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BNTouch Mortgage CRM Logo

Your Mortgage CRM & Marketing Tools Anywhere.

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

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

Last updated: November 2025

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.

Key benefits of using BNTouch Mortgage CRM

- 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

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BNTouch Mortgage CRM’s user interface

Ease of use rating:

BNTouch Mortgage CRM pros, cons and reviews insights

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

Overall rating

Reviews sentiment

 
 
 
1-2(4)
3-4(23)
5(68)

What do users say about BNTouch Mortgage CRM?

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.

Select to learn more


Who uses BNTouch Mortgage CRM?

Based on 95 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Financial Services
Real Estate
Banking
Accounting
Others

Use cases

CRM
Loan Origination
Mortgage
Mortgage CRM
Account Management

BNTouch Mortgage CRM's key features

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

Contact management
Email management
CRM
Marketing automation
Customer database
Interaction tracking

All BNTouch Mortgage CRM features

Features rating:

Mobile app
Client management
Client portal
Task management
Email marketing
Lead management
Alerts/Notifications
Sales pipeline management
Reminders
Pipeline management
API
Document management
Pre-Qualification
Social media integration
Lead capture
Compliance management
Reporting/Analytics
Task scheduling
Template management
Refinance Management
Visual Presentation
Mortgages
Mobile access
Loan processing
Loan origination
Email templates
Drag & drop
Document templates
Digital signature
Customizable templates
Client database
Campaign management

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Per month

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BNTouch Mortgage CRM pricing

Value for money rating:

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

95

/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:

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

“I like this system... and am happy that we chose it. It has a lot to offer (some of which, I'm still learning) and I can tell there is potential for growth within the system.”
RK

Rod K.

Loan Officer

“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.”
Verified reviewer profile picture

Cynthia S.

Marketing Assistant

BNTouch Mortgage CRM integrations (10)

Integrations rated by users

We looked at 95 user reviews to identify which products are mentioned as BNTouch Mortgage CRM integrations and how users feel about them.

LendingPad logo
LendingPad

Integration rating: 5.0 (1)

We were only willing to consider CRMs with two-way integration with LendingPad to make our day-to-day use much easier and fewer steps.

LH

Lauran H.

Production Manager

Calyx Point logo
Calyx Point

Integration rating: 3.0 (2)

Integration rating: 5.0 (1)

BNTouch Mortgage CRM customer support

What do users say about BNTouch Mortgage CRM customer support?

Customer support rating:

We analyzed 21 verified user reviews to identify positive and negative aspects of BNTouch Mortgage CRM customer support.

A significant portion of users highlight the support team's quick, responsive, and helpful assistance with questions and issues.

A few users mention slow response times or difficulty reaching customer support when urgent help is needed.

Support options

Phone support
Email/help desk
Chat
Knowledge base

Training options

Webinars
Documentation
Live online

To see what individual users say about BNTouch Mortgage CRM's customer support, check out the review snippets below.

“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!”

TR

Trey R.

Mortgage Loan Originator

“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.”

WO

Whitney O.

Marketing Director

“Customer service was always willing to help with issues, and they really tried their best, but response times were pretty long, making it difficult to deal with.”

AO

Ali O.

Loan Assistant

BNTouch Mortgage CRM FAQs

Q. Who are the typical users of BNTouch Mortgage CRM?

BNTouch Mortgage CRM has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business

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Q. What languages does BNTouch Mortgage CRM support?

BNTouch Mortgage CRM supports the following languages:
English


Q. Does BNTouch Mortgage CRM support mobile devices?

BNTouch Mortgage CRM supports the following devices:
Android, iPad, iPhone


Q. Does BNTouch Mortgage CRM offer an API?

Yes, BNTouch Mortgage CRM has an API available for use.


Q. What level of support does BNTouch Mortgage CRM offer?

BNTouch Mortgage CRM offers the following support options:
Phone Support, Email/Help Desk, Chat, Knowledge Base

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