Report #1 · LumenLedger
LumenLedger — Report #1
Mortgage / loan-officer CRM · 14 Aug 2026 · 240 sampled answers · 8 runs per prompt per engine
7 of the 11 pages that decide this category are ones you can reach. You appear in 39 of 240 answers.
of the citation weight behind these answers sits on pages you could realistically get onto (placeable share). 0.0% sits on pages we could not read and is not counted.
Verdict: 7 of the 11 most-cited pages are reachable; placeable share 64.9%, unknown 0.0%
The map
The pages that decide your category
11 distinct pages were cited; the top 10 carry 95.8% of everything the assistants read; all of them are listed below.
| # | Page | Who controls it | Reach | Citation weight |
|---|---|---|---|---|
| 1 | zeitro.com zeitro.com/blog/best-crm-loan-officers | Comparison page — adjacent business | Placeable | 16.2% |
| 2 | mortgageadvisortools.com mortgageadvisortools.com/best-crm-for-loan-officers | Comparison page — independent publisher | Placeable | 12.0% |
| 3 | zeitro.com zeitro.com/resources/loan-officer-pipeline | Comparison page — adjacent business | Placeable | 11.3% |
| 4 | monday.com monday.com/blog/crm/mortgage-crm | Major publication | Gettable | 10.8% |
| 5 | pathsoftware.com pathsoftware.com/crm-comparison | Comparison page — adjacent business | Placeable | 9.7% |
| 6 | forbes.com forbes.com/advisor/business/software/best-crm-mortgage/ | Major publication | Gettable | 8.9% |
| 7 | softwarefinder.com softwarefinder.com/crm/loan-officer | Comparison page — affiliate | Gettable | 7.8% |
| 8 | awesometechinc.com awesometechinc.com/loan-officer-crm-tools | Single-product page | Gettable | 7.6% |
| 9 | reddit.com reddit.com/r/loanoriginators/comments/best_crm | Community | Placeable | 6.0% |
| 10 | rtdynamic.com rtdynamic.com/blog/mortgage-crm-guide | Comparison page — independent publisher | Placeable | 5.5% |
| 11 | youtube.com youtube.com/watch?v=loan-crm-review | Community | Placeable | 4.2% |
Citation weight is the share of every citation in the sampled answers that landed on this page. Pages marked Unknown could not be read and are never counted as reachable.
Where the weight sits
Citation weight by reachability
The honest funnel
How often an answer names you
- Ran a live search of all sampled answers (activation)
- 63.8% (57.5–69.6, n=240)
- Named any vendor of answers that searched
- 81.0% (74.1–86.5, n=153)
- Named LumenLedger of answers that named vendors
- 31.5% (23.9–40.1, n=124)
- Effective visibility chance a single answer names LumenLedger
- 16.3% (12.1–21.4, n=240)
Each stage is a rate over the previous stage's answers — the honest denominator. Engines skip live search on most runs, so rates that ignore activation overstate visibility (Schulte et al., arXiv:2604.07585).
The deliverable
Pages worth going after
| Source | Who controls it | Citation weight | Competitors named here | Est. cost | Est. time | Priority |
|---|---|---|---|---|---|---|
zeitro.com zeitro.com/blog/best-crm-loan-officers | Comparison page — adjacent business | 16.2% | BNTouchSurefireJungoShape | $50–500 | 14–90 days | 2.75 |
mortgageadvisortools.com mortgageadvisortools.com/best-crm-for-loan-officers | Comparison page — independent publisher | 12.0% | ShapeSurefireJungoBNTouch | $50–500 | 14–90 days | 2.10 |
pathsoftware.com pathsoftware.com/crm-comparison | Comparison page — adjacent business | 9.7% | ShapeBNTouchJungoSurefire | $50–500 | 14–90 days | 1.78 |
reddit.com reddit.com/r/loanoriginators/comments/best_crm | Community | 6.0% | JungoBNTouchSurefireShape | $0–150 | 7–45 days | 1.62 |
rtdynamic.com rtdynamic.com/blog/mortgage-crm-guide | Comparison page — independent publisher | 5.5% | SurefireJungoShapeBNTouch | $50–500 | 14–90 days | 1.62 |
youtube.com youtube.com/watch?v=loan-crm-review | Community | 4.2% | ShapeSurefireJungoBNTouch | $0–150 | 7–45 days | 0.97 |
Priority = citation weight × how far the best competitor out-appears you on that page. Cost and time are rough estimated bands for one placement, by page class — not quotes.
