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BNTouch Mortgage CRM vs Velocify: Which is a better fit?

Updated on February 2nd, 2025
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Summary
Key features rated by users
Features selected based on 14,166 reviews from CRM users.
% Fit
Missing features
Not enough reviews
Feature ratings
Data Security
NA
Contact Management
4.6
Lead Management
4.5
Sales Pipeline Management
3.7
Reminders
4.0
% Fit
Missing features
Not enough reviews
Feature ratings
Data Security
NA
Contact Management
4.0
Lead Management
4.0
Sales Pipeline Management
NA
Reminders
NA
User satisfaction
4.5
User reviews86
Ease of use
4.3
Functionality
4.5
Value for money
4.4
Customer support
4.6
4.3
User reviews232
Ease of use
4.2
Functionality
4.2
Value for money
4.2
Customer support
4.2
Price starts from
/user
Monthly subscription
Free version
Free trial
Monthly subscription
Free version
Free trial
Best for

Mortgage Professionals: Loan Officers, Loan Advisors, Mortgage Brokers, and Mortgage Marketers

Midmarket and enterprise businesses in B2B and B2C that deal with large numbers of leads. Key industries are: mortgage, insurance, for-profit education, debt, tech, call centers, business services.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
No videos provided by vendor
No videos provided by vendor
37032
5 screenshots
No screenshots provided by vendor
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

BNTouch Mortgage CRM

Top Features
15/37
  • Activity Dashboard
  • Calendar Management
  • Customer Journey Mapping
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Data Security
  • Document Storage
  • Forecasting
  • Interaction Tracking
  • Lead Generation
  • Lead Qualification
  • Lead Scoring
  • Multi-Channel Communication
  • Quotes/Estimates
  • Referral Tracking
  • Sales Reports
  • Segmentation
  • Task Management
  • Territory Management
  • Third-Party Integrations
  • Workflow Management
  • Alerts/Notifications
  • API
  • Campaign Management
  • Contact Management
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Lead Capture
  • Lead Management
  • Marketing Automation
  • Mobile Access
  • Reminders
  • Reporting/Analytics
  • Sales Pipeline Management
See All features
Hide CRM Software Features -

Velocify

13/37
Show CRM Software Features +

BNTouch Mortgage CRM

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Velocify

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BNTouch Mortgage CRM
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Velocify
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
BNTouch Mortgage CRM
  • By BNTouch
  • Located in United States
  • Founded in 2004
Velocify
  • By Velocify
  • Located in United States
  • Founded in 2004
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