# Compare BNTouch Mortgage CRM vs MortgageHalo 2026 | Capterra > Unsure of what to choose? Check Capterra to compare BNTouch Mortgage CRM and MortgageHalo based on pricing, features, product details, and verified reviews. Source: https://www.capterra.com/compare/37032-173535/BNTouch-vs-MortgageHalo --- # BNTouch Mortgage CRM vs MortgageHalo Features and Cost Comparison Last updated July 8th, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.[Learn more](https://www.capterra.com/our-story/) Your comparison: BNTouch Mortgage CRMMortgageHalo2/4 selected [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/)[4.5 (98)](https://www.capterra.com/p/37032/BNTouch/reviews/) [MortgageHalo](https://www.capterra.com/p/173535/MortgageHalo/)[4.4 (48)](https://www.capterra.com/p/173535/MortgageHalo/reviews/) [## BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/)[4.5 (98)](https://www.capterra.com/p/37032/BNTouch/reviews/) Starting Price $165.00/month Value-for-Money 4.3 Functionality 4.4 Ease of Use 4.3 Customer Service 4.5 Reviews Sentiment Based on [98 reviews](#user-reviews) Positive 86 Neutral 7 Negative 5 [## MortgageHalo](https://www.capterra.com/p/173535/MortgageHalo/)[4.4 (48)](https://www.capterra.com/p/173535/MortgageHalo/reviews/) Starting Price $417.00/month Value-for-Money 4.4 Functionality 4.2 Ease of Use 4.5 Customer Service 4.6 Reviews Sentiment MR Based on [48 reviews](#user-reviews) Positive 43 Neutral 4 Negative 1 ## Not a match? 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Mortgage Loan Originator > "Its intuitive interface and powerful automation tools have streamlined my workflow, allowing me to focus on..." [See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6445017) JM James M. Mortgage Loan Officer > "There are some bugs that occur like frequently creating duplicate client information whenever I update a client..." [See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6445120) KG Karola G. Assistant > "The client portal is another highlight; it lets my clients securely upload documents and track their loan progress,..." [See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6445014) Gregory V. Loan Originator > "They refused to offer any refund at all, including for the "white glove" service, which they never actually..." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7144542) SG Stephen G. Branch Manager > "Overall, BNTouch has been a strong tool for managing my pipeline, staying consistent with client communication, and..." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7001151) RM Rosie M. Mortgage company. > "A lot of the features are difficult to use, marketing and drip aren’t aesthetically pleasing. And triggers aren’t..." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7005142) DH Don H. Loan Officer > "Can easily keep track of former and new clients along with sending communication out to all clients with just a few..." [See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6511663) TY Tomer Y. Mortgage Originator > "Sometimes the content is too much and repetitive , i would like to see more visual and graph content related to the..." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6781611) CT Ciara T. Loan Processor > "Loan and Mortgage Management - makes follow up with current and past clients so easy. " [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7150681) AN Alex N. Marketing Coordinator > "Terrible online demos, needs documentation so I don't need to ask support everything." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7002730) SG Stephen G. Branch Manager > "It saves time, improves follow-up, and gives me more ways to connect with borrowers and partners." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7001151) Gregory V. Loan Originator > "Now I understand why they don't offer a free trial." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7144542) Kristie A. Mortgage Advisor > "I like that BNTouch is very easy to use and any time I have any questions I just email my client specialist, and..." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7178292) KG Karola G. Assistant > "The cost is also a consideration—it can be pricey, especially for smaller teams or individuals." [See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6445014) SG Stephen G. Branch Manager > "It’s not perfect, but the value is definitely there, and it feels like a system designed for the way mortgage..." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7001151) KG Karola G. Assistant > "Lastly, I've experienced some delays with customer support, which can be challenging when I need quick assistance." [See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6445014) MD Mark D. Loan Officer > "The system's strengths lie in its specialized features and robust automation." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7001207) NP Nick P. Loan Officer > "there is a graph on your dashboard that shows you your leads through funded loans, but the funded loans is never..." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6151133) SG Stephen G. Branch Manager > "It’s flexible, customizable, and the support team is always responsive when I need help." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7001151) JD Jeb D. Loan origination > "As in the entire system crashes about once a quarter" [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6779682) KB Kelli B. Processing manager > "positive very informative helps keep up with customer base reports like birthday and anniversary of loan closings..." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6667764) LH Lauran H. Production Manager > "It can be cumbersome and cluttered and sometimes we feel like we are paying for lots of features that we aren't..." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6304977) AH Anna H. Loan Professional > "It really helps me stay organized, follow up with leads, and move deals along more smoothly." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6780516) JR JEFF R. Loan Officer > "too many options and it took some time to learn" [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6150715) Kristie A. Mortgage Advisor > "The set up was super easy, which was one of my favorite things about it!" [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7178292) NM Nick M. Loan Officer > "The site is a little overly complicated IMO" [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6150713) CT Ciara T. Loan Processor > "I love using BN touch" [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___7150681) JM Jessica M. Loan coordinator > "Clients can’t get a little confused especially when knowing what to fill out" [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6186331) JS Jason S. Mortgage Loan Originator > "I like having my leads import and having the vital data on one screen so that I'm not clicking around to see the..." