---
title: "Mortgage CRM software in the United States: Which are searched most?"
description: "Compare the CRMs loan officers and mortgage lenders manage leads and borrowers in. Share of Search among Total Expert, Velocify, Shape, Bonzo, Surefire, BNTouch, Mloflo, uSherpa and Jungo, the mortgage CRM software Brandwave compares in the United States, using the same methodology, market, and reporting period. Branded searches tell you how often people look for a brand by name or related terms. Comparing these searches across competitors helps you see how popular each brand is over time."
canonical: "https://gobrandwave.com/demand/us/categories/us-mortgage-crm-software"
publisher: "Brandwave"
---

# Mortgage CRM software in the United States: Which are searched most?

Compare the CRMs loan officers and mortgage lenders manage leads and borrowers in. Share of Search among Total Expert, Velocify, Shape, Bonzo, Surefire, BNTouch, Mloflo, uSherpa and Jungo, the mortgage CRM software Brandwave compares in the United States, using the same methodology, market, and reporting period. Branded searches tell you how often people look for a brand by name or related terms. Comparing these searches across competitors helps you see how popular each brand is over time.

## Key facts

- **Competitive set**: Mortgage CRM software
- **Market**: United States
- **Brands compared**: 9
- **Month measured**: Sep 2026
- **Highest Share of Search**: Total Expert, 42.4%

## Which brand is most popular in search among mortgage CRM software in the United States?

- 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%.
- 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.

## 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.

Brands get a higher AI rank if they are mentioned earlier in the answers that list options.

| Brand | AI rank | ChatGPT answers that named it | Google AI Overviews that named it | All answers that named it |
| --- | --- | --- | --- | --- |
| BNTouch | 1st | 3 of 3 | 2 of 2 | 5 of 5 |
| Shape | 2nd | 3 of 3 | 2 of 2 | 5 of 5 |
| Jungo | 3rd | 3 of 3 | 0 of 2 | 3 of 5 |
| Surefire | 4th | 3 of 3 | 1 of 2 | 4 of 5 |
| Mloflo | 5th | 0 of 3 | 2 of 2 | 2 of 5 |
| Bonzo | 6th | 0 of 3 | 1 of 2 | 1 of 5 |
| Total Expert | 7th | 1 of 3 | 0 of 2 | 1 of 5 |
| Velocify | Not ranked | 0 of 3 | 0 of 2 | 0 of 5 |
| uSherpa | Not ranked | 0 of 3 | 0 of 2 | 0 of 5 |

## Every AI answer about mortgage CRM software

- Asked ChatGPT "Which mortgage CRM should I use in the US?": 1. BNTouch, 2. Shape, 3. Jungo, 4. Surefire
- Asked ChatGPT "What are the best mortgage CRMs in the US?": 1. Shape, 2. BNTouch, 3. Jungo, 4. Surefire, 5. Total Expert
- Asked ChatGPT "What's the best mortgage CRM in the US for an independent loan officer?": 1. BNTouch, 2. Jungo, 3. Surefire, 4. Shape
- Searched Google, AI Overview "mortgage crm": 1. Shape, 2. BNTouch, 3. Surefire, 4. Mloflo
- Searched Google, AI Overview "crm for loan officers": 1. Shape, 2. BNTouch, 3. Mloflo, 4. Bonzo

Not named in any answer: Velocify and uSherpa.

Brands are listed in the order each answer named them. The answers were collected in United States on October 22, 2026.

