BNTouch Mortgage CRM logo

BNTouch Mortgage CRM

by BNTouch · Since 2004
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ActiveAvailable globallyCloud
Quick facts
VendorBNTouch
Year launched2004
StatusActive
Location4130 SW 117th Ave, Suite 404, Beaverton, Oregon 97005
Countries servedGlobal
Languages1
Integrations5+
Free tier
Free trial
Contact sales

About BNTouch Mortgage CRM

BNTouch Mortgage CRM is a lead management software from BNTouch that supports mortgage brokers and loan officers in their marketing efforts. It provides 30+ mortgage marketing tools, 1000+ mortgage offices are growing with BNTouch Mortgage Software, and helps users always be on, so they can convert more leads effectively. This platform is designed to simplify communication and improve client relationship management within the mortgage industry. Key capabilities: lead tracking marketing automation client communication customizable workflows reporting and analytics Best for: mortgage brokers and loan officers that need a comprehensive CRM solution to manage leads and improve conversion rates.

BNTouch Mortgage CRM is a comprehensive software solution designed for the mortgage industry, offering tools for CRM, knowledge base management, loan origination, mortgage processing, and sales tracking. One of its standout features is its ability to streamline the loan origination process from start to finish, helping mortgage professionals manage their client relationships and increase efficiency. The user interface of BNTouch Mortgage CRM is clean, intuitive, and easy to navigate, making it user-friendly for both experienced mortgage professionals and those new to the industry. The dashboard provides a clear overview of important metrics and tasks, allowing users to quickly access the information they need. One unique design element is the customizable workflow automation feature, which helps users automate repetitive tasks and improve productivity. The core functionalities of BNTouch Mortgage CRM set it apart from its competitors. Its robust CRM capabilities enable users to track client interactions, manage leads, and automate follow-up processes. The knowledge base feature allows users to store important documents and information in a centralized location, improving collaboration and communication within the organization.

Pros & Cons

What users like
  • +Comprehensive Feature Set: Offers a wide range of tools tailored for mortgage professionals
  • +Marketing Automation: Robust automation capabilities for campaigns and follow-ups
  • +Integration Capabilities: Seamless integration with popular LOS and communication platforms
  • +User-Friendly Interface: Intuitive design that simplifies navigation and usage
What users flag
  • Learning Curve: Some users report a steep learning curve for advanced features
  • Customization Limitations: Certain customization options may be limited
  • Mobile App Functionality: Mobile applications may lack some desktop features

Features

Key features

Automated Marketing
Email, SMS, and video campaigns with over 400 pre-built templates
Lead Management
Capture, distribute, and track leads efficiently
Loan Origination Support
Digital 1003 applications and borrower portals
Client Engagement
Birthday alerts, refinance opportunities, and follow-up reminders
Team Collaboration
Shared notes, task assignments, and performance tracking

Additional features

CRM Functionality
Contact management, pipeline tracking, and task management
Marketing Automation
Scheduled campaigns, drip marketing, and content library
Communication Tools
Email, SMS, video messaging, and live chat
Document Management
Secure storage, e-signatures, and document sharing
Reporting & Analytics
Customizable dashboards, performance metrics, and ROI tracking
Mobile Access
iOS apps for on-the-go access
Compliance Management
Tools to assist with industry regulations and standards

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Individual

USD 95

Individual

USD 165

Team

USD 190

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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