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6150778) MS Matt S. Vice President - Partner > "It syncs to our LOS, but its not great. " [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6151937) TM Tyler M. Residential Mortgage Loan Officer > "I have refused to change my CRM because it keeps up with everything so well and sends out constant content to my..." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6150714) HK Holli K. BUS DEVELOPMENT > "THE CLUNKINESS OF THE MARKETING PLANS~" [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6150762) MW Michael W. Mortgage Loan Officer > "BN Touch is an incredible CRM with support that is top notch, friendly and extremely helpful. " [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6665177) DW Dan W. Business Development Manager > "Old tech." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6150817) AH Annabelle H. Loan Officer > "I love that we can communicate with our clients." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6780246) CD CHief D. CEO > "The system is always glitching, crashing and their customer service does not exist." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2742525) TY Tomer Y. Mortgage Originator > "I love that its very user friendly system and easy to maneuver , the marketing is very useful and i get very good..." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6781611) GA George A. Mortgage Lender > "Our team has used different CRMs and this one is the most difficult to navigate through as there is so much going..." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2557592) AP Alex P. Loan Officer > "The monthly email of newsletters is convenient" [See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6483384) CD CHief D. CEO > "We just lost a $7,800 commission today because we thought we were communicating with a client via text." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2742525) SL Scott L. Sales Manager > "The value and features it offers for the price" [See full review](https://www.capterra.com/p/37032/BNTouch/#SoftwareAdvice___6444899) GA George A. Mortgage Lender > "It took our team a few days to get around the CRM and it feels overwhelming of all the options... still." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2557592) JH Jeff H. Manager > "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..." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6073585) CD CHief D. CEO > "The system glitches and crashes all the time." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2742525) GH Greg H. Client Relations Manager > "The platforms are easy to get in and out to change." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6665184) GA George A. Mortgage Lender > "Also the formatting is clunky and slightly dated." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2557592) LH Lauran H. Production Manager > "We like being able to log events and keep everyone in the loop. " [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6304977) CD CHief D. CEO > "Poor customer service." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2742525) LH Lauran H. Production Manager > "It can do anything we might ever want it to, and we could do a better job of utilizing this tool and making the..." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___6304977) CD CHief D. CEO > "Horrible." [See full review](https://www.capterra.com/p/37032/BNTouch/#Capterra___2742525) [View Reviews](https://www.capterra.com/p/37032/BNTouch/reviews/) Not enough reviews ## User interface [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/) 4.52 (98) [MortgageHalo](https://www.capterra.com/p/173535/MortgageHalo/) 4.38 (48) ### Features BNTouch Mortgage CRM Top features 14/45 - Accounting - Activity Dashboard - AI Copilot - Amortization Schedule - API - Borrower Management - Client Database - Commercial Mortgages - Compliance Management - Contact Management - Credit Reporting - CRM - Customer Statements - Document Management - Document Storage - Electronic Applications - Escrow Management - For Borrowers - For Brokers - Generative AI - Government Loans - HUD Settlement Statements - Lead Management - Lender Search - Loan Management - Loan Origination - Loan Servicing - Marketing Automation - Multi-Branch - Outsource Processing - Payment Tracking - Pipeline Management - Pre-Qualification - Pricing Management - Promissory Notes - Property Tax Management - Refinance Management - Reporting & Statistics - Residential Mortgages - Search/Filter - Task Management - Third-Party Integrations - Third Party Loan Origination - Visual Presentation - Workflow Management [See all features](https://www.capterra.com/p/37032/BNTouch/#features) MortgageHalo 9/45 - Accounting - Activity Dashboard - AI Copilot - Amortization Schedule - API - Borrower Management - Client Database - Commercial Mortgages - Compliance Management - Contact Management - Credit Reporting - CRM - Customer Statements - Document Management - Document Storage - Electronic Applications - Escrow Management - For Borrowers - For Brokers - Generative AI - Government Loans - HUD Settlement Statements - Lead Management - Lender Search - Loan Management - Loan Origination - Loan Servicing - Marketing Automation - Multi-Branch - Outsource Processing - Payment Tracking - Pipeline Management - Pre-Qualification - Pricing Management - Promissory Notes - Property Tax Management - Refinance Management - Reporting & Statistics - Residential Mortgages - Search/Filter - Task Management - Third-Party Integrations - Third Party Loan Origination - Visual Presentation - Workflow Management [See all features](https://www.capterra.com/p/173535/MortgageHalo/#features) ### Recognition BNTouch Mortgage CRM Best Value CRMSoftware (2025)  No recognitions have been awarded to MortgageHalo ### Deployment & support BNTouch Mortgage CRM Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - 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 MortgageHalo Deployment - Cloud, SaaS, Web-Based - Desktop Mac - Desktop Windows - Desktop Linux - On-Premise Windows - On-Premise Linux - Desktop Chromebook - 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 ### Company Details BNTouch Mortgage CRM - By BNTouch - Located in United States - Founded in 2004 MortgageHalo - By Halo Programs - Located in United States - Founded in 1973 ## Popular Comparisons [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/)[4.52 (98)](https://www.capterra.com/p/37032/BNTouch/reviews/) vs [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[4.51 (4,470)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) $165/month Price $20/month 4.4 Features 4.4 4.3 Ease of Use 4.4 [View full comparison](https://www.capterra.com/compare/37032-152373/BNTouch-vs-HubSpot-CRM) [BNTouch Mortgage CRM](https://www.capterra.com/p/37032/BNTouch/)[4.52 (98)](https://www.capterra.com/p/37032/BNTouch/reviews/) vs [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[4.40 (18,790)](https://www.capterra.com/p/61368/Salesforce/reviews/) $165/month Price $25/month 4.4 Features 4.4 4.3 Ease of Use 4.0 [View full comparison](https://www.capterra.com/compare/37032-61368/BNTouch-vs-Salesforce)