--- title: "BNTouch Mortgage CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is BNTouch Mortgage CRM the right CRM solution for you? Explore 98 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/37032/BNTouch/reviews/" page_type: "reviews" language: "en" --- BNTouch Mortgage CRM 4.5 (98) [View alternatives](https://www.capterra.com/p/37032/BNTouch/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 26th, 2026 # Reviews of BNTouch Mortgage CRM Ease of use 4.3 Customer Service 4.5 ## Pros and Cons in Reviews DH Don H Loan OfficerBanking, 11 - 50 employeesUsed the software for: Less than 6 months. “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.“ September 27, 2024 Gregory V Loan OriginatorFinancial Services, 51 - 200 employeesUsed the software for: Less than 6 months. “They refused to offer any refund at all, including for the "white glove" service, which they never actually performed.“ May 4, 2026 CT Ciara T Loan ProcessorReal Estate, 51 - 200 employeesUsed the software for: More than 2 years. “Loan and Mortgage Management - makes follow up with current and past clients so easy. “ May 14, 2026 RM Rosie M Mortgage company.Financial Services, 2 - 10 employeesUsed the software for: More than 2 years. “A lot of the features are difficult to use, marketing and drip aren’t aesthetically pleasing. And triggers aren’t user friendly.“ September 9, 2025 SG Stephen G Branch ManagerFinancial Services, 11 - 50 employeesUsed the software for: More than 2 years. “Overall, BNTouch has been a strong tool for managing my pipeline, staying consistent with client communication, and keeping everything in one place.“ September 3, 2025 TY Tomer Y Mortgage OriginatorReal Estate, 2 - 10 employeesUsed the software for: 1-2 years. “Sometimes the content is too much and repetitive , i would like to see more visual and graph content related to the mortgage industry“ April 18, 2025 Kristie A Mortgage AdvisorFinancial Services, 501 - 1,000 employeesUsed the software for: 1-2 years. “I like that BNTouch is very easy to use and any time I have any questions I just email my client specialist, and she gets back to me super-fast!“ July 1, 2026 JM James M Mortgage Loan OfficerFinancial Services, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “There are some bugs that occur like frequently creating duplicate client information whenever I update a client file in my LOS system and then I have to either delete the duplicate or merge it with the original.“ August 16, 2024 ## Showing most helpful reviews Showing 1-25 of 98 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Jeremy M. L. Loan Officer Banking Used the software for: 6-12 months ### "Mortgage Teams & BNTouch CRM" May 24, 2021 5.0 I am still using BNTouch so that has to amount for something. We expected to go to another crm 6 months down the line when new features opened up, but bntouch has everything we need and it continues to grow for us. Pros BNTouch is an important part of my day. The system has availability for you to set up everything inside a crm where other companies have these features locked out. It is Cons There are way too many options to choose from. It took us a while to set up the system to work how we wanted it to. In comparison this is just as salesforce is with their software. Alternatives considered [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/)[LeadMaster](https://www.capterra.com/p/16462/LeadMaster/)[karmaCRM](https://www.capterra.com/p/45248/karmaCRM/)[Aidium](https://www.capterra.com/p/212172/Aidium/)[Coevera](https://www.capterra.com/p/125911/Coevera/) Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) pipedrive is limited to its resources and its features. We needed a crm that had marketing automation, website building capabilities, email marketing, lead capture and nourish and much more and bntouch had that whereas pipedrive did not. Review Source MW Michael W. Mortgage Loan Officer Real Estate Used the software for: Less than 6 months ### "BN Touch is truly an elite CRM" January 22, 2025 5.0 Top notch and I am very happy I am with them Pros BN Touch is an incredible CRM with support that is top notch, friendly and extremely helpful. I have used many platforms for my mortgage business. I cannot be happier and more satisfied than I am with BN Touch. The support from \[sensitive content hidden\] was amazing Cons None as its been great. Like I said before the support and transition has been great. So no cons Switched from [mloflo](https://www.capterra.com/p/265185/mloflo/) Because BN Touch met my needs better vs my other platform. The Customer Service is better as well Review Source JD Jeb D. Loan origination Real Estate Used the software for: 1-2 years ### "Average at best" April 16, 2025 3.0 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 LH Lauran H. Production Manager Financial Services Used the software for: 2+ years ### "Tons of Functionality & Features" May 16, 2024 4.0 Overall I would recommend BnTouch. It has all the functionality we need and then some. It can do anything we might ever want it to, and we could do a better job of utilizing this tool and making the most of what it's capable of. Pros It's comprehensive. I appreciate that there are a lot of features and functionality with BnTouch. They have tons of options and settings, lots of data, email campaigns and automated options. We can maintain contact info and notes on clients, realtors, other referral partners, and separate loan records for the same client(s). We like being able to log events and keep everyone in the loop. I've had excellent experiences with customer support! They've been incredibly responsive and helpful whenever there's a concern. They helped us with onboarding and implementation and did a lot of the heavy lifting for us. Cons I can get a little bogged down in all of the features and functionality. It can be cumbersome and cluttered and sometimes we feel like we are paying for lots of features that we aren't taking full advantage of. It has all the bells and whistles, but if you want something more streamlined and simple, it may be a bit too robust for you. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Switched from [Pulse Mortgage CRM](https://www.capterra.com/p/130602/Pulse-Mortgage/) Pulse (FocusIT) integrated with CalyxPoint. When we left Point, we saw it as an opportunity to take a look at what was out there and find a better fit. Review Source RK Rob K. Mortgage Loan Originator Financial Services Used the software for: 2+ years ### "BNTouch CRM: A Game-Changer for Mortgage Professionals" August 16, 2024 5.0 The BNTouch CRM has been a game-changer for me as a mortgage professional. Its intuitive interface and powerful automation tools have streamlined my workflow, allowing me to focus on delivering top-tier service to my clients. The robust customization options, automated marketing campaigns, and seamless integration with other systems have significantly boosted my efficiency and client engagement. BNTouch is designed specifically for the mortgage industry, making it easy to manage leads, track loan progress, and communicate effectively. Plus, their responsive support team is genuinely invested in my success. I highly recommend BNTouch to any mortgage professional looking to elevate their business. Pros BNTouch is very simple to use - it feels "logical" in how it is organized. 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. Cons I have no issues at all at this time, sorry. Alternatives considered [Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/) Reason for choosing BNTouch Mortgage CRM BNTouch is much more simple and logical to use. Switched from [Shape](https://www.capterra.com/p/173673/SetShape/)[Surefire CRM](https://www.capterra.com/p/202529/Surefire-CRM/) BNTouch is much more simple and logical to use. Review Source BE Becky E. Mortgage Advisor Real Estate Used the software for: 2+ years ### "Love BNTouch" January 31, 2024 5.0 Great, I've used it for 5 years and I'm super happy with it. Pros I love the tasks you can assign so I never miss following up and I don't lose sleep wondering if I forgot to follow up on something Cons The canned emails can be a little corny but it's nice we can customize. Switched from [Total Expert](https://www.capterra.com/p/146103/Total-Expert/) not enough customization options and no texting feature Review Source AB Adam B. Mortgage Loan Officer Banking Used the software for: 2+ years ### "Fairly flexible, easy to use, competent system" August 16, 2024 5.0 Support is top notch. The best I've ever experienced. Pros Fairly easy to learn and use. Not flashy, gets the job done without a lot of fanfare Cons Reporting is not good or easy to use. No true dashboard to reflect metrics Switched from [Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/) New company gave opportunity to switch and went with BNT under advisements from peers Review Source TR Trey R. Mortgage Loan Originator Financial Services Used the software for: 1-2 years ### "I highly recommend BNTouch to anyone in the market for a mortgage CRM!" February 25, 2021 5.0 BNTouch makes it super simple to keep in contact with Realtor/referral partners, potential and past clientele. Being able to track each lead makes the followup process so much less painstaking than other, more overly complicated CRMs. Pros The functionality and usability of BNTouch is by far one of the easiest I have used. The customer service is top notch and the staff are quick and responsive when you have a question in regards to how a function works! Cons 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. While I do understand that function is more important than form for productivity, when you're staring at a screen for hours upon hours per day, being able to make it your own would help with the eye strain and mental fatigue that tends to happen over time. Alternatives considered [Shape](https://www.capterra.com/p/173673/SetShape/) Reason for choosing BNTouch Mortgage CRM Usability, cost, required setup time, integration with other LOS softwares. Switched from [Big Purple Dot](https://www.capterra.com/p/210519/Big-Purple-Dot/) Cost per user, lack of features and lack of future integration with other leading software providers. Review Source AB Amanda B. Sr Mortgage Advisor Banking Used the software for: Less than 6 months ### "Overall a great CRM" January 31, 2024 4.0 Customer service has been GREAT! We are new to BN Touch and keep learning more functions daily. Pros Professional content, customer service is superb. Cons lacking ease of use for some functions and requires a great deal of time to get used to product, but once learned it's a great tool. Alternatives considered [Bonzo](https://www.capterra.com/p/212895/Bonzo/) Reason for choosing BNTouch Mortgage CRM We are still trying to figure out the best CRM for us. Switched from [Bonzo](https://www.capterra.com/p/212895/Bonzo/)[Whiteboard Fox](https://www.capterra.com/p/203481/WhiteboardFox/) BNT worked with Calyx mainly, however we aren't using that function currently b/c the file connection doesn't work well for us. Review Source RF Roberto F. Loan Originator Financial Services Used the software for: 6-12 months ### "CRM Review" April 16, 2025 5.0 It took a while to adapt to all the features and tools, but overall is a good CRM for loan originators. Pros Great tools for loan originators. Marketing Campaigns, integrated systems, follow-up tools. Cons The loan application section could be more user friendly for the applicants. It would be great if there was an option to change the language to Portuguese too. Review Source AH Annabelle H. Loan Officer Banking Used the software for: Less than 6 months ### "BNTouch review" April 17, 2025 5.0 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 WR Whitney R. Loan Officer Financial Services Used the software for: 1-2 years ### "Wonderful CRM! " January 