BNTouch Mortgage CRM Software

4.08 / 5 (19)

Our advisors have recommended this product 11 times in the last 30 days

About BNTouch Mortgage CRM

Grow your mortgage business, free up time, automate your marketing and put together a digital mortgage experience for your borrowers, all from one central hub.

With BNTouch Mortgage CRM you can build a website, utilize a digital 1003, send e-signable documents, do text message marketing and record custom video. BNTouch offers 25+ proprietary mortgage tools built to help you grow your business. Started in 2004, BNTouch has spent the last 15 years creating a CRM specifically for the needs of mortgage professionals and been implemented in hundreds of mortgages offices across the continent.

BNTouch Mortgage CRM system has fully integrated digital mortgage, CRM, marketing and POS tool sets offering a complete mortgage business growth platform for loan...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

19 Reviews of BNTouch Mortgage CRM

Average User Ratings

Overall

4.08 / 5 stars

Ease-of-use

3.5

Value for money

4.0

Customer support

4.0

Functionality

4.0

Ratings Snapshot

5 stars

(6)

6

4 stars

(10)

10

3 stars

(1)

1

2 stars

(1)

1

1 stars

(1)

1

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 19 results

September 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2018

New to the CRM

Integrate all of our product solutions to a web-based platform. Our team is mobile and needs to be in contact with clients and partners daily. This system does that!

Pros

The integration for mortgage CRM software is excellent. They are adding new features that make sense for the user and the company.

Cons

None at this time. We will be using the software daily with the entire team.

March 2019

Dawn from IFC Mortgage

Company Size: 2-10 employees

Industry: Real Estate

Time Used: Less than 6 months

Review Source


Ease-of-use

2.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

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.

December 2016

Kaela from The Mortgage Duo

Company Size: 2-10 employees

Industry: Banking

Time Used: Less than 6 months


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2016

Best CRM out there

We did a lot of research on different CRM's currently available on the market and this one offered most. We have been using it for over a year and absolutely love it. Especially since they did the upgrade to a better more appealing platform.

Pros

Our favourite feature is the Client & Partner Portals. We found this REALLY streamlines our business with our clients and they always LOVE using the portal. It is also a great way for us to market to our other partners, mainly realtors. Offering them something no other broker is. It allows them to be more involved in the process which they really like.

Cons

No real down sides to using this CRM. As long as they continue to re-invent and offer new features I will continue to use them. We would really like to see a revenue tracker where we can keep track of our commissions that have been paid out or not and print out year end reports on them.

November 2019

Cynthia from MTP Mortgage

Company Size: 2-10 employees

Industry: Banking

Time Used: Less than 6 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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 :)

Reasons for Choosing BNTouch Mortgage CRM

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

Response from BNTouch

Replied November 2019

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

May 2017

Ali from Loan Simple

Company Size: 2-10 employees

Industry: Financial Services

Time Used: Less than 6 months


Ease-of-use

1.0

Value for money

2.0

Customer support

2.0

Functionality

3.0

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.

Response from Yuri

Replied May 2017

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