# BNTouch Mortgage CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about BNTouch Mortgage CRM Software - reviews, pricing plans, popular comparisons to other CRM products and more. Source: https://www.capterra.com/p/37032/BNTouch --- # BNTouch Mortgage CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on June 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) BNTouch Mortgage CRM ## What is BNTouch Mortgage CRM? 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 industry specific tools 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! ## What is BNTouch Mortgage CRM used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Loan Origination](https://www.capterra.com/loan-origination-software/)[Mortgage](https://www.capterra.com/mortgage-and-loans-software/) Top alternative Featured Overall rating Based on 97 user reviews Reviews sentiment Positive 88% Neutral 7% Negative 5% Starting price $165 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... - CRM / 2025 Do you work for BNTouch Mortgage CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://bntouch.com&name=BNTouch Mortgage CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### BNTouch Mortgage CRM 4.5 (97) VS. [4.4 (18,784)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting Price $165 Per User, Per Month Starting Price $25 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.2 (97) Ease Of Use 4.0 (18,119) Value For Money 4.3 (82) Value For Money 4.0 (12,806) Customer Service 4.5 (91) Customer Service 4.1 (14,037) ## BNTouch Mortgage CRM alternatives [4.5 (4,462)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [4.3 (6,977)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (731)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (822)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/37032/BNTouch/alternatives/) ## FAQs about BNTouch Mortgage CRM Overview ### Which roles and teams benefit most from BNTouch Mortgage CRM? BNTouch Mortgage CRM is most used by loan officers, mortgage brokers, originators, and lending advisors who need to capture leads, automate follow-up, and move borrowers through the pipeline. Processing, branch, sales, and executive teams benefit from centralized client data, milestone tracking, marketing outreach, and visibility into production and relationship management. Answer based on 94 reviews Overview ### What company size and industries is BNTouch Mortgage CRM built for? BNTouch Mortgage CRM is for mortgage professionals at small businesses, which make up 86% of reviewers, and it primarily serves Financial Services at 47%. It also fits Real Estate at 30% and Banking at 18%, with more limited adoption among enterprise companies at 10% and midsize businesses at 4%. Answer based on 97 reviews Features and Usability ### What are the key features of BNTouch Mortgage CRM? BNTouch Mortgage CRM includes core mortgage CRM features like client database, lead management, pipeline management, loan tracking, and document management. Differentiating features include email and SMS marketing automation, customizable campaigns and templates, client portal access, birthday and anniversary reminders, mobile app access, and reporting dashboards for mortgage workflows. Answer based on 34 reviews Pricing ### How much does it cost and what fees or limitations are included? BNTouch Mortgage CRM starts at $95 per user/month for the Team plan, while the Individual plan costs 165 per user/month. No free version or free trial is listed. Reviewers often call the pricing competitive and cost effective, but some say it feels expensive for smaller teams and hard to justify given the steep learning curve. Answer based on 16 reviews Integrations ### Which third-party tools and platforms does BNTouch Mortgage CRM integrate with? BNTouch Mortgage CRM integrates with Microsoft Outlook, LendingPad, Calyx Point, Dropbox Backup, EncompaaS, Facebook Apps and Tabs, Google Calendar, MeridianLink Mortgage, and Zapier. Its catalog covers email, calendar, mortgage lending, file backup, and app automation connections for common loan officer and team workflows. Answer based on 11 reviews Getting Started and Support ### How easy is it to onboard and train a team on BNTouch Mortgage CRM? BNTouch Mortgage CRM offers live online training, webinars, and documentation, but onboarding is mixed. Teams can import data quickly and basic functions are learnable for everyday users. Admins and users setting up automation or custom workflows often need more time, hands-on support, and clearer training materials to master all features. Answer based on 18 reviews Getting Started and Support ### What customer support options does BNTouch Mortgage CRM offer, and how do users rate the experience? BNTouch Mortgage CRM offers email/help desk, a knowledge base, phone support, and chat. Users often describe support as responsive, helpful, and willing to walk through problems with clear explanations, which helps with the platform’s learning curve. Some users, however, report delays, inconsistent follow-through, and frustration when resolving technical issues. Answer based on 54 reviews Client support ### How good is BNTouch Mortgage CRM customer support? BNTouch Mortgage CRM provides helpful customer support for many mortgage teams, especially during setup, troubleshooting, and daily use. Loan officers and small broker shops often like the responsive guidance and visual explanations, but some users report slow follow-up, inconsistent issue resolution, and frustration when technical problems affect client communication. Answer based on 30 reviews ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Contact Management 4.5 (49) 79.59% of 49 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Management 4.3 (45) 68.89% of 45 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Email Management 4.2 (33) 57.58% of 33 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Email Marketing 4.3 (29) 58.62% of 29 reviewers that rated this feature as important or highly important Create and send email blasts/campaigns Sales Pipeline Management 3.8 (25) 80.00% of 25 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Marketing Automation 4.5 (24) 54.17% of 24 reviewers that rated this feature as important or highly important Automate workflows and trigger campaigns based on customer actions BNTouch Mortgage CRM 35 features Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Electronic storage of stakeholder contact information Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track and manage adherence to policies for any service, product, process, or supplier Manage, organize, and store contact information Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A collection of customer information such as contact details, demographics, previous interactions, etc. Pre-designed layouts that can be customized to match preferences and requirements Electronic signing method that validates the authenticity and integrity of a digital document Store, manage, and track all electronic documents in a centralized location Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Automatically identify and save contact information of potential customers Store information about leads or contacts and track, manage and nurture them throughout the sales process Process of securing a loan from a bank or any other lender. Collect, organize, and prepare loan information to send to the lender for approval Automate workflows and trigger campaigns based on customer actions Access software remotely via mobile devices Access the system via a mobile application Type of loan used to purchase real estate Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. The initial step in the mortgage workflow Timed notification for any upcoming task, deadline, appointment, or activity View and track pertinent metrics to find patterns and gain insights from data Pipeline view and tracking lead status Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Create, manage and track all task activities and progression Track and manage the scheduling of tasks Create, save, and re-purpose templates for emails, forms, etc. Get Advice We can help you find the software with the features you need. Features 4.4 (97) 4.4 Based on 97 reviews ## Pricing Value for money 4.3 (82) [View pricing plan details](https://www.capterra.com/p/37032/BNTouch/pricing/) Individual $165.00 Per User,Per Month It includes: - Email Marketing - SMS Marketing - Video Marketing - POS System - Prebuilt Mortgage Campaigns - Automated Follow-up - AI Integrated Team $95.00 Per User,Per Month It includes: - All Individual Plan Features - Automated Lead Distribution - Customizable Access - Team Work on Transactions - LO Based Communication Tracking and Performance Reporting Value for money 4.3 (82) 4.3 Based on 82 reviews ## Integrations [ Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Facebook Apps and Tabs](https://www.capterra.com/p/160208/Facebook-Apps-and-Tabs/)[ LendingPad](https://www.capterra.com/p/171891/LendingPad/)[ Calyx Point](https://www.capterra.com/p/73554/Calyx-Point/)[ MeridianLink Mortgage](https://www.capterra.com/p/123177/LendingQB/)[ Dropbox Backup](https://www.capterra.com/p/10019994/Dropbox-Backup/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.5 (91) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.5 (91) 4.5 Based on 91 reviews ## User reviews Overall rating 4.5 Based on 97 reviews Filter by rating 5(67) 4(17) 3(8) 2(4) 1(1) Mentioned topic Sorted by most recent CT Ciara T. Loan Processor Real Estate ### "Loan and Mortgage Management" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 14, 2026 It has been nothing short of amazing, the follow ups that this system sends has completely changed the way I do my job for the better Pros Loan and Mortgage Management - makes follow up with current and past clients so easy. I love using BN touch Cons Nothing, its truly a great overall system. It even sends me loan anniversary reminders which is super neat Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Gregory V. Loan Originator Financial Services ### "Out $290 After 3 Days - Outdated, Clunky, and No Refund" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 May 4, 2026 My overall experience with BNTouch was very disappointing. I onboarded, imported data, and within three days it was clear the system was not a fit for my mortgage business because of how clunky and outdated it felt to use. I immediately emailed support to explain that I had just signed up, that the platform clearly wasn't a fit, and requested a refund. They refused to offer any refund at all, including for the "white glove" service, which they never actually performed. Now I understand why they don't offer a free trial. I ended up out $290 for a product I stopped using almost immediately. Save your money and find another platform that lets you actually test it first to make sure it's a fit. Pros While the initial BN Touch representative was friendly during the 1st call, the experience declined from there. Cons I signed up for BNTouch and within just three days I realized it wasn't the right system for me. It is extremely clunky and cumbersome to use, and once you start importing your list and trying to work in it, you feel like you're basically playing with an Atari in a modern world. The interface feels outdated, unintuitive, and slow for modern mortgage workflows. On top of that, they refused to refund any portion of my purchase, including the "white glove" service that was never actually performed. