BNTouch Mortgage CRM 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

BNTouch Mortgage CRM

4.6

(95)

Pricing

Starting at $95.00 per month

About 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.

BNTouch Mortgage CRM Screenshots

BNTouch Mortgage CRM Pricing and Plans

Starting price: $95.00 per month

Free Trial

Free Version

Individual

$165.00

per user, per month

Plan includes:

Email Marketing
SMS Marketing
Video Marketing
POS System
Prebuilt Mortgage Campaigns
Automated Follow-up
AI Integrated

Team

$95.00

per user, per month

Plan includes:

All Individual Plan Features
Automated Lead Distribution
Customizable Access
Team Work on Transactions
LO Based Communication Tracking and Performance Reporting

Confused about pricing? We've got you covered.

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BNTouch Mortgage CRM Features

Popular features found in CRM
Calendar Management
Customer Journey Mapping
Email Management
Quotes/Estimates
Reporting/Analytics
Sales Pipeline Management
Segmentation
Task Management
Territory Management
Workflow Management
More features of BNTouch Mortgage CRM
Alerts/Notifications
API
Campaign Management
Client Database
Client Management
Client Portal
Compliance Management
Contact Management
CRM
Customer Database
Customizable Templates
Digital Signature
Document Management
Document Templates
Drag & Drop
Email Marketing
Email Templates
Lead Capture
Lead Management
Loan Origination
Loan Processing
Marketing Automation
Mobile Access
Mobile App
Mortgages
Pipeline Management
Pre-Qualification
Refinance Management
Reminders
Social Media Integration
Task Scheduling
Template Management
Visual Presentation

BNTouch Mortgage CRM Integrations

MeridianLink Mortgage

Microsoft Outlook

Google Calendar

Zapier

Calyx Point

LendingPad

See all 7 integrations

BNTouch Mortgage CRM User Reviews

Overall Rating

4.6

Ratings Breakdown

72%

18%

Secondary Ratings

Ease of Use

4.3

Value for money

4.4

Customer support

4.6

Functionality

4.4

Jeremy M. L.

Verified reviewer

Banking

201-500 employees

Used daily for less than 12 months

Review source

Reviewed May 2021

Mortgage Teams & BNTouch CRM

I am still using BNTouch so that has to amount for something. We expected to go to another crm 6 months down the line when new features opened up, but bntouch has everything we need and it continues to grow for us.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

BNTouch is an important part of my day. The system has availability for you to set up everything inside a crm where other companies have these features locked out. It is

Cons:

There are way too many options to choose from. It took us a while to set up the system to work how we wanted it to. In comparison this is just as salesforce is with their software.

Reasons for switching to BNTouch Mortgage CRM

pipedrive is limited to its resources and its features. We needed a crm that had marketing automation, website building capabilities, email marketing, lead capture and nourish and much more and bntouch had that whereas pipedrive did not.

Mark D.

Verified reviewer

Financial Services

51-200 employees

Used weekly for more than 2 years

Reviewed September 2025

Insight to BNTouch

My overall experience with BNTouch Mortgage CRM is that it is a highly effective tool for mortgage professionals who want a comprehensive, industry-specific platform to automate their marketing and streamline their loan process. The system's strengths lie in its specialized features and robust automation. However, prospective users should be prepared for a potentially dated interface and a learning curve during setup. While it may have some technical quirks, the strong customer support and all-in-one functionality make it a valuable asset for many in the mortgage business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

What I liked most about BNTouch Mortgage CRM is its specialization in the mortgage industry. The platform is designed from the ground up for mortgage professionals, which means its features are highly relevant and effective for lead management, client communication, and automating the loan process. The robust marketing automation, including pre-built content for email, text, and video campaigns, is a major pro. I also appreciate the digital loan platform, which simplifies the borrower experience with features like an online 1003 application and a client portal for document management. The comprehensive suite of tools, from lead distribution to team collaboration and reporting, makes it an all-in-one solution that significantly boosts efficiency and productivity.

Cons:

Lack of customization: While BNTouch offers some customization, I feel it's too rigid and lacks the flexibility to tailor the look and feel or workflows to my exact business needs, especially compared to more customizable platforms like Salesforce.

Reasons for switching to BNTouch Mortgage CRM

Company pays for this one. So no point in me running two

Ali O.

Financial Services

2-10 employees

Used daily for less than 6 months

Review source

Reviewed May 2017

I didn't love it

Previously 4

Ratings Breakdown

Ease of use

Previously 3

Value for money

Previously 5

Customer support

Previously 5

Functionality

Previously 4

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.

Emilio M.

Verified reviewer

Banking

2-10 employees

Used daily for more than 2 years

Reviewed April 2025

Great working tool

It has been great over all, customer service, support team are always available and ready to help. I am well satisfied.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I have been using this CRM since 2004 and it's great... Graphics, tabs, marketing materials, reports.

