Report #1 · Vendor A
Vendor A — Report #1
Mortgage / loan-officer software · 22 Sep 2026 · 1398 sampled answers · 8 runs per prompt per engine
Measured on ChatGPT (gpt-5.6-terra), Gemini (gemini-3.6-flash), Perplexity (sonar), Google AI Overviews, Google AI Mode (Google AI Mode: google-ai-mode:undisclosed · Google AI Overviews: google-ai-overview:undisclosed), asked in United States (English)
12 of the 25 pages that decide this category are ones you can reach. You appear in 165 of 1398 answers.
Placeable share
Of all the citation weight behind these answers, 36.4% sits on pages you could realistically get onto yourself. 9.4% sits on pages we could not read — never counted as reachable.
Verdict: 12 of the 25 most-cited pages are reachable; placeable share 36.4%, unknown 9.4%
The map
The pages that decide your category
1698 distinct pages were cited; the top 10 carry 22.1% of the citation weight, the top 25 35.8%.
| # | Page | Who controls it | Reach | Citation weight |
|---|---|---|---|---|
| 1 | mortgageadvisortools.com mortgageadvisortools.com/blog/best-crm-for-mortgage-len… | Comparison page — adjacent business | Placeable | 3.2% |
| 2 | ascendix.com ascendix.com/blog/commercial-mortgage-crm-software/ | Unknown | Unknown | 2.7% |
| 3 | maximizer.com maximizer.com/blog/best-mortgage-crm-solutions/ | Single-product page | Gettable | 2.6% |
| 4 | leadpops.com leadpops.com/guide/best-mortgage-crm-software-2026 | Comparison page — adjacent business | Placeable | 2.5% |
| 5 | monday.com monday.com/blog/crm-and-sales/mortgage-crm/ | Major publication | Gettable | 2.1% |
| 6 | pipedrive.com pipedrive.com/en/blog/mortgage-crm | Competitor's own page | Locked | 1.9% |
| 7 | creatio.com creatio.com/glossary/mortgage-crm | Unknown | Unknown | 1.9% |
| 8 | reddit.com reddit.com/r/loanoriginators/comments/1s7mdni/what_mort… | Community | Placeable | 1.8% |
| 9 | withheld Vendor J's own site | Competitor's own page | Locked | 1.6% |
| 10 | withheld Vendor H's own site | Competitor's own page | Locked | 1.6% |
| 11 | reddit.com reddit.com/r/loanoriginators/comments/1p1t0q6/what_mort… | Community | Placeable | 1.5% |
| 12 | nutshell.com nutshell.com/blog/best-crm-for-mortgage-brokers | Comparison page — adjacent business | Placeable | 1.4% |
| 13 | integrateiq.com integrateiq.com/blogs/crms-for-loan-officers/ | Comparison page — adjacent business | Placeable | 1.3% |
| 14 | medium.com medium.com/@forsi/loan-officer-crm-review-i-tested-7-to… | Major publication | Gettable | 1.0% |
| 15 | ascendix.com ascendix.com/blog/crm-mortgage-loan-officers/ | Unknown | Unknown | 1.0% |
| 16 | withheld Vendor A's own site | Your own page | Locked | 0.9% |
| 17 | docspire.ai docspire.ai/blog/best-crm-mortgage-brokers-2026/ | Comparison page — adjacent business | Placeable | 0.9% |
| 18 | withheld Vendor H's own site, page 2 | Competitor's own page | Locked | 0.9% |
| 19 | withheld Vendor H's own site, page 3 | Competitor's own page | Locked | 0.8% |
| 20 | fundmore.ai blog.fundmore.ai/mortgage-crm-for-lenders | Comparison page — adjacent business | Placeable | 0.8% |
| 21 | softbliq.com softbliq.com/best-mortgage-crm-software/ | Comparison page — adjacent business | Placeable | 0.7% |
| 22 | softwarefinder.com softwarefinder.com/resources/best-crm-for-loan-officers | Comparison page — adjacent business | Placeable | 0.6% |
| 23 | reddit.com reddit.com/r/loanoriginators/comments/1ka946l/recommend… | Community | Placeable | 0.6% |
| 24 | floify.com floify.com/blog/review-top-mortgage-crm-software | Comparison page — adjacent business | Placeable | 0.6% |
| 25 | realestatebees.com realestatebees.com/guides/software/crm/mortgage/ | Unknown | Unknown | 0.6% |
Citation weight is the share of every citation in these 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 base is the whole of it: 19951 citations from 1398 sampled answers. A share of citation weight has a base but no interval — it is how one period’s answers were composed, not a draw from a population.
