All BNTouch Mortgage CRM Reviews
1-25 of 65 Reviews
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Jeremy M.
Verified reviewer
Banking, 201-500 employees
Used daily for less than 12 months
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.
PROSBNTouch 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
CONSThere 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
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.
PROSI 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
CONSThe 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
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.
PROSThis 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.
CONSOverly 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
OVERALL RATING:
3
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed December 2023
Ben Yost Review of BNTouch
It is geared for Mortgage industry and ease of use
CONSNot 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
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
Great Product
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.
CONSNo 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
Amanda
Banking, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
3
Reviewed January 2024
Overall a great CRM
Customer service has been GREAT! We are new to BN Touch and keep learning more functions daily.
PROSProfessional content, customer service is superb.
CONSlacking ease of use for some functions and requires a great deal of time to get used to product, but once learned it's a great tool.
Reason for choosing BNTouch Mortgage CRM
We are still trying to figure out the best CRM for us.
Reasons for switching to BNTouch Mortgage CRM
BNT worked with Calyx mainly, however we aren't using that function currently b/c the file connection doesn't work well for us.
Trey
Financial Services, 2-10 employees
Used daily for less than 2 years
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.
PROSThe 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!
CONSOne 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.
Holli
Banking, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed January 2024
IS BNTPUCH FOR YOU............
THE EASE OF IMPORTING OUR DATA BASE WAS A GREAT PLUS
CONSTHE CLUNKINESS OF THE MARKETING PLANS~ THE STRUGGLE HAS BEEN REAL
Reasons for switching to BNTouch Mortgage CRM
CUSTOMER SUPPORT WITH BNTOUCH WAS AWFUL ~ COULD NEVER GET AN SWER OR SPEAK WITH THE SAME PERSON TWICE
Nick
Financial Services, 5,001-10,000 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed January 2024
SOLID CRM for Loan Officers
This CRM comes ready to go. It has a whole sweet of pre-built campaigns that you can use but you can also make your own and it is very easy.
CONSThe custom templates the initial set up of these is a little annoying. there are definitely some items that are odd about the reports. there is a graph on your dashboard that shows you your leads through funded loans, but the funded loans is never correct and they refuse to fix this or describe what it is to make it make sense.
Reasons for switching to BNTouch Mortgage CRM
Aidium was horrible so many glitches they are trying to be to much for everyone. It results in bad and glitchy tech and very very slow fixes
Dan
Verified reviewer
Financial Services, 1,001-5,000 employees
Used daily for less than 12 months
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!
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!
CONSMobile app can be slow at times but works 95% of the time without issues.
Fernando
Financial Services, 2-10 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
BN Touch Review
Database management, reminders, agent insights, flow to LendingPad.
CONSUpdates on user friendly usage, but any tech innovation undergoes updates
Reasons for switching to BNTouch Mortgage CRM
Company made the change for better integration and pricing.
Ben
Real Estate, 2-10 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
BnTouch works great for my Mortgage work.
Was fairly easy to learn to use and continue to figure out ways to have it serve us better.
PROSEase of Use (once I figured out how to use it. Multifaceted Flexibility Able to integrate with Lending Pad which we also use.
CONSThere is a lot that you can do so at first it might be overwhelming to some.
James
Real Estate, 1 employee
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed February 2024
Great Format
Great....I like it and will continue using.
PROSNot missing appointments, storing CRM info.
CONSI need more guidance on how to take advantage of all features. My fault I am not using it all.
Reason for choosing BNTouch Mortgage CRM
I realized my record keeping was very inept.
Jill
Financial Services, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
3
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
3
Reviewed December 2022
adequate CRM
Once you figure it out, it does what I need it to, which is custom marketing, automated marketing, and tracking leads
CONSIt is not a user friendly system with little support from BNTouch
Reason for choosing BNTouch Mortgage CRM
BNTouch was chosen by my company, we have since switched to Jungo
CHief
Financial Services, 2-10 employees
Used daily for more than 2 years
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.
PROSI 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.
CONSThe 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
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
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.
CONSWe 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
Clayton
Financial Services, 1,001-5,000 employees
Used daily for less than 12 months
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.
PROSIt is a huge competitor with Salesforce. It is user friendly, and great for setting tasks and reminders.
CONSI 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.
Michael
Financial Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
2
EASE OF USE
1
VALUE FOR MONEY
1
FUNCTIONALITY
1
Reviewed February 2023
Unsatisfiend
Too expensive for what they offered.
PROSThe software was nice for lead management.
CONSVery 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
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed November 2020
Helpful after learning curve
The automation is very helpful and intuitive once you have mastered implementing it.
CONSThe 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
Adam
Financial Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2023
Solid performing CRM
Its great...customer service is awesome...has full capability to do what you need
PROSI have used BNtouch for almost 10 years now and have become incredibly proficient with it. its much more customizable then you initially realize. A solid piece of technology and has tremendous customer support . Keely is amazing!!!
CONSIt needs a true POS with auto document collection, a payment calculator that buyer can use, as well as, the ability for realtor, lender, buyer to generate an on demand pre qual letter that is parameter based
Reason for choosing BNTouch Mortgage CRM
price, customer service, functionality, ease of use
Tyler
Financial Services, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2024
BNTouch is a great and inexpensive CRM
It is a wonderful application for managing your clientele. No real complaints or issues.
PROSIt keeps track of all my past clients. I have refused to change my CRM because it keeps up with everything so well and sends out constant content to my past clientele that is relevant to my industry. All of my clients love the content it posts for me and it is essentially 100% self sufficient.
CONSSometimes the content leans on the more liberal side of advertising but it is easy enough to change the content to fit your personal touch.
Matt
Financial Services, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
2
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
Reviewed February 2024
BNTouch is ok..... nothing special
We use it mainly to create actionable tasks. Setting up campaigns has taken a lot of time. We dont want to rely on automation, but more so structure of follow up.
CONSIt syncs to our LOS, but its not great. It's not the easiest system to use.
Laura
Real Estate, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
FUNCTIONALITY
5
Reviewed January 2024
Loan Officer
It has been great all borrowers are in sync with this software to Iam to stay in touch
PROSI like how able to send flyer all at once to my REALTORS
CONSI don't have a con I love how when I ASK for HELP I GET RIGHT AWAY
Whitney
Real Estate, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed November 2020
We love BNTouch!
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.
CONSGenerally, 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
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.
PROSVery helpful automation and allows me to navigate daily to help inform clients and realtors
CONSLearning Curve at first as had to watch the videos to understand the process.