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BNTouch Mortgage CRM vs Mortgage Automator Comparison (2026)

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Good recommendations?

BNTouch Mortgage CRM logo

BNTouch Mortgage CRM

Mortgage Automator logo

Mortgage Automator

Overview

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.

Mortgage Automator is a purpose-built loan origination and servicing platform for private and hard money lenders in the US and Canada. It manages the entire loan lifecycle, from application and underwriting through servicing, renewals, and fund management, in one centralized system.

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

No videos yet

Pricing

Starting from

95

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

Empty state illustration for "No pricing info"

No pricing info

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.5

98

5

4

3

2

1

70

16

7

4

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
72%
would recommend this app

4.9

116

5

4

3

2

1

107

9

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
97%
would recommend this app

Pros

“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.”
MD

Mark D.

Loan Officer

“It has been nothing short of amazing, the follow ups that this system sends has completely changed the way I do my job for the better”
CT

Ciara T.

Loan Processor

“Save your money and find another platform that lets you actually test it first to make sure it's a fit.”
Verified reviewer profile picture

Gregory V.

Loan Originator

Pros

“It calculates TDS/GDS efficiently and allows us to have all of the information that we require in one spot.”
KP

Kate P.

Mortgage Underwriter

“Great tool for our business, it certainly makes it easer to review and document information with the volumes we deal with.”
CB

Catherine B.

Decision Maker

“We love how we have the ability to customize the platform to suit our needs. ”
KP

Kate P.

Mortgage Underwriter

Cons

“I onboarded, imported data, and within three days it was clear the system was not a fit for my mortgage business because of how clunky and outdated it felt to use.”
Verified reviewer profile picture

Gregory V.

Loan Originator

“The interface feels outdated, unintuitive, and slow for modern mortgage workflows.”
Verified reviewer profile picture

Gregory V.

Loan Originator

“I ended up out $290 for a product I stopped using almost immediately.”
Verified reviewer profile picture

Gregory V.

Loan Originator

Cons

“That said, I imagine its difficult for almost any system.”
Verified reviewer profile picture

Mark F.

Director of Lending

“Lack of control, such as who is able to alter information entered.”
ML

Mark L.

Controller

“limited customization and slowness at times”
EA

Erwin A.

Default Recovery Officer

  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review4 months ago

Key features

  • Total features37
  • ACH Payment Processing
  • API
  • Accounting
  • Activity Tracking
  • Alerts/Notifications
  • Amortization Schedule
  • Approval Process Control
  • Audit Trail
  • Auto Loans
  • Automated Decisioning/Underwriting
  • Automatic Funds Distribution
  • Borrower Management
  • Business Loans
  • CRM
  • Campaign Management
  • Cash Flow Management
  • Client Database
  • Client Management
  • Client Portal
  • Collateral Tracking
  • Commercial Mortgages
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Construction Loans
  • Contact Management
  • Credit Reporting
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Escrow Management
  • Financial Analysis
  • Financial Management
  • For Borrowers
  • For Brokers
  • Government Loans
  • HUD Settlement Statements
  • Investor Management
  • Lead Capture
  • Lead Management
  • Loan Management
  • Loan Origination
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Mortgages
  • Multi-Branch
  • Multi-Channel Communication
  • Multi-Company
  • Multi-Currency
  • Online Applications
  • Outsource Processing
  • PCI Compliance
  • Payment Collection
  • Payment Reminders
  • Payment Tracking
  • Pipeline Management
  • Pre-Qualification
  • Pricing Management
  • Promissory Notes
  • Property Tax Management
  • Real-Time Reporting
  • Refinance Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Mortgages
  • Risk Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • Sales Pipeline Management
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Social Media Integration
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Scheduling
  • Template Management
  • Third Party Loan Origination
  • Third-Party Integrations
  • Transaction History
  • Visual Presentation
  • Workflow Management
  • Total features95
  • ACH Payment Processing
  • API
  • Accounting
  • Activity Tracking
  • Alerts/Notifications
  • Amortization Schedule
  • Approval Process Control
  • Audit Trail
  • Auto Loans
  • Automated Decisioning/Underwriting
  • Automatic Funds Distribution
  • Borrower Management
  • Business Loans
  • CRM
  • Campaign Management
  • Cash Flow Management
  • Client Database
  • Client Management
  • Client Portal
  • Collateral Tracking
  • Commercial Mortgages
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Construction Loans
  • Contact Management
  • Credit Reporting
  • Customer Database
  • Customer Management
  • Customer Statements
  • Customizable Branding
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Data Security
  • Digital Signature
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Applications
  • Electronic Payments
  • Electronic Signature
  • Email Management
  • Email Marketing
  • Email Templates
  • Escrow Management
  • Financial Analysis
  • Financial Management
  • For Borrowers
  • For Brokers
  • Government Loans
  • HUD Settlement Statements
  • Investor Management
  • Lead Capture
  • Lead Management
  • Loan Management
  • Loan Origination
  • Loan Portfolio Management
  • Loan Processing
  • Loan Servicing
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Mortgages
  • Multi-Branch
  • Multi-Channel Communication
  • Multi-Company
  • Multi-Currency
  • Online Applications
  • Outsource Processing
  • PCI Compliance
  • Payment Collection
  • Payment Reminders
  • Payment Tracking
  • Pipeline Management
  • Pre-Qualification
  • Pricing Management
  • Promissory Notes
  • Property Tax Management
  • Real-Time Reporting
  • Refinance Management
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Residential Mortgages
  • Risk Management
  • Role-Based Permissions
  • Rules-Based Workflow
  • Sales Pipeline Management
  • Search/Filter
  • Secure Data Storage
  • Self Service Portal
  • Social Media Integration
  • Status Tracking
  • Student Loans
  • Task Management
  • Task Scheduling
  • Template Management
  • Third Party Loan Origination
  • Third-Party Integrations
  • Transaction History
  • Visual Presentation
  • Workflow Management

Integrations

  • Total integrations8
  • 6sense Revenue Marketing
  • Calyx Point
  • Docusign
  • Dropbox Backup
  • Facebook Apps and Tabs
  • Google Calendar
  • HubSpot CRM
  • HubSpot Sales Hub
  • Jira
  • LendingPad
  • Luzmo
  • MeridianLink Mortgage
  • Microsoft Outlook
  • Minerva
  • Payments Fraud
  • Pipedrive
  • Salesforce Platform
  • Twilio
  • Velocity
  • Zapier
  • Zum
  • Total integrations14
  • 6sense Revenue Marketing
  • Calyx Point
  • Docusign
  • Dropbox Backup
  • Facebook Apps and Tabs
  • Google Calendar
  • HubSpot CRM
  • HubSpot Sales Hub
  • Jira
  • LendingPad
  • Luzmo
  • MeridianLink Mortgage
  • Microsoft Outlook
  • Minerva
  • Payments Fraud
  • Pipedrive
  • Salesforce Platform
  • Twilio
  • Velocity
  • Zapier
  • Zum