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BNTouch Mortgage CRM vs Qualia Comparison

Overview

Your Mortgage CRM & Marketing Tools Anywhere. Automate your marketing, convert more leads, stay top of mind and recruit...

Qualia is a title and escrow management software designed to help home buyers, mortgage lenders, and businesses in the real...

  • 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

Screenshots

Pricing

Starting from
$148/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.4

(30)

5

4

3

2

1

17

11

0

2

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
90%
would recommend this app

5

4

3

2

1

96

18

2

0

1

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

Pros

Overall, it seems like a great product so far, and I'm excited to learn more about how to utilize their features.
I like that the marketing section has articles and meme's that you can post onto your social media very easily. The 'Support Team' is AMAZING.
Great customer and partner portal for you to be able to better connect with those involved in the mortgage transaction.

Pros

I have only been with Hayes for a little over a year but, I can say that it is SO nice to have just one program we can use for everything. We absolutely love Qualia.
The customer service has always been outstanding. I am very happy about the overall turnaround time in resolving issues.
The ability to see what business we have had come in and to see who is working on the file and what status it's in. I like the ability to SMS directly to our processor and/or closer.

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.
I'm not so keen on the email system setup; it gets confusing, and emails are sent that should not have been.
Also the formatting is clunky and slightly dated. Our team has used different CRMs and this one is the most difficult to navigate through as there is so much going on.

Cons

My only regret is that we did not know about and sign up with them sooner.
Sometimes, it does things that are weird and unexpected, and not repeatable.
The training viedos are a little out dated. Watching them and trying to follow along some of the screens don't look exactly the same and are vague in some situations.
  • Vendor responds to reviews
  • Last review2 months ago
  • Vendor responds to reviews
  • Last review14 days ago

Key features

  • Total features44
  • API
  • Account Reconciliation
  • Accounting
  • Alerts/Notifications
  • Application Access Control
  • Appointment Scheduling
  • Assignment Management
  • Audit Trail
  • Automatic Lead Distribution
  • Bank Reconciliation
  • Built-In Database
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Scheduling
  • Chat/Messaging
  • Client Database
  • Client Portal
  • Closing Documents
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Critical Date Alerts
  • Customer Management
  • Customizable Reports
  • Customizable Templates
  • Digital Signature
  • Direct Mail Management
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Alerts
  • Email Distribution
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Tracking
  • Employee Database
  • Exceptions Management
  • File Sharing
  • For Borrowers
  • Invoice Management
  • Invoice Processing
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Marketing Automation
  • Mobile Alerts
  • Multi-Company
  • Online Applications
  • Outsource Processing
  • Partner Portal
  • Payments Disbursement
  • Pipeline Management
  • Pre-Qualification
  • Purchasing & Receiving
  • Refinance Management
  • Residential Mortgages
  • SMS Marketing Managment
  • SMS Messaging
  • Search/Filter
  • Secure Data Storage
  • Social Media Integration
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Transaction Review
  • Visual Presentation
  • Website Management
  • Workflow Management
  • Total features49
  • API
  • Account Reconciliation
  • Accounting
  • Alerts/Notifications
  • Application Access Control
  • Appointment Scheduling
  • Assignment Management
  • Audit Trail
  • Automatic Lead Distribution
  • Bank Reconciliation
  • Built-In Database
  • CRM
  • Calendar Management
  • Campaign Analytics
  • Campaign Management
  • Campaign Scheduling
  • Chat/Messaging
  • Client Database
  • Client Portal
  • Closing Documents
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Compliance Management
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Critical Date Alerts
  • Customer Management
  • Customizable Reports
  • Customizable Templates
  • Digital Signature
  • Direct Mail Management
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Email Alerts
  • Email Distribution
  • Email Invitations & Reminders
  • Email Management
  • Email Marketing
  • Email Tracking
  • Employee Database
  • Exceptions Management
  • File Sharing
  • For Borrowers
  • Invoice Management
  • Invoice Processing
  • Lead Capture
  • Lead Distribution
  • Lead Management
  • Lead Nurturing
  • Marketing Automation
  • Mobile Alerts
  • Multi-Company
  • Online Applications
  • Outsource Processing
  • Partner Portal
  • Payments Disbursement
  • Pipeline Management
  • Pre-Qualification
  • Purchasing & Receiving
  • Refinance Management
  • Residential Mortgages
  • SMS Marketing Managment
  • SMS Messaging
  • Search/Filter
  • Secure Data Storage
  • Social Media Integration
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management
  • Task Scheduling
  • Template Management
  • Third Party Integrations
  • Transaction Review
  • Visual Presentation
  • Website Management
  • Workflow Management

Integrations

  • Total integrations3
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrations1
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

BNTouch Mortgage CRM vs. Qualia

See how BNTouch Mortgage CRM and Qualia stack up against each other by comparing features, pricing, ratings, integrations, security & more.

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