getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

The Loan Office vs BNTouch Mortgage CRM Comparison (2026)

Add to Compare

Compare similar apps

LendingWise  logo

LendingWise

4.6

Mortgage Automator logo

Mortgage Automator

4.9

Good recommendations?

The Loan Office logo

The Loan Office

BNTouch Mortgage CRM logo

BNTouch Mortgage CRM

Overview

The Loan Office is a loan servicing system designed for small lenders, including mortgage lenders, consumer finance lenders, hard-money lenders & note servicers

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.

  • 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

389

Per month

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

Starting from

95

/user

Per month

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

User reviews

4.8

40

5

4

3

2

1

33

6

1

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
91%
would recommend this app

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

Pros

Not enoughreviews yet

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

“The robust marketing automation, including pre-built content for email, text, and video campaigns, is a major pro.”
MD

Mark D.

Loan Officer

Cons

Not enoughreviews yet

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

  • Vendor responds to reviews
  • Last review7 years ago
  • Vendor responds to reviews
  • Last review4 months ago

Key features

  • Total features92
  • ACH Payment Processing
  • API
  • Accounting
  • Activity Dashboard
  • 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
  • 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
  • Data Import/Export
  • 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
  • Lender Search
  • 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
  • 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
  • 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 features37
  • ACH Payment Processing
  • API
  • Accounting
  • Activity Dashboard
  • 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
  • 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
  • Data Import/Export
  • 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
  • Lender Search
  • 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
  • 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
  • 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 integrations1
  • Calyx Point
  • Dropbox Backup
  • Facebook Apps and Tabs
  • Google Calendar
  • LendingPad
  • MeridianLink Mortgage
  • Microsoft Outlook
  • QuickBooks Online Advanced
  • Zapier
  • Total integrations8
  • Calyx Point
  • Dropbox Backup
  • Facebook Apps and Tabs
  • Google Calendar
  • LendingPad
  • MeridianLink Mortgage
  • Microsoft Outlook
  • QuickBooks Online Advanced
  • Zapier