## Compare search popularity between leading brands

- [Total Expert vs Velocify: compare search popularity](/demand/us/compare/total-expert-vs-velocify): 42.4% against 23% Share of Search.
- [Total Expert vs Shape: compare search popularity](/demand/us/compare/shape-crm-vs-total-expert): 42.4% against 8.5% Share of Search.
- [Total Expert vs Bonzo: compare search popularity](/demand/us/compare/bonzo-vs-total-expert): 42.4% against 5.7% Share of Search.
- [Total Expert vs Surefire: compare search popularity](/demand/us/compare/surefire-crm-vs-total-expert): 42.4% against 5.1% Share of Search.
- [Velocify vs Shape: compare search popularity](/demand/us/compare/shape-crm-vs-velocify): 23% against 8.5% Share of Search.
- [Velocify vs Bonzo: compare search popularity](/demand/us/compare/bonzo-vs-velocify): 23% against 5.7% Share of Search.
- [Velocify vs Surefire: compare search popularity](/demand/us/compare/surefire-crm-vs-velocify): 23% against 5.1% Share of Search.
- [Shape vs Bonzo: compare search popularity](/demand/us/compare/bonzo-vs-shape-crm): 8.5% against 5.7% Share of Search.
- [Shape vs Surefire: compare search popularity](/demand/us/compare/shape-crm-vs-surefire-crm): 8.5% against 5.1% Share of Search.
- [Bonzo vs Surefire: compare search popularity](/demand/us/compare/bonzo-vs-surefire-crm): 5.7% against 5.1% Share of Search.

## How did search popularity change for United States mortgage CRM software in September 2026?

- 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.

## Share of Search ranking

| Rank | Brand | Share of Search | Estimated monthly branded searches | Change vs prior month | Owned by |
| --- | --- | --- | --- | --- | --- |
| 1 | Total Expert | 42.4% | 2.4K | 0.0% | Total Expert |
| 2 | Velocify | 23% | 1.3K | 0.0% | ICE Mortgage Technology |
| 3 | Shape | 8.5% | 480 | -18.6% | Shape |
| 4 | Bonzo | 5.7% | 320 | 0.0% | Bonzo |
| 5 | Surefire | 5.1% | 290 | -17.1% | ICE Mortgage Technology |
| 6 | BNTouch | 4.6% | 260 | -18.8% | BNTouch |
| 7 | Mloflo | 4.6% | 260 | 0.0% | Mloflo |
| 8 | uSherpa | 4.6% | 260 | 0.0% | uSherpa |
| 9 | Jungo | 1.6% | 90 | -18.2% | Jungo |

