
GITNUXSOFTWARE ADVICE
Consumer RetailTop 9 Best Mortgage Broking Software of 2026
Compare mortgage broking software tools for brokers, with tradeoffs on workflows, reporting, compliance, and integration to shortlist for practice needs.
How we ranked these tools
Vendors set the topic, but our editors set the inclusion criteria and the evaluation framework before research starts.
Agents extract product evidence with provenance, then collect written reviews and transcribe video reviews and podcasts.
Framework: Features 40% · Ease 30% · Value 30%
Gitnux may earn a commission through links on this page — this does not influence rankings. Editorial policy
ARIVE is the best pick for independent broker teams that need governed case movement because its rule-driven orchestration advances tasks and documents through lender submission stages with controlled handoffs, while MortgageHippo suits SMBs that want configurable intake-to-submission workflow and clear case tracking without extra scripting.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
ARIVE
Rule-driven task and document orchestration that advances cases through lender submission stages with controlled handoffs.
Best for: Fits when broker teams need governed workflow automation with lender-facing submission consistency across many cases.
MortgageHippo
Editor pickConfigurable case workflow that ties lead intake through submission readiness to task assignment.
Best for: Fits when broker teams want configured workflow automation with clear case tracking.
LendingPad
Editor pickConfigurable stage gates that drive both task automation and the contents of lender-ready document packages.
Best for: Fits when brokerage teams need consistent intake-to-submission workflows with configurable templates and repeatable task stages.
Comparison Table
ARIVE
vertical specialistMortgage point-of-sale and origination platform built for independent brokers and loan officers.
Rule-driven task and document orchestration that advances cases through lender submission stages with controlled handoffs.
ARIVE is built for broker-led execution where case data moves through defined stages, with rules driving what the borrower application requires next. The system’s operational value shows up in repeatable task creation, conditional document requirements, and controlled progression between intake, assessment, and submission. Admin teams get a centralized control surface for case status management and user responsibilities across pipeline volume.
A practical tradeoff is that rule design takes deliberate configuration so eligibility logic, form requirements, and task branching match each lender’s submission expectations. ARIVE fits usage where a broker group standardizes loan officer workflows and reduces manual handoffs between processing staff and submission teams.
- +Stage-based case progression keeps submission steps consistent across loan officers
- +Configurable eligibility and document requirements reduce manual chasing and rework
- +Governed case status visibility supports operational reporting for pipeline control
- +Integration surface supports lender and systems connectivity for automated handoffs
- –Configuration effort is higher when eligibility and document rules vary by lender
- –Complex branching workflows can slow onboarding for new processors
Mortgage operations managers
Standardize processing stages across teams
Fewer stage delays
Loan officers
Reduce manual borrower follow-ups
Faster borrower response
Show 2 more scenarios
Processing and compliance staff
Maintain review-ready case records
Lower review rework
Case history supports internal checks and consistent reviewer handoffs during progression.
Systems and integrations teams
Automate data exchange with lenders
More automated submissions
APIs and event-based integration help move case updates to external systems reliably.
Best for: Fits when broker teams need governed workflow automation with lender-facing submission consistency across many cases.
MortgageHippo
SMBDigital mortgage platform offering white-label borrower experience for brokers and lenders.
Configurable case workflow that ties lead intake through submission readiness to task assignment.
MortgageHippo is built around an end-to-end broker operating flow that starts at lead capture and carries work through application and submission steps. It provides workflow state tracking so case status updates map to team tasks rather than email threads. MortgageHippo’s integration and automation surface matters most for teams that already run parts of origination in external tools and need data movement to stay consistent. Multi-user governance controls are a key selection factor because broker teams often need assignment rules, visibility boundaries, and auditability across cases.
A practical tradeoff is that teams seeking very specific LOS-to-lender payload formats may need deeper configuration work before submissions match lender expectations. MortgageHippo fits best when a brokerage wants one place to manage borrower communication context, task sequencing, and submission readiness for a recurring lender set.
- +Case status workflow reduces manual chase across lead to submission stages.
- +Automation rules handle assignment and routing without building custom scripts.
- +Structured borrower and stakeholder records support consistent handoffs.
- +Configurable lender submission steps support repeatable processing.
- –Tighter lender-specific submission formatting may require extra configuration cycles.
