All BNTouch Mortgage CRM Reviews

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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.

Trey

Financial Services, 2-10 employees

Used daily for less than 2 years

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

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Reason 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

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

Clayton

Financial Services, 1,001-5,000 employees

Used daily for less than 12 months

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Reason 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

Financial Services, 1,001-5,000 employees

Used daily for less than 12 months

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Michael

Financial Services, 11-50 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

1

VALUE FOR MONEY

1

FUNCTIONALITY

1

Reviewed February 2023

Unsatisfiend

Too expensive for what they offered.

PROS

The software was nice for lead management.

CONS

Very complicated to use, which caused to much confusion for the staff.

Vendor Response

Hi Michael, BNTouch offers a plethora of features, and we're always adding more. We do offer live training, monthly live webinars, a library of videos that'll walk you through all we've got to offer. We've got our gold-standard live support team that can also walk you through anything within our system.  BNTouch changes the game for your business, but there's a bit of a learning curve when you first join the family. We assure you that if you give it 2-3 hours a week for the first month, you'll almost be a pro by month's end. We can guarantee that the risk is 100% worth the reward. Join our Facebook Group BNTouch Family, and ask some members what they think. They'll probably tell you that once you use BNTouch daily, it becomes second nature to utilize our features and navigate the system smoothly.  Thank you again for your time, and we do hope you give us another try, as we've got some fascinating updates coming soon. 

Replied February 2023

Andrew

Real Estate, 11-50 employees

Used daily for less than 12 months

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

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

3

FUNCTIONALITY

4

Reviewed November 2020

Helpful after learning curve

PROS

The automation is very helpful and intuitive once you have mastered implementing it.

CONS

The learning curve was pretty steep but the team was there to walk us through it

Reasons for switching to BNTouch Mortgage CRM

more mortgage focused

Chris

Real Estate, 51-200 employees

Used daily for less 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:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2022

Helpful for keeping track of multiple files!

This software is great and makes mortgage processing much easier on a day to day basis. Great for keeping track of multiple files and helps you stay organized!

PROS

This product is extremely easy to use and makes it simple to see where each loan is at in the process. I love having all of my contacts and documents at my fingertips.

CONS

When uploading documents, the program only allows a total of 5 documents to be uploaded at a time. This can be very time consuming when trying to upload many documents.

Cynthia

Banking, 2-10 employees

Used daily for less than 6 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 November 2019

Thrilled!!

so far OUTSTANDING - but we are brand new to the program - we shall see. I may update my review later but as it stands now we are truly very happy with it

PROS

This offers everything that the last CRM we used did PLUS a WHOLE LOT more!! And at a GREATLY reduced cost!!!

CONS

Well I found some of the social media marketing a bit difficult to negotiate but their team is super good about getting back to you with questions and I am just really right now having nothing to complain about :)

Reason for choosing BNTouch Mortgage CRM

We are using both right now actually - we chose bntouch over topofmind because it is BETTER!!!

Reasons for switching to BNTouch Mortgage CRM

topofmind was costing alot and was SOOOOO not doing what they said they were doing - it's that simple. We were paying alot and not getting the service they said we were sadly :(

Vendor Response

Thank you for taking the time to leave a review Cynthia! We are thrilled to have you as part of the BNTouch Family!

Replied November 2019

James

Verified reviewer

Financial Services, 11-50 employees

Used daily for less than 12 months

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2021

Easy to Use

Very easy to use and to customize for individual leads and partners.

PROS

This CRM allows customization of groups to place all sorts of relationships including vendors, realtors and borrowers alike! The marketing campaigns are easy to set up and use and can be tailored to each individual if wanted.

CONS

There could be more accessible training materials made available to show off more features. Went months without using some before being pleasantly surprised at having found them.

Ali

Financial Services, 2-10 employees

Used daily for less than 6 months

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

2

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed May 2017

I didn't love it

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.

Vendor Response

Thank you for your feedback, We feel sorry that you left us with such opinion of our service. We would like to mention that each of our implementation specialists have a direct number that you can call during business hours or request a one on one session. Working with tickets gives you and us the ability to effectively track your requests to make sure they are handled properly. We carefully reviewed the history of our relationship and we can confirm that all your tickets and requests were addressed in a timely manner. A review such as this is great way for us to learn where we can improve. One of the hurdles to overcome when implementing a new software solution is having an unbiased perspective when it comes to terminology. We can certainly greatly customize the area we call pipeline, however, an end user's definition of pipeline may be different. This is where the objectives and goals come into play. We would be happy to answer any questions or concerns your may have for us, please give us a call! Thanks, Yuri

Replied May 2017

Whitney

Real Estate, 2-10 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed November 2020

We love BNTouch!

PROS

Bntouch is incredibly easy to use- and if anything seems too daunting, the support team is very prompt and explains the best way to problem solve. We are able to get creative with our emails and communications as well.

CONS

Generally, we have no complaints about BNTouch!

Reasons for switching to BNTouch Mortgage CRM

Our last crm didn't have even a third of the capabilities that BNTouch gives us.

Rod

Real Estate, 11-50 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed August 2021

BNTouch

I like this system... and am happy that we chose it. It has a lot to offer (some of which, I'm still learning) and I can tell there is potential for growth within the system... I'm looking forward to roll outs of new features.

PROS

Very helpful automation and allows me to navigate daily to help inform clients and realtors

CONS

Learning Curve at first as had to watch the videos to understand the process.

Dawn

Real Estate, 2-10 employees

Used daily for less than 6 months

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

OVERALL RATING:

4

EASE OF USE

2

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2019

No stranger to CRM's

I like this system... and am happy that we chose it. It has a lot to offer (some of which, I'm still learning) and I can tell there is potential for growth within the system... I'm looking forward to roll outs of new features.

PROS

I love that it's specific to the Real Estate industry. It has multiple uses to encourage, remind and assist with keeping in contact with clients and associates. I like that the marketing section has articles and meme's that you can post onto your social media very easily. The 'Support Team' is AMAZING! No matter my questions (and I have a lot of them!) they always respond, our Rep is always very helpful and responds with visuals to explain his answers, and tech support is just a phone call away! Also, they just launched a feature where you can record a video with a short message for you client and send it.

CONS

The process to send set up a simple campaign is very complicated. There's no flow and you have to go in and out of different tabs/links to set it up. It would be helpful if it was more streamlined.

Avhakholwi

Computer Software, 2-10 employees

Used daily for less than 2 years

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

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed January 2018

Very good

I believe it's developers can improve it to that level of big CRM out there. I would like people to start using it and see how good it is.

PROS

From its dashboard it looks good, the way things are visible and how simple you can use it. Most of things I prefer on a CRM bn touch has just that.

CONS

It's not unique and is under rated. I believe it has potential to grow big. Bn touch must keep updating it for it to compete with other big CRM on the market.

Jeremy

Financial Services, 2-10 employees

Used daily for less than 2 years

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

OVERALL RATING:

5

EASE OF USE