Last Updated Oct 23, 2025
Overview
Bntouch Mortgage CRM is a mortgage-specific software that helps loan officers and brokers manage leads and clients. It may feel overwhelming at first, but it offers organized marketing campaigns, automated follow-ups, and borrower portals to simplify your workload.
Overall Rating
Based on 9 users reviews
4.8
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Bntouch Mortgage CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Bntouch Mortgage CRM?
Bntouch Mortgage CRM is a cloud-based platform for mortgage professionals to track leads and manage every stage of the loan process. It centralizes contact data, communications, and documents, and supports email, SMS, video campaigns, and borrower portals. The system includes automated templates, pipeline tracking, and analytics tools that help you stay organized, reduce manual tasks, and improve client engagement.
Bntouch Mortgage CRM Pricing
BNTouch Mortgage CRM price depends on the following plans:
- Individual: $165/month + $125 one-time activation fee
- Team: $190/month for 2 users + $95/month per additional user + $95 activation fee per user
- Enterprise: Custom pricing available upon request
Disclaimer: The pricing is subject to change.
Bntouch Mortgage CRM Integrations
The Bntouch Mortgage CRM software supports integration with multiple systems and platforms, such as:
- Outlook
- Zapier software
- Gmail
- Optimal Blue
- RingCentral
Who Is Bntouch Mortgage CRM For?
Bntouch Mortgage CRM is ideal for a wide range of individuals and sectors, including:
- Mortgage loan officers
- Mortgage brokers
- Lending institutions
Is Bntouch Mortgage CRM Right For You?
If you're a loan officer, broker, or lender needing a mortgage-focused system, Bntouch Mortgage CRM could be a strong match. Bntouch Mortgage CRM features, such as digital loan tools and a rich pre-built content library, make it ideal for those who want automation and borrower-friendly workflows. It fits both solo professionals and growing teams.
Still doubtful if Bntouch Mortgage CRM is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
Bntouch Mortgage CRM Features
With BNTouch Mortgage CRM, you can send as many emails and video messages as you need. There are no limits, which means you can stay in regular contact with your clients and leads. It also allows you to create newsletters, loan updates, or personal messages, helping build trust and improve communication at every stage.
This feature lets you send text messages and voice recordings directly to your clients. It's a quick and easy way to follow up with leads, send reminders, or share important loan updates. You don’t need to make manual calls each time; just use the system to send messages at scale.
The ‘Digital Loan Platform’ gives borrowers a place where they can fill out forms, upload documents, and track their loan progress online. This makes the loan process simpler for both you and your clients. By organizing everything in one place, it saves time and avoids back-and-forth communication.
BNTouch Mortgage CRM helps you stay on top of follow-ups with automated tools. It reminds you of client birthdays and loan anniversaries and even suggests refinance opportunities. After a loan is funded, it keeps your clients engaged through targeted follow-up campaigns, ensuring you never miss a chance to stay connected.
If you're working with a team, this feature helps assign leads automatically and makes communication easier. Everyone can track their tasks, view lead progress, and share updates in one system. Admins can manage performance, control access, and make sure leads are handled quickly and properly by the right people.
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