← Mortgage Lending & Origination ranking

Startup & small team · Prompt 4 of 8 · September 2026

A real buyer question from the September 2026 snapshot, asked 3× to each of the three models. 9 answers recorded.

“Which mortgage software is best for a small independent broker on a budget?”

ChatGPT answered 3× this snapshot

…that you’ll actually use it Short answer If you want the most practical options: BNTouch / Surefire CRM — strong mortgage-specific CRM, often a top pick for small brokers if pricing fits. Aidium — modern mortgage CRM, good automation, often attractive for growth-focused small teams. Jungo — good if you like Salesforce-based systems and want flexibility, but can get pricier/complex. Floify — best if your main pain…

Named across its answers: 1. BNTouch2. Surefire CRM3. Aidium4. Jungo5. Floify

Verbatim excerpt from one collected ChatGPT answer; formatting flattened, words untouched.

BNTouch leads on mention count and average position (2.5) but its visibility is fragile, showing up in all 3 ChatGPT answers and zero Gemini answers. Surefire CRM matches BNTouch on raw mentions yet never earns first recommendation, making BNTouch the clearer winner despite its model concentration risk.

AI-generated read of the September 2026 measurements.

Who wins this question

Contested Consensus

All three models name Floify and Whiteboard CRM on this question.

ChatGPT

Claude

Gemini mentioned · first · avg. pos

BNTouch 141432 6/9 · 2× first · #2.5

Surefire CRM 252243 6/9 · never first · #3

Floify 53113 5/9 · 2× first · #2.6

Jungo 43314 5/9 · 1× first · #3

ARIVE 1111 4/9 · 4× first · #1

LendingPad 2222 4/9 · never first · #2

Whiteboard CRM 6655 4/9 · never first · #5.5

Calyx Point 7834 4/9 · never first · #5.5

HubSpot 844 3/9 · never first · #5.3

Velocify 766 3/9 · never first · #6.3

Aidium 35 2/9 · never first · #4

Shape Software 62 2/9 · never first · #4

Each square is one collected answer; the number is the brand's position in that answer. Lime = the very first recommendation. Unlinked brands were named by the models here but sit outside this category's published top 15 overall. Showing the top 12 of 26 brands named at least once. Never mentioned here: Byte Software, Blend, Empower, SimpleNexus, Maxwell, MeridianLink Mortgage, MeridianLink.