About BNTouch

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

- 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.

Devices

Business size

S M L

Markets

United States, Canada, Australia

Supported Languages

English

Images

BNTouch lead conversion marketing
BNTouch post funded follow-up
BNTouch marketing videos screenshot
BNTouch pre-built content
BNTouch loan portal
View 6 more
BNTouch video
BNTouch video
BNTouch video
BNTouch video
BNTouch screenshot: BNTouch lead conversion marketing BNTouch screenshot: BNTouch post funded follow-up BNTouch screenshot: BNTouch marketing videos screenshot BNTouch screenshot: BNTouch pre-built content BNTouch screenshot: BNTouch loan portal

Features

Total features of BNTouch: 40

  • API
  • Application Sharing
  • Automatic Lead Distribution
  • CRM Integration
  • Campaign Analysis
  • Campaign Management
  • Campaign Scheduling
  • Chat
  • Client Portal
  • Collaboration Tools
  • Collaborative Workspace
  • Compliance Management
  • Contact Management
  • Customizable Templates
  • Digital Signature
  • Document Management
  • Document Templates
  • Drag & Drop Interface
  • Email Alerts
  • Email Distribution
  • Email Integration
  • Email Invitations & Reminders
  • Email Marketing Management
  • Email Notifications
  • Email Tracking
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Partner Portal
  • Pipeline Management
  • Receiving
  • SMS Integration
  • SMS Marketing Managment
  • Social Media Integration
  • Survey Management
  • Surveys & Feedback
  • Task Scheduling
  • Template Management
  • Website Management

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Reviews

Overall rating

4,3 /5
(27)
Value for Money
4,3/5
Features
4,3/5
Ease of Use
4/5
Customer Support
4,3/5

Already have BNTouch?

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Showing 5 reviews of 27
Verified Reviewer
Overall rating
  • Industry: Financial Services
  • 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 10.0 /10

New to the CRM

Reviewed on 2018/09/06

Integrate all of our product solutions to a web-based platform. Our team is mobile and needs to be...

Integrate all of our product solutions to a web-based platform. Our team is mobile and needs to be in contact with clients and partners daily. This system does that!

Pros

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

Cons

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

Andrew M.
Overall rating
  • Industry: Real Estate
  • Company size: 11-50 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

Helpful after learning curve

Reviewed on 2020/11/25

Pros

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

Cons

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

Ali O.
Overall rating
  • Industry: Financial Services
  • 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 2.0 /10

I didn't love it

Reviewed on 2017/05/02

Pros

Customer service was always willing to help with issues, and they really tried their best, but response times were pretty long, making it difficult to deal with.

Cons

We used it for several months and my team, including myself, still found it to be not at all user-friendly or intuitive. I know there's a learning curve with these sorts of things, but after 4 months, we should have been able to at least have more than a super basic understanding of how to store contacts and send emails. We constantly had questions about how to perform certain automated marketing functions, and in order to ask the questions, we had to submit support tickets, some of which wouldn't be addressed for a couple days. Additionally, the website says the mortgage pipeline is fully customizable, but we found this to not at all be the case. As a result, the pipeline was fairly useless to us, because we couldn't display it in a way that made sense for our business.

Response from Yuri

Thank you for your feedback, We feel sorry that you left us with such opinion of our service. We would like to mention that each of our implementation specialists have a direct number that you can call during business hours or request a one on one session. Working with tickets gives you and us the ability to effectively track your requests to make sure they are handled properly. We carefully reviewed the history of our relationship and we can confirm that all your tickets and requests were addressed in a timely manner.

A review such as this is great way for us to learn where we can improve. One of the hurdles to overcome when implementing a new software solution is having an unbiased perspective when it comes to terminology. We can certainly greatly customize the area we call pipeline, however, an end user's definition of pipeline may be different. This is where the objectives and goals come into play. We would be happy to answer any questions or concerns your may have for us, please give us a call!

Thanks,
Yuri

Whitney O.
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 10.0 /10

We love BNTouch!

Reviewed on 2020/11/30

Pros

Bntouch is incredibly easy to use- and if anything seems too daunting, the support team is very prompt and explains the best way to problem solve. We are able to get creative with our emails and communications as well.

Cons

Generally, we have no complaints about BNTouch!

Dawn J.
Overall rating
  • Industry: Real Estate
  • 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 9.0 /10

No stranger to CRM's

Reviewed on 2019/03/13

I like this system... and am happy that we chose it. It has a lot to offer (some of which, I'm...

I like this system... and am happy that we chose it. It has a lot to offer (some of which, I'm still learning) and I can tell there is potential for growth within the system... I'm looking forward to roll outs of new features.

Pros

I love that it's specific to the Real Estate industry.
It has multiple uses to encourage, remind and assist with keeping in contact with clients and associates.
I like that the marketing section has articles and meme's that you can post onto your social media very easily.
The 'Support Team' is AMAZING! No matter my questions (and I have a lot of them!) they always respond, our Rep is always very helpful and responds with visuals to explain his answers, and tech support is just a phone call away!
Also, they just launched a feature where you can record a video with a short message for you client and send it.

Cons

The process to send set up a simple campaign is very complicated. There's no flow and you have to go in and out of different tabs/links to set it up.
It would be helpful if it was more streamlined.

Showing 5 reviews of 27 Read all reviews

BNTouch FAQs

Below are some frequently asked questions for BNTouch.

BNTouch offers the following pricing plans:

  • Starting from: US$148,00/month
  • Pricing model: Subscription
  • Free Trial: 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 offers the following features:

  • Compliance Management
  • Contact Management
  • Dashboard
  • Document Management
  • Lead Management
  • Marketing Management
  • Pipeline Management

BNTouch has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

BNTouch supports the following languages:

English

BNTouch supports the following devices:

Android, iPhone

BNTouch integrates with the following applications:

Google Calendar, LendingQB, Microsoft Outlook

BNTouch offers the following support options:

Phone Support, Online Support, Knowledge Base

Related categories

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