BNTouch Mortgage CRM

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Best Mortgage CRM for Brokers & Lenders

5.0 2 verified reviews
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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses BNTouch Mortgage CRM

"Mortgage professionals often turn to BNTouch Mortgage CRM because it helps manage client relationships and loan pipelines in a way that fits how the lending industry actually works. Keeping track of leads, staying in touch with borrowers, and following up at the right time becomes much easier. It works well for loan officers and brokers who need to stay organized without spending too much time on manual follow-ups. That said, businesses outside the mortgage space may find it too niche for their needs."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

BNTouch Mortgage CRM Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User Rating5.0 / 5
Starting Price$165 / month
Free TrialNot specified
Free VersionNo
APINot specified
DeploymentCloud Hosted
HeadquartersUnited States
✎
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Product Overview

BNTouch Mortgage CRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About BNTouch Mortgage CRM

BNTouch Mortgage CRM is a comprehensive and versatile software tailored for mortgage professionals. It excels in streamlining client interactions and loan processing, making it an essential tool in the mortgage industry. Its standout features include automated marketing campaigns that keep clients engaged and informed. The CRM offers a centralized database for easy access to client information, enhancing organization and efficiency. Customizable workflows in BNTouch Mortgage CRM allow users to tailor the system to their specific needs, boosting productivity. Its robust reporting tools provide valuable insights for better decision-making. Additionally, the software supports seamless integration with popular loan origination systems. With top-tier security measures, BNTouch Mortgage CRM ensures data protection, and its user-friendly interface makes it accessible to all skill levels.
Company BNTouch
Founded 2004
Headquarters United States
Employees 11-50

Support

Email Phone Chat Knowledge Base

Training

Webinar Documentation

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone

Typical Customers

Self-Employed Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 1 language available
English
Industries Served 2 industries available
Financial Services Mortgage

Why Choose BNTouch Mortgage CRM

Problem it Solves

  • Problem it Solves Streamlines Mortgage Processes To Enhance Customer Engagement And Communication

Target Users

  • Target Users Loan Officers
  • Target Users Mortgage Brokers
  • Target Users Real Estate Agents
  • Target Users Lending Managers
  • Target Users Mortgage Processors

Core Use Case

  • Core Use Case Manage Client Relationships
  • Core Use Case Automate Marketing Campaigns
  • Core Use Case Track Loan Progress
  • Core Use Case Generate Reports
  • Core Use Case Streamline Communication

USP

  • USP Streamline Your Mortgage Process With BNTouch's All-in-one CRM

Pros

  • Pros Built specifically for mortgage professionals, not adapted from generic CRM
  • Pros Automated marketing campaigns keep borrowers engaged throughout the loan cycle
  • Pros Mobile app lets loan officers manage leads from anywhere
  • Pros Pre-built mortgage content library saves hours of manual content creation
  • Pros Co-branded marketing tools strengthen referral partnerships with real estate agents
  • Pros Borrower portal improves client communication without constant back-and-forth emails
  • Pros Integrates with major loan origination systems reducing duplicate data entry

Cons

  • Cons Reporting tools feel limited for data-heavy mortgage operations
  • Cons Mobile experience doesn't match the depth of desktop workflows
  • Cons Pricing climbs noticeably as team size and features grow
  • Cons Setup and onboarding demand more time than most expect
Editorial Buyer Guidance

Who Is BNTouch Mortgage CRM Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlines Mortgage Processes To Enhance Customer Engagement And Communication

Target Users

  • Loan Officers
  • Mortgage Brokers
  • Real Estate Agents
  • Lending Managers
  • Mortgage Processors

Core Use Cases

  • Manage Client Relationships
  • Automate Marketing Campaigns
  • Track Loan Progress
  • Generate Reports
  • Streamline Communication

Unique Selling Point

Streamline Your Mortgage Process With BNTouch's All-in-one CRM

Strengths and Limitations

BNTouch Mortgage CRM Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Built specifically for mortgage professionals, not adapted from generic CRM
  • Automated marketing campaigns keep borrowers engaged throughout the loan cycle
  • Mobile app lets loan officers manage leads from anywhere
  • Pre-built mortgage content library saves hours of manual content creation
  • Co-branded marketing tools strengthen referral partnerships with real estate agents
  • Borrower portal improves client communication without constant back-and-forth emails
  • Integrates with major loan origination systems reducing duplicate data entry
!

Cons

  • Reporting tools feel limited for data-heavy mortgage operations
  • Mobile experience doesn't match the depth of desktop workflows
  • Pricing climbs noticeably as team size and features grow
  • Setup and onboarding demand more time than most expect
Category-Based Capabilities

