--- description: Review of BNTouch Mortgage CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: BNTouch Mortgage CRM | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Account Management Software](/directory/3606/account-management/software) > [BNTouch Mortgage CRM](/software/127795/bntouch) # BNTouch Mortgage CRM Canonical: https://www.softwareadvice.ie/software/127795/bntouch Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.ie/software/127795/bntouch?page=2) > BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies. BNTouch Mortgage CRM includes an extensive suite of features such as email and SMS marketing automation, lead distribution and management, 35+ proprietary mortgage tools, digital 1003 application, pre-built marketing content, customized video marketing, curated social media content, plus more. This solution can integrate with LOS, Outlook, Zapier, and other existing systems. > > Verdict: Rated **4.5/5** by 95 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.5/5** | 95 Reviews | | Ease of Use | 4.3/5 | Based on overall reviews | | Customer Support | 4.5/5 | Based on overall reviews | | Value for Money | 4.3/5 | Based on overall reviews | | Features | 4.4/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: BNTouch - **Location**: Beaverton, US - **Founded**: 2004 ## Commercial Context - **Starting Price**: US$165.00 - **Pricing model**: Per User - **Pricing Details**: BNTouch offers plans for mortgage companies of every size, starting from $148 for the Individual plan with an activation fee of $99. The plan contains a limit of 2,500 records and unlimited emails, campaigns, text, voice, and video marketing benefits. Pricing for the Team plan starts $79 per user per month with an activation fee of $79 per user. Contact BNTouch for pricing details for the Enterprise plan. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Australia, Canada, United States ## Features - API - Alerts/Notifications - CRM - Campaign Management - Client Database - Client Management - Client Portal - Compliance Management - Contact Management - Customer Database - Customisable Templates - Digital Signature - Document Management - Document Templates - Drag & Drop - Email Management - Email Marketing - Email Templates - Lead Capture - Lead Management ## Integrations (9 total) - Calyx Point - Dropbox Backup - EncompaaS - Facebook Apps and Tabs - Google Calendar - LendingPad - MeridianLink Mortgage - Microsoft Outlook - Zapier ## Support Options - Email/Help Desk - Knowledge Base - Phone Support - Chat ## Category - [Account Management Software](https://www.softwareadvice.ie/directory/3606/account-management/software) ## Related Categories - [Account Management Software](https://www.softwareadvice.ie/directory/3606/account-management/software) - [CRM Systems](https://www.softwareadvice.ie/directory/4153/crm/software) - [CRM Software for Startups ](https://www.softwareadvice.ie/directory/3235/startup/software) - [Mortgage CRM Software](https://www.softwareadvice.ie/directory/345/mortgage-crm/software) - [Mortgage Software](https://www.softwareadvice.ie/directory/4208/mortgage/software) ## Alternatives 1. [Salesforce Sales Cloud](https://www.softwareadvice.ie/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 2. [HubSpot CRM](https://www.softwareadvice.ie/software/1854/hubspot) — 4.5/5 (4451 reviews) 3. [Zoho CRM](https://www.softwareadvice.ie/software/392464/zoho-crm) — 4.3/5 (6964 reviews) 4. [HubSpot Sales Hub](https://www.softwareadvice.ie/software/21946/hubspot-sales-hub) — 4.5/5 (497 reviews) 5. [Bigin by Zoho CRM](https://www.softwareadvice.ie/software/392397/bigin-by-zoho-crm) — 4.7/5 (724 reviews) ## Reviews ### "Mortgage Teams & BNTouch CRM" — 5.0/5 > **Jeremy M.** | *24 May 2021* | Banking | Recommendation rating: 9.0/10 > > **Pros**: BNTouch is an important part of my day. The system has availability for you to set up everything inside a crm where other companies have these features locked out. It is > > **Cons**: There are way too many options to choose from. It took us a while to set up the system to work how we wanted it to. In comparison this is just as salesforce is with their software. > > I am still using BNTouch so that has to amount for something. We expected to go to another crm 6 months down the line when new features opened up, but bntouch has everything we need and it continues to grow for us. ----- ### "Insight to BNTouch" — 5.0/5 > **Mark** | *3 September 2025* | Financial Services | Recommendation rating: 3.0/10 > > **Pros**: What I liked most about BNTouch Mortgage CRM is its specialization in the mortgage industry. The platform is designed from the ground up for mortgage professionals, which means its features are highly relevant and effective for lead management, client communication, and automating the loan process. The robust marketing automation, including pre-built content for email, text, and video campaigns, is a major pro. I also appreciate the digital loan platform, which simplifies the borrower experience with features like an online 1003 application and a client portal for document management. The comprehensive suite of tools, from lead distribution to team collaboration and reporting, makes it an all-in-one solution that significantly boosts efficiency and productivity. > > **Cons**: Lack of customization: While BNTouch offers some customization, I feel it's too rigid and lacks the flexibility to tailor the look and feel or workflows to my exact business needs, especially compared to more customizable platforms like Salesforce. > > 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. The system's strengths lie in its specialized features and robust automation. However, prospective users should be prepared for a potentially dated interface and a learning curve during setup. While it may have some technical quirks, the strong customer support and all-in-one functionality make it a valuable asset for many in the mortgage business. ----- ### "I didn't love it" — 2.0/5 > **Ali** | *2 May 2017* | Financial Services | Recommendation rating: 2.0/10 > > **Pros**: 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. > > **Cons**: 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. ----- ### "Great working tool" — 5.0/5 > **Emilio** | *16 April 2025* | Banking | Recommendation rating: 10.0/10 > > **Pros**: I have been using this CRM since 2004 and it's great... Graphics, tabs, marketing materials, reports. > > **Cons**: We need more Spanish marketing materials, videos and newsletter as well. WhatsApp option will be a plus > > It has been great over all, customer service, support team are always available and ready to help. I am well satisfied. ----- ### "BN Touch is truly an elite CRM" — 5.0/5 > **Michael** | *22 January 2025* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: BN Touch is an incredible CRM with support that is top notch, friendly and extremely helpful. I have used many platforms for my mortgage business. I cannot be happier and more satisfied than I am with BN Touch. The support from \[sensitive content hidden\] was amazing > > **Cons**: None as its been great. Like I said before the support and transition has been great. So no cons > > Top notch and I am very happy I am with them ----- Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.ie/software/127795/bntouch?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/127795/bntouch) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data