The honest funnel
How often an answer names you
- Ran a live search of all 1398 sampled answers
- 96.9% (95.9–97.7, n=1398)
- Named any vendor of the 1355 answers that ran a search
- 95.6% (94.4–96.6, n=1355)
- Named Vendor A of the 1296 answers that named a vendor
- 12.7% (11.0–14.7, n=1296)
- Effective visibility the chance any single answer names Vendor A
- 11.8% (10.2–13.6, n=1398)
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.).
The deliverable
Pages worth going after
| Source | Who controls it | Citation weight | Competitors named here | Est. cost | Est. time | Priority |
|---|---|---|---|---|---|---|
mortgageadvisortools.com mortgageadvisortools.com/blog/best-crm-for-mortgage-len… | Comparison page — adjacent business | 3.2% | Vendor FVendor HVendor BVendor J+5 | $50–500 | 14–90 days | 1.79 |
leadpops.com leadpops.com/guide/best-mortgage-crm-software-2026 | Comparison page — adjacent business | 2.5% | Vendor HVendor FVendor BVendor J+5 | $50–500 | 14–90 days | 1.39 |
reddit.com reddit.com/r/loanoriginators/comments/1s7mdni/what_mort… | Community | 1.8% | Vendor FVendor HVendor JVendor B+5 | $0–150 | 7–45 days | 1.26 |
nutshell.com nutshell.com/blog/best-crm-for-mortgage-brokers | Comparison page — adjacent business | 1.4% | Vendor HVendor JVendor BVendor F+5 | $50–500 | 14–90 days | 1.01 |
reddit.com reddit.com/r/loanoriginators/comments/1p1t0q6/what_mort… | Community | 1.5% | Vendor HVendor FVendor BVendor J+5 | $0–150 | 7–45 days | 0.83 |
integrateiq.com integrateiq.com/blogs/crms-for-loan-officers/ | Comparison page — adjacent business | 1.3% | Vendor HVendor FVendor BVendor J+5 | $50–500 | 14–90 days | 0.78 |
fundmore.ai blog.fundmore.ai/mortgage-crm-for-lenders | Comparison page — adjacent business | 0.8% | Vendor FVendor BVendor JVendor C+4 | $50–500 | 14–90 days | 0.78 |
toolscreener.com toolscreener.com/mortgage-broker-crm-tools/ | Comparison page — independent publisher | 0.6% | Vendor BVendor JVendor FVendor H+4 | $50–500 | 14–90 days | 0.59 |
docspire.ai docspire.ai/blog/best-crm-mortgage-brokers-2026/ | Comparison page — adjacent business | 0.9% | Vendor HVendor FVendor JVendor B+5 | $50–500 | 14–90 days | 0.55 |
g2.com g2.com, a page naming Vendor F and Vendor D | Review directory | 0.5% | Vendor FVendor DVendor CVendor G+4 | $0–500 | 7–30 days | 0.51 |
softbliq.com softbliq.com/best-mortgage-crm-software/ | Comparison page — adjacent business | 0.7% | Vendor HVendor FVendor JVendor B+5 | $50–500 | 14–90 days | 0.39 |
ustechautomations.com ustechautomations.com/resources/blog/reduce-best-referr… | Comparison page — adjacent business | 0.4% | Vendor FVendor DVendor HVendor B+3 | $50–500 | 14–90 days | 0.37 |
floify.com floify.com/blog/review-top-mortgage-crm-software | Comparison page — adjacent business | 0.6% | Vendor HVendor FVendor BVendor J+5 | $50–500 | 14–90 days | 0.35 |
softwarefinder.com softwarefinder.com/resources/best-crm-for-loan-officers | Comparison page — adjacent business | 0.6% | Vendor HVendor JVendor BVendor F+5 | $50–500 | 14–90 days | 0.34 |
reddit.com reddit.com/r/loanoriginators/comments/1ka946l/recommend… | Community | 0.6% | Vendor HVendor BVendor FVendor J+5 | $0–150 | 7–45 days | 0.33 |
