# BNTouch Mortgage CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is BNTouch Mortgage CRM the right CRM solution for you? Explore 96 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 (96) [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 March 13th, 2026 # Reviews of BNTouch Mortgage CRM Ease of use 4.2 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 96 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Dan D. Loan Officer Financial Services Used the software for: 6-12 months ### "Best Mortgage CRM for mortgage pros! " August 17, 2021 5.0 Pros I’ve been in the mortgage industry for over 10 years and have worked with dozens of CRM systems promising increased efficiency and ROI. From my experience, only BNTouch has delivered. Its obvious this was designed from the get go as a mortgage CRM. Navigation is intuitive and I was up and running in less than a few hours. I love the mobile app, its fully functional, not some watered down version of web version. It allows me to work on the go without any hesitation. Support is very responsive with any issues you may encounter. Seamless integration with my lead sources (Free Rate Update & Zillow) & RingCentral was the clincher for my business. All in all, there is no better mortgage CRM on the market! Cons Mobile app can be slow at times but works 95% of the time without issues. 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 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 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 CG Clayton G. Loan Partner Financial Services Used the software for: 6-12 months ### "Amazing product for a great price." August 17, 2021 5.0 Using it daily for 6 months, keeping track of new leads, inbound client referrals, setting tasks daily, etc. Pros It is a huge competitor with Salesforce. It is user friendly, and great for setting tasks and reminders. Cons I wish there was more customization features to allow us to tailor things exactly to our needs. Alternatives considered [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) Reason for choosing BNTouch Mortgage CRM Pricing, productivity, and prime customer service. Switched from [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) User friendly products, streamlined service. Review Source JT John T. Loan Officer Real Estate Used the software for: 1-2 years ### "BnTouch Review" January 22, 2025 5.0 Love it! Support is all over it if you have any questions. Pros It is completely customizable. I'm still learning all the bells and whistles after a few years. Cons Wish it would save text in boxes while toggling to other fields. Review Source SL Scott L. Sales Manager Financial Services Used the software for: 2+ years ### "BNTouch has been great for us" August 16, 2024 5.0 It has been my go to CRM for my mortgage business and I have no intention of changing CRM's any time soon Pros The value and features it offers for the price Cons The interface could be made better and easier to navigate/use without needing support Reason for choosing BNTouch Mortgage CRM I chose BNTouch for the price and the features it offered at that price Review Source JM James M. Mortgage Loan Officer Financial Services Used the software for: 6-12 months ### "Easy to use" August 16, 2024 5.0 Overall I am happy with the product as my very first CRM and the price compared to other CRM's that I was shopping is extremely competitive. Pros This is my first ever CRM to get and it's very simple to start out with, but allows flexibility to expand as you get more comfortable with it. Cons 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. Review Source CD CHief D. CEO Financial Services Used the software for: 2+ years ### "HORRIBLE Crashes literally weekly!!!" March 9, 2021 2.0 Horrible. Poor customer service. The system glitches and crashes all the time. Pros I do like what it is SUPPOSED to do. And I like it WHEN it works. The unfortunate truth is that the system literally crashes weekly. Cons The system is always glitching, crashing and their customer service does not exist. You think your email and text messages are being sent to clients, leads, prospects. But in reality, they aren't. When you call for service there is always some excuse. This goes on repeatedly. Ask them to waive your monthly fee, or reduce it for poor service, nope. You get to pay full price for a product/service that underperforms repeatedly. The challenge is, finding another CRM once you are used to using their system. If you are looking for a mortgage CRM, TRUST ME... look elsewhere! We just lost a $7,800 commission today because we thought we were communicating with a client via text. Just to find out, they were not being sent out! Go elsewhere, you will be much happier... and treated with real customer service. Reason for choosing BNTouch Mortgage CRM On the surface, it appears to be good. Sadly, The reality is a different story. Review Source Response from BNTouch September 8, 2021 Hi Chief, Thank you for being a client of BNTouch, and taking the time to submit a review. We would like the opportunity to talk and investigate your feedback further. We've attempted to contact you regarding these issues, and we'd greatly appreciate it if you'd contact us at support@bntouch.com or 888-971-1117 at your earliest convenience. We're confident that we can assist you with getting the most out of your CRM, with hopes of a favorable resolution. AB Adam B. President Financial Services Used the software for: 2+ years ### "Solid performing CRM" December 7, 2023 5.0 Its great...customer service is awesome...has full capability to do what you need Pros I have used BNtouch for almost 10 years now and have become incredibly proficient with it. its much more customizable then you initially realize. A solid piece of technology and has tremendous customer support . Keely is amazing!!! Cons It needs a true POS with auto document collection, a payment calculator that buyer can use, as well as, the ability for realtor, lender, buyer to generate an on demand pre qual letter that is parameter based Reason for choosing BNTouch Mortgage CRM price, customer service, functionality, ease of use Review Source MS Michael S. Partner Financial Services Used the software for: 2+ years ### "Unsatisfiend" February 4, 2023 2.0 Too expensive for what they offered. Pros The software was nice for lead management. Cons Very complicated to use, which caused to much confusion for the staff. Review Source Response from BNTouch February 6, 2023 Hi Michael, BNTouch offers a plethora of features, and we're always adding more. We do offer live training, monthly live webinars, a library of videos that'll walk you through all we've got to offer. We've got our gold-standard live support team that can also walk you through anything within our system.  BNTouch changes the game for your business, but there's a bit of a learning curve when you first join the family. We assure you that if you give it 2-3 hours a week for the first month, you'll almost be a pro by month's end. We can guarantee that the risk is 100% worth the reward. Join our Facebook Group BNTouch Family, and ask some members what they think. They'll probably tell you that once you use BNTouch daily, it becomes second nature to utilize our features and navigate the system smoothly.  Thank you again for your time, and we do hope you give us another try, as we've got some fascinating updates coming soon.  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 SS Steven S. Managing Member Accounting Used the software for: 1-2 years ### "Great system, I little hard to navigate, but overall a very good CRM " January 31, 2024 5.0 Very good, would like it to be a little more easy to use Pros Marketing to customers and Realtors both Cons Set up and navigation is difficult. would like a better interface 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! 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