BNTouch Mortgage CRM Software


 

BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a solution featuring 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.

BNTouch Mortgage CRM provides column-headings, content, features, and functions that are tailor fit to mortgage industry terminology. The system allows users to custom-design necessary applications as per their work operations.

Within the lead management and marketing application, BNTouch Mortgage CRM can capture leads from a variety of sources and integrates with mortgage-specific lead sources. 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 lead-nurturing application. With this feature, companies can set up the CRM to send personalized marketing material to help establish a relationship, and provide information on the mortgage process.

 

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 - 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

16 Reviews of BNTouch Mortgage CRM

 

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Software Advice Reviews (15)
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Showing 1-15 of 15

PAULINE from Cal Coast Financial
Specialty: Mortgage
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Great videos but not so good customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Pros

I signed up for this product because I liked what it had to offer. I had Media Center for many years and it did a great job. They set it up for me; however it did not draw information from Calyx POINT when I changed companies. They were bit expensive too. BN Touch costs was less than Media center but more than Jungo. BN touch have great videos.

Cons

No good customer support. The IT representative was really good; he managed to get it connected to my Point. However, I had to figure out calling calyx and bunch of numbers to enable him to do what was needed. I spent 1 month or more for that while paying for BN touch. Now that is resolved; I really needed someone from customer support to guide me on the phone so that I can set up marketing and other stuff the correct way. I didn't want to set up something wrong and I look stupid to my clients. BN customer support sent me an email to watch the videos and the email said to connect with them after watching the videos. They didn't ask if I have watched videos or not. No one picked up the phone to call me. For that reason, unless you are really confident that you can set it up in 2 months, don't sign up. If your current system works 80% stick to it.

Review Source
 
 

Warrick from North American Financial Corp.
Specialty: Mortgage
Number of employees: 11-50 employees Employees number: 11-50 employees

January 2018

January 2018

BNTouch works for my Mortgage Bisiness

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

From what I've seen, BNTouch offers LO's all the best mortgage CRM features... it's a good choice.

Pros

It's easy to use and an average LO can be up and running in the same week that they customise the CRM to their needs.

Review Source
 
 

Avhakholwi from BlackPRO11
Specialty: Software / IT
Number of employees: 2-10 employees Employees number: 2-10 employees

January 2018

January 2018

Very good

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

I believe it's developers can improve it to that level of big CRM out there. I would like people to start using it and see how good it is.

Pros

From its dashboard it looks good, the way things are visible and how simple you can use it. Most of things I prefer on a CRM bn touch has just that.

Cons

It's not unique and is under rated. I believe it has potential to grow big. Bn touch must keep updating it for it to compete with other big CRM on the market.

Review Source
 
 

Ruth from Firstcm.net
Specialty: Mortgage
Number of employees: 51-200 employees Employees number: 51-200 employees

August 2017

August 2017

too soon to truly tell, but appears to be not precisely what I want.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Not sold on it yet. I need to train more and that may resolve any issues I have. I like the to do list a great deal.

Pros

Ease of import. Basic functions are good. To DO list helpful. Once I get more time for training, I think that the functionality will be excellent.

Cons

Client info is layered away from me- appears to be less personal; built for an organization when I need

Review Source
 
 

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: Yuri, 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: Yuri, 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.

 
 
 
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September 2018

September 2018

New to the CRM

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Integrate all of our product solutions to a web-based platform. Our team is mobile and needs to be in contact with clients and partners daily. This system does that!

Pros

The integration for mortgage CRM software is excellent. They are adding new features that make sense for the user and the company.

Cons

None at this time. We will be using the software daily with the entire team.

Review Source: Capterra