Also the formatting is clunky and slightly dated. Our team has used different CRMs and this one is the most difficult to navigate through as there is so much going on.

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

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.

I'm not so keen on the email system setup; it gets confusing, and emails are sent that should not have been.

It is a wonderful application for managing your clientele.

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

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.

I love texting and having my whole database at the top of my fingers.

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.

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.

Great customer service and the personal portals are such a great feature that no one is offering.

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.

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.

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.

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.

Sometimes the email features in the processing tab are hard to line up and use.

I really enjoy the simplicity of one place to keep all parties updated. It is also very convenient to have a secure place for documents to be uploaded/shared.

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.

Those are a nice touch and the formatting is nice.

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

I really like how I can do everything I want as far as markleting on one plstform.

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.

It is user friendly and works well will my other software.

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

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.

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.

Because of the lack of ability to find the information that the emails received tell you are there, it's frustrating.

My experience with the software and the staff has been excellent. Staff has gone above and beyond a.

Some of the dashboard is confusing. On occasion I have trouble determining when clients have been mailed vs emailed.

The support we have received from representative is incredible. Representative is very friendly and knowledgeable about the product she supports.

Good reference tool for prior relationships. Ability to upload spreadsheet of contacts.

I have found this is a great way to keep myself in front of my customers and remind them of the success we shared.

I loved how user friendly it is. Also I really appreciate how detailed the software is and how it can run itself but if I want control to do something specific I can easily get control.

We have not had any successes in getting business with the leads that have been generated.

Very difficult to know how to move around the system and get to the information that the emails receive provide for you.

A great tool to gain this information is Continuity Programs surveys. M very satisfied and will continue to use Continuity Programs.

Sometimes we receive too many emails and it's difficult to respond to everyone.

A great tool to gain this information is Continuity Programs surveys. For my referral partners, this has strengthened and developed my relationships and trust that leads to building my business.

I like most how user friendly and easy the software is to navigate through.

US Dollar

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.



LongDescription

Document Templates

Lead Capture

Digital Signature

Sales Pipeline Management

Task Scheduling

Client Database

Pipeline Management

Customer Database

Template Management

Contact Management

Loan Origination

Lead Management

Email Marketing

Compliance Management

Marketing Automation

Client Portal

Social Media Integration

Email Management

Alerts/Notifications

Refinance Management

Customizable Templates

Reporting/Analytics

Pre-Qualification

Client Management

Drag & Drop

Visual Presentation

Campaign Management

Document Management

Email Templates

Mobile Access

Reminders

BNTouch offers plans for mortgage companies of every size, starting from $165 for the Individual plan with an activation fee of $125. 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 $95 per user per month with an activation fee of $95 per user. Contact BNTouch for pricing details for the Enterprise plan.

Email/Help Desk

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

BNTouch Mortgage CRM

Live Online

Webinars

Documentation

MortgageHalo from Halo Programs is a cloud-based customer relationship management (CRM) solution designed for the residential mortgage industry. It includes automated marketing on behalf of loan officers to their prospects, referral partners and borrowers. All leads generated are exclusive to the LO.


The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting. The surveys also generate testimonials that clients can share on social media.


The online reputation management feature help lenders build social proof. The built-in vendor-managed automation helps lenders increase customer retention, generate new business opportunities, and drive down the cost to originate loans. It also allows banks to drive more CRA business with native geo-targeting and demographic targeting features.


The ClientTracker feature generates leads for pre-approvals and new mortgages. The CRM is also connected to a custom online storefront for the lender, where approved postcards, flyers and emails are set up for LOs to send. It offers a monthly subscription-based pricing and provides support via phone, email and live chat.



BNTouch Mortgage CRM vs MortgageHalo

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