BNTouch Mortgage CRM Software

BNTouch Mortgage CRM Software

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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 $148 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 $79 per user per month with an activation fee of $79 per user. Contact BNTouch for pricing details for the Enterprise plan.

Starting price: 

$148.00 per month

Free trial: 

Not Available

Free version: 

Not Available

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Fully customizable dashboard

BNTouch Mortgage CRM User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4.5

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 37 reviews

User Profile

Jeremy M.

Verified reviewer

Company size: 201-500 employees

Industry: Banking

Time used: 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.
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

Trey

Company size: 2-10 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
4

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

February 2021

I highly recommend BNTouch to anyone in the market for a mortgage CRM!

BNTouch makes it super simple to keep in contact with Realtor/referral partners, potential and past clientele. Being able to track each lead makes the followup process so much less painstaking than other, more overly complicated CRMs.

Pros

The functionality and usability of BNTouch is by far one of the easiest I have used. The customer service is top notch and the staff are quick and responsive when you have a question in regards to how a function works!

Cons

One of the only gripes I have with BNTouch is the lack of being able to customize the look and feel of the CRM itself. While I do understand that function is more important than form for productivity, when you're staring at a screen for hours upon hours per day, being able to make it your own would help with the eye strain and mental fatigue that tends to happen over time.

Reasons for choosing BNTouch Mortgage CRM

Usability, cost, required setup time, integration with other LOS softwares.

Reasons for switching to BNTouch Mortgage CRM

Cost per user, lack of features and lack of future integration with other leading software providers.

CHief

Company size: 2-10 employees

Industry: Financial Services

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
3

Ease-of-use

out of 5
1

Value for money

out of 5
1

Customer support

out of 5
5

Functionality

out of 5

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.

Reasons for choosing BNTouch Mortgage CRM

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

Response from BNTouch

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

Clayton

Company size: 1,001-5,000 employees

Industry: Financial Services

Time used: Less than 12 months

Review Source

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

August 2021

Amazing product for a great price.

Using it daily for 6 months, keeping track of new leads, inbound client referrals, setting tasks daily, etc.

Pros

It is a huge competitor with Salesforce. It is user friendly, and great for setting tasks and reminders.

Cons

I wish there was more customization features to allow us to tailor things exactly to our needs.

Reasons for choosing BNTouch Mortgage CRM

Pricing, productivity, and prime customer service.

Reasons for switching to BNTouch Mortgage CRM

User friendly products, streamlined service.

Dan

Verified reviewer

Company size: 1,001-5,000 employees

Industry: Financial Services

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

August 2021

Best Mortgage CRM for mortgage pros!

Pros

I’ve been in the mortgage industry for over 10 years and have worked with dozens of CRM systems promising increased efficiency and ROI. From my experience, only BNTouch has delivered. Its obvious this was designed from the get go as a mortgage CRM. Navigation is intuitive and I was up and running in less than a few hours. I love the mobile app, its fully functional, not some watered down version of web version. It allows me to work on the go without any hesitation. Support is very responsive with any issues you may encounter. Seamless integration with my lead sources (Free Rate Update & Zillow) & RingCentral was the clincher for my business. All in all, there is no better mortgage CRM on the market!

Cons

Mobile app can be slow at times but works 95% of the time without issues.

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