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

And the tools that it provides are fantastic. I love the ability to mass-text as well as mass-email, all with personalized communications to the client or partner.

The custom templates the initial set up of these is a little annoying. There are definitely some items that are odd about the reports.

I like this system... and am happy that we chose it. It has a lot to offer (some of which, I'm still learning) and I can tell there is potential for growth within the system.

When it lags and I have to refresh to make the interface work.

This software is great and makes mortgage processing much easier on a day to day basis. Great for keeping track of multiple files and helps you stay organized.

Also the formatting is clunky and slightly dated. Our team has used different CRMs and this one is the most difficult to navigate through as there is so much going on.

It is a huge competitor with Salesforce. It is user friendly, and great for setting tasks and reminders.

One of the only gripes I have with BNTouch is the lack of being able to customize the look and feel of the CRM itself.

I like the product and I like the people. They are super accessible and responsive.

Any features that may be missing, the team will work with you to integrate.

Very happy with the team and glad we finally decided to pull the trigger on this platform.

Two different times I couldn't find something that I knew that I had uploaded. I emailed and got a reminder response quickly and without making me feel stupid.

A Unique and Useful Software Supplemented by Outstanding Customer Service.

If there's something imperfect about the software, let the LB team know, they'll make it right.

The site is easy to navigate and it's great having the ability to pull up loan docs directly from LoanBoss to dive into more details if needed.

Hard to think of any negatives - each piece of feedback that we've provided to LoanBoss has been taken into consideration and implemented within the software shortly thereafter.