# BNTouch Mortgage CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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: https://www.capterra.com/p/37032/BNTouch/reviews --- 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 June 3rd, 2026 # Reviews of BNTouch Mortgage CRM Ease of use 4.3 Customer Service 4.5 ## Pros and Cons in Reviews RK Rob K Mortgage Loan OriginatorFinancial Services, Self-employedUsed the software for: More than 2 years. “Its intuitive interface and powerful automation tools have streamlined my workflow, allowing me to focus on delivering top-tier service to my clients.“ August 16, 2024 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 KG Karola G AssistantReal Estate, 11 - 50 employeesUsed the software for: 6-12 months. “The client portal is another highlight; it lets my clients securely upload documents and track their loan progress, which makes the whole process smoother for everyone. Plus, the reporting and analytics tools give me the insights I need to measure performance and make smarter business decisions.“ August 16, 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 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 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 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 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 ## 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 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 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 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 AH Anna H. Loan Professional Banking Used the software for: 2+ years ### "Stay in contact with clients" April 17, 2025 5.0 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 JL Jason L. Loan Officer Financial Services Used the software for: 2+ years ### "BNTough Mortgag CRM" April 16, 2025 5.0 At times it can be very hard to navigate the system, but overall its a good system for follow up and record keeping. Pros Easy to use, keeps track of all messages and phone calls. Cons The ability to move from one section to another, not very easy to do. Review Source gH greg H. Client Relations Manager Real Estate Used the software for: 6-12 months ### "New to BNTouch" January 22, 2025 5.0 I've utilized the BNTouch platform/services for over 6 months. The system's operations have various perks and features. The platform can get you social media exposure, and manage the upkeep of customer information, data, etc. The platforms are easy to get in and out to change. Pros text featuring and sending saving all deliveries and responses.Access all groups. Cons Calendar features are not so friendly and okay just not as easy. 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 TY Tomer Y. Mortgage Originator Real Estate Used the software for: 1-2 years ### " Amazing CRM Platform and the best one out there! " April 18, 2025 5.0 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 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 FC Fernando C. Mortgage Broker Financial Services Used the software for: Less than 6 months ### "BN Touch Review" January 31, 2024 5.0 Pros Database management, reminders, agent insights, flow to LendingPad. Cons Updates on user friendly usage, but any tech innovation undergoes updates Review Source JC Joon C. Director Financial Services Used the software for: 1-2 years ### "BNTouch Review" January 22, 2025 5.0 Pros I enjoy the third party integrations with RingCentral and other providors. Cons There are times when BNTouch does not sync with LendingPad. i have to manually make adjustments. Review Source KG Karola G. Assistant Real Estate Used the software for: 6-12 months ### "BNTOUCH REVIEW" August 16, 2024 5.0 Pros What I really like about BNTouch Mortgage CRM is how well it caters specifically to the mortgage industry. The mortgage-specific features, like loan tracking and document management, make my day-to-day tasks so much easier to manage. The integrated marketing tools are also a big plus—I can easily run email and SMS campaigns without needing a separate platform. I appreciate the customization options, allowing me to tailor the system to fit my unique workflow. The client portal is another highlight; it lets my clients securely upload documents and track their loan progress, which makes the whole process smoother for everyone. Plus, the reporting and analytics tools give me the insights I need to measure performance and make smarter business decisions. Overall, BNTouch helps me streamline my work and build better relationships with my clients, which is why I find it so valuable. Cons While I appreciate many aspects of BNTouch Mortgage CRM, there are some downsides I've noticed. The learning curve can be steep due to the platform's comprehensive features and customization options, which can be a bit overwhelming at first. The cost is also a consideration—it can be pricey, especially for smaller