BNTouch Mortgage CRM
The Mortgage CRM That Does It All.
Overview
BNTouch offers a comprehensive platform for mortgage professionals that combines a CRM, marketing automation, and a point-of-sale (POS) system with a borrower portal. It is designed to manage and automate the entire client journey, from lead capture and marketing to in-process communication and post-close relationship building. The platform provides tools for individuals, teams, and entire enterprises to streamline their operations and improve productivity.
✨ Key Features
- Mortgage CRM and pipeline management
- Automated marketing campaigns
- Digital 1003 and borrower portal
- Partner and recruiter portals
- Mobile app for loan officers
- Reporting and analytics
🎯 Key Differentiators
- All-in-one platform (CRM, Marketing, POS)
- Includes features for recruiting and partner management
- Scalable from individual users to large enterprises
Unique Value: BNTouch provides a single platform that manages the entire mortgage business lifecycle, from lead generation and marketing to client and partner relationship management, eliminating the need for multiple disparate systems.
🎯 Use Cases (4)
✅ Best For
- Used by a wide range of mortgage professionals, from individual brokers to large enterprise lenders, to manage their sales and marketing operations.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Companies that only need a simple, standalone POS without the extensive CRM and marketing features.
🏆 Alternatives
BNTouch offers a very broad feature set that includes not only CRM and POS but also tools for managing recruiting and business partnerships, making it a more holistic business management tool compared to some competitors.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
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