# BNTouch Mortgage CRM Software Reviews, Demo & Pricing - 2026 > Review of BNTouch Mortgage CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/bntouch-profile --- [Home](https://www.softwareadvice.com/) / [CRM Software](https://www.softwareadvice.com/crm/) / BNTouch Mortgage CRM Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/bntouch-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/bntouch-profile/alternatives/) # BNTouch Mortgage CRM 2026: Benefits, Features & Pricing Wondering if BNTouch Mortgage CRM is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview BNTouch Mortgage CRM 4.5 [(97)](https://www.softwareadvice.com/crm/bntouch-profile/reviews/) 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. Wondering if BNTouch Mortgage CRM is right for your organization? Our CRM Software selection experts can help you in 15 minutes or less. ## BNTouch Mortgage CRM User Interface ## Popular BNTouch Mortgage CRM Alternatives Main Product BNTouch Mortgage CRM 4.5 [(97)](https://www.softwareadvice.com/crm/bntouch-profile/reviews/) Ratings Breakdown - 4.25Ease of use - 4.32Value for money - 4.51Customer support - 4.40Functionality Pricing Starting at $95.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4463)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6977)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.5 [(501)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Ratings Breakdown - 4.39Ease of use - 4.20Value for money - 4.43Customer support - 4.44Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Bigin by Zoho CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/) 4.7 [(731)](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/reviews/) Ratings Breakdown - 4.75Ease of use - 4.73Value for money - 4.49Customer support - 4.50Functionality Pricing Starting at $7.00 per year Get Price ## 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. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## 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 Integration rated undefined from -1 review Microsoft Outlook Integration rated undefined from -1 review Google Calendar Integration rated undefined from -1 review Zapier Integration rated undefined from -1 review Calyx Point Integration rated undefined from -1 review LendingPad Integration rated undefined from -1 review See all 7 integrations ## BNTouch Mortgage CRM User Reviews Overall Rating 4.5 Ratings Breakdown 5 71% 4 16% 3 7% 2 4% 1 1% Secondary Ratings Ease of Use 4.2 Value for money 4.3 Customer support 4.5 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More MD Mark D. Verified reviewer Financial Services 51-200 employees Used weekly for more than 2 years Reviewed September 2025 Insight to BNTouch 5 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 3 Ease of use 2 Value for money 5 Customer support 3 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 Read More AO Ali O. Financial Services 2-10 employees Used daily for less than 6 months Review source Reviewed May 2017 I didn't love it 2 Previously 4 Ratings Breakdown 1 Ease of use Previously 3 2 Value for money Previously 5 2 Customer support Previously 5 3 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. Read More CT Ciara T. Verified reviewer Real Estate 51-200 employees Used daily for more than 2 years Review source Reviewed May 2026 Loan and Mortgage Management 5 It has been nothing short of amazing, the follow ups that this system sends has completely changed the way I do my job for the better Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Loan and Mortgage Management - makes follow up with current and past clients so easy. I love using BN touch Cons: Nothing, its truly a great overall system. It even sends me loan anniversary reminders which is super neat Read More EM Emilio M. Verified reviewer Banking 2-10 employees Used daily for more than 2 years Reviewed April 2025 Great working tool 5 It has been great over all, customer service, support team are always available and ready to help. I am well satisfied. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More MW 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 5 Top notch and I am very happy I am with them Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More SG Stephen G. Verified reviewer Financial Services 11-50 employees Used daily for more than 2 years Reviewed September 2025 Branch Manager 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More RM Rosie M. Verified reviewer Financial Services 2-10 employees Used weekly for more than 2 years Review source Reviewed September 2025 Overall decent. 3 Overall it’s a decent database for storing info. But very expensive for simply that. Wish it was a lot easier to use and with marketing was easier and more aesthetically pleasing. Ratings Breakdown 3 Ease of use 2 Value for money 3 Customer support 3 Functionality Pros: I like most the potential of what BNT could be. Or what I think it could be. Seems like it can be diverse but cost and ease of use aren’t there. Cons: A lot of the features are difficult to use, marketing and drip aren’t aesthetically pleasing. And triggers aren’t user friendly. Read More AN Alex N. Verified reviewer Financial Services 2-10 employees Used weekly for less than 2 years Reviewed September 2025 Reliable customer support 5 Ratings Breakdown 5 Ease of use 5 Customer support 5 Functionality Pros: Good contact organization, automated campaigns, and reports of all our contacts. Customer support is very reliable and helpful. Cons: Terrible online demos, needs documentation so I don't need to ask support everything. Not the most intuitive design but learnable. Read More VR Verified Reviewer Financial Services Self-Employed Used daily for less than 6 months Reviewed January 2025 Finally "home" with BNTouch! 5 I am really excited that I found a CRM that does what I need, and is cost effective! I have used other CRMs and I feel like I am finally "home." In addition, their customer service is fantastic! Thanks Jesse and team--you guys are rock stars! Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I love that BNTouch is user friendly, and easy to navigate. Cons: There is a lot to learn in order to take advantage of all that is available. Read More Showing 1 - 10 of 97 Reviews [See All Reviews](https://www.softwareadvice.com/crm/bntouch-profile/reviews/) ## BNTouch Mortgage CRM Popular Comparisons [Salesforce Sales Cloud vs BNTouch Mortgage CRM](https://www.softwareadvice.com/compare/2764-Salesforce/vs/127795-bntouch/)[HubSpot CRM vs BNTouch Mortgage CRM](https://www.softwareadvice.com/compare/1854-HubSpot-CRM/vs/127795-bntouch/)[Zoho CRM vs BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/vs/zoho-crm/)[HubSpot Sales Hub vs BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/vs/hubspot-sales/)[Bigin by Zoho CRM vs BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bigin-by-zoho-crm-profile/vs/bntouch/)[Kylas Sales CRM vs BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/vs/kylas/)[Ploomes CRM vs BNTouch Mortgage CRM](https://www.softwareadvice.com/compare/127795-bntouch/vs/449937-Ploomes/)[Dynamics 365 vs BNTouch Mortgage CRM](https://www.softwareadvice.com/compare/106335-Dynamics-365/vs/127795-bntouch/)[eWay-CRM vs BNTouch Mortgage CRM](https://www.softwareadvice.com/crm/bntouch-profile/vs/eway/) [Compare All Alternatives](https://www.softwareadvice.com/crm/bntouch-profile/alternatives/) ## Other Top Recommended CRM Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (243) Recently recommended **133** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18785) Recently recommended **132** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (501) Recently recommended **89** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **75** times Stuck Between Options? 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