- –Admin changes can be difficult to roll back once workflows are actively used.
Small brokerage teams
Manage leads and borrower case stages
Fewer missed follow-ups
Wholesale broker operations
Standardize lender submission preparation
More consistent submissions
Show 2 more scenarios
Loan processors
Track readiness and internal tasks
Faster case throughput
Surfaces what each case needs next so processors work from status-driven checklists.
Broker management
Monitor performance across teams
Better operational visibility
Uses workflow states to measure progress and reduce reliance on manual spreadsheets.
Best for: Fits when broker teams want configured workflow automation with clear case tracking.
LendingPad
SMBCloud-native mortgage origination platform for brokers and lenders with built-in pricing engine.
Configurable stage gates that drive both task automation and the contents of lender-ready document packages.
LendingPad delivers mortgage broking software for managing deal workflows, document collection, and lender-facing submission steps. It centers on a structured application pipeline that links borrower inputs to generated application packages, reducing manual reshuffling between internal status tracking and external lender requirements.
The system supports automation around task assignment and conditional progress through stages, which helps teams keep files consistent as applications move from intake to submission. Admin users get configuration controls for required fields and templates so branded documents and lender-ready outputs stay aligned across deals.
- +Stage-based pipeline keeps submissions aligned with internal workflow states
- +Document templates reduce rework when producing borrower and lender packages
- +Task automation supports consistent handoffs across case progression
- +Configuration controls help standardize required inputs per deal type
- –Deep lender integration coverage depends on per-lender connection availability
- –Advanced governance needs disciplined configuration of roles and stage rules
Mortgage brokers and retail teams
Structured intake through borrower portal workflows
Less manual re-entry
Mortgage processors and compliance teams
Generate disclosures inside loan records
Disclosure stays connected
Show 2 more scenarios
Closing teams and third parties
Track closing packet signatures and milestones
Packet completeness visibility
Assemble closing documents and monitor signature progress with milestone tracking across remote or hybrid work.
Pricing and secondary-market teams
Compare rate and APR scenarios
More consistent pricing outputs
Use mortgage broking software rate inputs and discounting logic to generate consistent pricing and reviewable outputs.
Best for: Fits when brokerage teams need consistent intake-to-submission workflows with configurable templates and repeatable task stages.
Loanzify
SMBMobile mortgage platform providing borrower portal and loan management for brokers.
Stage-linked document requirements that drive checklist completion and move cases forward without ad hoc tracking.
Loanzify fits brokerages that run high volumes of submissions and need a repeatable process for managing borrower information, file completeness, and lender updates. The core workflow centers on moving applications through statuses while attaching requirements and document checklists to specific stages. Team operations benefit from centralized case records and consistent task assignment, which reduces reliance on spreadsheet status tracking.
- +Stage-based workflow ties tasks and required documents to deal progress
- +Centralized case records reduce handoff errors between junior and senior brokers
- +Workflow templates standardize common steps across multiple loan types
- +Integration-oriented submission steps reduce manual lender packaging
- –Complex broker customizations can require careful upfront configuration
- –Advanced automation depends on matching workflow stages to real submission steps
- –Reporting depth can lag after heavy process customization
- –Edge-case borrower scenarios may still need manual document reconciliation
Mortgage broking operations teams
Run checklist-driven readiness before submission
Fewer missing documents
Branch managers
Control pipeline status consistency
Cleaner pipeline reporting
Show 2 more scenarios
Broker teams
Standardize multi-product workflows
Faster file turnaround
Configurable templates keep common steps aligned while still supporting product-specific variations.
Submission coordinators
Reduce manual lender packaging
Lower rework cycles
Integration-driven submission workflows lower the need to manually reformat and resend data.
Best for: Fits when mid-size broking teams want standardized deal workflow and lender submission handoffs.
Optimal Blue
enterpriseMortgage product and pricing engine connecting brokers to investor pricing in real time.
Wholesale pricing and product eligibility logic that constrains which programs can be offered before loan submission packaging.
Optimal Blue is mortgage broking software built around wholesale pricing workflows and lender eligibility logic. Brokers use its rate and product feeds to support lender submissions, pricing changes, and document-ready loan packaging tied to channel rules.
