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BNTouch Mortgage CRM
What BNTouch Mortgage CRM is
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 a month for 2-10 users; single-user pricing is $165/mo. Opportunity Mining is an extra-fee option.
Who it suits
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 it does well
- 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.
Limits
The CRM plan costs $95 a month for 2–10 users and includes 5,000 records per user and 100 monthly SMS/MMS segments or voice minutes; additional records cost $5 per 1,000. Opportunity Mining is an extra-fee add-on. Enterprise pricing is custom for 10+ users, and accounts with 10+ users include a 12-month contract.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| BNTouch CRM | 12-month prepay earns your 13th month free; standard plan is month-to-month, no contract. · for 2-10 users · $165/mo for a single user · 5,000 records per user included; additional records are $5 per 1,000 · 100 SMS/MMS segments or voice minutes monthly; additional segments/minutes are $0.03 each | $95 a month |
| New Loan Opportunity Mining | Excluded from CRM; extra fee. · Credit Check Alerts · Equity Alerts | On request |
| Enterprise | Custom pricing for 10+ users; accounts with 10+ users include a 12-month contract. · Unlimited records with own SMTP, subject to restrictions · White Glove setup, migration and training · LOS and database integrations | On request |
| White Glove | Pricing on a call. · Done-for-you CRM configuration · custom content and full-year calendar · integrations configured and handled | On request |
As bntouch.com lists them, read 2 Oct 2026. The maker's own page has the final word.
Getting started
- Open the BNTouch Mortgage CRM website.
- Choose the CRM plan or contact BNTouch about Enterprise or White Glove pricing.
- Select web, Android, or iOS access.
- Use the included onboarding and training to configure the CRM.
- Connect supported loan origination systems or other listed integrations as needed.
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.
Questions
Is BNTouch Mortgage CRM free?
No. It has no free plan or free trial. The CRM plan is $95 a month for 2–10 users; single-user pricing is $165/mo.
What platforms does BNTouch support?
BNTouch is available on the web, Android, and iOS.
What does the CRM plan include?
It includes 5,000 records per user and 100 monthly SMS/MMS segments or voice minutes. Additional records cost $5 per 1,000.
Which loan origination systems does it integrate with?
BNTouch lists Encompass, Calyx, LendingPad, BytePro, and MeridianLink, and says it syncs with major loan origination systems.
What other integrations are named?
The integrations page names Zapier, Gmail, Outlook, Google Calendar, Optimal Blue, RingCentral, social platforms, and numerous lead sources.
Who makes BNTouch and who does it serve?
BNTouch serves loan officers, mortgage brokers, mortgage branches, banks, and credit unions in the U.S. and Canada. Its headquarters are in Beaverton, Oregon, United States.
Facts from BNTouch Mortgage CRM's own pages
- Borrower application
- The CRM includes an online 1003 with AI assistance and borrower and partner portals; its 1003 is available in English and Spanish. · bntouch.com, 2 Oct 2026
- Headquarters
- Beaverton, Oregon, United States · bntouch.com, 28 Sept 2026
- LOS integrations
- BNTouch lists integrations with Encompass, Calyx, LendingPad, BytePro, and MeridianLink, and says it syncs with major loan origination systems. · bntouch.com, 2 Oct 2026
- Marketing
- The CRM includes email and social marketing, SMS and voice automation, and more than 400 pre-built mortgage campaigns. · bntouch.com, 2 Oct 2026
- Mobile apps
- BNTouch’s site describes its mobile app as part of the point-of-sale offering, and the maker’s app update page refers to Android and iOS apps. · bntouch.com, 2 Oct 2026
- Mortgage AI
- The pricing page says Mortgage AI is included in every plan and lists functions such as drafting follow-up, prioritizing contacts, and building drip campaigns. · bntouch.com, 2 Oct 2026
- Opportunity mining
- Opportunity Mining surfaces potential loans using credit, equity, rate, and listing alerts, with Credit Check Alerts available where permitted under applicable law and data-provider agreements. · bntouch.com, 2 Oct 2026
- Other integrations
- The integrations page names Zapier, Gmail, Outlook, Google Calendar, Optimal Blue, RingCentral, social platforms, and numerous lead sources. · bntouch.com, 2 Oct 2026
- Purpose
- BNTouch combines lead generation, point of sale, sales and marketing automation, processing communication, and post-funded borrower communication in one mortgage CRM. · bntouch.com, 2 Oct 2026
- Security
- The security page says account-area connections use SSL 256-bit encryption and that users have unique usernames and passwords. · bntouch.com, 2 Oct 2026
- Security limits
- BNTouch says its data center certification status should be verified directly with the company before a purchasing or compliance decision. · bntouch.com, 2 Oct 2026
- Support
- The pricing page lists onboarding, training, a help center, email support, and phone support as included features. · bntouch.com, 2 Oct 2026
- Who it serves
- BNTouch says its platform serves loan officers, mortgage brokers, mortgage branches, banks, and credit unions in the U.S. and Canada. · bntouch.com, 2 Oct 2026
Where BNTouch Mortgage CRM stands on Freedom251
- Mortgage CRM Software#12 of 29
- Financial Services CRM Software#16 of 28