BNTouch Mortgage CRM vs Jungo

Salesforce Sales Cloud

Zoho CRM

HubSpot CRM

Nutshell

Surefire CRM

Shape

Compare BNTouch Mortgage CRM and Jungo based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

HubSpot CRM is a lead management solution that helps businesses with recording calls, logging emails and managing customer data. It has been designed from the ground up and is ready to eliminate manual work and actually help sales teams. It was built ready for the modern world to help users get running and start selling.

Salesforce Sales Cloud is a cloud-based Customer Relationship Management (CRM) application from Salesforce. The platform combines human sales professionals with AI-powered automation, data, and intelligence. This integrated solution is designed to help businesses of all sizes and industries.

Zoho CRM is a cloud-based customer relationship management (CRM) solution that helps businesses of all sizes close deals smarter, better and faster. The solution lets businesses reach customers through every channel, including telephone, email, social media, and live chat.

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 700+ five star reviews.

Alerts/Notifications

Campaign Management

Client Database

Client Management

Client Portal

Compliance Management

Contact Management

Customer Database

Customizable Templates

Digital Signature

Document Management

Document Templates

Drag & Drop

Email Management

Email Marketing

Email Templates

Lead Capture

Lead Management

Loan Origination

Loan Processing

Marketing Automation

Mobile Access

Mobile App

Mortgages

Pipeline Management

Pre-Qualification

Refinance Management

Reminders

Reporting/Analytics

Sales Pipeline Management

Social Media Integration

Task Management

Task Scheduling

Template Management

Visual Presentation

BNTouch Mortgage CRM

Web-based

Android

iPhone

iPad

Individual

Team

Loan Officer

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.

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

Mortgage Loan Originator

BNTouch is designed specifically for the mortgage industry, making it easy to manage leads, track loan progress, and communicate effectively. Plus, their responsive support team is genuinely invested in my success.

Branch Manager

The automation for emails, texts, and even video campaigns makes it easy to stay in front of clients without spending all day on manual follow-ups.

Assistant

The mortgage-specific features, like loan tracking and document management, make my day-to-day tasks so much easier to manage.

Client Relations Manager

The platform can get you social media exposure, and manage the upkeep of customer information, data, etc.

Production Manager

They have tons of options and settings, lots of data, email campaigns and automated options.

Loan Originator

It took a while to adapt to all the features and tools, but overall is a good CRM for loan originators.

Graphics, tabs, marketing materials, reports.

Loan origination

It pulls info from online profiles like linkedin

The loan application section could be more user friendly for the applicants.

Overall, BNTouch helps me streamline my work and build better relationships with my clients, which is why I find it so valuable.

Loan Professional

I’ve been using BNTouch for several years now, and it’s made a big difference in how I manage my business.

I like that BNTouch is built specifically for the mortgage business.

The biggest thing that needs improvement, that I see, is that BNTouch HAS to make the app more user friendly and HAS to have a text-to-customer feature that notifies the user when a client replies.  

The user interface feels a bit outdated, making it less intuitive than other systems I've used.

Director

I enjoy the third party integrations with RingCentral and other providors.

Mortgage company.

Wish it was a lot easier to use and with marketing was easier and more aesthetically pleasing.

BN touch is intuitive, easy to use, and very thorough as a means to retain and grow business through relationships and contacts

I love the birthday emails, and clients really seem to appreciate them too!

It has been great over all, customer service, support team are always available and ready to help.

Marketing Coordinator

Not the most intuitive design but learnable.

Our clients do not have any issues on their end.

BNTouch is very simple to use - it feels "logical" in how it is organized.   And the tools that it provides are fantastic.  

The BNTouch CRM has been a game-changer for me as a mortgage professional.

The system's operations have various perks and features.

senior loan officer

This CRM has transformed the accessibility and accountability of marketing my existing database of clients and partners.

Processing manager

nothing really  maybe email alerts to know statuses

Mortgage Loan Officer

Overall I am happy with the product as my very first CRM and the price compared to other CRM's that I was shopping is extremely competitive.

Calendar features are not so friendly and okay just not as easy.

Support is all over it if you have any questions.

Mortgage Lender

We can market to potential, current and past clients differently. And market to Partner Agents all in just a few clicks.

I wish it was easier to use for marketing campaigns

Customer support is very reliable and helpful.

Manager

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.

Mortgage Broker

Database management, reminders, agent insights, flow to LendingPad.