## Historical estimated branded-search demand

| Month | Brand | Estimated monthly branded searches | Share of Search | Rank |
| --- | --- | --- | --- | --- |
| Oct 2025 | Total Expert | 2.9K | 38.9% | 1 |
| Oct 2025 | Velocify | 1.6K | 21.5% | 2 |
| Oct 2025 | Shape | 720 | 9.7% | 3 |
| Oct 2025 | Surefire | 510 | 6.8% | 4 |
| Oct 2025 | Mloflo | 480 | 6.4% | 5 |
| Oct 2025 | BNTouch | 390 | 5.2% | 6 |
| Oct 2025 | uSherpa | 390 | 5.2% | 7 |
| Oct 2025 | Bonzo | 320 | 4.3% | 8 |
| Oct 2025 | Jungo | 140 | 1.9% | 9 |
| Nov 2025 | Total Expert | 2.4K | 39.5% | 1 |
| Nov 2025 | Velocify | 1.3K | 21.4% | 2 |
| Nov 2025 | Shape | 480 | 7.9% | 3 |
| Nov 2025 | Surefire | 420 | 6.9% | 4 |
| Nov 2025 | BNTouch | 390 | 6.4% | 5 |
| Nov 2025 | Mloflo | 390 | 6.4% | 6 |
| Nov 2025 | uSherpa | 320 | 5.3% | 7 |
| Nov 2025 | Bonzo | 260 | 4.3% | 8 |
| Nov 2025 | Jungo | 110 | 1.8% | 9 |
| Dec 2025 | Total Expert | 2.4K | 39.9% | 1 |
| Dec 2025 | Velocify | 1.3K | 21.6% | 2 |
| Dec 2025 | Shape | 480 | 8% | 3 |
| Dec 2025 | Surefire | 410 | 6.8% | 4 |
| Dec 2025 | Mloflo | 390 | 6.5% | 5 |
| Dec 2025 | BNTouch | 320 | 5.3% | 6 |
| Dec 2025 | uSherpa | 320 | 5.3% | 7 |
| Dec 2025 | Bonzo | 260 | 4.3% | 8 |
| Dec 2025 | Jungo | 140 | 2.3% | 9 |
| Jan 2026 | Total Expert | 2.9K | 37.9% | 1 |
| Jan 2026 | Velocify | 1.6K | 20.9% | 2 |
| Jan 2026 | Shape | 720 | 9.4% | 3 |
| Jan 2026 | Surefire | 520 | 6.8% | 4 |
| Jan 2026 | Bonzo | 480 | 6.3% | 5 |
| Jan 2026 | Mloflo | 480 | 6.3% | 6 |
| Jan 2026 | BNTouch | 390 | 5.1% | 7 |
| Jan 2026 | uSherpa | 390 | 5.1% | 8 |
| Jan 2026 | Jungo | 170 | 2.2% | 9 |
| Feb 2026 | Total Expert | 2.9K | 40.7% | 1 |
| Feb 2026 | Velocify | 1.3K | 18.2% | 2 |
| Feb 2026 | Mloflo | 590 | 8.3% | 3 |
| Feb 2026 | Shape | 590 | 8.3% | 4 |
| Feb 2026 | Bonzo | 480 | 6.7% | 5 |
| Feb 2026 | Surefire | 420 | 5.9% | 6 |
| Feb 2026 | uSherpa | 390 | 5.5% | 7 |
| Feb 2026 | BNTouch | 320 | 4.5% | 8 |
| Feb 2026 | Jungo | 140 | 2% | 9 |
| Mar 2026 | Total Expert | 2.9K | 40.9% | 1 |
| Mar 2026 | Velocify | 1.3K | 18.3% | 2 |
| Mar 2026 | Shape | 720 | 10.2% | 3 |
| Mar 2026 | Mloflo | 480 | 6.8% | 4 |
| Mar 2026 | Surefire | 420 | 5.9% | 5 |
| Mar 2026 | BNTouch | 390 | 5.5% | 6 |
| Mar 2026 | Bonzo | 390 | 5.5% | 7 |
| Mar 2026 | uSherpa | 320 | 4.5% | 8 |
| Mar 2026 | Jungo | 170 | 2.4% | 9 |
| Apr 2026 | Total Expert | 2.4K | 37.9% | 1 |
| Apr 2026 | Velocify | 1.3K | 20.5% | 2 |
| Apr 2026 | Shape | 720 | 11.4% | 3 |
| Apr 2026 | Surefire | 420 | 6.6% | 4 |
| Apr 2026 | Mloflo | 390 | 6.2% | 5 |
| Apr 2026 | BNTouch | 320 | 5.1% | 6 |
| Apr 2026 | Bonzo | 320 | 5.1% | 7 |
| Apr 2026 | uSherpa | 320 | 5.1% | 8 |
| Apr 2026 | Jungo | 140 | 2.2% | 9 |
| May 2026 | Total Expert | 1.9K | 34.7% | 1 |
| May 2026 | Velocify | 1.3K | 23.7% | 2 |
| May 2026 | Shape | 590 | 10.8% | 3 |
| May 2026 | Mloflo | 390 | 7.1% | 4 |
| May 2026 | Surefire | 340 | 6.2% | 5 |
| May 2026 | BNTouch | 320 | 5.8% | 6 |
| May 2026 | Bonzo | 320 | 5.8% | 7 |
| May 2026 | uSherpa | 210 | 3.8% | 8 |
| May 2026 | Jungo | 110 | 2% | 9 |
| Jun 2026 | Total Expert | 1.9K | 34.7% | 1 |
| Jun 2026 | Velocify | 1.3K | 23.8% | 2 |
| Jun 2026 | Shape | 590 | 10.8% | 3 |
| Jun 2026 | BNTouch | 320 | 5.9% | 4 |
| Jun 2026 | Bonzo | 320 | 5.9% | 5 |
| Jun 2026 | Mloflo | 320 | 5.9% | 6 |
| Jun 2026 | uSherpa | 320 | 5.9% | 7 |
| Jun 2026 | Surefire | 290 | 5.3% | 8 |
| Jun 2026 | Jungo | 110 | 2% | 9 |
| Jul 2026 | Total Expert | 1.9K | 35.9% | 1 |
| Jul 2026 | Velocify | 1.3K | 24.6% | 2 |
| Jul 2026 | Shape | 480 | 9.1% | 3 |
| Jul 2026 | BNTouch | 320 | 6% | 4 |
| Jul 2026 | Bonzo | 320 | 6% | 5 |
| Jul 2026 | Mloflo | 320 | 6% | 6 |
| Jul 2026 | Surefire | 280 | 5.3% | 7 |
| Jul 2026 | uSherpa | 260 | 4.9% | 8 |
| Jul 2026 | Jungo | 110 | 2.1% | 9 |
| Aug 2026 | Total Expert | 2.4K | 40.6% | 1 |
| Aug 2026 | Velocify | 1.3K | 22% | 2 |
| Aug 2026 | Shape | 590 | 10% | 3 |
| Aug 2026 | Surefire | 350 | 5.9% | 4 |
| Aug 2026 | BNTouch | 320 | 5.4% | 5 |
| Aug 2026 | Bonzo | 320 | 5.4% | 6 |
| Aug 2026 | Mloflo | 260 | 4.4% | 7 |
| Aug 2026 | uSherpa | 260 | 4.4% | 8 |
| Aug 2026 | Jungo | 110 | 1.9% | 9 |
| Sep 2026 | Total Expert | 2.4K | 42.4% | 1 |
| Sep 2026 | Velocify | 1.3K | 23% | 2 |
| Sep 2026 | Shape | 480 | 8.5% | 3 |
| Sep 2026 | Bonzo | 320 | 5.7% | 4 |
| Sep 2026 | Surefire | 290 | 5.1% | 5 |
| Sep 2026 | BNTouch | 260 | 4.6% | 6 |
| Sep 2026 | Mloflo | 260 | 4.6% | 7 |
| Sep 2026 | uSherpa | 260 | 4.6% | 8 |
| Sep 2026 | Jungo | 90 | 1.6% | 9 |