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RM Rosie M. Mortgage company. Financial Services ### "Overall decent. " 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 September 9, 2025 Overall it’s a decent database for storing info. But very expensive for simply that. Wish it was a lot easier to use and with marketing was easier and more aesthetically pleasing. Pros I like most the potential of what BNT could be. Or what I think it could be. Seems like it can be diverse but cost and ease of use aren’t there. Cons A lot of the features are difficult to use, marketing and drip aren’t aesthetically pleasing. And triggers aren’t user friendly. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. AN Alex N. Marketing Coordinator Financial Services ### "Reliable customer support" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 5, 2025 Pros Good contact organization, automated campaigns, and reports of all our contacts. Customer support is very reliable and helpful. Cons Terrible online demos, needs documentation so I don't need to ask support everything. Not the most intuitive design but learnable. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. MD Mark D. Loan Officer Financial Services ### "Insight to BNTouch" 5.0 Overall Rating 5.0 5.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 3/10 September 3, 2025 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. 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. Switched from [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/) [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Company pays for this one. So no point in me running two Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SG Stephen G. Branch Manager Financial Services ### "Branch Manager" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 3, 2025 Overall, BNTouch has been a strong tool for managing my pipeline, staying consistent with client communication, and keeping everything in one place. It saves time, improves follow-up, and gives me more ways to connect with borrowers and partners. It’s not perfect, but the value is definitely there, and it feels like a system designed for the way mortgage professionals actually work. Pros I like that BNTouch is built specifically for the mortgage business. The automation for emails, texts, and even video campaigns makes it easy to stay in front of clients without spending all day on manual follow-ups. It’s flexible, customizable, and the support team is always responsive when I need help. Cons There’s a little bit of a learning curve in the beginning, especially when setting up more advanced campaigns. Some of the design options could be expanded, but overall, once you get familiar with the system, it flows smoothly and does what it’s meant to do. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TY Tomer Y. Mortgage Originator Real Estate ### " Amazing CRM Platform and the best one out there! " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 April 18, 2025 Pros I love that its very user friendly system and easy to maneuver , the marketing is very useful and i get very good feedback from all my clients! Cons Sometimes the content is too much and repetitive , i would like to see more visual and graph content related to the mortgage industry Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AH Anna H. Loan Professional Banking ### "Stay in contact with clients" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 17, 2025 It really helps me stay organized, follow up with leads, and move deals along more smoothly. It makes communication with clients easy, and all of the notes and records are all together in one place. I’ve definitely seen an improvement in client engagement and conversions since I started using it. Pros I’ve been using BNTouch for several years now, and it’s made a big difference in how I manage my business. The CRM is easy to use, and the automated emails and texts help me stay in front of clients without having to think about it constantly. I love the birthday emails, and clients really seem to appreciate them too! Cons I haven’t had any issues so far. No complaints at this time. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AH Annabelle H. Loan Officer Banking ### "BNTouch review" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 April 17, 2025 My overall experience isbthst it saves us time to request documents. Our clients do not have any issues on their end. Pros BNTouch is a wonderful system to use. I love that we can communicate with our clients. I like how easy it is to use on the clients side as well as the mortgage side! Cons I do not have anything negative to say about BNTouch at this time. I use BNTouch everyday, and still learning other feautures. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. JD Jeb D. Loan origination Real Estate ### "Average at best" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 April 16, 2025 Average. If it would work consistently it Fitos be better Pros It pulls info from online profiles like linkedin Cons It breaks down constantly. As in the entire system crashes about once a quarter Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/37032/BNTouch/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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