BNTouch Mortgage CRM
About BNTouch Mortgage CRM
Your Mortgage CRM & Marketing Tools Anywhere.
Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere on any device. See why BNTouch's Mortgage CRM & Mobile App have over 250 five star reviews.
Features Include:
- Interact with your CRM, borrowers and partners using the world's first Mortgage AI Assistant.
- Get quick access to your database via a searchable list of your borrowers & partners.
- Send emails, calls, texts, postcards and video messages on the go.
- Create, manage & edit contacts in any of your pipelines & databases.
- Setup & receive instant alerts for new leads, birthday, tasks, etc.
- Schedule tasks, create notes and manage your calendar.
- Check your loan conversion, closed and top lead source stats anytime.
- Start, stop and view any of your current/past marketing campaigns.
- Track marketing success, make notes and latest calls with the events tracker.
- Add contacts quickly by scanning business cards.
- Accept newly assigned leads into your pipeline and view your lead history.
- Be automatically notified of new refinance opportunities.
- Upload and view documents to be shared with your office or your borrowers.
Key benefits of BNTouch Mortgage CRM
- Interact with your CRM, borrowers and partners using the world's first Mortgage AI Assistant.
- Get quick access to your database via a searchable list of your borrowers & partners.
- Send emails, calls, texts, postcards and video messages on the go.
- Create, manage & edit contacts in any of your pipelines & databases.
- Setup & receive instant alerts for new leads, birthday, tasks, etc.
- Schedule tasks, create notes and manage your calendar.
- Check your loan conversion, closed and top lead source stats anytime.
- Start, stop and view any of your current/past marketing campaigns.
- Track marketing success, make notes and latest calls with the events tracker.
- Add contacts quickly by scanning business cards.
- Accept newly assigned leads into your pipeline and view your lead history.
- Be automatically notified of new refinance opportunities.
- Upload and view documents to be shared with your office or your borrowers.
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Reviews
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- Industry: Financial Services
- Company size: 1,001–5,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Best Mortgage CRM for mortgage pros!
Reviewed on 2021/08/17
Pros
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!
Cons
Mobile app can be slow at times but works 95% of the time without issues.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
BN Touch Review
Reviewed on 2024/01/31
Pros
Database management, reminders, agent insights, flow to LendingPad.
Cons
Updates on user friendly usage, but any tech innovation undergoes updates
- Industry: Financial Services
- Company size: 1,001–5,000 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 0.0 /10
Lots of functionality poor execution
Reviewed on 2024/01/31
Clunky. Dated. Old tech. Hard to search. No keywords. Finicky. Buggy.
Clunky. Dated. Old tech. Hard to search. No keywords. Finicky. Buggy.
Pros
This crm is clunky at best. It is not visually appealing, dashboard does not aid sales process, hard to searxh and manage contacts and pipelines. All kinds of functionality and low low low ease of use.
Cons
Overly complicated and lots of hidden info. Hard to search. App absolutely sucks. Seriously, as if it was made in 1999. It has near zero functionality. Hire 20 current and accomplished makers of apps and start over entirely. It should have 95% of the functionality as the desktop. Currently it has 2%.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
I highly recommend BNTouch to anyone in the market for a mortgage CRM!
Reviewed on 2021/02/25
BNTouch makes it super simple to keep in contact with Realtor/referral partners, potential and past...
BNTouch makes it super simple to keep in contact with Realtor/referral partners, potential and past clientele. Being able to track each lead makes the followup process so much less painstaking than other, more overly complicated CRMs.
Pros
The functionality and usability of BNTouch is by far one of the easiest I have used. The customer service is top notch and the staff are quick and responsive when you have a question in regards to how a function works!
Cons
One of the only gripes I have with BNTouch is the lack of being able to customize the look and feel of the CRM itself. While I do understand that function is more important than form for productivity, when you're staring at a screen for hours upon hours per day, being able to make it your own would help with the eye strain and mental fatigue that tends to happen over time.
Alternatives Considered
ShapeReasons for Choosing BNTouch Mortgage CRM
Cost per user, lack of features and lack of future integration with other leading software providers.Switched From
Big Purple DotReasons for Switching to BNTouch Mortgage CRM
Usability, cost, required setup time, integration with other LOS softwares.- Industry: Financial Services
- Company size: 1,001–5,000 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Amazing product for a great price.
Reviewed on 2021/08/17
Using it daily for 6 months, keeping track of new leads, inbound client referrals, setting tasks...
Using it daily for 6 months, keeping track of new leads, inbound client referrals, setting tasks daily, etc.
Pros
It is a huge competitor with Salesforce. It is user friendly, and great for setting tasks and reminders.
Cons
I wish there was more customization features to allow us to tailor things exactly to our needs.
Alternatives Considered
Salesforce StarterReasons for Choosing BNTouch Mortgage CRM
User friendly products, streamlined service.Switched From
Salesforce StarterReasons for Switching to BNTouch Mortgage CRM
Pricing, productivity, and prime customer service.BNTouch Mortgage CRM FAQs
Below are some frequently asked questions for BNTouch Mortgage CRM.Q. What type of pricing plans does BNTouch Mortgage CRM offer?
BNTouch Mortgage CRM offers the following pricing plans:
- Starting from: US$165.00/month
- Pricing model: Subscription
- Free Trial: Not Available
BNTouch offers plans for mortgage companies of every size, starting from $148 for the Individual plan with an activation fee of $99. The plan contains a limit of 2,500 records and unlimited emails, campaigns, text, voice, and video marketing benefits. Pricing for the Team plan starts $79 per user per month with an activation fee of $79 per user. Contact BNTouch for pricing details for the Enterprise plan.
Q. Who are the typical users of BNTouch Mortgage CRM?
BNTouch Mortgage CRM has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does BNTouch Mortgage CRM support?
BNTouch Mortgage CRM supports the following languages:
English
Q. Does BNTouch Mortgage CRM support mobile devices?
BNTouch Mortgage CRM supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does BNTouch Mortgage CRM integrate with?
BNTouch Mortgage CRM integrates with the following applications:
Calyx Point, Dropbox Backup, EncompaaS, Facebook Apps and Tabs, Google Calendar, LendingPad, MeridianLink Mortgage, Microsoft Outlook, Zapier
Q. What level of support does BNTouch Mortgage CRM offer?
BNTouch Mortgage CRM offers the following support options:
Email/Help Desk, Knowledge Base, Phone Support, Chat
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