## What is being compared

- **BNTouch**: Measured on the search term “bntouch”.
- **Bonzo**: Measured on the search term “bonzo crm”.
- **Jungo**: Measured on the search term “jungo crm”.
- **Mloflo**: Measured on the search term “mloflo”.
- **Shape**: Measured on the search term “shape crm”.
- **Surefire**: Measured on the search terms “surefire crm” and “surefire mortgage”, summed into one figure.
- **Total Expert**: Measured on the search term “total expert”.
- **uSherpa**: Measured on the search term “usherpa”.
- **Velocify**: Measured on the search term “velocify”.

- [BNTouch](/demand/us/brands/bntouch)
- [Bonzo](/demand/us/brands/bonzo)
- [Jungo](/demand/us/brands/jungo)
- [Mloflo](/demand/us/brands/mloflo)
- [Shape](/demand/us/brands/shape-crm)
- [Surefire](/demand/us/brands/surefire-crm)
- [Total Expert](/demand/us/brands/total-expert)
- [uSherpa](/demand/us/brands/usherpa)
- [Velocify](/demand/us/brands/velocify)

## Methodology

- [How is the Brand Demand Index measured?](/demand/methodology): Where the figures come from, what they compare, and how they may be reused.

## Frequently asked questions

### Which brand is most popular in search among mortgage CRM software in the United States?

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.

## Cite this page

Brandwave. "Mortgage CRM software in the United States: Which are searched most?". https://gobrandwave.com/demand/us/categories/us-mortgage-crm-software

This page is also available as HTML at https://gobrandwave.com/demand/us/categories/us-mortgage-crm-software. Brandwave publishes an index of its Markdown pages at https://gobrandwave.com/llms.txt.