BNTouch Mortgage CRM

RATING:

4.5

(66)

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 Pricing

BNTouch offers plans for mortgage companies of every size, starting from $165 for the Individual plan with an activation fee of $99. The plan contains a limit of 2,500 records and unlimited emails, campaigns, text, voice, and video marketing benefits. Pricing for the Team plan starts $95 per user per month with an activation fee of $79 per user. Contact BNTouch for pricing details for the Enterprise plan.

Starting price: 

$165.00 per month

Free trial: 

Not Available

Free version: 

Not Available

Fully customizable dashboard

BNTouch Mortgage CRM Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

4.5

Functionality

4.5

Most Helpful Reviews for BNTouch Mortgage CRM

1 - 5 of 65 Reviews

User Profile

Jeremy M.

Verified reviewer

Banking, 201-500 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

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.

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.

Becky

Real Estate, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2024

Love BNTouch

Great, I've used it for 5 years and I'm super happy with it.

PROS

I love the tasks you can assign so I never miss following up and I don't lose sleep wondering if I forgot to follow up on something

CONS

The canned emails can be a little corny but it's nice we can customize.

Reasons for switching to BNTouch Mortgage CRM

not enough customization options and no texting feature

Dan

Financial Services, 1,001-5,000 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

2

EASE OF USE

2

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

2

Reviewed January 2024

Lots of functionality poor execution

Clunky. Dated. Old tech. Hard to search. No keywords. Finicky. Buggy.

PROS

This crm is clunky at best. It is not visually appealing, dashboard does not aid sales process, hard to searxh and manage contacts and pipelines. All kinds of functionality and low low low ease of use.

CONS

Overly complicated and lots of hidden info. Hard to search. App absolutely sucks. Seriously, as if it was made in 1999. It has near zero functionality. Hire 20 current and accomplished makers of apps and start over entirely. It should have 95% of the functionality as the desktop. Currently it has 2%.

Reasons for switching to BNTouch Mortgage CRM

Forced to do so or I would not.............

Ben

Real Estate, 501-1,000 employees

Used daily for less than 2 years

Review Source: Capterra

OVERALL RATING:

3

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed December 2023

Ben Yost Review of BNTouch

PROS

It is geared for Mortgage industry and ease of use

CONS

Not very robust compared to other CRM - lacks a lot of features

Jeff

Banking, 5,001-10,000 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2023

Great Product

PROS

I have been using BNTouch for 5 years and it is simple to use and has so many features that help you keep track of your marketing and staying in touch by tasks, email video and text. I have fund no cons using this software and the support is fantastic, if you need a CRM for your mortgage business BNTouch is the best choice.

CONS

No Cons the software is easy to use and the support is great

Reasons for switching to BNTouch Mortgage CRM

Easy of use and many add on's and the support is great