BNTouch Mortgage CRM Software


 

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.

 

BNTouch Mortgage CRM - Mobile & iPad ready apps
 
  • BNTouch Mortgage CRM - Mobile & iPad ready apps
    Mobile & iPad ready apps
  • BNTouch Mortgage CRM - Partner portals (RE brokers, lenders etc.)
    Partner portals (RE brokers, lenders etc.)
  • BNTouch Mortgage CRM - Celebrating 9 years biggest mortgage CRM
    Celebrating 9 years biggest mortgage CRM
  • BNTouch Mortgage CRM - Extended processing reports
    Extended processing reports
  • BNTouch Mortgage CRM - Custom sales funnel pages
    Custom sales funnel pages
  • BNTouch Mortgage CRM - Database summary reports
    Database summary reports
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

11 Reviews of BNTouch Mortgage CRM

Showing 1-11 of 11

 

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Ali from Loan Simple
Specialty: Mortgage
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

I didn't love it

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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: BNTouch, Inc., BNTouch, Inc.

Date: May 2017

May 2017

 

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

 
 

Demetri from Alterra
Specialty: Banking
Number of employees: 1 employee Employees number: 1 employee

February 2017

February 2017

Good product

Ease-of-use

Functionality

Product Quality

Customer Support

It is a good product that served its purpose. I was also able to send out newsletters and campaign specific items.

Pros

The ability to keep in touch with my clients, and birthday reminders.

Cons

Not a lot of customization available.

Advice to Others

It can handle your basic needs to keep in touch and on top of mind.

  Response: BNTouch, Inc., BNTouch, Inc.

Date: May 2017

May 2017

 

Thank you for your feedback. The account that you were using was part of an enterprise environment and was restricted based on the guidelines of your company. We are sure that the customizations you were looking for could have been easily accomplished if you were the owner of the account and were not tied to your company. If you would like to explore more of these options we are happy to talk! :)

 
 

Diego from Lincoln Mutual home mortgage
Specialty: Banking
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

Bn touch

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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

Pros

Plug in play

Cons

Not as effective for nontech-savvy users

Advice to Others

Be patient and read the instructions

 
 

Kaela from The Mortgage Duo
Specialty: Banking
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Best CRM out there

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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.

Pros

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.

Cons

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.

Advice to Others

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
Specialty: Mortgage
Number of employees: 2-10 employees Employees number: 2-10 employees

October 2016

October 2016

Steep learning curve, but powerful product!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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!

Pros

The fact that it's tailored specifically for mortgages is helpful - there are places to add all the relevant info I need.

Cons

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
Specialty: Mortgage

February 2016

February 2016

BNTouch CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

it is user friendly and works well will my other software.

Likes Least

no complaints. It is easy to use and the customer service is great!

Recommendations

Don't try to fit your mortgage business with other industry CRM's. This one has it all.

 
 

Kaela from The Mortgage Duo
Specialty: Mortgage

November 2015

November 2015

Great product overall, missing some key elements

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The client and partner portal as well as the phone app.

Likes Least

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.

Recommendations

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
Specialty: Mortgage

June 2015

June 2015

BN Touch Review from Nate

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

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.

Recommendations

To have the ability to put tasks and notes at the top of the page.

 
 

Rasy from New Horizon Home Loans
Specialty: Banking

December 2014

December 2014

Must have product for Loan Officers!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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.

Likes Least

It takes a lot of time to set up properly, but once you do it, it's very good!

Recommendations

Open house flyers need to improve a bit, but it's not a deal breaker.

 
 

Benny from Embassy Funding LLC
Specialty: Mortgage

October 2014

October 2014

Should have done this years ago!

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

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!

Likes Least

I wish technical support was more easily available.

Recommendations

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
Specialty: Mortgage

October 2014

October 2014

We have been using the product since February and are satisfied

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like the database part of it and the response of the tech staff.

Likes Least

I'm not so keen on the email system setup; it gets confusing, and emails are sent that should not have been.

Recommendations

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.