Helping businesses choose
better software since 1999
better software since 1999
Guides & Research
Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology.
Capterra carefully verified over 2 million reviews to bring you authentic software and services experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. Learn more.
Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software and service providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. Learn more.
BNTouch - Mortgage Business Growth Platform that allows you to automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one simple Mortgage CRM solution. BNTouch offers 35+ proprietary mortgage tools built to help you grow your business. Power features include: Automated SMS/Text Marketing, Customizable Video Marketing, Refinance Analysis Tools, Pre-approval Tools, (just) Listed Property Alerts, Pre-Built Marketing Content, and Much More!
Provider
BNTouch
Located In
United States
Foundation
2004
Open API
Yes
Deployment
Cloud, SaaS, Web-Based
Mobile Apps
Android, iOS
Training
Webinars, Documentation, Live Online
Support
Phone Support, Email/Help Desk, Chat, Knowledge Base
Mortgage Professionals: Loan Officers, Loan Advisors, Mortgage Brokers, and Mortgage Marketers
Content Source: BNTouch Mortgage CRM
Based on other buyer's searches, these are the products that could be a good fit for you.
BNTouch Mortgage CRM Reviews
Pros
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.
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.
It is a huge competitor with Salesforce. It is user friendly, and great for setting tasks and reminders.
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.
Cons
When it lags and I have to refresh to make the interface work.
The custom templates the initial set up of these is a little annoying. There are definitely some items that are odd about the reports.
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.
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.
"Review of Bntouch "
Overall: Overall experience has been good. It does the job that I need it to do
Pros: That is emails you everyday with the tasks that need to be completed.
Cons: I wish it was easier to utilize the campaigns options, this can be frustrating at times.
"IS BNTPUCH FOR YOU............"
Pros: THE EASE OF IMPORTING OUR DATA BASE WAS A GREAT PLUS
Cons: THE CLUNKINESS OF THE MARKETING PLANS~ THE STRUGGLE HAS BEEN REAL
"Lots of functionality poor execution"
Overall: Clunky. Dated. Old tech. Hard to search. No keywords. Finicky. Buggy.
Pros: This crm is clunky at best. It is not visually appealing, dashboard does not aid sales process, hard to searxh and manage contacts and pipelines. All kinds of functionality and low low low ease of use.
Cons: Overly complicated and lots of hidden info. Hard to search. App absolutely sucks. Seriously, as if it was made in 1999. It has near zero functionality. Hire 20 current and accomplished makers of apps and start over entirely. It should have 95% of the functionality as the desktop. Currently it has 2%.
"GREAT CRM for Mortgage Origination"
Pros: Can easily keep track of former and new clients along with sending communication out to all clients with just a few clicks of the button.
Cons: Sometimes hard to navigate and learning what categories go with what type of lead or client.
"Great Product"
Pros: 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 your marketing and staying in touch by tasks, email video and text. I have fund no cons using this software and the support is fantastic, if you need a CRM for your mortgage business BNTouch is the best choice.
Cons: No Cons the software is easy to use and the support is great
