BNTouch Mortgage CRM Reviews

Not missing appointments, storing CRM info.

I need more guidance on how to take advantage of all features. My fault I am not using it all.

Ease of use when setting up contact points

The site is a little overly complicated IMO

That is emails you everyday with the tasks that need to be completed.

I wish it was easier to utilize the campaigns options, this can be frustrating at times.

Love the integration with other 3rd party services and the easy access to support when needed.

It doesn't always sync with some 3rd party services.

It keeps track of all my past clients. I have refused to change my CRM because it keeps up with everything so well and sends out constant content to my past clientele that is relevant to my industry. All of my clients love the content it posts for me and it is essentially 100% self sufficient.

Sometimes the content leans on the more liberal side of advertising but it is easy enough to change the content to fit your personal touch.

Ease of Use (once I figured out how to use it. Multifaceted Flexibility Able to integrate with Lending Pad which we also use.

There is a lot that you can do so at first it might be overwhelming to some.

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

Updates on user friendly usage, but any tech innovation undergoes updates

This CRM comes ready to go. It has a whole sweet of pre-built campaigns that you can use but you can also make your own and it is very easy.

The custom templates the initial set up of these is a little annoying. there are definitely some items that are odd about the reports. there is a graph on your dashboard that shows you your leads through funded loans, but the funded loans is never correct and they refuse to fix this or describe what it is to make it make sense.

This crm is clunky at best. It is not visually appealing, dashboard does not aid sales process, hard to searxh and manage contacts and pipelines. All kinds of functionality and low low low ease of use.

Overly complicated and lots of hidden info. Hard to search. App absolutely sucks. Seriously, as if it was made in 1999. It has near zero functionality. Hire 20 current and accomplished makers of apps and start over entirely. It should have 95% of the functionality as the desktop. Currently it has 2%.

It is geared for Mortgage industry and ease of use

Not very robust compared to other CRM - lacks a lot of features

I have used BNtouch for almost 10 years now and have become incredibly proficient with it. its much more customizable then you initially realize. A solid piece of technology and has tremendous customer support . Keely is amazing!!!

It needs a true POS with auto document collection, a payment calculator that buyer can use, as well as, the ability for realtor, lender, buyer to generate an on demand pre qual letter that is parameter based

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

It is not a user friendly system with little support from BNTouch

This product is extremely easy to use and makes it simple to see where each loan is at in the process. I love having all of my contacts and documents at my fingertips.

When uploading documents, the program only allows a total of 5 documents to be uploaded at a time. This can be very time consuming when trying to upload many documents.

It is a huge competitor with Salesforce. It is user friendly, and great for setting tasks and reminders.

I wish there was more customization features to allow us to tailor things exactly to our needs.

The functionality and usability of BNTouch is by far one of the easiest I have used. The customer service is top notch and the staff are quick and responsive when you have a question in regards to how a function works!

One of the only gripes I have with BNTouch is the lack of being able to customize the look and feel of the CRM itself. While I do understand that function is more important than form for productivity, when you're staring at a screen for hours upon hours per day, being able to make it your own would help with the eye strain and mental fatigue that tends to happen over time.

I really enjoy the simplicity of one place to keep all parties updated. It is also very convenient to have a secure place for documents to be uploaded/shared.

The email feature seems to be touchy. I can't send an email to multiple people and have it logged in the event tracker.

Our company enjoys the that we can put an extended amount of information about our clients. As well as send past, current, and future clients emails for the holidays and special events. Those are a nice touch and the formatting is nice. We also like the the graphing shown on the dashboard. It is organized and gives us an idea of where our clients are at.

There is a lot going on in the CRM to say the least. It took our team a few days to get around the CRM and it feels overwhelming of all the options... still. 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. I would suggest having an initial meeting with the clients on what they would and wouldn't like on their dashboard to avoid confusion.

Thank you very much for posting your review and for choosing BNTouch Mortgage CRM. I have submitted your recommendation to our team regarding initial training and the setup of the dashboard.

I love texting and having my whole database at the top of my fingers

I wish it was more customizable and had more videos

Thanks so much for your review, Matt. We recently posted some new In-Processing and About Mortgage videos in the Marketing >Video Marketing tab of your dashboard. We also plan to create additional new videos in 2021 and will let all clients know via email!

The system is very functional and customizable with your business, you can adjust and implement it as you go, and the customer service is very available if you have issues. It's very diversified

Sometimes the email features in the processing tab are hard to line up and use.

Bntouch is incredibly easy to use- and if anything seems too daunting, the support team is very prompt and explains the best way to problem solve. We are able to get creative with our emails and communications as well.

Generally, we have no complaints about BNTouch!

This offers everything that the last CRM we used did PLUS a WHOLE LOT more!! And at a GREATLY reduced cost!!!

Well I found some of the social media marketing a bit difficult to negotiate but their team is super good about getting back to you with questions and I am just really right now having nothing to complain about :)

Thank you for taking the time to leave a review Cynthia! We are thrilled to have you as part of the BNTouch Family!

I love that it's specific to the Real Estate industry. It has multiple uses to encourage, remind and assist with keeping in contact with clients and associates. 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! No matter my questions (and I have a lot of them!) they always respond, our Rep is always very helpful and responds with visuals to explain his answers, and tech support is just a phone call away! Also, they just launched a feature where you can record a video with a short message for you client and send it.

The process to send set up a simple campaign is very complicated. There's no flow and you have to go in and out of different tabs/links to set it up. It would be helpful if it was more streamlined.

The integration for mortgage CRM software is excellent. They are adding new features that make sense for the user and the company.

None at this time. We will be using the software daily with the entire team.

Plug in play

Not as effective for nontech-savvy users

It really helps me keep on top of my leads, and for me to be able to keep up with my borrowers. The company is great to work with and there doesn't seem to be any lag.

I don't like the layout. In fact, it drives me nuts. I wish there was a way to disposition the lead at the top of the page. Anytime I call a lead, I have to scroll all of the way down the page to see where we left off. It would be nice to be able to have the notes at the top of the page.