Cons:

We need more Spanish marketing materials, videos and newsletter as well. WhatsApp option will be a plus

Reasons for choosing BNTouch Mortgage CRM

Easy to use and price was good. Feel comfortable with system

Michael W.

Verified reviewer

Real Estate

201-500 employees

Used daily for less than 6 months

Reviewed January 2025

BN Touch is truly an elite CRM

Top notch and I am very happy I am with them

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

BN Touch is an incredible CRM with support that is top notch, friendly and extremely helpful. I have used many platforms for my mortgage business. I cannot be happier and more satisfied than I am with BN Touch. The support from [sensitive content hidden] was amazing

Cons:

None as its been great. Like I said before the support and transition has been great. So no cons

Reasons for switching to BNTouch Mortgage CRM

Because BN Touch met my needs better vs my other platform. The Customer Service is better as well

Rob K.

Verified reviewer

Financial Services

Self-Employed

Used daily for more than 2 years

Review source

Reviewed August 2024

BNTouch CRM: A Game-Changer for Mortgage Professionals

The BNTouch CRM has been a game-changer for me as a mortgage professional. Its intuitive interface and powerful automation tools have streamlined my workflow, allowing me to focus on delivering top-tier service to my clients. The robust customization options, automated marketing campaigns, and seamless integration with other systems have significantly boosted my efficiency and client engagement. BNTouch is designed specifically for the mortgage industry, making it easy to manage leads, track loan progress, and communicate effectively. Plus, their responsive support team is genuinely invested in my success. I highly recommend BNTouch to any mortgage professional looking to elevate their business.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

BNTouch is very simple to use - it feels "logical" in how it is organized. And the tools that it provides are fantastic. I love the ability to mass-text as well as mass-email, all with personalized communications to the client or partner.

Cons:

I have no issues at all at this time, sorry.

Reasons for choosing BNTouch Mortgage CRM

BNTouch is much more simple and logical to use.

Reasons for switching to BNTouch Mortgage CRM

BNTouch is much more simple and logical to use.

Adam B.

Verified reviewer

Banking

2-10 employees

Used daily for more than 2 years

Review source

Reviewed August 2024

Fairly flexible, easy to use, competent system

Support is top notch. The best I've ever experienced.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Fairly easy to learn and use. Not flashy, gets the job done without a lot of fanfare

Cons:

Reporting is not good or easy to use. No true dashboard to reflect metrics

Reasons for switching to BNTouch Mortgage CRM

New company gave opportunity to switch and went with BNT under advisements from peers

Francisco D.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 2 years

Review source

Reviewed August 2024

Great CRM for the mortgage industry

Great system . Generates at least 2 to 3 loans per year for me .

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Touching my clients with drip campaign, having thousands of clients and data base in one system

Cons:

I wish it was easier to use for marketing campaigns

Reasons for switching to BNTouch Mortgage CRM

Hard to navigate , expensive , complicated to do multiple functions

Lauran H.

Verified reviewer

Financial Services

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed May 2024

Tons of Functionality & Features

Overall I would recommend BnTouch. It has all the functionality we need and then some. It can do anything we might ever want it to, and we could do a better job of utilizing this tool and making the most of what it's capable of.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It's comprehensive. I appreciate that there are a lot of features and functionality with BnTouch. They have tons of options and settings, lots of data, email campaigns and automated options. We can maintain contact info and notes on clients, realtors, other referral partners, and separate loan records for the same client(s). We like being able to log events and keep everyone in the loop. I've had excellent experiences with customer support! They've been incredibly responsive and helpful whenever there's a concern. They helped us with onboarding and implementation and did a lot of the heavy lifting for us.

Cons:

I can get a little bogged down in all of the features and functionality. It can be cumbersome and cluttered and sometimes we feel like we are paying for lots of features that we aren't taking full advantage of. It has all the bells and whistles, but if you want something more streamlined and simple, it may be a bit too robust for you.

Reasons for switching to BNTouch Mortgage CRM

Pulse (FocusIT) integrated with CalyxPoint. When we left Point, we saw it as an opportunity to take a look at what was out there and find a better fit.

Stephen G.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Reviewed September 2025

Branch Manager

Overall, BNTouch has been a strong tool for managing my pipeline, staying consistent with client communication, and keeping everything in one place. It saves time, improves follow-up, and gives me more ways to connect with borrowers and partners. It’s not perfect, but the value is definitely there, and it feels like a system designed for the way mortgage professionals actually work.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like that BNTouch is built specifically for the mortgage business. The automation for emails, texts, and even video campaigns makes it easy to stay in front of clients without spending all day on manual follow-ups. It’s flexible, customizable, and the support team is always responsive when I need help.

Cons:

There’s a little bit of a learning curve in the beginning, especially when setting up more advanced campaigns. Some of the design options could be expanded, but overall, once you get familiar with the system, it flows smoothly and does what it’s meant to do.

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