BNTouch Mortgage CRM vs Total Expert

HubSpot CRM

Salesforce Sales Cloud

Zoho CRM

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

monday.com

monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape workflows and projects, code-free, with a platform that adapts to shifting needs, liberates teams from manual grunt work, and connects teams in a collaborative work space.

Keap

Step up to all-in-one sales & marketing solution designed for entrepreneurs, startups and larger teams. The platform organizes customer information and daily work in one place so teams have more time to focus on growing the business and delivering great service.

Gold-Vision CRM

Gold-Vision is a full suite of highly configurable CRM tools for sales & marketing automation, project management, customer support, events management, integrations and more.

Total Expert is a marketing automation software designed to help credit unions and businesses in the banking and lending sectors manage customers, regulatory compliance, lead generation, client communications, network security, recruiting, and more on a centralized platform.

Access Controls/Permissions

Activity Dashboard

Approval Process Control

Audit Trail

Calendar Management

Customer Engagement

Customization

Data Visualization

Lead Generation

Lead Nurturing

Live Chat

Multi-Campaign

Multi-Channel Communication

Multi-Channel Marketing

Search/Filter

Segmentation

SMS Marketing

Social Promotion

Third-Party Integrations

Workflow Management

Total Expert

Surefire CRM

Basic

Sr. Graphic Designer

The rate flyers have been really bad due to a lack of integration with our LOS.

CRM Marketing Manager

From creating emails, fliers, or social posts to creating automated campaigns and journeys, Total Expert keeps things organized and easy to use for the common user.

Marketing Operations Manager

Support all the way from our CSM to the actual Support team at TE is absolutely incredible and highly responsive!

Brand Specialist

I do trainings on the whole platform when someone new comes on board with our company

Administrator Officer

It will require more necessary third-party integration.

marketing rep

It saves us time and money but not having to manually enter data or send out email campaigns.

It is not always intuitive, and there are not readily available job aids to tell you how to do things.  

BNTouch Mortgage CRM vs Total Expert Comparison (2026)

BNTouch Mortgage CRM

Total Expert

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives