BNTouch Mortgage CRM


What is BNTouch Mortgage CRM?

"Best for Mortgage Professionals: Loan Officers, Loan Advisors, Mortgage Brokers, and Mortgage Marketers"

BNTouch Mortgage CRM is a fully integrated Digital Mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies.

Features include:

  • "Listed Properties" Watch Alerts
  • Email and SMS Marketing Automation
  • Lead Distribution and Management
  • 35+ Proprietary Mortgage Tools
  • Digital 1003 Application
  • Pre-Built Marketing Content
  • Customized Video Marketing
  • Curated Social Media Content
  • Integrated with LOS, Outlook, Zapier, and Others
  • And Much More

Call Us Today! +1 888 971 1117

Contact Details

BNTouch
bntouch.com
Founded in 2004
Located in the United States


BNTouch Mortgage CRM scored 87/100 (Top 3 in Loan Management) in the Loan Management category. This is based on user satisfaction (89/100), press buzz (38/100), recent user trends (falling), and other relevant information on BNTouch Mortgage CRM gathered from around the web.

The score for this software has improved over the past month. What is this?


BNTouch Mortgage CRM Awards

https://crozdesk.com/top_badges/crozdesk-quality-choice-badge.png https://crozdesk.com/top_badges/crozdesk-happiest-users-badge.png
  • BNTouch Mortgage CRM
  • BNTouch Mortgage CRM
  • BNTouch Mortgage CRM
  • BNTouch Mortgage CRM
  • BNTouch Mortgage CRM
  • BNTouch Mortgage CRM

BNTouch Mortgage CRM Product Overview

  • Borrower & Partner Management

  • Email & Text Message Marketing

  • Office Collaboration Tools

  • Digital Portals & Mobile App

  • Website & Landing Page Creator

  • Live Chat With Borrowers

  • 100's Of Pre-Built Marketing Campaigns

  • Digital 1003 Application

  • E-Sign & Doc Uploads

  • Social Media Integrations


Languages: English

BNTouch Mortgage CRM Features

  • 2-Factor Authentication
  • Analytics
  • API
  • Billing/Invoicing
  • Budgeting
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Payment Processor
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Estimates / Quotes
  • Call Tracking
  • Click-to-Dial
  • Sales Proposals
  • Financial Analysis
  • Report & Compliance
  • Sales Automation
  • Pipeline Management

BNTouch Mortgage CRM Alternatives

Encompass
  11 ratings 85/100
Loan Management
ESDS
  4 ratings 83/100
Loan Management
Turnkey Lender
  18 ratings 89/100
Loan Management
CloudBankIN
  1 ratings 72/100
Loan Management
LoanBuddy
  0 ratings 72/100
Loan Management
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BNTouch Mortgage CRM User Reviews

Average User Rating:
4.46/5 based on 25 user ratings.
Your Rating:

Sentiment Scale
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User Sentiment Map

The sentiment map shows a snapshot of how Crozdesk users have rated BNTouch Mortgage CRM over time. It shows how existing users see BNTouch Mortgage CRM with regards to its usefulness, ease of use, value for money and customer service.

Overall
9.8/10
Arrow Left Recent Older Arrow Left
Usefulness
9.8/10
Ease of use
9.8/10
Value for money
9.8/10
Customer service
9.8/10
User profile picture

"Great Customization"


What do you like about BNTouch Mortgage CRM?

This CRM allows customization of groups to place all sorts of relationships including vendors, realtors and borrowers alike! The marketing campaigns are easy to set up and use and can be tailored to each individual if wanted.

What do you dislike about BNTouch Mortgage CRM?

There could be more accessible training materials made available to show off more features. Went months without using some before being pleasantly surprised at having found them.

5/5
Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
Mar 01, 2021

Reply from Crystal at BNTouch Inc.:

Thanks very much for your review and feedback! We're happy you found the training materials for BNTouch Mortgage CRM. Training videos specific to the section/tab you’re using within the dashboard are available via the small video/question mark icon located in the upper-right of the CRM (located right of the search bar). All training videos can also be found on our YouTube channel. The BNTouch manual is available via the menu found in the top right navigation of the CRM (Select ‘Training & Support’ from the drop-down). Please Note: Most of the add-on modules also have support materials available when hovering over panels in the User Menu > Modules.

User profile picture

"One of the absolute BEST CRMs out there!"


What do you like about BNTouch Mortgage CRM?

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!

What do you dislike about BNTouch Mortgage CRM?