- +Wholesale rate and program logic supports fast offer decisions
- +Investor and lender eligibility rules reduce mismatched product submissions
- +Automation reduces manual rework when pricing inputs change
- +Integration orientation supports LOS-to-lender submission workflows
- –Strong dependency on correct lender configuration for accurate outputs
- –Broker operations still require process discipline to avoid stale offers
Pricing analysts and operations analysts
Run payment and refinance scenario comparisons
Repeatable loan comparisons
Mortgage lenders and originators
Generate consistent quotes from rule sets
Less manual repricing
Show 2 more scenarios
Wholesale lenders and broker teams
Structure submissions using portal workflows
Fewer manual handoffs
Use configured investor and program data to standardize broker submission structures inside mortgage broking software.
Lenders and underwriters
Apply eligibility rules during pricing
Fewer submission errors
Enforce investor and program eligibility during pricing and submission so teams avoid later manual exception checks.
Best for: Fits when brokers need wholesale product eligibility and fee-calculated offers routed into lender submission steps.
Nextwave CRM
SMBMortgage CRM software with marketing automation, customer journeys, and partner relationship management.
Status-to-task workflow engine that auto-generates follow-up actions when lead or case stages change.
Nextwave CRM is a mortgage broking workflow and relationship system that focuses on lead capture, pipeline management, and structured case follow-up. It centralizes borrower and loan activity records so advisers can track tasks, documents, and lender communication in one place.
- +Status-driven workflows keep case tasks aligned with pipeline stages
- +Centralized borrower and activity timeline reduces context switching
- +Team ownership and routing support consistent handoffs
- +Integration-oriented extensibility helps connect CRM events to external tooling
- –Advanced mortgage operations still depend on external tools for lender submission steps
- –Complex branching workflows require careful configuration discipline
- –Reporting depth can lag behind specialized loan origination systems
- –Document handling workflow is strong for follow-up but limited for deep condition workflows
Mortgage advisers and case owners
Route leads and cases by status changes
Work routed correctly
Loan teams managing handoffs
Track tasks and documents per lender communication
One shared case view
Show 1 more scenario
Brokers integrating external mortgage processes
Connect internal workflows via API
Automated operational connections
Extend mortgage broking software workflows through API-oriented extensibility to connect internal processes to external systems.
Best for: Fits when brokers need CRM-first lead and case tracking with automation, while handling lender submissions elsewhere.
Lender Price
enterpriseCloud-based product pricing engine delivering investor pricing to brokers and lenders.
Broker-side rate and fee capture is designed to feed submission-ready lender package data, rather than leaving pricing as unstructured notes.
Lender Price targets mortgage broking workflows with built-in rate and fee capture, plus structured lender and product mapping for submissions. Brokers can configure approval, document packaging, and status tracking so deals move from lead intake through lender handoff. The tool’s distinction is its focus on getting broker-side pricing and deal attributes into a repeatable submission format for lender processing.
- +Structured rate and fee capture reduces deal rework
- +Deal status tracking supports clearer broker-client visibility
- +Configuration supports consistent lender submission outputs
- +Workflow steps reflect common broker handoff stages
- –Integration depth for lender systems can limit straight-through processing
- –Automation coverage depends on how submissions are configured
- –Admin governance features like fine-grained RBAC are not clearly evidenced
- –Reporting depth for compliance-focused reporting appears limited
Mortgage lenders and originators
Centralize rates and fee calculation rules
Repeatable quote calculations
Mortgage brokers and loan officers
Compare purchase and refinance options
Clearer option selection
Show 2 more scenarios
Mortgage operations teams
Link conditions and handoffs to milestones
Structured movement between roles
Connect pricing scenarios to conditions, documents, compliance steps, and operational handoffs across stages.
Mortgage brokers and correspondent lenders
Reuse deal data for submission artifacts
More structured handoffs
Prepare lender-ready artifacts by reusing deal data to support structured lender selection and submission handoffs.
Best for: Fits when broker teams need repeatable pricing capture and lender submission workflows with moderate automation.
BNTouch Mortgage CRM
SMBMortgage-specific CRM with automated marketing and loan origination workflows for brokers.
Deal-centered task tracking that links contact engagement to stage-based next actions inside the same record.
BNTouch Mortgage CRM is used to run mortgage lead capture, relationship management, and end-to-end deal tracking from first contact through application milestones. Core capabilities include centralized client profiles, activity histories, task and pipeline management, and configurable workflows for mortgage conversations and follow-up.
