Fully customizable dashboard
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8About BNTouch Mortgage CRM
BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies.
BNTouch Mortgage CRM includes an extensive suite of features such as email and SMS marketing automation, lead distribution and management, 35+ proprietary mortgage tools, digital 1003 application, pre-built marketing content, customized video marketing, curated social media content, plus more. This solution can integrate with LOS, Outlook, Zapier, and other existing systems.
28 Reviews of BNTouch Mortgage CRM
Average User Ratings
Overall
4.30 / 5 stars
Ease-of-use
4.0
Value for money
4.5
Customer support
4.5
Functionality
4.5
Likelihood to Recommend
Not likely
Very likely
September 2018
Anonymous
Verified Reviewer
Company Size: 2-10 employees
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
September 2018
New to the CRM
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.
November 2020
Whitney from Real Estate
Company Size: 2-10 employees
Industry: Real Estate
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
November 2020
We love BNTouch!
Pros
Bntouch is incredibly easy to use- and if anything seems too daunting, the support team is very prompt and explains the best way to problem solve. We are able to get creative with our emails and communications as well.
Cons
Generally, we have no complaints about BNTouch!
Reasons for Switching to BNTouch Mortgage CRM
Our last crm didn't have even a third of the capabilities that BNTouch gives us.
February 2021
Kaitlyn from Secured Mortgage Processing, LLC
Company Size: 201-500 employees
Industry: Real Estate
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
February 2021
BNTouch
Pros
I really enjoy the simplicity of one place to keep all parties updated. It is also very convenient to have a secure place for documents to be uploaded/shared.
Cons
The email feature seems to be touchy. I can't send an email to multiple people and have it logged in the event tracker.
May 2017
Ali from Loan Simple
Company Size: 2-10 employees
Industry: Financial Services
Time Used: Less than 6 months
Ease-of-use
1.0
Value for money
2.0
Customer support
2.0
Functionality
3.0
May 2017
I didn't love it
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 from Yuri
Replied 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
November 2020
Andrew from HHCP
Company Size: 11-50 employees
Industry: Real Estate
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
3.0
Functionality
4.0
November 2020
Helpful after learning curve
Pros
The automation is very helpful and intuitive once you have mastered implementing it.
Cons
The learning curve was pretty steep but the team was there to walk us through it
Reasons for Switching to BNTouch Mortgage CRM
more mortgage focused
