# Page 4 | BNTouch Mortgage CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 4 - 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)

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Last updated March 13th, 2026

# Page 4 - Reviews of BNTouch Mortgage CRM

## Showing most helpful reviews

Showing 76-95 of 95 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

AM

Avhakholwi M.  
Software programmers  
Computer Software  
Used the software for: 1-2 years

### "Very good"

January 5, 2018

5.0

I believe it's developers can improve it to that level of big CRM out there. I would like people to start using it and see how good it is.

Pros

From its dashboard it looks good, the way things are visible and how simple you can use it. Most of things I prefer on a CRM bn touch has just that.

Cons

It's not unique and is under rated. I believe it has potential to grow big. Bn touch must keep updating it for it to compete with other big CRM on the market.

Review Source

VR

Verified Reviewer  
Chief Operations Officer  
Financial Services  
Used the software for: Less than 6 months

### "New to the CRM"

September 6, 2018

5.0

Integrate all of our product solutions to a web-based platform. Our team is mobile and needs to be in contact with clients and partners daily. This system does that!

Pros

The integration for mortgage CRM software is excellent. They are adding new features that make sense for the user and the company.

Cons

None at this time. We will be using the software daily with the entire team.

Review Source

RD

Rusty D.  
Loan Officer  
Real Estate  
Used the software for: 6-12 months

### "Robust, but need easy to use and learn interfaces"

January 31, 2024

3.0

Pros

It can sync up to my Outlook calendar and send me daily reminders

Cons

Hard to navigate and there are likely features that I will never know about

Review Source

GA

George A.  
Mortgage Lender  
Real Estate  
Used the software for: Less than 6 months

### "The CRM That Has Everything"

December 8, 2020

4.0

Overall it has been a decent experience. But I wish it has been excellent.

Pros

Our company enjoys the that we can put an extended amount of information about our clients. As well as send past, current, and future clients emails for the holidays and special events. Those are a nice touch and the formatting is nice. We also like the the graphing shown on the dashboard. It is organized and gives us an idea of where our clients are at.

Cons

There is a lot going on in the CRM to say the least. It took our team a few days to get around the CRM and it feels overwhelming of all the options... still. Also the formatting is clunky and slightly dated. Our team has used different CRMs and this one is the most difficult to navigate through as there is so much going on. I would suggest having an initial meeting with the clients on what they would and wouldn't like on their dashboard to avoid confusion.

Review Source

Response from BNTouch

February 28, 2021

Thank you very much for posting your review and for choosing BNTouch Mortgage CRM. I have submitted your recommendation to our team regarding initial training and the setup of the dashboard.

KF

Kaela F.  
Owner  
Financial Services  
Used the software for: Less than 6 months

### "Best CRM out there"

December 5, 2016

5.0

We did a lot of research on different CRM's currently available on the market and this one offered most. We have been using it for over a year and absolutely love it. Especially since they did the upgrade to a better more appealing platform.

Pros

Our favourite feature is the Client & Partner Portals. We found this REALLY streamlines our business with our clients and they always LOVE using the portal. It is also a great way for us to market to our other partners, mainly realtors. Offering them something no other broker is. It allows them to be more involved in the process which they really like.

Cons

No real down sides to using this CRM. As long as they continue to re-invent and offer new features I will continue to use them. We would really like to see a revenue tracker where we can keep track of our commissions that have been paid out or not and print out year end reports on them.

Review Source

PS

PAULINE S.  
LOAN OFFICER  
Financial Services  
Used the software for: Less than 6 months

### "Great videos but not so good customer support"

May 3, 2018

4.0

Pros

I signed up for this product because I liked what it had to offer. I had Media Center for many years and it did a great job. They set it up for me; however it did not draw information from Calyx POINT when I changed companies. They were bit expensive too. BN Touch costs was less than Media center but more than Jungo. BN touch have great videos.

Cons

No good customer support. The IT representative was really good; he managed to get it connected to my Point. However, I had to figure out calling calyx and bunch of numbers to enable him to do what was needed. I spent 1 month or more for that while paying for BN touch. Now that is resolved; I really needed someone from customer support to guide me on the phone so that I can set up marketing and other stuff the correct way. I didn't want to set up something wrong and I look stupid to my clients. BN customer support sent me an email to watch the videos and the email said to connect with them after watching the videos. They didn't ask if I have watched videos or not. No one picked up the phone to call me. For that reason, unless you are really confident that you can set it up in 2 months, don't sign up. If your current system works 80% stick to it.

Review Source

ER

Emily R.  
Loan Processor  
Financial Services  
Used the software for: Less than 6 months

### "Helps me "

December 8, 2020

5.0

Pros

BNT helps me stay organized and have all information for loans I am working on in one place at a glance. Very customizable and it is easy to learn and use.

Cons

I have been using it for a little over 6 months and so far no complaints.

Review Source

Response from BNTouch

February 28, 2021

Thanks so much for your review, Emily! We're so happy that you find BNTouch Mortgage CRM helps keep you organized and that you find customizations very useful. Just let us know if you need anything!

AO

Ali O.  
Loan Assistant  
Financial Services  
Used the software for: Less than 6 months

### "I didn't love it"

May 2, 2017

2.0

Pros

Customer service was always willing to help with issues, and they really tried their best, but response times were pretty long, making it difficult to deal with.