- +Mortgage-focused pipeline stages and deal record structure
- +Built-in task and follow-up automation tied to contact activity
- +Centralized client profiles with interaction history for continuity
- +Configurable workflows for routing and stage-based next steps
- –Limited visibility into lender and LOS submission details inside deal stages
- –Automation depends on careful workflow configuration and data hygiene
- –Fewer enterprise governance controls than CRMs built for large broker networks
- –Less documentation for deep extensibility via developer API
Mortgage broker marketing teams
Automate outreach sequences to leads
More consistent outreach
Mortgage brokers and loan officers
Manage lead and application pipelines in stages
Shared view of progress
Show 2 more scenarios
Mortgage branch teams
Standardize sales to operations handoffs
Less lost context
Use configurable stages and required workflow actions to create a consistent path from lead intake to processing.
Sales and operations managers
Review stage status and task progress
More structured pipeline reporting
Review stage status, activity, and task progress to support daily mortgage pipeline discussions.
Best for: Fits when small mortgage broker teams need guided follow-up workflows tied to pipeline stages.
Floify
SMBMortgage point-of-sale platform automating borrower document collection for brokers.
Stage-linked file data reuse across the workflow prevents rekeying and keeps lender submissions consistent.
Floify is mortgage broking software designed around an end-to-end broker workflow from lead intake through lender submission. It focuses on structured application capture, document handling, and guided progress tracking for each loan file.
- +File stage tracking reduces missed handoffs during lender submission
- +Reusable applicant and deal fields cuts duplicate data entry across tasks
- +Document workflow supports consistent packaging for loan applications
- +Integration options support lender and system connections in broker ops
- –Broker-specific workflow changes may need governance and process discipline
- –Advanced automation depth depends on integration coverage per lender
Mortgage operations managers
Identify stalled loans with stage views
Greater visibility into bottlenecks
Loan officers and operations teams
Collect application data with guided intake forms
Less manual re-entry
Show 2 more scenarios
Brokers and underwriting stakeholders
Organize tasks and documents for underwriting
Fewer unclear next steps
Coordinate mortgage broking software tasks, documents, statuses, and ownership as loans move from application to underwriting-ready submission.
Processors and borrowers
Send stage-based borrower progress messages
Fewer routine status inquiries
Use status-linked messages to keep applicants informed as workflow stages change in mortgage broking software.
Best for: Fits when a brokerage needs structured file workflows and repeatable submission packaging across multiple lenders.
Conclusion
After evaluating 9 mortgage broking software, ARIVE stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right Mortgage Broking Software
This buyer's guide covers mortgage broking software used to manage lead intake, stage-based deal processing, and lender submission handoffs across MortgageHippo, Loanzify, ARIVE, LendingPad, BNTouch Mortgage CRM, Optimal Blue, Lender Price, Floify, Aidium, and Nextwave CRM.
The evaluation emphasis stays on integration depth and automation surfaces that move cases forward without manual chasing, plus admin and governance controls that keep workflow changes from breaking active submissions.
Mortgage Broking Software for stage-based deal workflow, document packaging, and lender submission handoffs
Mortgage broking software centralizes borrower and deal records, then drives case progression with configured stage gates, task generation, and document package assembly so teams can reach lender-ready submissions with consistent formatting. Many tools use stage-linked requirements so document checklists advance based on workflow progress rather than ad hoc tracking.
MortgageHippo ties lead intake through submission readiness to task assignment using a configurable case workflow, while Loanzify links tasks and required documents to deal stages so cases move forward as milestones update. Other entries vary by how tightly pricing and eligibility logic constrain options before packaging, or by how much automation is governed inside the same record versus handled by external lender tools.
Mortgage Broking Software evaluation criteria for workflow automation and handoffs
Mortgage broking software succeeds when stage gates turn borrower and deal facts into the next task and the next lender-ready packaging step without manual chasing. It also fails when workflow automation sits beside submissions, because brokers then rebuild the same status decisions in multiple systems.
Configurable stage workflow that drives tasks from intake to submission readiness
MortgageHippo uses a configurable case workflow that ties lead intake through submission readiness to task assignment. Loanzify and ARIVE link stage progress to what tasks and documents happen next so handoffs stay consistent between brokers and processors.
