BNTouch Mortgage CRM logo

BNTouch Mortgage CRM

by BNTouch · Since 2004
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorBNTouch
Year launched2004
StatusActive
Location4130 SW 117th Ave, Suite 404, Beaverton, Oregon 97005
Countries servedGlobal
Languages1
Integrations5+
Free tierN/A
Free trialN/A
Contact salesN/A

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

Pros
  • 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
Cons
  • 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/mo
billed monthly
Individual
USD 165/mo
billed monthly
Team
USD 190/mo
billed monthly

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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