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.

What have you been using it for and what problems did BNTouch Mortgage CRM solve?

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.

5/5
Usefulness
4/5
Ease of use
5/5
Value for money
5/5
Customer service
Mar 01, 2021

Reply from Crystal at BNTouch Inc.:

Thank you very much for your review about BNTouch Mortgage CRM, Trey! I am forwarding your comments regarding customizing the look/feel of the CRM to our support and development team for review. We really appreciate your feedback!

User profile picture

"Great product"


What do you like about BNTouch Mortgage CRM?

Very ease to use with a ton of automated services. i recomend this to anyone looking to take there business to the next level.

What do you dislike about BNTouch Mortgage CRM?

nothing i dislike. i wish it had a built in dialer. thats okay due to how i have my business set up however

5/5
Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
Mar 01, 2021

Reply from Crystal at BNTouch Inc.:

Thank you so much for your review of BNTouch Mortgage CRM, Mitchell. We are so happy to have you as a member of the BNTouch Family! I am relaying your comments to our development team about the built-in dialer. Thanks Again!

User profile picture

"Set it and Forget it!"


What do you like about BNTouch Mortgage CRM?

This software automatically interfaces with our Mortgage Software, sending out updates and regular marketing materials. Every time I add a client to the software - it automatically synchronizes with BNTouch and adds them to by database.

What do you dislike about BNTouch Mortgage CRM?

I wish the app for the phone had more features similar to the website. Would love to review reports and other web based items on my phone

What have you been using it for and what problems did BNTouch Mortgage CRM solve?

Keeping in better contact with current and past clients. This software is responsible for numerous loans that came to me from replies to the marketing and clients forwarding marketing to new clients.

5/5
Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
Mar 08, 2021

Reply from Crystal at BNTouch Inc.:

Thank you for your feedback, Thomas. We really appreciate your comments and 'Likes,' 'Dislikes' as it helps our product grow. I am forwarding your comment about the app to our development team. Thanks Again!

User profile picture

"BNTouch Review"


What do you like about BNTouch Mortgage CRM?

I really enjoy the simplicity of one place to keep all parties updated. It is also very convenient to have a secure place for documents to be uploaded/shared.

What do you dislike about BNTouch Mortgage CRM?

I wish there was an easier way to email multiple co-borrowers at the same time when sending out the portal invite.

4/5
Usefulness
5/5
Ease of use
5/5
Value for money
4/5
Customer service
User profile picture

"Great to stay organized "


What do you like about BNTouch Mortgage CRM?

BNT helps me stay organized and have all information for loans I am working on in one place at a glance. Very customizable and it is easy to learn and use. 

What do you dislike about BNTouch Mortgage CRM?

I have been using this system since for 7 months now and so far I have no complaints.

What have you been using it for and what problems did BNTouch Mortgage CRM solve?

To keep my loans in process organized.

5/5
Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
Mar 01, 2021

Reply from Crystal at BNTouch Inc.:

Thank you for your review, Emily. We are happy that you find BNTouch Mortgage CRM helpful in keeping you organized and that you find it easy to use!

User profile picture

"great crm"


What do you like about BNTouch Mortgage CRM?

i love the texting feature as well as having all of my contacts right at my fingertips

What do you dislike about BNTouch Mortgage CRM?

I wish the sending video function worked better, it always works for me but alot of people cant get the videos.

What have you been using it for and what problems did BNTouch Mortgage CRM solve?

i use it for mortgages

5/5
Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
User profile picture

"Great product"


What do you like about BNTouch Mortgage CRM?

The software does it all and very easy to use. If you are looking for a CRM this is the one.

What do you dislike about BNTouch Mortgage CRM?

NA I love the stuff there is nothing I do not like. so go buy it. it is great.

What have you been using it for and what problems did BNTouch Mortgage CRM solve?

Marketing to past and current clients

5/5
Usefulness
5/5
Ease of use
5/5
Value for money
5/5
Customer service
Mar 01, 2021

Reply from Crystal at BNTouch Inc.:

Thank you so much for being part of the BNTouch Family, Kelly - we really appreciate your support!

User profile picture

"Love This"


What do you like about BNTouch Mortgage CRM?

I like that you can be up and running rather quickly without spending hours on the phone creating a custom set up

What do you dislike about BNTouch Mortgage CRM?

I'd like to have my personal number set up when sending text messages from the corporate account we share.

5/5
Usefulness
5/5
Ease of use
4/5
Value for money
5/5
Customer service
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