Mortgage Quest vs BNTouch Mortgage CRM Comparison

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The automatic holiday and birthday cards, newsletter, loan updates, and the drip campaign it sends. As long as you put the information in the system upfront, you really don't have to do much more.

Creating and formatting reports could be streamlined.

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The newsletter e mailings are well received by all recipients. Professionally written. Once I figured out how to update loan status it's very simple to keep everyone up to speed on the transaction

I wish MQ had more of a video library like SureFire

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The MQ is pretty much autopilot when it comes to staying in touch with my clients, Realtors, escrow officers, etc. I continue to get business long after the close, (5+yrs) as I have MQ send out the monthly real estate newsletter. All transaction participants love the status updates during the transaction.

I wish the videos were more polished like some of the other programs I've used. But these do get the message across.

MortgageQuest allows me keep in touch with my clients both present and past with minimum effort. By doing so it keeps my organized and efficient. That in turn makes me more profitable.

I think they could do a better job with support. Calls are not always promptly returned.

This software does a wonderful job and multiplies our marketing not only after closing but from the outset. I've used this software more than 10 years and it HAS increased my business at least 5-10% without any extra effort from me. I use it daily for every aspect of loan origination like pipeline management, email campaigns, videos, after closing marketing and many other uses. I recommend this software for anyone making a career as a loan officer.

The campaigns are a bit confusing and overwhelming to understand even after all these years of having the product. I'm sure my lack of doing additional campaigns is the reason for this. However I've looked at other CRM systems and they can all be overwhelming.

It is geared for Mortgage industry and ease of use

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

Couldn't be happier with how BNTouch helps me run my mortgage business.

When it lags and I have to refresh to make the interface work

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.

It's easy to use and an average LO can be up and running in the same week that they customise the CRM to their needs.

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The value and features it offers for the price

The interface could be made better and easier to navigate/use without needing support

The client and partner portal as well as the phone app.

Does not separate contacts from mortgage applications. Would like to be able to customize the client portal. Also needs to have a better mobile view for emails and such.

BNTouch is very simple to use - it feels "logical" in how it is organized. And the tools that it provides are fantastic. I love the ability to mass-text as well as mass-email, all with personalized communications to the client or partner.

I have no issues at all at this time, sorry.

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.

I’ve been in the mortgage industry for over 10 years and have worked with dozens of CRM systems promising increased efficiency and ROI. From my experience, only BNTouch has delivered. Its obvious this was designed from the get go as a mortgage CRM. Navigation is intuitive and I was up and running in less than a few hours. I love the mobile app, its fully functional, not some watered down version of web version. It allows me to work on the go without any hesitation. Support is very responsive with any issues you may encounter. Seamless integration with my lead sources (Free Rate Update & Zillow) & RingCentral was the clincher for my business. All in all, there is no better mortgage CRM on the market!

Mobile app can be slow at times but works 95% of the time without issues.

What I really like about BNTouch Mortgage CRM is how well it caters specifically to the mortgage industry. The mortgage-specific features, like loan tracking and document management, make my day-to-day tasks so much easier to manage. The integrated marketing tools are also a big plus—I can easily run email and SMS campaigns without needing a separate platform. I appreciate the customization options,...

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While I appreciate many aspects of BNTouch Mortgage CRM, there are some downsides I've noticed. The learning curve can be steep due to the platform's comprehensive features and customization options, which can be a bit overwhelming at first. The cost is also a consideration—it can be pricey, especially for smaller teams or individuals. I've found that the available third-party integrations are somewhat limited, which can be frustrating if you rely on specific tools. The user interface feels a bit outdated, making it less intuitive than other systems I've used. Additionally, while the customization options are great, they can be complex and time-consuming to set up. Lastly, I've experienced some delays with customer support, which can be challenging when I need quick assistance.

I have been using BNTouch for 5 years and it is simple to use and has so many features that help you keep track of your marketing and staying in touch by tasks, email video and text. 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.

No Cons the software is easy to use and the support is great

I like having my leads import and having the vital data on one screen so that I'm not clicking around to see the data.

I'm new to the mortgage industry after 27 years as a GM in the automotive business. CRM's are the lifeline of any sales position. 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 system, as it is, isn't reliable.

I do like what it is SUPPOSED to do. And I like it WHEN it works. The unfortunate truth is that the system literally crashes weekly.

The system is always glitching, crashing and their customer service does not exist. You think your email and text messages are being sent to clients, leads, prospects. But in reality, they aren't. When you call for service there is always some excuse. This goes on repeatedly. Ask them to waive your monthly fee, or reduce it for poor service, nope. You get to pay full price for a product/service that...

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Hi Chief, Thank you for being a client of BNTouch, and taking the time to submit a review. We would like the opportunity to talk and investigate your feedback further. We've attempted to contact you regarding these issues, and we'd greatly appreciate it if you'd contact us at support@bntouch.com or 888-971-1117 at your earliest convenience. We're confident that we can assist you with getting the most out of your CRM, with hopes of a favorable resolution.

Customer service was always willing to help with issues, and they really tried their best, but response times were pretty long, making it difficult to deal with.

We used it for several months and my team, including myself, still found it to be not at all user-friendly or intuitive. I know there's a learning curve with these sorts of things, but after 4 months, we should have been able to at least have more than a super basic understanding of how to store contacts and send emails. We constantly had questions about how to perform certain automated marketing functions, and in order to ask the questions, we had to submit support tickets, some of which wouldn't be addressed for a couple days. Additionally, the website says the mortgage pipeline is fully customizable, but we found this to not at all be the case. As a result, the pipeline was fairly useless to us, because we couldn't display it in a way that made sense for our business.

Thank you for your feedback, We feel sorry that you left us with such opinion of our service. We would like to mention that each of our implementation specialists have a direct number that you can call during business hours or request a one on one session. Working with tickets gives you and us the ability to effectively track your requests to make sure they are handled properly. We carefully reviewed...

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