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BNTouch Mortgage CRM Logo

Your Mortgage CRM & Marketing Tools Anywhere.

Table of Contents

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BNTouch Mortgage CRM - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

BNTouch Mortgage CRM overview

What is BNTouch Mortgage CRM?

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 250 five star reviews.

Features Include:

- Interact with your CRM, borrowers and partners using the world's first Mortgage AI Assistant.

- Get quick access to your database via a searchable list of your borrowers & partners.

- Send emails, calls, texts, postcards and video messages on the go.

- Create, manage & edit contacts in any of your pipelines & databases.

- Setup & receive instant alerts for new leads, birthday, tasks, etc.

- Schedule tasks, create notes and manage your calendar.

- Check your loan conversion, closed and top lead source stats anytime.

- Start, stop and view any of your current/past marketing campaigns.

- Track marketing success, make notes and latest calls with the events tracker.

- Add contacts quickly by scanning business cards.

- Accept newly assigned leads into your pipeline and view your lead history.

- Be automatically notified of new refinance opportunities.

- Upload and view documents to be shared with your office or your borrowers.

Starting price

95per user /
per month

Alternatives

with better value for money


Pros & Cons

Mortgage Industry

Client Support

Campaign Marketing

User Interface

BNTouch Mortgage CRM’s user interface

Ease of use rating:

BNTouch Mortgage CRM pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(4)
3-4(23)
5(68)

What do users say about BNTouch Mortgage CRM?

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.

Select to learn more


Who uses BNTouch Mortgage CRM?

Based on 95 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Financial Services
Real Estate
Banking
Construction
Others

Use cases

CRM
Loan Origination
Mortgage
Sales Tracking
Knowledge Base

BNTouch Mortgage CRM's key features

Most critical features, based on insights from BNTouch Mortgage CRM users:

Task management
Email management
Sales pipeline management
Reporting/Analytics

All BNTouch Mortgage CRM features

Features rating:

Alerts/Notifications
API
Campaign management
Client database
Client management
Client portal
Compliance management
Contact management
CRM
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 alternatives

BNTouch Mortgage CRM logo

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95

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Per month

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BNTouch Mortgage CRM pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Individual

165

/user

Per month

Features included:

  • Email Marketing
  • SMS Marketing
  • Video Marketing
  • POS System
  • Prebuilt Mortgage Campaigns
  • Automated Follow-up
  • AI Integrated

Team

95

/user

Per month

Features included:

  • All Individual Plan Features
  • Automated Lead Distribution
  • Customizable Access
  • Team Work on Transactions
  • LO Based Communication Tracking and Performance Reporting

User opinions about BNTouch Mortgage CRM price and value

Value for money rating:

To see what individual users think of BNTouch Mortgage CRM's price and value, check out the review snippets below.

“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

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

Mark D.

Loan Officer

BNTouch Mortgage CRM integrations (8)

Integrations rated by users

We looked at 95 user reviews to identify which products are mentioned as BNTouch Mortgage CRM integrations and how users feel about them.

Integration rating: 3.5 (4)

Because is the system we use to process our loans

EM

Emilio M.

CEO

Integration rating: 4.3 (3)

All the emails related to a project or talent management goes right into Monday.com. It's great

Scheduling of appointments.

PD

Patricia D.

Manager Business Administration

1/2

Integration rating: 5.0 (3)

Integration rating: 5.0 (2)

It keeps us on track with our appointments and events. Very usueful.

PD

Patricia D.

Manager Business Administration

BNTouch Mortgage CRM customer support

What do users say about BNTouch Mortgage CRM customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of BNTouch Mortgage CRM customer support.

A large number of users highlight the support team's quick, responsive, and helpful assistance with questions and issues.

Broad user base appreciates that customer service is available, knowledgeable, and makes learning the system easier.

A minority of users report slow response times and difficulty getting timely help from customer support.

Support options

Phone support
Email/help desk
Chat
Knowledge base

Training options

Webinars
Documentation
Live online

To see what individual users say about BNTouch Mortgage CRM's customer support, check out the review snippets below.

“Support is very responsive with any issues you may encounter. ”

Verified reviewer profile picture

Dan D.

Loan Officer

“The platform can get you social media exposure, and manage the upkeep of customer information, data, etc.”

gh

greg h.

Client Relations Manager

BNTouch Mortgage CRM FAQs

Q. Who are the typical users of BNTouch Mortgage CRM?

BNTouch Mortgage CRM has the following typical customers:
Freelancers, Large Enterprises, Small Business, Mid-size Business

These products have better value for money


Q. Does BNTouch Mortgage CRM support mobile devices?

BNTouch Mortgage CRM supports the following devices:
Android, iPhone, iPad


Q. What level of support does BNTouch Mortgage CRM offer?

BNTouch Mortgage CRM offers the following support options:
Phone Support, Email/Help Desk, Chat, Knowledge Base

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