I've utilized the BNTouch platform/services for over 6 months.  

I highly recommend BNTouch to any mortgage professional looking to elevate their business.

Mortgage Advisor

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

Residential Mortgage Loan Officer

All of my clients love the content it posts for me and it is essentially 100% self sufficient.  

Vice President - Partner

We use it mainly to create actionable tasks.

Able to integrate with Lending Pad which we also use.

I love that BNTouch is user friendly, and easy to navigate.

Thanks Jesse and team--you guys are rock stars!

Processor

When uploading documents, the program only allows a total of 5 documents to be uploaded at a time.

Once you figure it out, it does what I need it to, which is custom marketing, automated marketing, and tracking leads

Mortgage Industry

Client Support

Campaign Marketing

Email and Text Messaging

Customer Support

Ease of Use

Integrations

Features

Business Growth

User Interface

Freelancers

Large Enterprises

Small Business

Mid-size Business

BNTouch

Jungo is a cloud-based mortgage and real estate CRM solution that allows users to automate repetitive tasks, enhance marketing efforts, and streamline communication with everyone from prospects, clients, referral partners, and colleagues.

Activity Dashboard

Activity Tracking

Audit Management

Audit Planning

Calendar Management

Calendar Sync

Commercial Mortgages

Compliance Tracking

Contact Database

Credit Reporting

Customizable Branding

Customizable Reports

Dashboard

Document Storage

Electronic Applications

Escrow Management

For Borrowers

Interaction Tracking

Lead Generation

Loan Servicing

Payment Tracking

Property Tax Management

Referral Tracking

Reporting & Statistics

Residential Mortgages

Sales Reports

Segmentation

Third-Party Integrations

Third Party Loan Origination

Workflow Management

Jungo

Owner

I am not sure if there is anything to like they use Salesforce and build on the back end.

Director of Loan Operations

I have had multiple experiences where salesforce lets me know that since I purchased the system through Jungo that I need to reach out to them, and then Jungo lets me know I need to reach out to salesforce.

Marketing Manager

We were looking for a CRM that allowed us to send text campaigns to leads, stop the texts on reply and allow our users to follow up via their mobile app like a text conversation - this basic functioning was not available on Jungo so we had to add a service called Pardot through salesforce and even that had to work within Jungo system and has limited functionality.

Jungo uses the salesforce platform. When you have a question or issue, you need to reach out to salesforce.

the software manages my database with little effort and allows me to customize and control my marketing

Senior LO

This software has simplified my business and allowed me to do all of my work in one location instead of several google sheets.

I liked what I was sold on, ease of use to send marketing emails as well as marketing and lead-generating texts and connect this system to our LOS so it would be a seamless transition from capturing a lead to working it in Jungo and completing the process in our LOS - it delivered none of that.

Marketing and business development strategist

all automations and customizations have had a huge turn over to our business

Sr LO

No good or simple way of setting restrictions on days (of the week) and time (of day) that outbound emails and SMS messages can happen.

Relationship Manager

I wish we could integrate rules and flows from different pages (using transaction element to change something on the main contact page)

It also doesn't do a good bit of the features I had asked that it be able to do.

You had to have a thorough knowledge of Sales forces' Process Builder to even begin to build out a text campaign and then good luck getting it to send out properly.

I liked most what the salesperson shared with me the system would be able to do and what they told me the ease of use would be.

Also once the process is firing, there is no stopping it so one of my agents had to apologize to a particular list of contacts that kept receiving messages not meant for them.

Broker-Admin

Limited Viewing of Contacts and had a hard time to request in adding all the contacts from our previous Database

Office Manager

Difficult to learn some features like mass email sending and tracking and workflows and flows.

there are rarely options for getting quick questions answered when their massive video library doesn't have what you are looking for.  

Loan Partner 1 

I have to create support tickets because the detailed reports needed tend to be difficult to create.

Jungo is a disaster of a platform to use and caused our business more harm than it helped. If you intent to grow your business and not have it tanked by the platforms you use - do not use Jungo.

support staff are generally new and not very knowledgeable.

Loan Officer Assistant

Overall Jungo is doing good with salesforce and it has helped us reach alot so far, looking forward to more innovations to help ease our work daily as a mortgage assistant

BNTouch Mortgage CRM vs Jungo Comparison (2026)

BNTouch Mortgage CRM

Jungo

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives