Last Updated
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
Unlimited Email And Video Marketing
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.
Text And Voice Marketing
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.
Digital Loan Platform
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.
Automated Lead Conversion And Follow-Up Tools
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.
Team Collaboration And Lead Distribution
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.
Pros And Cons of Bntouch Mortgage CRM
Pros
Has ready-to-go marketing templates
Great for mortgage professionals
Automates follow-ups and tasks
Cons
Some parts look old or outdated
Reports can be hard to trust
Bntouch Mortgage CRM Reviews
Total 9 reviews
4.8
All reviews are from verified customers
Rating Distribution
5
Stars78%
4
Stars22%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Small Business, 11-50 employees
“Amazing Support Team”
Pros
The client service has been absolutely incredible. They made getting started so perfect even though I'm completely new to this. The system feels easy to navigate, and I'm constantly discovering new features that help expand my business reach.
Cons
Haven't found any real downsides with this platform yet.
Rating Distribution
Ease of use
9
Value for money
10
Customer Support
10
Functionality
8
Small Business, 11-50 employees
“Simple LOS Integration Process”
Pros
I really appreciate how smoothly this integrates with our Lending Pad LOS. The sync works perfectly every time. Whenever I have questions the support team gets back to me super quickly and they're always helpful.
Cons
There's definitely a learning curve when figuring out all the features and how to make the most of them for our dealership.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
9
Functionality
9
Small Business, 11-50 employees
“Best CRM for mortgage brokers”
Pros
The features and powerful capabilities are impressive for what you pay. Customer service responds quickly whenever I have issues or questions.
Cons
The interface could use some improvement though I get that cramming so many features into one system makes it tricky to keep things streamlined.
Rating Distribution
Ease of use
7
Value for money
6
Customer Support
7
Functionality
6
Frequently Asked Questions
Who are the typical users of Bntouch Mortgage CRM?
BNTouch Mortgage CRM is ideal for mortgage loan officers, brokers, and lending institutions.
Does Bntouch Mortgage CRM have a mobile app?
Yes. They offer a full-featured mobile app for both iOS and Android.
What types of pricing plans does Bntouch Mortgage CRM offer?
BNTouch Mortgage CRM offers flexible pricing plans to accommodate businesses of all sizes. The Individual plan costs $165/month with a one-time activation fee of $125. The Team plan starts at $190/month for two users, with an added $95/month per additional user and a $95 activation fee per user. For larger organizations, the Enterprise plan provides custom pricing tailored to specific needs. Choose the BNTouch Mortgage CRM cost estimation that best aligns with your team size, business goals, and operational requirements.
What level of support does Bntouch Mortgage CRM offer?
They offer live guided demos, in-house training, white-glove setup services, and ongoing support via phone and email. The support team assists with onboarding, campaign setup, and technical guidance.
Does Bntouch Mortgage CRM offer an API?
Yes. BNTouch offers an API.
What language does Bntouch Mortgage CRM support?
BNTouch supports multiple languages. Notably, borrowers can switch between English and Spanish in the web-based 1003 loan application process.
What other apps does Bntouch Mortgage CRM integrate with?
BNTouch Mortgage CRM integrates with Outlook, Gmail, Zapier, Optimal Blue, and RingCentral. Watch the Bntouch Mortgage CRM demo to see how these integrations work.