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BNTouch Mortgage CRM vs MortgageHalo Comparison (2026)

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BNTouch Mortgage CRM logo

BNTouch Mortgage CRM

MortgageHalo logo

MortgageHalo

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.

The CRM keeps track of clients’ mortgage needs and sends notifications to LOs whenever their client needs a new mortgage or has a referral. Client satisfaction surveys with Net Promoter Score are built in, along with executive reporting.

  • 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

Pricing

Starting from

95

/user

Per month

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

Starting from

417

Per month

  • 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

4.4

49

5

4

3

2

1

25

19

4

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
76%
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

“We started with the SDK and have already upgraded to the new Ice API, so everything feeds in automatically and the campaigns go out without anyone on my team having to manage them.”
BC

Brian C.

Residential Lending Manager

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

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review3 months ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features37
  • API
  • Activity Dashboard
  • Alerts/Notifications
  • CRM
  • Campaign Management
  • Client Database
  • Client Management
  • Client Portal
  • Compliance Management
  • Contact Management
  • Customer Database
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Templates
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • For Financial Institutions
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Live Chat
  • Loan Origination
  • Loan Processing
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Mortgages
  • Pipeline Management
  • Pre-Qualification
  • Refinance Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Pipeline Management
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Template Management
  • Third-Party Integrations
  • Visual Presentation
  • Total features23
  • API
  • Activity Dashboard
  • Alerts/Notifications
  • CRM
  • Campaign Management
  • Client Database
  • Client Management
  • Client Portal
  • Compliance Management
  • Contact Management
  • Customer Database
  • Customizable Templates
  • Dashboard
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Templates
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • For Financial Institutions
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Live Chat
  • Loan Origination
  • Loan Processing
  • Marketing Automation
  • Mobile Access
  • Mobile App
  • Mortgages
  • Pipeline Management
  • Pre-Qualification
  • Refinance Management
  • Relationship Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Pipeline Management
  • Social Media Integration
  • Task Management
  • Task Scheduling
  • Template Management
  • Third-Party Integrations
  • Visual Presentation

Integrations

  • Total integrations8
  • Calyx Point
  • Dropbox Backup
  • Encompass
  • Facebook Apps and Tabs
  • Google Calendar
  • LendingPad
  • MeridianLink Mortgage
  • Microsoft Outlook
  • Mortgage Cadence Platform
  • Zapier
  • Total integrations5
  • Calyx Point
  • Dropbox Backup
  • Encompass
  • Facebook Apps and Tabs
  • Google Calendar
  • LendingPad
  • MeridianLink Mortgage
  • Microsoft Outlook
  • Mortgage Cadence Platform
  • Zapier