Document requirements tied to deal stages instead of ad hoc checklists
Loanzify’s stage-linked document requirements push checklist completion as a deal moves forward. LendingPad and Aidium also generate lender package structure from configured stage gates so the contents stay aligned with internal workflow states.
Lender-ready packaging behavior mapped to submission steps
LendingPad builds configurable stage gates that drive both task automation and the contents of lender-ready document packages. Aidium keeps field-level structure consistent from intake to lender handoff through submission package generation.
Pricing, eligibility, and program constraints before packaging
Optimal Blue constrains which programs can be offered using wholesale pricing and product eligibility logic before packaging. Lender Price captures rate and fee data in structured form that feeds submission-ready lender package data rather than unstructured notes.
Data reuse across workflow stages to reduce rekeying and missed handoffs
Floify uses stage-linked file data reuse so applicant and deal fields can carry across tasks without rekeying. MortgageHippo focuses on case status workflow routing, while Floify targets consistency of file data throughout lender submission packaging.
How to choose Mortgage Broking Software for governed workflows and lender submission consistency
The selection turns on whether the team wants workflow automation inside the broking system or controlled handoffs that keep lender submission complexity elsewhere. The right choice also depends on whether workflow states can be configured to match how lenders and internal processing actually progress, because stage mismatches create rework.
Choose the system that owns stage-to-task automation for broker processing
If stage progress must directly assign work across the case lifecycle, MortgageHippo is built around a configurable case workflow that routes tasks as submission readiness changes. If deal stages must also bind tasks to required documents, Loanzify and ARIVE link stage movement to both tasks and document requirements.
Pick a workflow philosophy based on how documents are driven
If the team wants checklist completion that advances as stages change, Loanzify’s stage-linked document requirements reduce ad hoc tracking. If the team needs stage gates that also populate lender-ready document package contents, LendingPad uses configurable templates and stage rules to keep package structure repeatable.
Map lender submission packaging to internal milestones without duplicating status logic
If the submission package should be generated from configured workflow steps inside the same tool, Aidium keeps submission package generation tied to broker milestones. If the team expects lender systems to handle packaging while the broking system manages CRM-first follow-up, Nextwave CRM focuses status-to-task workflow and pushes advanced mortgage operations to external tools.
Decide whether pricing and eligibility constraints should happen before offer decisions
If brokers need wholesale rate and product eligibility rules to limit program choices before submission packaging, Optimal Blue provides investor and lender eligibility logic plus fee-calculated offers. If brokers must capture rate and fee data in structured form to feed lender package data, Lender Price emphasizes repeatable pricing capture and deal status visibility.
Validate how lender variation affects onboarding and configuration
If lenders have different eligibility and document rules across channels, ARIVE flags higher configuration effort when eligibility and document rules vary by lender. If the operation depends on configuring roles and stage rules for governance, LendingPad warns that advanced governance needs disciplined configuration of roles and stage rules.
Assess whether file reuse reduces rekeying across lender submission sequences
If the workflow needs file stage tracking and reusable applicant and deal fields across multiple lenders, Floify’s stage-linked file data reuse is designed to prevent missed handoffs. If case tracking must stay anchored to lead status and activity timelines inside the same record, BNTouch Mortgage CRM links contact engagement to stage-based next actions.
Who Mortgage Broking Software fits best for workflow automation and lender handoffs
Mortgage broking software fits teams that run multi-step case lifecycles and need stage changes to trigger tasks and package assembly without spreadsheet chasing. It also fits brokers who want consistent formatting for lender submissions when internal brokers and processors update cases across the pipeline.
Mortgage brokerages that standardize intake and submission readiness through one case workflow
MortgageHippo is a fit when case stages must route task assignment from lead intake to submission readiness, because case status changes drive work. Loanzify and LendingPad also fit when stage gates must govern both task automation and package contents for lender handoff.
Mid-size broker teams that need stage-linked documents to prevent checklist drift
Loanzify supports stage-based workflow that ties tasks and required documents to deal progress so junior and senior brokers reduce handoff errors. ARIVE supports rule-driven task and document orchestration that advances through lender submission stages with controlled handoffs.
