BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a dependable and robust solution featuring advanced marketing automation capabilities. The software offers features for each step of the mortgage process, from appropriately marketing to prospects, clients, and partners, to completing the loan application process. By designing each aspect of the CRM to match the needs of the mortgage industry, BNTouch Mortgage CRM can deliver an end-to-end solution.
BNTouch Mortgage CRM provides column-headings, content, features, and functions that are tailor fit to mortgage industry terminology. The system also offers a high level of flexibility, so that any necessary applications can be custom-designed.
Within the lead management and marketing application, BNTouch Mortgage CRM can capture leads from a variety of sources, and integrates easily with most mortgage-specific lead sources. This way, all leads can be imported into the CRM quickly, so that sales teams may connect with potential leads within a timely manner, broadening the sales pipeline and maximizing outreach.
For leads that may not yet be ready to engage in the sale, BNTouch Mortgage CRM features a robust lead-nurturing application. With this feature, companies can set up the CRM to automatically send personalized marketing material to help establish a relationship, and provide information on the mortgage process. For mortgage brokers, bankers, and loan officers of any size seeking a comprehensive CRM system designed to meet the requirements of the industry, we recommend BNTouch Mortgage CRM as a great option to consider.
Diego from Lincoln Mutual home mortgage
Employees number: 51-200 employees
Great experience just plugs and play for me .add referral partners, add clients and simply add them to your drip campaign. Intuitive for the person that makes the small extra time and reads
Plug in play
Not as effective for nontech-savvy users
Be patient and read the instructions
Kaela from The Mortgage Duo
Employees number: 2-10 employees
We did a lot of research on different CRM's currently available on the market and this one offered most. We have been using it for over a year and absolutely love it. Especially since they did the upgrade to a better more appealing platform.
Our favourite feature is the Client & Partner Portals. We found this REALLY streamlines our business with our clients and they always LOVE using the portal. It is also a great way for us to market to our other partners, mainly realtors. Offering them something no other broker is. It allows them to be more involved in the process which they really like.
No real down sides to using this CRM. As long as they continue to re-invent and offer new features I will continue to use them. We would really like to see a revenue tracker where we can keep track of our commissions that have been paid out or not and print out year end reports on them.
Definitely worth trying. No regrets on our investment into this CRM. Great customer service and the personal portals are such a great feature that no one is offering. LOVE IT!
Ali from Loan Simple
Employees number: 2-10 employees
I've only been using BNTouch for a few weeks, but I can tell it's going to make my life and my business much more efficient! The automation capabilities in particular are extraordinarily powerful - unfortunately, this also means they're fairly complicated. There's definitely a steep learning curve - I've had to contact their support department probably a dozen times in the last two weeks. But that said, their support is very helpful, and I learn something each time I speak with somebody. Overall, it seems like a great product so far, and I'm excited to learn more about how to utilize their features!
The fact that it's tailored specifically for mortgages is helpful - there are places to add all the relevant info I need.
It's not very intuitive - so much to learn, and hard to do so without someone holding your hand. Also, I wish the pipeline view was a little more customizable.
pamela from Request Mortgage Inc
it is user friendly and works well will my other software.
no complaints. It is easy to use and the customer service is great!
Don't try to fit your mortgage business with other industry CRM's. This one has it all.
Kaela from The Mortgage Duo
The client and partner portal as well as the phone app.
Does not separate contacts from mortgage applications. Would like to be able to customize the client portal. Also needs to have a better mobile view for emails and such.
Great customer and partner portal for you to be able to better connect with those involved in the mortgage transaction .
Nathan from Universal Lending Corporation
It really helps me keep on top of my leads, and for me to be able to keep up with my borrowers. The company is great to work with and there doesn't seem to be any lag.
I don't like the layout. In fact, it drives me nuts. I wish there was a way to disposition the lead at the top of the page. Anytime I call a lead, I have to scroll all of the way down the page to see where we left off. It would be nice to be able to have the notes at the top of the page.
To have the ability to put tasks and notes at the top of the page.
Rasy from New Horizon Home Loans
The system makes is very easy to manage my database, whether I need to follow up with potential clients or market to client's that I've closed in the past.
It takes a lot of time to set up properly, but once you do it, it's very good!
Open house flyers need to improve a bit, but it's not a deal breaker.
Benny from Embassy Funding LLC
It keeps my current business with the access tools and makes sure they don't forget me in the future with the newsletters and well wishes. Unfortunately, people forget your name and number after a while; this prevents that from ever happening! I will never hear, "I would have used you but lost your email and couldn't find your number" ever again!
I wish technical support was more easily available.
I have been a mortgage professional for 15 years and, I have yet to see a CRM tool that fits our specific needs as well as BNTouch does for us. Don't waste your time with any other use this CRM; you will increase your business and get more repeat business!
Robyn from Greenback Capital Mortgage Corp
I like the database part of it and the response of the tech staff.
I'm not so keen on the email system setup; it gets confusing, and emails are sent that should not have been.
If you are a mortgage broker, this is the software for you, but you need to be somewhat computer talented to manage sending emails through the system.