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BNTouch Mortgage CRM Logo
BNTouch Mortgage CRM

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Your Mortgage CRM & Marketing Tools Anywhere.

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BNTouch Mortgage CRM Pricing, Features, Reviews and Alternatives

BNTouch Mortgage CRM product overview

Price starts from

165

/user

Per month

What is BNTouch Mortgage CRM?

Your Mortgage CRM & Marketing Tools Anywhere.

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.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk
Chat
Knowledge Base

Training options

Webinars
Documentation
Live Online

BNTouch Mortgage CRM pricing information

Value for money

4.3

/5

67

Starting from

165

/user

Per month

Pricing options

Free plan
Subscription
Free trial
Pricing range

Value for money contenders

BNTouch Mortgage CRM features

Functionality

4.4

/5

67

Total features

33

6 categories

Most valued features by users

API
Reporting/Analytics
Alerts/Notifications
Compliance Management
Document Management
Reminders
Campaign Management
Client Database

BNTouch Mortgage CRM users reviews

Overall Rating

4.4

/5

67

Positive reviews

88

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.12/10
Rating distribution

5

4

3

2

1

43

16

4

4

0

Pros
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.
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.
It is a huge competitor with Salesforce. It is user friendly, and great for setting tasks and reminders.
Cons
I didn't want to set up something wrong and I look stupid to my clients. BN customer support sent me an email to watch the videos and the email said to connect with them after watching the videos.
THE CLUNKINESS OF THE MARKETING PLANS~ THE STRUGGLE HAS BEEN REAL.
The process to send set up a simple campaign is very complicated. There's no flow and you have to go in and out of different tabs/links to set it up.

Overall rating contenders

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Jeremy M. L.

Banking, 201-500 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Mortgage Teams & BNTouch CRM

Reviewed 3 years ago

I am still using BNTouch so that has to amount for something. We expected to go to another crm 6 months down the line when new features opened up, but bntouch has everything we need and it continues to grow for us.

Pros

BNTouch is an important part of my day. The system has availability for you to set up everything inside a crm where other companies have these features locked out. It is

Cons

There are way too many options to choose from. It took us a while to set up the system to work how we wanted it to. In comparison this is just as salesforce is with their software.

JH
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Jeff H.

Banking, 5,001-10,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Great Product

Reviewed 5 months ago
Pros

I have been using BNTouch for 5 years and it is simple to use and has so many features that help you keep track of your marketing and staying in touch by tasks, email video and text. I have fund no cons using this software and the support is fantastic, if you need a CRM for your mortgage business BNTouch is the best choice.

Cons

No Cons the software is easy to use and the support is great

CD
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CHief D.

Financial Services, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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HORRIBLE Crashes literally weekly!!!

Reviewed 3 years ago

Horrible. Poor customer service. The system glitches and crashes all the time.

Pros

I do like what it is SUPPOSED to do. And I like it WHEN it works. The unfortunate truth is that the system literally crashes weekly.

Cons

The system is always glitching, crashing and their customer service does not exist. You think your email and text messages are being sent to clients, leads, prospects. But in reality, they aren't. When you call for service there is always some excuse. This goes on repeatedly. Ask them to waive your monthly fee, or reduce it for poor service, nope. You get to pay full price for a product/service that...

Vendor response

Hi Chief, Thank you for being a client of BNTouch, and taking the time to submit a review. We would like the opportunity to talk and investigate your feedback further. We've attempted to contact you regarding these issues, and we'd greatly appreciate it if you'd contact us at support@bntouch.com or 888-971-1117 at your earliest convenience. We're confident that we can assist you with getting the most out of your CRM, with hopes of a favorable resolution.

BE
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Becky E.

Real Estate, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Love BNTouch

Reviewed 4 months ago

Great, I've used it for 5 years and I'm super happy with it.

Pros

I love the tasks you can assign so I never miss following up and I don't lose sleep wondering if I forgot to follow up on something

Cons

The canned emails can be a little corny but it's nice we can customize.

TR
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Trey R.

Financial Services, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

I highly recommend BNTouch to anyone in the market for a mortgage CRM!

Reviewed 3 years ago

BNTouch makes it super simple to keep in contact with Realtor/referral partners, potential and past clientele. Being able to track each lead makes the followup process so much less painstaking than other, more overly complicated CRMs.

Pros

The functionality and usability of BNTouch is by far one of the easiest I have used. 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!

Cons

One of the only gripes I have with BNTouch is the lack of being able to customize the look and feel of the CRM itself. While I do understand that function is more important than form for productivity, when you're staring at a screen for hours upon hours per day, being able to make it your own would help with the eye strain and mental fatigue that tends to happen over time.

BNTouch Mortgage CRM FAQs

Q. What type of pricing plans does BNTouch Mortgage CRM offer?

BNTouch Mortgage CRM has the following pricing plans:
Starting from: $165.00/month
Pricing model: Subscription


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


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 other apps does BNTouch Mortgage CRM integrate with?

BNTouch Mortgage CRM integrates with the following applications:
MeridianLink Mortgage, Microsoft Outlook, Dropbox Backup, Zapier, Google Calendar


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

Common BNTouch Mortgage CRM comparisons

BNTouch Mortgage CRM logo
Salesforce Sales Cloud logo
BNTouch Mortgage CRMvsSalesforce Sales Cloud

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