Bntouch Mortgage CRM

Bntouch Mortgage CRM

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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.

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Starting Price
Custom

Bntouch Mortgage CRM Specifications

Contact Management

Lead Management

Opportunity Management

Sales Forecasting

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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
Get BNTouch Mortgage CRM pricing according to your business requirements and team size.

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:

Watch the Bntouch Mortgage CRM demo to learn more about its integration arrangements.

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.

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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.

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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.

See How It Works

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.

See How It Works

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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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

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TF

Tracey F.

Small Business, 11-50 employees

5.0
August 2024

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

JW

James W.

Small Business, 11-50 employees

5.0
August 2024

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

SL

Scott L.

Small Business, 11-50 employees

4.0
August 2024

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

BNTouch Mortgage CRM is ideal for mortgage loan officers, brokers, and lending institutions.

Yes. They offer a full-featured mobile app for both iOS and Android.

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.

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.

Yes. BNTouch offers an API.

BNTouch supports multiple languages. Notably, borrowers can switch between English and Spanish in the web-based 1003 loan application process.

BNTouch Mortgage CRM integrates with Outlook, Gmail, Zapier, Optimal Blue, and RingCentral. Watch the Bntouch Mortgage CRM demo to see how these integrations work.