1. [Home](https://www.g2.com/) 2. ... 3. [Mortgage CRM Software](https://www.g2.com/categories/mortgage-crm) 4. [BNTouch Mortgage CRM Discussions](https://www.g2.com/products/bntouch-mortgage-crm/discuss) [ ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_9f115320eb4d4c97b65d85194843f6f3/bntouch-mortgage-crm.jpg "Product Avatar Image") ](/products/bntouch-mortgage-crm/reviews) [ BNTouch Mortgage CRM ](/products/bntouch-mortgage-crm/reviews) (68)4.5/5 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 Show More * * * ### 63.0 Nps Score Already have BNTouch Mortgage CRM? ### All BNTouch Mortgage CRM Discussions Search Most CommentedMost HelpfulCommon QuestionsNewest All DiscussionsDiscussions with CommentsCommon QuestionsDiscussions without Comments FilterFilter Filter byExpand/Collapse Sort by Most Commented Most Helpful Common Questions Newest Filter by All Discussions Discussions with Comments Common Questions Discussions without Comments ![Pinned by G2 as a common question](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Pinned by G2 as a common question") G2 Pinned by G2 as a common question • about 3 years ago More Options - [ # What is BNTouch Mortgage CRM used for? ](/discussions/what-is-bntouch-mortgage-crm-used-for) What is BNTouch Mortgage CRM used for? [ Mortgage CRM Software ](https://www.g2.com/tags/mortgage-crm-software)[ Mortgage Point of Sale (POS) Software ](https://www.g2.com/tags/mortgage-point-of-sale-pos-software) * * * (true)\<0\>0\>Upvotes (false) * * * 0 Comments [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Ask+BNTouch+Mortgage+CRM+questions+and+get+answers+from+expert+users+in+our+BNTouch+Mortgage+CRM+Discussions+section.&title=BNTouch+Mortgage+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fbntouch-mortgage-crm%2Fdiscuss) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=BNTouch+Mortgage+CRM+Discussions+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fbntouch-mortgage-crm%2Fdiscuss&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fbntouch-mortgage-crm%2Fdiscuss) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=BNTouch+Mortgage+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fbntouch-mortgage-crm%2Fdiscuss%0aAsk+BNTouch+Mortgage+CRM+questions+and+get+answers+from+expert+users+in+our+BNTouch+Mortgage+CRM+Discussions+section.) 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NMLS ID #130562 More Options - [ # What is the best way to set up the SPF in the DNS section? ](/discussions/40475-what-is-the-best-way-to-set-up-the-spf-in-the-dns-section) I believe i have this set up properly, but of course there are always ways to enhance this. 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[![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=BNTouch+Mortgage+CRM+Discussions+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fbntouch-mortgage-crm%2Fdiscuss%0aAsk+BNTouch+Mortgage+CRM+questions+and+get+answers+from+expert+users+in+our+BNTouch+Mortgage+CRM+Discussions+section.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") ## Start a New Software Discussion Have a software question? Get answers from real users and experts [Start A Discussion](/products/bntouch-mortgage-crm/discussions/new) * * * ![Product Avatar Image](https://images.g2crowd.com/uploads/product/hd_favicon/f11e1800ccc4504f90599621bd5725bd/bntouch-mortgage-crm.svg "Product Avatar Image") ### Have you used BNTouch Mortgage CRM before? Answer a few questions to help the BNTouch Mortgage CRM community [ Yes ](javascript:void(0))[ Yes ](https://www.g2.com/login?context=product_review&return_to=https%3A%2F%2Fwww.g2.com%2Fproducts%2Fbntouch-mortgage-crm%2Fdiscuss%3Fsmall_ask%3Dbntouch-mortgage-crm) No ## Top Contributors in BNTouch Mortgage CRM 1 ![Jeremy M. L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeremy M. L.") JL Loading... ### [Jeremy M. L.](https://www.g2.com/users/36ba74a6-2777-4d7f-9772-31df58dd6cb9 "Jeremy M. L.") Producing Branch Manager NMLS ID #397237 1 pt