BNTouch Mortgage CRM combines lead generation, point of sale, sales and marketing automation, processing communication, and post-funded borrower communication in one mortgage CRM. Opportunity Mining surfaces potential loans with credit, equity, rate, and listing alerts; credit-check alerts are subject to applicable law and data-provider agreements. Marketing tools include email and social campaigns, SMS and voice automation, and more than 400 pre-built mortgage campaigns. Mortgage AI is included in every plan and can draft follow-ups, prioritize contacts, and build drip campaigns. Borrowers can use an online 1003 application with AI assistance, along with borrower and partner portals; the 1003 is available in English and Spanish. Listed loan origination system integrations include Encompass, Calyx, LendingPad, BytePro, and MeridianLink. Other named connections include Zapier, Gmail, Outlook, Google Calendar, Optimal Blue, RingCentral, social platforms, and lead sources. The platform serves loan officers, mortgage brokers, branches, banks, and credit unions in the U.S. and Canada. The standard plan is 95.00 USD per month for 2-10 users; single-user pricing is $165/mo. Opportunity Mining is an extra-fee option.
Who it is for
BNTouch suits loan officers, mortgage brokers, mortgage branches, banks, and credit unions in the U.S. and Canada. It is relevant to teams seeking borrower communications, marketing automation, and loan origination system integrations in a mortgage CRM.
What is good
- Mortgage AI is included in every plan.
- More than 400 pre-built mortgage campaigns.
- Online 1003 is available in English and Spanish.
- Lists integrations with five loan origination systems.
- Onboarding, training, and support are included.
What to know first
- No free plan or free trial is listed.
- Opportunity Mining costs extra.
- Credit Check Alerts depend on legal and provider conditions.
- Data center certification status should be verified with the company.
Verdict
BNTouch brings mortgage sales, marketing, and borrower communication into one CRM, with an online 1003 and listed LOS integrations. Review the user-based plan details, extra-fee Opportunity Mining, and the company’s guidance to verify data center certifications before a compliance decision.
BNTouch Mortgage CRM plans and pricing
All plansCompared on mortgage CRM software
- Free plan
- No
- Compliance workflows
- Yes