23, 2025 5.0 Excellent experience! I’ve enjoyed learning it and working in it daily Pros BN touch is intuitive, easy to use, and very thorough as a means to retain and grow business through relationships and contacts Cons The partnership / stars rating system could be easier to understand Review Source kB kelli B. Processing manager Construction Used the software for: Less than 6 months ### "Great product " January 24, 2025 5.0 positive very informative helps keep up with customer base reports like birthday and anniversary of loan closings love it Pros easy to follow I like the tabs easy to navigate through Cons nothing really maybe email alerts to know statuses Review Source Response from BNTouch January 29, 2025 Thanks for your feedback! If you'd like to explore email alerts for status updates, please reach out to our support team to schedule a call—we’d be happy to go over the system with you! DW Dan W. Business Development Manager Financial Services Used the software for: 6-12 months ### "Lots of functionality poor execution" January 31, 2024 2.0 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%. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Skylead](https://www.capterra.com/p/215047/Skylead/) Forced to do so or I would not............. Review Source BY Ben Y. Mortgage Consultant Real Estate Used the software for: 1-2 years ### "Ben Yost Review of BNTouch" December 7, 2023 3.0 Pros It is geared for Mortgage industry and ease of use Cons Not very robust compared to other CRM - lacks a lot of features Review Source JS Jason S. Mortgage Loan Originator Banking Used the software for: Less than 6 months ### "After 27 years in the car business, I've used quite a few CRM's" January 31, 2024 4.0 Pros I like having my leads import and having the vital data on one screen so that I'm not clicking around to see the data. Cons I'm new to the mortgage industry after 27 years as a GM in the automotive business. CRM's are the lifeline of any sales position. The biggest thing that needs improvement, that I see, is that BNTouch HAS to make the app more user friendly and HAS to have a text-to-customer feature that notifies the user when a client replies. The system, as it is, isn't reliable. Review Source KM Kimberly M. Mortgage Loan Officer Financial Services Used the software for: 1-2 years ### "BNTouch review user of 2 years" January 31, 2024 5.0 I would say my experience is good with this system. Pros I like the features it has and ease of use. Cons Its a lot of information to learn to get used to the system but once learned it is a good system. Review Source James T. Mortgage Loan Officer Financial Services Used the software for: 6-12 months ### "Easy to Use " February 27, 2021 5.0 Very easy to use and to customize for individual leads and partners. Pros This CRM allows customization of groups to place all sorts of relationships including vendors, realtors and borrowers alike! The marketing campaigns are easy to set up and use and can be tailored to each individual if wanted. Cons There could be more accessible training materials made available to show off more features. Went months without using some before being pleasantly surprised at having found them. Review Source RK Rod K. Loan Officer Real Estate Used the software for: 2+ years ### "BNTouch" August 17, 2021 5.0 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... I'm looking forward to roll outs of new features. Pros Very helpful automation and allows me to navigate daily to help inform clients and realtors Cons Learning Curve at first as had to watch the videos to understand the process. Review Source DE Dylan E. Branch Manager Retail Used the software for: 2+ years ### "BNTouch FTW" August 16, 2024 5.0 Pros Couldn't be happier with how BNTouch helps me run my mortgage business. Cons When it lags and I have to refresh to make the interface work Review Source JM Jessica M. Loan coordinator Real Estate Used the software for: 2+ years ### "Crm review " February 28, 2024 5.0 Pros It’s easy to navigate and easy to use. Don’t have any issues Cons Clients can’t get a little confused especially when knowing what to fill out Review Source NM Nick M. Loan Officer Financial Services Used the software for: 2+ years ### "2 plus years and still loving it" January 31, 2024 5.0 Pros Ease of use when setting up contact points Cons The site is a little overly complicated IMO Review Source JG Justin G. MLO Financial Services Used the software for: 1-2 years ### "Must Have for any MLO!" August 19, 2021 5.0 Pros the ease of use, the responsiveness of the support team and the effectiveness of the product Cons i dont have any cons - any 'issues' i had were immediately addressed and resolved by the support team Review Source JS Justin S. Mortgage Broker Real Estate Used the software for: 6-12 months ### "Customized software for your business" December 8, 2020 5.0 Excellent Pros The system is very functional and customizable with your business, you can adjust and implement it as you go, and the customer service is very available if you have issues. It's very diversified Cons Sometimes the email features in the processing tab are hard to line up and use. Reason for choosing BNTouch Mortgage CRM The youtube videos and the fact it's customized SPECIFICALLY for mortgages Review Source mC matthew C. LO Banking Used the software for: 6-12 months ### "great crm" December 8, 2020 5.0 it's been great, don't want to change crms agaibb Pros I love texting and having my whole database at the top of my fingers Cons I wish it was more customizable and had more videos Review Source Response from BNTouch February 28, 2021 Thanks so much for your review, Matt. We recently posted some new In-Processing and About Mortgage videos in the Marketing >Video Marketing tab of your dashboard. We also plan to create additional new videos in 2021 and will let all clients know via email! Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.