# Page 2 | BNTouch Mortgage CRM Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 --- BNTouch Mortgage CRM 4.5 (95) [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 # Page 2 - Reviews of BNTouch Mortgage CRM ## Showing most helpful reviews Showing 26-50 of 95 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use MD Mark D. Loan Officer Financial Services Used the software for: 2+ years ### "Insight to BNTouch" September 3, 2025 5.0 My overall experience with BNTouch Mortgage CRM is that it is a highly effective tool for mortgage professionals who want a comprehensive, industry-specific platform to automate their marketing and streamline their loan process. The system's strengths lie in its specialized features and robust automation. However, prospective users should be prepared for a potentially dated interface and a learning curve during setup. While it may have some technical quirks, the strong customer support and all-in-one functionality make it a valuable asset for many in the mortgage business. Pros What I liked most about BNTouch Mortgage CRM is its specialization in the mortgage industry. The platform is designed from the ground up for mortgage professionals, which means its features are highly relevant and effective for lead management, client communication, and automating the loan process. The robust marketing automation, including pre-built content for email, text, and video campaigns, is a major pro. I also appreciate the digital loan platform, which simplifies the borrower experience with features like an online 1003 application and a client portal for document management. The comprehensive suite of tools, from lead distribution to team collaboration and reporting, makes it an all-in-one solution that significantly boosts efficiency and productivity. Cons Lack of customization: While BNTouch offers some customization, I feel it's too rigid and lacks the flexibility to tailor the look and feel or workflows to my exact business needs, especially compared to more customizable platforms like Salesforce. Switched from [monday CRM](https://www.capterra.com/p/245800/Monday-CRM/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Company pays for this one. So no point in me running two Review Source SG Stephen G. Branch Manager Financial Services Used the software for: 2+ years ### "Branch Manager" September 3, 2025 5.0 Overall, BNTouch has been a strong tool for managing my pipeline, staying consistent with client communication, and keeping everything in one place. It saves time, improves follow-up, and gives me more ways to connect with borrowers and partners. It’s not perfect, but the value is definitely there, and it feels like a system designed for the way mortgage professionals actually work. Pros I like that BNTouch is built specifically for the mortgage business. The automation for emails, texts, and even video campaigns makes it easy to stay in front of clients without spending all day on manual follow-ups. It’s flexible, customizable, and the support team is always responsive when I need help. Cons There’s a little bit of a learning curve in the beginning, especially when setting up more advanced campaigns. Some of the design options could be expanded, but overall, once you get familiar with the system, it flows smoothly and does what it’s meant to do. Review Source EM Emilio M. CEO Banking Used the software for: 2+ years ### "Great working tool" April 16, 2025 5.0 It has been great over all, customer service, support team are always available and ready to help. I am well satisfied. Pros I have been using this CRM since 2004 and it's great... Graphics, tabs, marketing materials, reports. Cons We need more Spanish marketing materials, videos and newsletter as well. WhatsApp option will be a plus Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing BNTouch Mortgage CRM Easy to use and price was good. Feel comfortable with system 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 RM Rosie M. Mortgage company. Financial Services Used the software for: 2+ years ### "Overall decent. " September 9, 2025 3.0 Overall it’s a decent database for storing info. But very expensive for simply that. Wish it was a lot easier to use and with marketing was easier and more aesthetically pleasing. Pros I like most the potential of what BNT could be. Or what I think it could be. Seems like it can be diverse but cost and ease of use aren’t there. Cons A lot of the features are difficult to use, marketing and drip aren’t aesthetically pleasing. And triggers aren’t user friendly. 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 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 AN Alex N. Marketing Coordinator Financial Services Used the software for: 1-2 years ### "Reliable customer support" September 5, 2025 5.0 Pros Good contact organization, automated campaigns, and reports of all our contacts. Customer support is very reliable and helpful. Cons Terrible online demos, needs documentation so I don't need to ask support everything. Not the most intuitive design but learnable. Review Source VR Verified Reviewer Mortgage Advisor Financial Services Used the software for: Less than 6 months ### "Finally "home" with BNTouch!" January 28, 2025 5.0 I am really excited that I found a CRM that does what I need, and is cost effective! I have used other CRMs and I feel like I am finally "home." In addition, their customer service is fantastic! Thanks Jesse and team--you guys are rock stars! Pros I love that BNTouch is user friendly, and easy to navigate. Cons There is a lot to learn in order to take advantage of all that is available. 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 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! 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 DH Don H. Loan Officer Banking Used the software for: Less than 6 months ### "GREAT CRM for Mortgage Origination" September 27, 2024 5.0 Pros 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. Cons Sometimes hard to navigate and learning what categories go with what type of lead or client. Switched from [Encompass](https://www.capterra.com/p/37038/Encompass360/) Much easier to use and can send out communication/text/newsletters easy. Review Source FD Francisco D. Loan origination Real Estate Used the software for: 1-2 years ### "Great CRM for the mortgage industry " August 16, 2024 4.0 Great system . Generates at least 2 to 3 loans per year for me . Pros Touching my clients with drip campaign, having thousands of clients and data base in one system Cons I wish it was easier to use for marketing campaigns Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Hard to navigate , expensive , complicated to do multiple functions 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 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 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 AP Alex P. Loan Officer Real Estate Used the software for: 6-12 months ### "$25 Review" September 9, 2024 3.0 I am indifferent as I don't really use it but once or twice a month Pros The monthly email of newsletters is convenient Cons I would like it to be identical to Simple Nexus/Surefire but I understand you get what you pay for Switched from [Surefire CRM](https://www.capterra.com/p/202529/Surefire-CRM/) I came from another company that used Simple Nexus and Surefire 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 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/)[Pipeliner CRM](https://www.capterra.com/p/125911/Pipeliner-CRM/) 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 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 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 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 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 JH Jeff H. Manager Banking Used the software for: 2+ years ### "Great Product" December 8, 2023 5.0 Pros I have been using BNTouch for 5 years and it is simple to use and has so many features that help you keep track of your marketing and staying in touch by tasks, email video and text. I have fund no cons using this software and the support is fantastic, if you need a CRM for your mortgage business BNTouch is the best choice. Cons No Cons the software is easy to use and the support is great Alternatives considered [Shape](https://www.capterra.com/p/173673/SetShape/)[Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/) Switched from [Shape](https://www.capterra.com/p/173673/SetShape/)[Jungo](https://www.capterra.com/p/182058/Jungo-Mortgage-CRM/) Easy of use and many add on's and the support is great Review Source Similar Products Featured