BNTouch Mortgage CRM Reviews & Product Details

I like BNTouch Mortgage CRM because it makes database management easy by keeping my information organized. It's also very user-friendly, which I appreciate. The customer support is fantastic—whenever I reach out with questions, my contact at BNTouch responds very quickly. Additionally, I find it useful that BNTouch integrates seamlessly with Lending Pad, automatically adding new clients to my database. The initial setup was a breeze thanks to the helpful team. Review collected by and hosted on G2.com.

I wish it was a little cheaper. Review collected by and hosted on G2.com.

I like the click-to-dial feature of BNTouch Mortgage CRM and how uploading contacts into the dialer sometimes works. Although it does not consistently perform well, when it does work, I like it the most. Review collected by and hosted on G2.com.

There's a lot I don't like. You can't reduce column width when going through leads or files, and I don't like that there's a hand cursor you have to click and drag to scroll over. Also, the click-to-dial and contact uploading feature only works about 55% of the time, which limits how much they can really help streamline things. I found the setup to be moderately difficult as well. Review collected by and hosted on G2.com.

I like BNTouch Mortgage CRM because of its reminders which help me keep up with mortgage leads and follow up with them easily. The reminders about loan anniversaries are particularly helpful as they enable me to reach back out to old clients and close more deals. Additionally, the initial setup of BNTouch Mortgage CRM was super easy. Review collected by and hosted on G2.com.

Nothing Review collected by and hosted on G2.com.

BNTouch has been one of the most mortgage-focused systems I’ve used. Review collected by and hosted on G2.com.

It can be a little slow at times, but that could be an internet connection issue. Review collected by and hosted on G2.com.

Very intuitive and thorough. I’ve been using it for years now, and it continues to work really well for me. Review collected by and hosted on G2.com.

UI could be a little more easy on the eyes. Review collected by and hosted on G2.com.

What I like best about BNTouch is how streamlined and customizable the platform is. It keeps all my leads, clients, and communications in one place, which makes managing my pipeline so much easier. The automation features — like email and text campaigns — save me a ton of time while still keeping my interactions personal and professional.

I also appreciate the integration options and how easy it is to track every step of the loan process. Plus, their customer support is excellent — always responsive and willing to help with setup or troubleshooting. Review collected by and hosted on G2.com.

While BNTouch is a great platform overall, there are a few areas that could be improved. The learning curve in the beginning can be a bit steep, especially when setting up custom workflows and automation. It would be helpful to have more step-by-step tutorials or onboarding videos.

Additionally, the mobile app could be a little more user-friendly — it works well for quick updates, but some of the desktop features don’t translate perfectly to mobile.

That said, their support team is always willing to help, and the overall functionality of the platform far outweighs these minor inconveniences. Review collected by and hosted on G2.com.

I like that I am able to maintain my organization, tasks and borrower communication all in a few pages that are intuitive and quick to use. Review collected by and hosted on G2.com.

I feel like there are hidden items that I just don't know how to use yet to maximize my productivity. BNTouch has so many capabilities that it takes time to learn them all in order to max out its potential. Review collected by and hosted on G2.com.

Easy to use templates make contact creation super easy to navigate in a timely matter Review collected by and hosted on G2.com.

It takes more time to learn the systems attributes than what was expected. Review collected by and hosted on G2.com.

The ease of the videos to get you set up when you're abit lost are wonderful. The live tutorials they have are fantastic and then you can go back and watch it if you didnt get something...Love the support phone # to speak to live human and they help you! The fact that you can really reach out and there is soemone to really assist- thats great! Andd mostly though it has alot of going on- it is fairly easy to use- and it doesnt take that long at all nor does it confuse you like others..Sometimes too much is overkill..and in those other CRM's it can be overwhelming..This is not- really it is easier than others even if you're not great at technical things like this. Review collected by and hosted on G2.com.

Sometimes its abit too much as there are many options and you many not know what is best is youre starting out. However, if you watch the videos or call support you dont feel frustrated it really is easier than all the others where you have to do it all- here it is mostly done for you! Review collected by and hosted on G2.com.

How simple it is to use, and the ease of the putting in the information into the platform. Review collected by and hosted on G2.com.

Nothing really. It's really a great platform to use! Review collected by and hosted on G2.com.