takefiveconsulting.org takefiveconsulting.org/top-crms-for-encompass/ | Comparison page — independent publisher | 0.4% | Vendor BVendor JVendor HVendor F+3 | $50–500 | 14–90 days | 0.32 |
reddit.com reddit.com/r/MyFirst100Customers/comments/1mv4sde/best_… | Community | 0.4% | Vendor FVendor JVendor HVendor B+4 | $0–150 | 7–45 days | 0.31 |
zeitro.com zeitro.com/blog/best-crm-for-mortgage-brokers | Comparison page — adjacent business | 0.3% | Vendor HVendor FVendor JVendor B+4 | $50–500 | 14–90 days | 0.27 |
topofmind.com topofmind.com, a page naming Vendor F | Comparison page — adjacent business | 0.3% | Vendor FVendor DVendor HVendor B+4 | $50–500 | 14–90 days | 0.26 |
hellotars.com hellotars.com/blog/top-mortgage-crms-reviewed | Comparison page — adjacent business | 0.4% | Vendor HVendor FVendor BVendor J+3 | $50–500 | 14–90 days | 0.25 |
usecarly.com usecarly.com/blog/best-ai-tools-mortgage-brokers/ | Comparison page — independent publisher | 0.5% | Vendor HVendor BVendor FVendor J+4 | $50–500 | 14–90 days | 0.25 |
g2.com g2.com, a page naming Vendor J | Review directory | 0.3% | Vendor HVendor J | $0–500 | 7–30 days | 0.25 |
broker-marketplace.com broker-marketplace.com/blog/best-mortgage-crm-loan-offi… | Comparison page — adjacent business | 0.3% | Vendor HVendor FVendor BVendor J+4 | $50–500 | 14–90 days | 0.23 |
g2.com g2.com/categories/mortgage-crm | Review directory | 0.3% | Vendor HVendor FVendor JVendor B+4 | $0–500 | 7–30 days | 0.23 |
zeitro.com zeitro.com/blog/best-mortgage-crm | Comparison page — adjacent business | 0.5% | Vendor HVendor FVendor BVendor J+3 | $50–500 | 14–90 days | 0.22 |
Priority = citation weight × how far the best competitor out-appears you on that page. It is a ranking number, not a score out of anything: it only means something next to the other rows in this table. Start at the top. Cost and time are rough estimated bands for one placement, by page class — not quotes.
Showing the 25 highest-priority pages of 362. The client’s report and its CSV carry every row.
Head to head
Mention rates
| Brand | Mention rate |
|---|---|
| Vendor A (you) | 11.8% (10.2–13.6, n=1398) |
| Vendor H | 64.6% (62.0–67.1, n=1398) |
| Vendor F | 58.7% (56.1–61.2, n=1398) |
| Vendor B | 50.2% (47.6–52.8, n=1398) |
| Vendor J | 45.3% (42.7–47.9, n=1398) |
| Vendor D | 40.0% (37.4–42.6, n=1398) |
| Vendor G | 23.7% (21.5–26.0, n=1398) |
| Vendor C | 20.1% (18.1–22.3, n=1398) |
| Vendor I | 11.7% (10.1–13.5, n=1398) |
| Vendor E | 3.2% (2.4–4.3, n=1398) |
Per engine
Engine breakdown
| Engine | Runs | Showed an answer | Ran a live search | Named you, when vendors came up | Effective visibility |
|---|---|---|---|---|---|
| ChatGPT (gpt-5.6-terra) | 280 | always | 97.1% (94.5–98.5, n=280) | 8.1% (5.4–12.1, n=258) | 7.5% (5.0–11.2, n=280) |
| Gemini (gemini-3.6-flash) | 280 | always | 93.9% (90.5–96.2, n=280) | 2.7% (1.3–5.4, n=263) | 2.5% (1.2–5.1, n=280) |
| Perplexity (sonar) | 280 | always | 100.0% (98.6–100.0, n=280) | 23.0% (18.2–28.6, n=252) | 20.7% (16.4–25.8, n=280) |
| Google AI Overviews | 278 | 98.9% (96.9–99.6, n=278) | 96.0% (93.1–97.8, n=278) | 21.1% (16.5–26.5, n=256) | 19.4% (15.2–24.5, n=278) |
| Google AI Mode | 280 | 100.0% (98.6–100.0, n=280) | 97.5% (94.9–98.8, n=280) | 9.7% (6.6–13.9, n=259) | 8.9% (6.1–12.8, n=280) |
Everything cited
All sources