Broker teams that want pricing and eligibility logic to constrain programs before packaging
Optimal Blue suits brokers who need wholesale pricing and product eligibility rules that prevent mismatched product submissions. Lender Price suits teams that want structured rate and fee capture that feeds submission-ready lender package data.
Brokerages that run lender submissions across multiple lenders and want file reuse to reduce rekeying
Floify supports stage-linked file data reuse across the workflow so lender submissions stay consistent without rekeying. MortgageHippo supports configured case tracking that reduces manual chase across submission stages when file reuse alone is not enough.
Small broker teams that manage follow-up inside CRM but keep advanced lender submission elsewhere
BNTouch Mortgage CRM fits when deal record task tracking must connect contact engagement to stage-based next actions in one place. Nextwave CRM fits when status-to-task automation is needed for lead and case tracking while lender submission steps are handled by external tools.
Common pitfalls when buying Mortgage Broking Software for lender submission workflows
Many failures start when workflow stages are configured to internal tasks instead of aligning with how lender submissions progress. Other failures happen when teams assume automation is automatic, then underestimate governance discipline needed to keep stages and packaging consistent.
Buying workflow automation but leaving stage definitions mismatched to lender submission steps
Loanzify warns that advanced automation depends on matching workflow stages to real submission steps. ARIVE flags higher configuration effort when eligibility and document rules vary by lender, so stage mismatches quickly become rework.
Over-trusting deal-level tracking when lender submission details must remain consistent
BNTouch Mortgage CRM provides deal-centered task tracking but limits visibility into lender and LOS submission details inside deal stages. Nextwave CRM keeps advanced mortgage operations dependent on external tools for lender submission steps, so incomplete in-tool visibility can hide submission drift.
Treating workflow edits as low-risk after the pipeline is actively in use
MortgageHippo notes that admin changes can be difficult to roll back once workflows are actively used, which increases risk if stage gates are edited late. This creates production risk for teams that change branching logic without a governance process.
Ignoring lender connection coverage when document package content depends on integrations
LendingPad ties stage gates to lender-ready package contents, but deep lender integration coverage depends on per-lender connection availability. Floify also depends on integration coverage per lender for advanced automation depth, so missing integrations can break expected packaging behavior.
Assuming pricing and eligibility logic will be accurate without lender configuration discipline
Optimal Blue cautions that accurate outputs depend on correct lender configuration. Lender Price emphasizes structured rate and fee capture for submission-ready package data, so incomplete lender configuration can still cause downstream mismatch.
How We Selected and Ranked These Tools
We evaluated MortgageHippo, Loanzify, ARIVE, LendingPad, BNTouch Mortgage CRM, Optimal Blue, Lender Price, Floify, Aidium, and Nextwave CRM against workflow automation behavior that drives tasks and document packaging from lead intake to lender submission readiness. Features account for 40% of the scoring, with automation behavior across stages and how each tool produces consistent lender-ready package structure.
Ease and value each account for 30%, with ease reflecting onboarding friction from workflow and rule configuration and value reflecting how much manual chasing the tool eliminates. MortgageHippo ranked highest because its configurable case workflow ties lead intake through submission readiness to task assignment and its case status workflow reduces manual chase across lead to submission stages without requiring custom scripts.
Frequently Asked Questions About Mortgage Broking Software
How should a brokerage choose between MortgageHippo and ARIVE for intake-to-submission workflow automation?
Which tool is better for stage-linked document requirements that move cases forward without ad hoc tracking?
What breaks if lender-facing submission packaging is not aligned with lender field structures?
When does Floify’s stage-linked data reuse matter most compared with general pipeline tracking?
How do integrations and APIs affect lender submission workflows in ARIVE versus Nextwave CRM?
How do admin controls differ across LendingPad and MortgageHippo for multi-user broker teams?
What audit trail expectations should brokers set when using Aidium versus ARIVE?
Which tool fits broker teams that need wholesale product eligibility constraints before offering programs?
How should brokers handle commission split and fee engine workflows when moving from deal tracking to submission packages?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
Funding and competing interests
This study was co-funded by several of the vendors assessed in it. No single vendor funded it. Funders could propose the market studied.
They had no role in selecting vendors, setting or weighting criteria, analysing data or drawing conclusions, and they received the same factual-accuracy check as every other vendor assessed.
Market definition, inclusion rules and criteria weights were fixed by an editor before research began and did not change afterwards. Editorial process →
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