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BNTouch Mortgage CRM

Your Mortgage CRM & Marketing Tools Anywhere.

Table of Contents

Is this product right for your business?

Find out with a

BNTouch Mortgage CRM - 2026 Pricing, Features, Reviews & Alternatives

All user reviews are verified by in-house moderators and provider data by our software research team. Learn more

Last updated: March 2026

BNTouch Mortgage CRM overview

What is BNTouch Mortgage CRM?

Your Mortgage CRM & Marketing Tools Anywhere.

Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere on any device. See why BNTouch's Mortgage CRM & Mobile App have over 250 five star reviews.

Features Include:

- Interact with your CRM, borrowers and partners using the world's first Mortgage AI Assistant.

- Get quick access to your database via a searchable list of your borrowers & partners.

- Send emails, calls, texts, postcards and video messages on the go.

- Create, manage & edit contacts in any of your pipelines & databases.

- Setup & receive instant alerts for new leads, birthday, tasks, etc.

- Schedule tasks, create notes and manage your calendar.

- Check your loan conversion, closed and top lead source stats anytime.

- Start, stop and view any of your current/past marketing campaigns.

- Track marketing success, make notes and latest calls with the events tracker.

- Add contacts quickly by scanning business cards.

- Accept newly assigned leads into your pipeline and view your lead history.

- Be automatically notified of new refinance opportunities.

- Upload and view documents to be shared with your office or your borrowers.

Starting price

95per user /
per month

Alternatives

with better value for money

BNTouch Mortgage CRM’s user interface

Ease of use rating:

4.5

(96)

BNTouch Mortgage CRM review summaries overview

To determine these pros and cons insights, we analyzed responses from

Overall rating

Reviews sentiment

1-2(5)

3-4(23)

5(68)

What do users say about BNTouch Mortgage CRM?

Users report BNTouch Mortgage CRM is tailored for the mortgage industry, helping them manage leads, track loans, and communicate with clients and partners efficiently. They appreciate its automation, client portals, and marketing tools, which streamline daily tasks and improve engagement. Some find the system easy to use and value the responsive customer support, while others mention a steep learning curve and occasional glitches.

Reviewers indicate that email and text messaging features help them stay connected, but some experience issues with message delivery and confusing setups. They note that client management and customization options are useful, though a few wish for more user-friendly interfaces.

Select to learn more

Who uses BNTouch Mortgage CRM?

Based on 96 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Financial Services

Real Estate

Banking

Construction

Others

Use cases

CRM

Loan Origination

Mortgage

Sales Tracking

Knowledge Base

BNTouch Mortgage CRM's key features

Most critical features, based on insights from BNTouch Mortgage CRM users:

Task management

5.0

(2)

Email management

4.2

(33)

Sales pipeline management

3.8

(24)

Reporting/Analytics

3.5

(2)

All BNTouch Mortgage CRM features

Features rating:

4.4

(96)

Alerts/Notifications

3.9

(20)

API

3.9

(8)

Campaign management

(0)

Client database

(0)

Client management

3.8

(6)

Client portal

5.0

(2)

Compliance management

4.5

(11)

Contact management

4.5

(49)

CRM

4.1

(16)

Customer database

4.0

(10)

Customizable templates

5.0

(1)

Digital signature

(0)

Document management

4.1

(19)

Document templates

(0)

Drag & drop

(0)

Email management

4.2

(33)

Email marketing

4.3

(28)

Email templates

(0)

Lead capture

4.1

(7)

Lead management

4.3

(44)

Loan origination

(0)

Loan processing

3.5

(2)

Marketing automation

4.5

(23)

Mobile access

4.0

(1)

Mobile app

4.0

(1)

Mortgages

(0)

Pipeline management

4.3

(18)

Pre-Qualification

3.5

(4)

Refinance Management

(0)

Reminders

4.0

(3)

Reporting/Analytics

3.5

(2)

Sales pipeline management

3.8

(24)

Social media integration

4.3

(12)

Task management

5.0

(2)

Task scheduling

(0)

Template management

(0)

Visual Presentation

(0)

BNTouch Mortgage CRM alternatives

BNTouch Mortgage CRM

4.5

(96)

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.4

Value for Money

4.3

Customer Support

4.5

Bigin by Zoho CRM

4.7

(730)

visit website

Starting from

/user

Per year

Free trial

Free version

Ease of Use

4.8

Features

4.5

Value for Money

4.7

Customer Support

4.5

HubSpot CRM

4.5

(4.4K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.4

Value for Money

4.3

Customer Support

4.4

Zoho CRM

4.3

(6.9K)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.2

Features

4.3

Value for Money

4.3

Customer Support

4.1

BNTouch Mortgage CRM pricing

Value for money rating:

4.3

Pricing plans

Pricing details:

Free plan

Free trial

Subscription

Individual

165

/user

Per month

Features included:

Email Marketing
SMS Marketing
Video Marketing
POS System
Prebuilt Mortgage Campaigns
Automated Follow-up
AI Integrated

Team

/user

Per month

Features included:

All Individual Plan Features
Automated Lead Distribution
Customizable Access
Team Work on Transactions
LO Based Communication Tracking and Performance Reporting

User opinions about BNTouch Mortgage CRM price and value

Value for money rating:

4.3

(96)

To see what individual users think of BNTouch Mortgage CRM's price and value, check out the review snippets below.

“My overall experience with BNTouch Mortgage CRM is that it is a highly effective tool for mortgage professionals who want a comprehensive, industry-specific platform to automate their marketing and streamline their loan process.”

Mark D.

Loan Officer

“The robust marketing automation, including pre-built content for email, text, and video campaigns, is a major pro.”

Mark D.

Loan Officer

BNTouch Mortgage CRM integrations (8)

Integrations rated by users

We looked at 96 user reviews to identify which products are mentioned as BNTouch Mortgage CRM integrations and how users feel about them.

Calyx Point

Integration rating: 3.5 (4)

“Because is the system we use to process our loans”

Emilio M.

CEO

Microsoft Outlook

Integration rating: 4.3 (3)

“Works well with Microsoft Outlook.”

Pepukai L.

Snr AR Assistant

LendingPad

Integration rating: 5.0 (3)

Google Calendar

Integration rating: 5.0 (2)

“Attorney uses Google calendar for personal calendar so it helps me integrate with Clio calendar to avoid conflicts. But it seems to need an extra step which I would love to avoid. Have to "copy to firm" in Google before it appears in Clio.”

Sandra A.

Paralegal

Other top integrations