BNTouch Mortgage CRM is an all-in-one mortgage CRM and point-of-sale platform built specifically for mortgage loan originators (MLOs), brokers, mortgage teams, and mortgage companies.
It brings the full mortgage relationship lifecycle into one system: capture a lead, work the prospect, collect an application, manage borrower and partner communication while the loan is in process, and keep the relationship active after funding.
BNTouch includes:
- Mortgage CRM and lead management: Capture leads from forms and web chat; organize borrowers, prospects, past clients, and referral partners; route and distribute leads; manage stages, notes, tags, groups, custom fields, tasks, activities, and follow-up.
- Sales and pipeline workflows: Use task lists, checklists, reminders, call and email activity, lead-source tracking, dashboards, scorecards, reporting, forecasting, and team workflow visibility.
- Mortgage marketing: Deploy 400+ prebuilt mortgage marketing campaigns, email campaigns, newsletters, video marketing, social content, co-marketing, direct-mail and postcard workflows, and milestone follow-up for birthdays, loan anniversaries, and funded loans.
- Digital mortgage and POS workflows: Support digital 1003 applications, borrower and referral-partner portals, document requests and collection, e-signature options, preapproval-letter workflows, and in-process borrower communication.
Post-close retention: Manage past-client follow-up, refinance opportunities, rate-related opportunities, listing signals, referral requests, and ongoing relationship marketing after funding.
- MAIA AI Assistant: Use natural-language requests to find CRM information, summarize conversations, draft emails and marketing content, create or update tasks, notes, records, and statuses, set reminders, and navigate BNTouch. MAIA is user-directed CRM assistance and does not underwrite loans or replace compliance review.
- Opportunity Mining: An available intelligence module that can surface credit, equity, refinance, rate, and listing-related opportunities from a mortgage database. The loan officer chooses the next action: call, text, email, assign a task, or place the contact into an appropriate workflow.
- Connected workflows: BNTouch supports LOS-connected CRM workflows, plus email, calendar, lead-source, calling, pricing, and Zapier-connected tools. Buyers should confirm their specific LOS, integration method, module, and plan availability during evaluation.
- White Glove managed CRM service: An optional service for teams that want help with process analysis, configuration, campaign creation, automation, workflow setup, reporting, implementation, and training.
BNTouch at a glance:
- 22+ years built only for mortgage
- 40+ mortgage tools across CRM, marketing, borrower workflows, and available modules
- 400+ prebuilt mortgage marketing campaigns
- 4,500+ active mortgage offices
- 6,500+ mortgage offices served since 2003
- $43.7B+ in mortgage loans closed by users over the last two years
- 1300+ verified reviews at a 4.7-star aggregate across BNTouch review sources
Average Rating: 4.5/5.0
Total Reviews: 68
How Do G2 Users Rate BNTouch Mortgage CRM?
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Alerts - Mortgage CRM: 9.0/10 (Category avg: 8.9/10)
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Contact Management - Mortgage CRM: 9.1/10 (Category avg: 9.1/10)
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Lender Relationship - Mortgage CRM: 8.6/10 (Category avg: 8.6/10)
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Ease of Use: 8.4/10 (Category avg: 8.7/10)
Who Is the Company Behind BNTouch Mortgage CRM?
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Seller: BNTouch
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Year Founded: 2004
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HQ Location: Beaverton, Oregon
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Twitter: @bntouchcrm
233 Twitter followers
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LinkedIn® Page: www.linkedin.com
13 employees on LinkedIn®
Who Uses This Product?
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Top Industries: Financial Services, Real Estate
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Company Size: 74% Small, 18% Medium
What Are G2 Users Discussing About BNTouch Mortgage CRM?
