChatGPT and Google AI Overviews, Shape and BNTouch showed up in every answer. BNTouch was recommended most often, coming first in two out of five responses.
Total ExpertShare of searches 42.4%Mentioned in 1 of 5 AI answersPlace in AI recommendations 7th
VelocifyShare of searches 23%Mentioned in 0 of 5 AI answersPlace in AI recommendations –- ShapeShare of searches 8.5%Mentioned in 5 of 5 AI answersPlace in AI recommendations 2nd
BonzoShare of searches 5.7%Mentioned in 1 of 5 AI answersPlace in AI recommendations 6th- SurefireShare of searches 5.1%Mentioned in 4 of 5 AI answersPlace in AI recommendations 4th
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Top mortgage CRM software in ChatGPT and Google AI Overviews
In Brandwave's three ChatGPT questions and two Google AI Overviews, Shape and BNTouch appeared every time. BNTouch was recommended most often, coming first in two out of five answers. Shape was second, and Jungo was third. Velocify, which ranked second in searches, was not mentioned at all.
Most recommended by AI
Brands get a higher ranking if they are mentioned earlier in the answers.
Mentioned by AI
Each dot is one answer, filled in when that answer mentions the brand.
- Shape5 of 5Named in 3 of 3 ChatGPT answersNamed in 2 of 2 Google answers
BNTouch5 of 5Named in 3 of 3 ChatGPT answersNamed in 2 of 2 Google answers- Surefire4 of 5Named in 3 of 3 ChatGPT answersNamed in 1 of 2 Google answers
Jungo3 of 5Named in 3 of 3 ChatGPT answersNamed in 0 of 2 Google answers
Mloflo2 of 5Named in 0 of 3 ChatGPT answersNamed in 2 of 2 Google answers- Total Expert1 of 5Named in 1 of 3 ChatGPT answersNamed in 0 of 2 Google answers
- Bonzo1 of 5Named in 0 of 3 ChatGPT answersNamed in 1 of 2 Google answers
- Velocify0 of 5Named in 0 of 3 ChatGPT answersNamed in 0 of 2 Google answers
uSherpa0 of 5Named in 0 of 3 ChatGPT answersNamed in 0 of 2 Google answers
See every answer about mortgage CRM software
5 answers
Asked ChatGPT
“Which mortgage CRM should I use in the US?”
Asked ChatGPT
“What are the best mortgage CRMs in the US?”
Asked ChatGPT
“What's the best mortgage CRM in the US for an independent loan officer?”
Searched Google, AI Overview
“mortgage crm”
Searched Google, AI Overview
“crm for loan officers”
Brands are shown in the order each answer named them. The survey took place in United States on October 22, 2026.
Which mortgage CRM software do people search for most?
This chart shows how often people search Google for each mortgage CRM software by name. Each line represents a brand's share of searches for all nine mortgage CRM software we track, month by month, from searches in United States.
Share of searches by month for Total Expert, Velocify, Shape, Bonzo, Surefire, BNTouch, Mloflo, uSherpa. The figures are in the table below the chart.
View monthly share of searches table
| Month | Total Expert | Velocify | Shape | Bonzo | Surefire | BNTouch | Mloflo | uSherpa | Jungo |
|---|---|---|---|---|---|---|---|---|---|
| Oct 2025 | 38.9% | 21.5% | 9.7% | 4.3% | 6.8% | 5.2% | 6.4% | 5.2% | 1.9% |
| Nov 2025 | 39.5% | 21.4% | 7.9% | 4.3% | 6.9% | 6.4% | 6.4% | 5.3% | 1.8% |
| Dec 2025 | 39.9% | 21.6% | 8% | 4.3% | 6.8% | 5.3% | 6.5% | 5.3% | 2.3% |
| Jan 2026 | 37.9% | 20.9% | 9.4% | 6.3% | 6.8% | 5.1% | 6.3% | 5.1% | 2.2% |
| Feb 2026 | 40.7% | 18.2% | 8.3% | 6.7% | 5.9% | 4.5% | 8.3% | 5.5% | 2% |