BNTouch Mortgage CRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Mortgage Software 35 selected features Open category ↗ ⌄
Third Party Loan Origination Loan Origination Activity Dashboard Pipeline Management Pricing Management Pre-Qualification Lender Search Electronic Applications Refinance Management Payment Tracking Document Storage Property Tax Management Contact Management Marketing Automation HUD Settlement Statements Commercial Mortgages Loan Management Government Loans Promissory Notes Lead Management Outsource Processing Credit Reporting Compliance Management Escrow Management Amortization Schedule Customer Statements Task Management Client Database Loan Servicing Residential Mortgages Accounting CRM Borrower Management For Brokers Artificial Intelligence
Commercial Loan Software 16 selected features Open category ↗ ⌄
Document Management Amortization Schedule Automatic Funds Distribution Investor Management Collateral Tracking Accounting Payment Collection Third-Party Integrations Compliance Management Reporting/Analytics Audit Trail Contact Management Data Import/Export Loan Portfolio Management PCI Compliance Artificial Intelligence
Knowledge Base Software 17 selected features Open category ↗ ⌄
Full Text Search Self Service Portal SEO Management Customizable Branding Feedback Management Reporting/Analytics Rich Text Editor Cataloging/Categorization Multi-Language Customizable Templates Collaboration Tools User Management Drag & Drop Editor Mobile Interface WYSIWYG Editor Knowledge Management Artificial Intelligence
Loan Origination Software 14 selected features Open category ↗ ⌄
Automated Decisioning/Underwriting Electronic Signature Customer Management Loan Portfolio Management Audit Trail Activity Dashboard Compliance Management Reporting & Statistics Online Applications Payment Collection Loan Management Workflow Management Financial Analysis Artificial Intelligence
Sales Tracking Software 18 selected features Open category ↗ ⌄
Sales Pipeline Management Lead Management Reporting/Analytics Appointment Scheduling Task Management Interaction Tracking Alerts/Notifications Customizable Reports Activity Dashboard Commenting/Notes Third-Party Integrations Data Import/Export Lead Scoring Document Management Email Templates Call Logging Search/Filter Artificial Intelligence
CRM Software 30 selected features Open category ↗ ⌄
Referral Tracking Mobile Access Lead Qualification Contact Database Sales Pipeline Management Territory Management Quotes/Estimates Customizable Fields Calendar/Reminder System Marketing Automation Task Management Interaction Tracking Social Media Integration Pipeline Management Lead Capture Forecasting Contact Management Email Management Lead Generation Workflow Management Activity Dashboard Internal Chat Integration Segmentation Alerts/Notifications Document Storage Lead Management Reporting/Analytics Data Import/Export AI/Machine Learning Artificial Intelligence
Connected Applications

BNTouch Mortgage CRM Integrations

Integration information is displayed only when approved integration products are available on the profile.

Pricing Information

BNTouch Mortgage CRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Usage Based
Preferred Currency USD ($)
Free Trial NA
Free Version NA
Payment Frequency Monthly Subscription
Pricing Page ↗ Request Demo ↗
Individual
$165 Per Month
Team
$190 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Verified User Feedback

BNTouch Mortgage CRM Reviews

Approved reviews submitted through verified Google or LinkedIn reviewer accounts.

Write a BNTouch Mortgage CRM Review ↗
5.0
Based on 2 approved reviews
5 stars 100%
4 stars 0%
3 stars 0%
2 stars 0%
1 star 0%
Anna H.
Anna H. Loan Professional

BNTouch CRM Review

BNTouch has been a huge help in keeping me organized, following up with leads, and moving deals along more smoothly. It makes client communication easy, with all notes and records in one place, and I’ve definitely seen better engagement and conversions since using it. I’ve been using BNTouch for several years, and the CRM is simple to use. The automated emails and texts are a lifesaver for staying in touch, and I especially love the birthday emails—clients really appreciate them. So far, I haven’t run into any issues and have no complaints.

Reviewed on April, 2025
greg H.
greg H. Client Relations Manager

BNTouch Platform Feedback

I’ve been using BNTouch for over six months, and it comes with a lot of useful features. It helps with social media exposure, managing customer data, and keeping everything organized. Sending texts, tracking deliveries and responses, and accessing different groups is really straightforward. The only minor drawback is the calendar—it’s okay, but not as intuitive or easy to use as the rest of the platform.

Reviewed on January, 2025
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Frequently Asked Questions

BNTouch Mortgage CRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

BNTouch Mortgage CRM is a comprehensive and versatile software tailored for mortgage professionals. It excels in streamlining client interactions and loan processing, making it an essential tool in the mortgage industry. Its standout features include automated marketing campaigns that keep clients engaged and informed. The CRM offers a centralized database for easy access to client information, enhancing organization and efficiency. Customizable workflows in BNTouch Mortgage CRM allow users to tailor the system to their specific needs, boosting productivity. Its robust reporting tools provide valuable insights for better decision-making. Additionally, the software supports seamless integration with popular loan origination systems. With top-tier security measures, BNTouch Mortgage CRM ensures data protection, and its user-friendly interface makes it accessible to all skill levels.

  • No, BNTouch Mortgage CRM does not offer a free version.

  • No, BNTouch Mortgage CRM does not offer any free trial.

  • BNTouch Mortgage CRM offers the following pricing plans & packages:

    Individual

    $165 Per Month

    Team

    $190 Per Month

  • BNTouch Mortgage CRM supports the following payment frequencies:

    • Monthly Subscription

  • No, BNTouch Mortgage CRM does not offer an API.

  • BNTouch Mortgage CRM can be integrated with the following applications:

    • DocuSign , Gmail , Microsoft Outlook , Zapier , Calyx Point , BombBomb , Blend

  • BNTouch Mortgage CRM offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • BNTouch Mortgage CRM offers training with the following options:
    • Webinar , Documentation

  • BNTouch Mortgage CRM supports the following languages:
    • English

  • Following are the typical users of the BNTouch Mortgage CRM:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • BNTouch Mortgage CRM supports the following deployment:
    • Cloud Hosted

  • BNTouch Mortgage CRM supports the following devices and operating systems:
    • Web-Based , iPhone
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