| Source | Who controls it | Reachability | Citations | Weight | Named you | Competitors named here |
|---|---|---|---|---|---|---|
mortgageadvisortools.com mortgageadvisortools.com/blog/best-crm-for-mortgage-len… | Comparison page — adjacent business | Placeable comparison page naming 14 brands; published by an adjacent business | 639 | 3.2% | 5.0% (2.4–9.9, n=141) | 43.3% (35.4–51.5, n=141) |
ascendix.com ascendix.com/blog/commercial-mortgage-crm-software/ | Unknown | Unknown page unreachable (http 403) | 545 | 2.7% | 19.4% (11.4–30.9, n=62) | 43.5% (31.9–55.9, n=62) |
maximizer.com maximizer.com/blog/best-mortgage-crm-solutions/ | Single-product page | Gettable third-party page about 2 brands | 526 | 2.6% | 3.5% (1.5–7.9, n=144) | 43.8% (35.9–51.9, n=144) |
leadpops.com leadpops.com/guide/best-mortgage-crm-software-2026 | Comparison page — adjacent business | Placeable comparison page naming 16 brands; published by an adjacent business | 500 | 2.5% | 18.1% (14.5–22.5, n=353) | 34.0% (29.2–39.1, n=353) |
monday.com monday.com/blog/crm-and-sales/mortgage-crm/ | Major publication | Gettable major publication with a submission or contributor path | 425 | 2.1% | 13.9% (10.4–18.4, n=287) | 36.9% (31.6–42.7, n=287) |
pipedrive.com pipedrive.com/en/blog/mortgage-crm | Competitor's own page | Locked published by a product the engine recommends | 378 | 1.9% | 15.0% (11.0–20.2, n=233) | 40.3% (34.3–46.7, n=233) |
creatio.com creatio.com/glossary/mortgage-crm | Unknown | Unknown page too thin to read | 373 | 1.9% | 6.8% (4.0–11.4, n=190) | 36.3% (29.8–43.4, n=190) |
reddit.com reddit.com/r/loanoriginators/comments/1s7mdni/what_mort… | Community | Placeable community / user-generated surface, consistently cited | 354 | 1.8% | 14.6% (9.0–22.6, n=103) | 42.7% (33.6–52.4, n=103) |
withheld Vendor J's own site | Competitor's own page | Locked published by a product the engine recommends | 330 | 1.6% | 20.9% (15.5–27.6, n=172) | 33.1% (26.5–40.5, n=172) |
withheld Vendor H's own site | Competitor's own page | Locked published by a product the engine recommends | 329 | 1.6% | 9.2% (5.8–14.3, n=184) | 41.3% (34.4–48.5, n=184) |
reddit.com reddit.com/r/loanoriginators/comments/1p1t0q6/what_mort… | Community | Placeable community / user-generated surface, consistently cited | 302 | 1.5% | 14.0% (9.5–20.2, n=164) | 37.2% (30.2–44.8, n=164) |
nutshell.com nutshell.com/blog/best-crm-for-mortgage-brokers | Comparison page — adjacent business | Placeable comparison page naming 8 brands; published by an adjacent business | 281 | 1.4% | 14.1% (9.8–19.9, n=184) | 39.7% (32.9–46.9, n=184) |
integrateiq.com integrateiq.com/blogs/crms-for-loan-officers/ | Comparison page — adjacent business | Placeable comparison page naming 15 brands; published by an adjacent business | 260 | 1.3% | 25.4% (20.5–31.0, n=260) | 29.6% (24.4–35.4, n=260) |
medium.com medium.com/@forsi/loan-officer-crm-review-i-tested-7-to… | Major publication | Gettable major publication with a submission or contributor path | 193 | 1.0% | 14.3% (8.2–23.8, n=77) | 39.0% (28.8–50.1, n=77) |
ascendix.com ascendix.com/blog/crm-mortgage-loan-officers/ | Unknown | Unknown page unreachable (http 403) | 191 | 1.0% | 1.6% (0.3–8.6, n=62) | 40.3% (29.0–52.7, n=62) |