| Mar 2026 | 40.9% | 18.3% | 10.2% | 5.5% | 5.9% | 5.5% | 6.8% | 4.5% | 2.4% |
| Apr 2026 | 37.9% | 20.5% | 11.4% | 5.1% | 6.6% | 5.1% | 6.2% | 5.1% | 2.2% |
| May 2026 | 34.7% | 23.7% | 10.8% | 5.8% | 6.2% | 5.8% | 7.1% | 3.8% | 2% |
| Jun 2026 | 34.7% | 23.8% | 10.8% | 5.9% | 5.3% | 5.9% | 5.9% | 5.9% | 2% |
| Jul 2026 | 35.9% | 24.6% | 9.1% | 6% | 5.3% | 6% | 6% | 4.9% | 2.1% |
| Aug 2026 | 40.6% | 22% | 10% | 5.4% | 5.9% | 5.4% | 4.4% | 4.4% | 1.9% |
| Sep 2026 | 42.4% | 23% | 8.5% | 5.7% | 5.1% | 4.6% | 4.6% | 4.6% | 1.6% |
| Rank | Brand | Share of searches | Estimated monthly branded searches | vs prior month | Share change |
|---|---|---|---|---|---|
| 1, held 1st | 42.4% | 2.4K | 0% | +1.8 points | |
| 2, held 2nd | 23% | 1.3K | 0% | +1 points | |
| 3, held 3rd | 8.5% | 480 | -18.6% | -1.5 points | |
| 4, moved from 6th to 4th | 5.7% | 320 | 0% | +0.2 pointsmoved from 6th to 4th | |
| 5, moved from 4th to 5th | 5.1% | 290 | -17.1% | -0.8 pointsmoved from 4th to 5th | |
| 6, moved from 5th to 6th | 4.6% | 260 | -18.8% | -0.8 pointsmoved from 5th to 6th | |
| 7, held 7th | 4.6% | 260 | 0% | +0.2 points | |
| 8, held 8th | 4.6% | 260 | 0% | +0.2 points | |
| 9, held 9th | 1.6% | 90 | -18.2% | -0.3 points |
42.4%
Held 1st. 2.4K estimated branded searches, 0% vs prior month. Share +1.8 points.
2.
Velocify23%
Held 2nd. 1.3K estimated branded searches, 0% vs prior month. Share +1 points.
3.Shape
8.5%
Held 3rd. 480 estimated branded searches, -18.6% vs prior month. Share -1.5 points.
4.
Bonzo5.7%
Moved from 6th to 4th. 320 estimated branded searches, 0% vs prior month. Share +0.2 points.
5.
Surefire5.1%
Moved from 4th to 5th. 290 estimated branded searches, -17.1% vs prior month. Share -0.8 points.
6.
BNTouch4.6%
Moved from 5th to 6th. 260 estimated branded searches, -18.8% vs prior month. Share -0.8 points.
7.
Mloflo4.6%
Held 7th. 260 estimated branded searches, 0% vs prior month. Share +0.2 points.
8.
uSherpa4.6%
Held 8th. 260 estimated branded searches, 0% vs prior month. Share +0.2 points.
9.
Jungo1.6%
Held 9th. 90 estimated branded searches, -18.2% vs prior month. Share -0.3 points.
Which brand is most popular in search among mortgage CRM software in the United States?
9 brands
In September 2026, Total Expert was the most searched among mortgage CRM software in the United States, with an estimated 2.4K branded searches, 42.4% of all searches for the nine we track. Velocify is in 2nd place, 19.4 percentage points behind at 23%.
| Brand | Share of searches | Peak | Low | Rank |
|---|---|---|---|---|
| Total Expert | 38.9% → 42.4% | 42.4%Sep 2026 | 34.7%May 2026 | 1st |
| Velocify | 21.5% → 23% | 24.6%Jul 2026 | 18.2%Feb 2026 | 2nd |
| Shape | 9.7% → 8.5% | 11.4%Apr 2026 | 7.9%Nov 2025 | 3rd |
| Bonzo | 4.3% → 5.7% | 6.7%Feb 2026 | 4.3%Nov 2025 | 8th → 4th |
| Surefire | 6.8% → 5.1% | 6.9%Nov 2025 | 5.1%Sep 2026 | 4th → 5th |
| BNTouch | 5.2% → 4.6% | 6.4%Nov 2025 | 4.5%Feb 2026 | 6th |
| Mloflo | 6.4% → 4.6% | 8.3%Feb 2026 | 4.4%Aug 2026 | 5th → 7th |
| uSherpa | 5.2% → 4.6% | 5.9%Jun 2026 | 3.8%May 2026 | 7th → 8th |
| Jungo | 1.9% → 1.6% | 2.4%Mar 2026 | 1.6%Sep 2026 | 9th |
Each finding as a sentence
- Across the 12 months ending September 2026, Total Expert’s share of searches among mortgage CRM software in the United States increased from 38.9% to 42.4%.
