# Page 3 | BNTouch Mortgage CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is BNTouch Mortgage CRM the right CRM solution for you? Explore 95 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/37032/BNTouch/reviews

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BNTouch Mortgage CRM

4.5 (95)

[View alternatives](https://www.capterra.com/p/37032/BNTouch/alternatives/)

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Last updated March 13th, 2026

# Page 3 - Reviews of BNTouch Mortgage CRM

## Showing most helpful reviews

Showing 51-75 of 95 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

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

HK

Holli K.  
BUS DEVELOPMENT  
Banking  
Used the software for: 2+ years

### "IS BNTPUCH FOR YOU............"

January 31, 2024

4.0

Pros

THE EASE OF IMPORTING OUR DATA BASE WAS A GREAT PLUS

Cons

THE CLUNKINESS OF THE MARKETING PLANS~ THE STRUGGLE HAS BEEN REAL

Switched from

[Bonzo](https://www.capterra.com/p/212895/Bonzo/)

CUSTOMER SUPPORT WITH BNTOUCH WAS AWFUL ~ COULD NEVER GET AN SWER OR SPEAK WITH THE SAME PERSON TWICE

Review Source

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

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

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. 

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

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

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

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

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

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

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

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

WO

Whitney O.  
Marketing Director  
Real Estate  
Used the software for: 2+ years

### "We love BNTouch!"

November 30, 2020

5.0

Pros

Bntouch is incredibly easy to use- and if anything seems too daunting, the support team is very prompt and explains the best way to problem solve. We are able to get creative with our emails and communications as well.

Cons

Generally, we have no complaints about BNTouch!

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

JW

Joe W.  
senior loan officer  
Financial Services  
Used the software for: Less than 6 months

### "EXCELLENT PRODUCT EXCELLENT PRICE"

January 31, 2024

5.0

Pros

This CRM has transformed the accessibility and accountability of marketing my existing database of clients and partners.

Cons

setting up campaigns are a bit tough to understand, and all training videos are online which can be a bit tough to get.

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

AM

Andrew M.  
Processor/LO  
Real Estate  
Used the software for: 6-12 months

### "Helpful after learning curve"

November 25, 2020

5.0

Pros

The automation is very helpful and intuitive once you have mastered implementing it.

Cons

The learning curve was pretty steep but the team was there to walk us through it

Alternatives considered

[Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/)

Switched from

[Referral Maker CRM](https://www.capterra.com/p/161832/Referral-Maker-CRM/)

more mortgage focused

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

DJ

Dawn J.  
Office Administrator  
Real Estate  
Used the software for: Less than 6 months

### "No stranger to CRM's"

March 13, 2019

4.0

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

I love that it's specific to the Real Estate industry. It has multiple uses to encourage, remind and assist with keeping in contact with clients and associates. I like that the marketing section has articles and meme's that you can post onto your social media very easily. The 'Support Team' is AMAZING! No matter my questions (and I have a lot of them!) they always respond, our Rep is always very helpful and responds with visuals to explain his answers, and tech support is just a phone call away! Also, they just launched a feature where you can record a video with a short message for you client and send it.

Cons

The process to send set up a simple campaign is very complicated. There's no flow and you have to go in and out of different tabs/links to set it up. It would be helpful if it was more streamlined.

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

JR

JEFF R.  
Loan Officer  
Real Estate  
Used the software for: 1-2 years

### "Easy to use"

January 31, 2024

5.0

it has been good. support is quick to answer.

Pros

Plenty of options and easy to use platform.

Cons

too many options and it took some time to learn

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!

JJ

Jill J.  
Loan Originator  
Financial Services  
Used the software for: 1-2 years

### "adequate CRM"

December 1, 2022

3.0

Pros

Once you figure it out, it does what I need it to, which is custom marketing, automated marketing, and tracking leads

Cons

It is not a user friendly system with little support from BNTouch

Reason for choosing BNTouch Mortgage CRM

BNTouch was chosen by my company, we have since switched to Jungo

Review Source

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