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

7 Reviews of BNTouch Mortgage CRM

Showing 1-7 of 7

 

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

Steep learning curve, but powerful product!

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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.

 
 

from Request Mortgage Inc
Specialty: Mortgage
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

BNTouch CRM

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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.

 
 

from The Mortgage Duo
Specialty: Mortgage
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

Great product overall, missing some key elements

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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 .

 
 

from Universal Lending Corporation
Specialty: Mortgage
Number of employees: 1 employee Employees number: 1 employee

BN Touch Review from Nate

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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.

 
 

from New Horizon Home Loans
Specialty: Banking
Number of employees: 1 employee Employees number: 1 employee

Must have product for Loan Officers!

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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.

 
 

from Embassy Funding LLC
Specialty: Mortgage
Number of employees: 6 to 10 employees Employees number: 6 to 10 employees

Should have done this years ago!

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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!

 
 

from Greenback Capital Mortgage Corp
Specialty: Mortgage
Number of employees: 2 to 5 employees Employees number: 2 to 5 employees

We have been using the product since February and are satisfied

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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.

 
 
 
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