- Across the 12 months ending September 2026, Velocify’s share of searches among mortgage CRM software in the United States increased from 21.5% to 23%.
- Across the 12 months ending September 2026, Shape’s share of searches among mortgage CRM software in the United States decreased from 9.7% to 8.5%.
- Across the 12 months ending September 2026, Bonzo’s share of searches among mortgage CRM software in the United States increased from 4.3% to 5.7%.
- Across the 12 months ending September 2026, Surefire’s share of searches among mortgage CRM software in the United States decreased from 6.8% to 5.1%.
- Across the 12 months ending September 2026, BNTouch’s share of searches among mortgage CRM software in the United States decreased from 5.2% to 4.6%.
- Across the 12 months ending September 2026, Mloflo’s share of searches among mortgage CRM software in the United States decreased from 6.4% to 4.6%.
- Across the 12 months ending September 2026, uSherpa’s share of searches among mortgage CRM software in the United States decreased from 5.2% to 4.6%.
- Across the 12 months ending September 2026, Total Expert’s share of searches among mortgage CRM software in the United States peaked at 42.4% in September 2026 and was lowest at 34.7% in May 2026.
- Across the 12 months ending September 2026, Velocify’s share of searches among mortgage CRM software in the United States peaked at 24.6% in July 2026 and was lowest at 18.2% in February 2026.
- Across the 12 months ending September 2026, Shape’s share of searches among mortgage CRM software in the United States peaked at 11.4% in April 2026 and was lowest at 7.9% in November 2025.
- Across the 12 months ending September 2026, Bonzo’s share of searches among mortgage CRM software in the United States peaked at 6.7% in February 2026 and was lowest at 4.3% in November 2025.
- Across the 12 months ending September 2026, Surefire’s share of searches among mortgage CRM software in the United States peaked at 6.9% in November 2025 and was lowest at 5.1% in September 2026.
- Across the 12 months ending September 2026, BNTouch’s share of searches among mortgage CRM software in the United States peaked at 6.4% in November 2025 and was lowest at 4.5% in February 2026.
- Across the 12 months ending September 2026, Mloflo’s share of searches among mortgage CRM software in the United States peaked at 8.3% in February 2026 and was lowest at 4.4% in August 2026.
- Across the 12 months ending September 2026, uSherpa’s share of searches among mortgage CRM software in the United States peaked at 5.9% in June 2026 and was lowest at 3.8% in May 2026.
- Across the 12 months ending September 2026, Bonzo rose from 8th to 4th among mortgage CRM software in the United States.
- Across the 12 months ending September 2026, Surefire fell from 4th to 5th among mortgage CRM software in the United States.
- Across the 12 months ending September 2026, Mloflo fell from 5th to 7th among mortgage CRM software in the United States.
- Across the 12 months ending September 2026, uSherpa fell from 7th to 8th among mortgage CRM software in the United States.
- Across the 12 months ending September 2026, Jungo held steady: its share of searches among mortgage CRM software in the United States moved less than 0.5 percentage points.
How did search popularity change for United States mortgage CRM software in September 2026?
8 changes
In September 2026, Total Expert gained share of searches among mortgage CRM software in the United States, from 40.6% to 42.4%.
In September 2026, Velocify gained share of searches among mortgage CRM software in the United States, from 22% to 23%.
In September 2026, Shape lost share of searches among mortgage CRM software in the United States, from 10% to 8.5%.
In September 2026, BNTouch lost share of searches among mortgage CRM software in the United States, from 5.4% to 4.6%.
In September 2026, Surefire lost share of searches among mortgage CRM software in the United States, from 5.9% to 5.1%.
In September 2026, Bonzo rose from 6th to 4th among mortgage CRM software in the United States.
Estimated monthly branded searches for Mloflo in the United States fell 45.8% over 12 measured months, from 480 to 260 in September 2026.
Estimated monthly branded searches for Jungo in the United States fell 35.7% over 12 measured months, from 140 to 90 in September 2026.
Compare popularity between leading brands
- Total Expert vs Velocify: compare popularity
- Total Expert vs Shape: compare popularity
- Total Expert vs Bonzo: compare popularity
- Total Expert vs Surefire: compare popularity
- Velocify vs Shape: compare popularity
- Velocify vs Bonzo: compare popularity
- Velocify vs Surefire: compare popularity
- Shape vs Bonzo: compare popularity
- Shape vs Surefire: compare popularity
- Bonzo vs Surefire: compare popularity
- Compare any of these brands
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