BNTouch Mortgage CRM Reviews

I’ve been in the mortgage industry for over 10 years and have worked with dozens of CRM systems promising increased efficiency and ROI. From my experience, only BNTouch has delivered. Its obvious this was designed from the get go as a mortgage CRM. Navigation is intuitive and I was up and running in less than a few hours. I love the mobile app, its fully functional, not some watered down version of web version. It allows me to work on the go without any hesitation. Support is very responsive with any issues you may encounter. Seamless integration with my lead sources (Free Rate Update & Zillow) & RingCentral was the clincher for my business. All in all, there is no better mortgage CRM on the market!

Mobile app can be slow at times but works 95% of the time without issues.

Can easily keep track of former and new clients along with sending communication out to all clients with just a few clicks of the button.

Sometimes hard to navigate and learning what categories go with what type of lead or client.

It is geared for Mortgage industry and ease of use

Not very robust compared to other CRM - lacks a lot of features

What I really like about BNTouch Mortgage CRM is how well it caters specifically to the mortgage industry. The mortgage-specific features, like loan tracking and document management, make my day-to-day tasks so much easier to manage. The integrated marketing tools are also a big plus—I can easily run email and SMS campaigns without needing a separate platform. I appreciate the customization options, allowing me to tailor the system to fit my unique workflow. The client portal is another highlight; it lets my clients securely upload documents and track their loan progress, which makes the whole process smoother for everyone. Plus, the reporting and analytics tools give me the insights I need to measure performance and make smarter business decisions. Overall, BNTouch helps me streamline my work and build better relationships with my clients, which is why I find it so valuable.

While I appreciate many aspects of BNTouch Mortgage CRM, there are some downsides I've noticed. The learning curve can be steep due to the platform's comprehensive features and customization options, which can be a bit overwhelming at first. The cost is also a consideration—it can be pricey, especially for smaller teams or individuals. I've found that the available third-party integrations are somewhat limited, which can be frustrating if you rely on specific tools. The user interface feels a bit outdated, making it less intuitive than other systems I've used. Additionally, while the customization options are great, they can be complex and time-consuming to set up. Lastly, I've experienced some delays with customer support, which can be challenging when I need quick assistance.

The value and features it offers for the price

The interface could be made better and easier to navigate/use without needing support

It keeps track of all my past clients. I have refused to change my CRM because it keeps up with everything so well and sends out constant content to my past clientele that is relevant to my industry. All of my clients love the content it posts for me and it is essentially 100% self sufficient.

Sometimes the content leans on the more liberal side of advertising but it is easy enough to change the content to fit your personal touch.

Couldn't be happier with how BNTouch helps me run my mortgage business.

When it lags and I have to refresh to make the interface work

Ease of Use (once I figured out how to use it.
Multifaceted
Flexibility
Able to integrate with Lending Pad which we also use.

There is a lot that you can do so at first it might be overwhelming to some.

Easy to use, and like the ability to email from system and upload documents to system.

Nothing, I haven't found anything yet I don't like.

I have used BNtouch for almost 10 years now and have become incredibly proficient with it. its much more customizable then you initially realize. A solid piece of technology and has tremendous customer support . Keely is amazing!!!

It needs a true POS with auto document collection, a payment calculator that buyer can use, as well as, the ability for realtor, lender, buyer to generate an on demand pre qual letter that is parameter based

The monthly email of newsletters is convenient

I would like it to be identical to Simple Nexus/Surefire but I understand you get what you pay for

This is my first ever CRM to get and it's very simple to start out with, but allows flexibility to expand as you get more comfortable with it.

There are some bugs that occur like frequently creating duplicate client information whenever I update a client file in my LOS system and then I have to either delete the duplicate or merge it with the original.

Ease of use and how it syncs with my origination system.

Seemingly unlimited options which can be daunting at first

I like the features it has and ease of use.

Its a lot of information to learn to get used to the system but once learned it is a good system.

This CRM has transformed the accessibility and accountability of marketing my existing database of clients and partners.

setting up campaigns are a bit tough to understand, and all training videos are online which can be a bit tough to get.

Plenty of options and easy to use platform.

too many options and it took some time to learn

I do like what it is SUPPOSED to do. And I like it WHEN it works. The unfortunate truth is that the system literally crashes weekly.

The system is always glitching, crashing and their customer service does not exist. You think your email and text messages are being sent to clients, leads, prospects. But in reality, they aren't. When you call for service there is always some excuse. This goes on repeatedly. Ask them to waive your monthly fee, or reduce it for poor service, nope. You get to pay full price for a product/service that underperforms repeatedly. The challenge is, finding another CRM once you are used to using their system. If you are looking for a mortgage CRM, TRUST ME... look elsewhere! We just lost a $7,800 commission today because we thought we were communicating with a client via text. Just to find out, they were not being sent out! Go elsewhere, you will be much happier... and treated with real customer service.

The automation is very helpful and intuitive once you have mastered implementing it.

The learning curve was pretty steep but the team was there to walk us through it

I love texting and having my whole database at the top of my fingers

I wish it was more customizable and had more videos

The integration for mortgage CRM software is excellent. They are adding new features that make sense for the user and the company.

None at this time. We will be using the software daily with the entire team.

I signed up for this product because I liked what it had to offer. I had Media Center for many years and it did a great job. They set it up for me; however it did not draw information from Calyx POINT when I changed companies. They were bit expensive too. BN Touch costs was less than Media center but more than Jungo. BN touch have great videos.

No good customer support. The IT representative was really good; he managed to get it connected to my Point. However, I had to figure out calling calyx and bunch of numbers to enable him to do what was needed. I spent 1 month or more for that while paying for BN touch. Now that is resolved; I really needed someone from customer support to guide me on the phone so that I can set up marketing and other stuff the correct way. I didn't want to set up something wrong and I look stupid to my clients. BN customer support sent me an email to watch the videos and the email said to connect with them after watching the videos. They didn't ask if I have watched videos or not. No one picked up the phone to call me. For that reason, unless you are really confident that you can set it up in 2 months, don't sign up. If your current system works 80% stick to it.

I really like how I can do everything I want as far as markleting on one plstform.

NA The product has met all of my expectations