Head to head
Mention rates
| Brand | Mention rate |
|---|---|
| LumenLedger (you) | 16.3% (12.1–21.4, n=240) |
| Shape | 25.4% (20.3–31.3, n=240) |
| BNTouch | 25.4% (20.3–31.3, n=240) |
| Jungo | 25.0% (19.9–30.8, n=240) |
| Surefire | 25.0% (19.9–30.8, n=240) |
Per engine
Engine breakdown
| Engine | Runs | Ran a live search | Named you, when vendors came up | Effective visibility |
|---|---|---|---|---|
| ChatGPT | 80 | 35.0% (25.5–45.9, n=80) | 30.8% (16.5–50.0, n=26) | 10.0% |
| Gemini | 80 | 88.8% (80.0–94.0, n=80) | 31.0% (20.6–43.8, n=58) | 22.5% |
| Perplexity (Sonar) | 80 | 67.5% (56.6–76.8, n=80) | 32.5% (20.1–48.0, n=40) | 16.3% |
Everything cited
All sources
| Source | Who controls it | Reachability | Citations | Weight | Named you | Competitors named here |
|---|---|---|---|---|---|---|
zeitro.com zeitro.com/blog/best-crm-loan-officers | Comparison page — adjacent business | Placeable comparison page naming 4 brands; published by an adjacent business | 100 | 16.2% | 25.0% (17.5–34.3, n=100) | 40.0% (30.9–49.8, n=100) |
mortgageadvisortools.com mortgageadvisortools.com/best-crm-for-loan-officers | Comparison page — independent publisher | Placeable comparison page naming 5 brands; independent publisher | 74 | 12.0% | 24.3% (16.0–35.2, n=74) | 39.2% (28.9–50.6, n=74) |
zeitro.com zeitro.com/resources/loan-officer-pipeline | Comparison page — adjacent business | Placeable comparison page naming 4 brands; published by an adjacent business | 70 | 11.3% | 31.4% (21.8–43.0, n=70) | 40.0% (29.3–51.7, n=70) |
monday.com monday.com/blog/crm/mortgage-crm | Major publication | Gettable major publication with a submission or contributor path | 67 | 10.8% | 17.9% (10.6–28.7, n=67) | 34.3% (24.1–46.3, n=67) |
pathsoftware.com pathsoftware.com/crm-comparison | Comparison page — adjacent business | Placeable comparison page naming 4 brands; published by an adjacent business | 60 | 9.7% | 23.3% (14.4–35.4, n=60) | 38.3% (27.1–51.0, n=60) |
forbes.com forbes.com/advisor/business/software/best-crm-mortgage/ | Major publication | Gettable major publication with a submission or contributor path | 55 | 8.9% | 21.8% (12.9–34.4, n=55) | 40.0% (28.1–53.2, n=55) |
softwarefinder.com softwarefinder.com/crm/loan-officer | Comparison page — affiliate | Gettable comparison page naming 4 brands; affiliate — lists what pays it | 48 | 7.8% | 33.3% (21.7–47.5, n=48) | 43.8% (30.7–57.7, n=48) |
awesometechinc.com awesometechinc.com/loan-officer-crm-tools | Single-product page | Gettable third-party page about 1 brand | 47 | 7.6% | 29.8% (18.7–44.0, n=47) | 44.7% (31.4–58.8, n=47) |
reddit.com reddit.com/r/loanoriginators/comments/best_crm | Community | Placeable community / user-generated surface, consistently cited | 37 | 6.0% | 21.6% (11.4–37.2, n=37) | 40.5% (26.3–56.5, n=37) |
rtdynamic.com rtdynamic.com/blog/mortgage-crm-guide | Comparison page — independent publisher | Placeable comparison page naming 5 brands; independent publisher | 34 | 5.5% | 14.7% (6.4–30.1, n=34) | 35.3% (21.5–52.1, n=34) |
youtube.com youtube.com/watch?v=loan-crm-review | Community | Placeable community / user-generated surface, consistently cited | 26 | 4.2% | 30.8% (16.5–50.0, n=26) | 46.2% (28.8–64.5, n=26) |
“Named you” and “Competitors named here” are shares of the answers that cited that source, each with its range and the count of those answers. The competitor figure is the average across the competitors measured on that page, so both columns are read on the same base.
What the classes mean
- Comparison page — adjacent business
- A third-party comparison published by a business that sells something else to the same buyers. No reason to refuse a listing — the most reachable class.
- Comparison page — independent publisher
- A third-party comparison with neither a disclosure nor a product to sell. Reachable.
- Community
- Community and user-written surfaces such as forums, video and question sites. Reachable cheaply.
- Comparison page — affiliate
- A third-party page naming three or more of the products, carrying an advertiser disclosure. It lists what pays it per lead — a commercial relationship over months, so it counts as gettable, not placeable.
- Single-product page
- A third-party page about one or two products — a review, an integration page, a case study. Gettable.
- Major publication
- A large publication with a real submission or contributor path. Reachable with editorial effort, months and money.
- Competitor's own page
- Published by one of the products the assistants recommend — its product pages and its own “best of” lists alike. A rival will not add you.
- Your own page
- A page on your own domain. Already yours, so not a placement.
- Locked by structure
- Google's own surfaces, institutions, journals, big retailers, closed editorial and directories where everyone is listed already. Nothing to buy into.
- Unread
- We could not read the page (unreachable, or too thin to judge). Reported, and never counted as reachable.
Sampling notes
240 answers sampled at 8 runs per prompt per engine; 3 provider errors (errors count against activation, never toward any rate's numerator).
Reachability rubric v2 (page level): every cited page was read and classed by who controls it. 0.0% of citation weight sat on pages that could not be read; those are reported as Unknown and were not counted as reachable.
- Smallest period-over-period change this sample can detect: 10.2pp. Anything smaller is indistinguishable from noise.
Method: Wilson score intervals at 95% on every rate; funnel stages conditioned on the previous stage's denominator; per-run source de-duplication. Citations: Schulte et al., arXiv:2604.07585 (sampling minimums and variance of assistant answers) · Martinez, arXiv:2607.14035 (conditional funnel decomposition — the honest denominator) · Evertune (rank and sentiment instability below n=100).