BNTouch Mortgage CRM

BNTouch Mortgage CRM

Your Mortgage CRM & Marketing Tools Anywhere.

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.


Images

BNTouch Mortgage CRM Software - BNTouch lead conversion marketing
BNTouch Mortgage CRM Software - BNTouch post funded follow-up
BNTouch Mortgage CRM Software - BNTouch marketing videos screenshot
BNTouch Mortgage CRM Software - BNTouch pre-built content
BNTouch Mortgage CRM Software - BNTouch loan portal
View 9 more
BNTouch Mortgage CRM video
BNTouch Mortgage CRM video
BNTouch Mortgage CRM video
BNTouch Mortgage CRM video
BNTouch Mortgage CRM Software - BNTouch lead conversion marketing
BNTouch Mortgage CRM Software - BNTouch post funded follow-up
BNTouch Mortgage CRM Software - BNTouch marketing videos screenshot
BNTouch Mortgage CRM Software - BNTouch pre-built content
BNTouch Mortgage CRM Software - BNTouch loan portal

Not sure about BNTouch Mortgage CRM? Compare with a popular alternative

BNTouch Mortgage CRM

4,4 (66)
VS.

Starting Price

US$165,00
month
No pricing found

Pricing Options

Free version
Free trial
Free version
Free trial

Features

33
16

Integrations

5
2

Ease of Use

4,1 (66)
2,8 (4)

Value for Money

4,3 (66)
3,3 (4)

Customer Service

4,4 (66)
3,0 (4)
Green rating bars show the winning product based on the average rating and number of reviews.

Alternatives

Big Purple Dot

3,3
#1 Alternative to BNTouch Mortgage CRM
Big Purple Dot is a real estate CRM software that helps mortgage lenders and realtors collaborate with team members to...

HubSpot CRM

4,5
#2 Alternative to BNTouch Mortgage CRM
Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging...

karmaCRM

4,5
#3 Alternative to BNTouch Mortgage CRM
karmaCRM is a customizable CRM tool for small businesses to engage with customers and keep track of the leads that...

Surefire CRM

4,6
#4 Alternative to BNTouch Mortgage CRM
Surefire CRM is a customer relationship management software designed to help mortgage businesses generate leads and...

Reviews

Overall rating

4,4 /5
(66)
Value for Money
4,3/5
Features
4,4/5
Ease of Use
4,1/5
Customer Support
4,4/5

Already have BNTouch Mortgage CRM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 66
Jeremy M.
Jeremy M.
Overall rating
  • Industry: Banking
  • Company size: 201–500 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Mortgage Teams & BNTouch CRM

Reviewed on 2021/05/24

I am still using BNTouch so that has to amount for something. We expected to go to another crm 6...

I am still using BNTouch so that has to amount for something. We expected to go to another crm 6 months down the line when new features opened up, but bntouch has everything we need and it continues to grow for us.

Pros

BNTouch is an important part of my day. The system has availability for you to set up everything inside a crm where other companies have these features locked out. It is

Cons

There are way too many options to choose from. It took us a while to set up the system to work how we wanted it to. In comparison this is just as salesforce is with their software.

Reasons for Choosing BNTouch Mortgage CRM

pipedrive is limited to its resources and its features. We needed a crm that had marketing automation, website building capabilities, email marketing, lead capture and nourish and much more and bntouch had that whereas pipedrive did not.

Switched From

Pipedrive
Becky
Overall rating
  • Industry: Real Estate
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Love BNTouch

Reviewed on 2024/01/31

Great, I've used it for 5 years and I'm super happy with it.

Great, I've used it for 5 years and I'm super happy with it.

Pros

I love the tasks you can assign so I never miss following up and I don't lose sleep wondering if I forgot to follow up on something

Cons

The canned emails can be a little corny but it's nice we can customize.

Dan
Overall rating
  • 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%.

Jeff
Overall rating
  • Industry: Banking
  • Company size: 5 001–10 000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great Product

Reviewed on 2023/12/08

Pros

I have been using BNTouch for 5 years and it is simple to use and has so many features that help you keep track of your marketing and staying in touch by tasks, email video and text. I have fund no cons using this software and the support is fantastic, if you need a CRM for your mortgage business BNTouch is the best choice.

Cons

No Cons the software is easy to use and the support is great

Alternatives Considered

Shape and Jungo

Reasons for Choosing BNTouch Mortgage CRM

Easy of use and many add on's and the support is great

Switched From

Shape and Jungo
Amanda
Overall rating
  • Industry: Banking
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Overall a great CRM

Reviewed on 2024/01/31

Customer service has been GREAT! We are new to BN Touch and keep learning more functions daily.

Customer service has been GREAT! We are new to BN Touch and keep learning more functions daily.

Pros

Professional content, customer service is superb.

Cons

lacking ease of use for some functions and requires a great deal of time to get used to product, but once learned it's a great tool.

Showing 5 reviews of 66 Read all reviews

BNTouch Mortgage CRM FAQs

Below are some frequently asked questions for BNTouch Mortgage CRM.

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.

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

BNTouch Mortgage CRM supports the following languages:

English

BNTouch Mortgage CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

BNTouch Mortgage CRM integrates with the following applications:

Dropbox Backup, Google Calendar, MeridianLink Mortgage, Microsoft Outlook, Zapier

BNTouch Mortgage CRM offers the following support options:

Email/Help Desk, Knowledge Base, Phone Support, Chat

Related categories

See all software categories found for BNTouch Mortgage CRM.