withheld Vendor A's own site | Your own page | Locked own domain | 187 | 0.9% | 25.7% (19.9–32.4, n=187) | 32.6% (26.3–39.6, n=187) |
docspire.ai docspire.ai/blog/best-crm-mortgage-brokers-2026/ | Comparison page — adjacent business | Placeable comparison page naming 7 brands; published by an adjacent business | 182 | 0.9% | 16.0% (11.4–22.1, n=181) | 33.7% (27.2–40.9, n=181) |
withheld Vendor H's own site, page 2 | Competitor's own page | Locked published by a product the engine recommends | 180 | 0.9% | 5.7% (2.2–13.8, n=70) | 42.9% (31.9–54.5, n=70) |
withheld Vendor H's own site, page 3 | Competitor's own page | Locked published by a product the engine recommends | 164 | 0.8% | 29.0% (16.1–46.6, n=31) | 41.9% (26.4–59.2, n=31) |
fundmore.ai blog.fundmore.ai/mortgage-crm-for-lenders | Comparison page — adjacent business | Placeable comparison page naming 3 brands; published by an adjacent business | 164 | 0.8% | 2.9% (0.5–14.5, n=35) | 51.4% (35.6–67.0, n=35) |
softbliq.com softbliq.com/best-mortgage-crm-software/ | Comparison page — adjacent business | Placeable comparison page naming 10 brands; published by an adjacent business | 129 | 0.7% | 20.8% (14.6–28.7, n=125) | 31.2% (23.7–39.8, n=125) |
softwarefinder.com softwarefinder.com/resources/best-crm-for-loan-officers | Comparison page — adjacent business | Placeable comparison page naming 7 brands; published by an adjacent business | 128 | 0.6% | 26.3% (17.7–37.2, n=76) | 23.7% (15.5–34.4, n=76) |
reddit.com reddit.com/r/loanoriginators/comments/1ka946l/recommend… | Community | Placeable community / user-generated surface, consistently cited | 127 | 0.6% | 28.6% (20.0–39.0, n=84) | 31.0% (22.1–41.5, n=84) |
floify.com floify.com/blog/review-top-mortgage-crm-software | Comparison page — adjacent business | Placeable comparison page naming 9 brands; published by an adjacent business | 125 | 0.6% | 17.2% (9.9–28.2, n=64) | 31.3% (21.2–43.4, n=64) |
realestatebees.com realestatebees.com/guides/software/crm/mortgage/ | Unknown | Unknown page unreachable (http 403) | 121 | 0.6% | 25.6% (18.7–34.1, n=121) | 41.3% (32.9–50.2, n=121) |
“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.
Showing the 25 most-cited pages of 1,698. The client’s report and its CSV carry every row.
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.
- Review directory
- A software review directory where the vendor creates or claims its own listing. Cheap and quick, and the listing is yours to make — placeable.
- 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 AI engines 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.
- Not about this category
- We read the page and it is about something else — the engine reached it by accident, usually on a common word in the question. Reported, and never counted as reachable.
- Unknown
- We could not read the page (unreachable, or too thin to judge). Reported, and never counted as reachable.
Sampling notes
1398 answers sampled at 8 runs per prompt per engine; 2 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. 9.4% 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: 4.2pp. 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 AI engine answers) · Martinez, arXiv:2607.14035 (conditional funnel decomposition — the honest denominator) · Evertune (rank and sentiment instability below n=100).