teams or individuals. I've found that the available third-party integrations are somewhat limited, which can be frustrating if you rely on specific tools. The user interface feels a bit outdated, making it less intuitive than other systems I've used. Additionally, while the customization options are great, they can be complex and time-consuming to set up. Lastly, I've experienced some delays with customer support, which can be challenging when I need quick assistance. Review Source LW Laura W. mortgage loan originator Real Estate Used the software for: 1-2 years ### "Great CRM System " August 16, 2024 5.0 Pros Easy to use, and like the ability to email from system and upload documents to system. Cons Nothing, I haven't found anything yet I don't like. Review Source HZ Hongying Z. Loan Officer Financial Services Used the software for: Less than 6 months ### "First Time using BNT and it has been very helpful!" August 19, 2024 5.0 Pros I like the frequent updates that I receive. It keeps me and my clients in the loop on the status of the transactions. Very fast and convenient. Highly recommend! Cons I did get a little confused at the beginning, even with all the tutorial videos. But things caught up afterwards. Review Source 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 MS Matt S. Vice President - Partner Financial Services Used the software for: 2+ years ### "BNTouch is ok..... nothing special" February 1, 2024 3.0 Pros We use it mainly to create actionable tasks. Setting up campaigns has taken a lot of time. We dont want to rely on automation, but more so structure of follow up. Cons It syncs to our LOS, but its not great. It's not the easiest system to use. Review Source DB David B. Loan Officer Real Estate Used the software for: 6-12 months ### "Fantastic CRM" January 31, 2024 5.0 I love it! Overall best value for what I need. Pros Ease of use and how it syncs with my origination system. Cons Seemingly unlimited options which can be daunting at first Review Source DT Diana T. Mortgage Lender Banking Used the software for: 6-12 months ### "Great Marketing Tool!" January 31, 2024 5.0 Pros I use BNTouch weekly to daily as a marketing tool - The email and text message marketing has made it an ease to send out a market update, tips and tricks, and even our own videos. We can market to potential, current and past clients differently. And market to Partner Agents all in just a few clicks. Cons My only critique would be a more customizable dashboard so I could pin the columns I use daily. Review Source LG Laura G. Loan Officer Real Estate Used the software for: 2+ years ### "Loan Officer" January 31, 2024 5.0 It has been great all borrowers are in sync with this software to Iam to stay in touch Pros I like how able to send flyer all at once to my REALTORS Cons I don't have a con I love how when I ASK for HELP I GET RIGHT AWAY Review Source Brian S. Mortgage Real Estate Used the software for: 6-12 months ### "Review of Bntouch " January 31, 2024 5.0 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. Review Source Cynthia S. Marketing Assistant Banking Used the software for: Less than 6 months ### "Thrilled!!" November 24, 2019 5.0 so far OUTSTANDING - but we are brand new to the program - we shall see. I may update my review later but as it stands now we are truly very happy with it Pros This offers everything that the last CRM we used did PLUS a WHOLE LOT more!! And at a GREATLY reduced cost!!! Cons Well I found some of the social media marketing a bit difficult to negotiate but their team is super good about getting back to you with questions and I am just really right now having nothing to complain about :) Reason for choosing BNTouch Mortgage CRM We are using both right now actually - we chose bntouch over topofmind because it is BETTER!!! Review Source Response from BNTouch November 25, 2019 Thank you for taking the time to leave a review Cynthia! We are thrilled to have you as part of the BNTouch Family! JW Jenn W. Loan Officer Financial Services Used the software for: 6-12 months ### "An ease of Use " August 17, 2021 5.0 Having this CRM makes tracking much more simple. It has helped me stay connected with each of my Clients and Realtor partners. Pros The ease of use and organization of Client Database vs Realtor Partnerships. Cons It was a little tricky to get the hang of, but lots of support made for a smooth transition into getting familiar with the ease of it all. Review Source JS Jeremy S. MLO Financial Services Used the software for: 1-2 years ### "Great CRM! " August 17, 2021 5.0 Pros I truly enjoy using BNTouch CRM system. It has helped improve our business by staying organized and on top on productivity. Cons The only constructive feedback I have is something I am not sure is avoidable. Just the set up took sometime but that is because it is completely customizable. Review Source 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.