BNTouch Mortgage CRM

RATING:

4.4

(67)

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 $125. 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 $95 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
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BNTouch Mortgage CRM Reviews

Overall Rating

4.4

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 67 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.

Lauran

Financial Services, 2-10 employees

Used weekly for more than 2 years

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:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

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.

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.

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

CHief

Financial Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

3

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

5

Reviewed March 2021

HORRIBLE Crashes literally weekly!!!

Horrible. Poor customer service. The system glitches and crashes all the time.

PROS

I do like what it is SUPPOSED to do. And I like it WHEN it works. The unfortunate truth is that the system literally crashes weekly.

CONS

The system is always glitching, crashing and their customer service does not exist. You think your email and text messages are being sent to clients, leads, prospects. But in reality, they aren't. When you call for service there is always some excuse. This goes on repeatedly. Ask them to waive your monthly fee, or reduce it for poor service, nope. You get to pay full price for a product/service that underperforms repeatedly. The challenge is, finding another CRM once you are used to using their system. If you are looking for a mortgage CRM, TRUST ME... look elsewhere! We just lost a $7,800 commission today because we thought we were communicating with a client via text. Just to find out, they were not being sent out! Go elsewhere, you will be much happier... and treated with real customer service.

Reason for choosing BNTouch Mortgage CRM

On the surface, it appears to be good. Sadly, The reality is a different story.

Vendor Response

Hi Chief, Thank you for being a client of BNTouch, and taking the time to submit a review. We would like the opportunity to talk and investigate your feedback further. We've attempted to contact you regarding these issues, and we'd greatly appreciate it if you'd contact us at support@bntouch.com or 888-971-1117 at your earliest convenience. We're confident that we can assist you with getting the most out of your CRM, with hopes of a favorable resolution.

Replied September 2021