Cons

We used it for several months and my team, including myself, still found it to be not at all user-friendly or intuitive. I know there's a learning curve with these sorts of things, but after 4 months, we should have been able to at least have more than a super basic understanding of how to store contacts and send emails. We constantly had questions about how to perform certain automated marketing functions, and in order to ask the questions, we had to submit support tickets, some of which wouldn't be addressed for a couple days. Additionally, the website says the mortgage pipeline is fully customizable, but we found this to not at all be the case. As a result, the pipeline was fairly useless to us, because we couldn't display it in a way that made sense for our business.

Review Source

KW

Kelly W.  
Loan Advisor  
Financial Services  
Used the software for: 1-2 years

### "Very good product"

November 24, 2020

5.0

They have been great.

Pros

I really like how I can do everything I want as far as markleting on one plstform.

Cons

NA The product has met all of my expectations

Review Source

DS

Demetri S.  
Mortgage Banker  
Banking  
Used the software for: Less than 6 months

### "Good product "

February 18, 2017

4.0

It is a good product that served its purpose. I was also able to send out newsletters and campaign specific items.

Pros

The ability to keep in touch with my clients, and birthday reminders.

Cons

Not a lot of customization available.

Review Source

Response from BNTouch

May 12, 2017

Thank you for your feedback. The account that you were using was part of an enterprise environment and was restricted based on the guidelines of your company. We are sure that the customizations you were looking for could have been easily accomplished if you were the owner of the account and were not tied to your company. If you would like to explore more of these options we are happy to talk! :)

KB

Kaitlyn B.  
Loan Processor  
Real Estate  
Used the software for: Less than 6 months

### "BNTouch"

February 23, 2021

4.0

Pros

I really enjoy the simplicity of one place to keep all parties updated. It is also very convenient to have a secure place for documents to be uploaded/shared.

Cons

The email feature seems to be touchy. I can't send an email to multiple people and have it logged in the event tracker.

Review Source

RL

Ruth L.  
Loan Origination  
Financial Services  
Used the software for: Less than 6 months

### "too soon to truly tell, but appears to be not precisely what I want."

August 3, 2017

4.0

Not sold on it yet. I need to train more and that may resolve any issues I have. I like the to do list a great deal.

Pros

Ease of import. Basic functions are good. To DO list helpful. Once I get more time for training, I think that the functionality will be excellent.

Cons

Client info is layered away from me- appears to be less personal; built for an organization when I need

Review Source

BP

Benny P.  
  
Financial Services  
Used the software for:

### "Should have done this years ago!"

October 2, 2014

4.0

Pros

It keeps my current business with the access tools and makes sure they don't forget me in the future with the newsletters and well wishes. Unfortunately, people forget your name and number after a while; this prevents that from ever happening! I will never hear, "I would have used you but lost your email and couldn't find your number" ever again!

Cons

I wish technical support was more easily available.

Review Source

DP

Diego P.  
Sales manager  
Banking  
Used the software for: Less than 6 months

### "Bn touch "

December 13, 2016

5.0

Great experience just plugs and play for me .add referral partners, add clients and simply add them to your drip campaign. Intuitive for the person that makes the small extra time and reads

Pros

Plug in play

Cons

Not as effective for nontech-savvy users

Review Source

WP

Warrick P.  
Snr. Loan Officer  
Financial Services  
Used the software for: Less than 6 months

### "BNTouch works for my Mortgage Bisiness"

January 25, 2018

5.0

From what I've seen, BNTouch offers LO's all the best mortgage CRM features... it's a good choice.

Pros

It's easy to use and an average LO can be up and running in the same week that they customise the CRM to their needs.

Review Source

pC

pamela C.  
President  
Financial Services  
Used the software for: 6-12 months

### "BNTouch CRM"

February 19, 2016

4.5

Pros

it is user friendly and works well will my other software.

Cons

no complaints. It is easy to use and the customer service is great!

Review Source

NB

Nathan B.  
Sales Manager  
Financial Services  
Used the software for: Less than 6 months

### "BN Touch Review from Nate"

June 5, 2015

4.0

Pros

It really helps me keep on top of my leads, and for me to be able to keep up with my borrowers. The company is great to work with and there doesn't seem to be any lag.

Cons

I don't like the layout. In fact, it drives me nuts. I wish there was a way to disposition the lead at the top of the page. Anytime I call a lead, I have to scroll all of the way down the page to see where we left off. It would be nice to be able to have the notes at the top of the page.

Review Source

RS

Rasy S.  
  
Banking  
Used the software for:

### "Must have product for Loan Officers!"

December 11, 2014

4.5

Pros

The system makes is very easy to manage my database, whether I need to follow up with potential clients or market to client's that I've closed in the past.

Cons

It takes a lot of time to set up properly, but once you do it, it's very good!

Review Source

RS

Robyn S.  
  
Financial Services  
Used the software for:

### "We have been using the product since February and are satisfied"

October 2, 2014

4.0

Pros

I like the database part of it and the response of the tech staff.

Cons

I'm not so keen on the email system setup; it gets confusing, and emails are sent that should not have been.

Review Source

KF

Kaela F.  
Owner  
Financial Services  
Used the software for: Less than 6 months

### "Great product overall, missing some key elements "

November 25, 2015

3.5

Pros

The client and partner portal as well as the phone app.

Cons

Does not separate contacts from mortgage applications. Would like to be able to customize the client portal. Also needs to have a better mobile view for emails and such.

Review Source

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