--- title: BNTouch Mortgage CRM Reviews meta\_title: 'BNTouch Mortgage CRM Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 68 reviews by the users' company size, role or industry to find out how BNTouch Mortgage CRM works for a business like yours. aggregate\_rating: rating\_value: 4.5 review\_count: 68 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Loan url: https://www.g2.com/categories/loan --- # BNTouch Mortgage CRM Reviews & Product Details Visit Website 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 * * * Product Website BNTouch Mortgage CRM Seller [BNTouch](https://www.g2.com/sellers/bntouch) Discussions [BNTouch Mortgage CRM Community](https://www.g2.com/products/bntouch-mortgage-crm/discuss) Languages Supported English, Spanish Solution Type Best-of-Breed Overview by Crystal Minter (Marketing Manager @ BNTouch Inc.) Show More ## Pricing Pricing provided by BNTouch Mortgage CRM. ### Individual $165.00 Per Month ### Team $95.00 [ View More Pricing Information ](https://www.g2.com/products/bntouch-mortgage-crm/pricing) ## Top-Rated Alternatives [ ![Shape Mortgage CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Shape Mortgage CRM") Shape Mortgage CRM 4.9/5(99) ](https://www.g2.com/products/shape-software-shape-mortgage-crm/reviews) [ ![Jungo: The Mortgage App](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jungo: The Mortgage App") Jungo: The Mortgage App 4.5/5(20) ](https://www.g2.com/products/jungo-the-mortgage-app/reviews) [ ![Surefire CRM](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Surefire CRM") Surefire CRM 4/5(20) ](https://www.g2.com/products/surefire-crm/reviews) [ View All Alternatives ](https://www.g2.com/products/bntouch-mortgage-crm/competitors/alternatives) ## User Insights Average based on 68 real user reviews. Implementation Time 1 month Perceived Cost $$$$$ Typical contract price $0k - $0k [Sign in to view](/login) Per Month [Log in to unlock pricing and user insights](/login) ## BNTouch Mortgage CRM Integrations (3) What do users say about integrations? Integration information sourced from real user reviews. [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Calyx ](https://www.g2.com/products/calyx/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Encompass360 ](https://www.g2.com/products/ellie-mae-encompass360/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") LendingPad ](https://www.g2.com/products/lendingpad/reviews) Show More ![Rob K.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rob K.") RK Rob K. Team Lead and Senior Mortgage Loan Originator Small-Business (50 or fewer emp.) 8/16/2024 "BNTouch CRM: A Game-Changer for Mortgage Professionals" 5/5 What do you like best about BNTouch Mortgage CRM? The BNTouch CRM has been a game-changer for me as a mortgage professional. Its intuitive interface and powerful automation tools have streamlined my workflow, allowing me to focus on delivering top-tier service to my clients. Implementation was very quick and simple, and I have been using it every single day. The robust customization options, automated marketing campaigns, and seamless integration with other systems have significantly boosted my efficiency and client engagement. BNTouch is designed specifically for the mortgage industry, making it easy to manage leads, track loan progress, and communicate effectively. Plus, their responsive support team is genuinely invested in my success. I highly recommend BNTouch to any mortgage professional looking to elevate their business. Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? I really have no issues at this time, sorry. Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? Organizing the mass communications with past clients and realtor partners, via both SMS messaging and email - in a personalized way. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Nick B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nick B.") NB Nick B. Branch Manager/Loan Officer Mid-Market (51-1000 emp.) 1/22/2025 "Because I use BNTouch, my clients and business partners are kept up to date every step of the way" 5/5 What do you like best about BNTouch Mortgage CRM? I really love that it eliminates the marketing, client updates, and time consuming client management parts of my day! Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? I wish the customization of the campaigns was a little more user friendly. Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? I really love that it eliminates the marketing, client updates, and time consuming client management parts of my day! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Stephen G.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Stephen G.") SG Stephen G. Branch Manager Small-Business (50 or fewer emp.) 2/10/2025 "Bntouch is an Amazing Mortgage CRM!" 5/5 What do you like best about BNTouch Mortgage CRM? The ease to use and excellent customer support! Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? No Gmail sync, and that's not a significant issue; everything else works great! Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? Follow ups with clients Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic LH Lauran H. Small-Business (50 or fewer emp.) 5/16/2024 "Tons of Functionality & Features" 3.5/5 What do you like best about BNTouch Mortgage CRM? It's comprehensive. I appreciate that there are a lot of features and functionality with BnTouch. They have tons of options and settings, lots of data, email campaigns and automated options. We can maintain contact info and notes on clients, realtors, other referral partners, and separate loan records for the same client(s). We like being able to log events and keep everyone in the loop. I've had excellent experiences with customer support! They've been incredibly responsive and helpful whenever there's a concern. They helped us with onboarding and implementation and did a lot of the heavy lifting for us. Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? I can get a little bogged down in all of the features and functionality. It can be cumbersome and cluttered and sometimes we feel like we are paying for lots of features that we aren't taking full advantage of. It has all the bells and whistles, but if you want something more streamlined and simple, it may be a bit too robust for you. Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? BnTouch manages our past client database and partner databases. It allows us to automate drip campaigns and reach out to that database easily. It also allows us to organize and categorize our clients and business partners. Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Beth H.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Beth H.") BH Beth H. Loan Officer Small-Business (50 or fewer emp.) 5/7/2024 "Take it from a Database Programmer - This is the package for Mortgage Professionals" 5/5 What do you like best about BNTouch Mortgage CRM? I LOVE that this product allows me to export all of my records, so that I can import them into my proprietary DB and build my own custom searches and reports. Not that they don't have great capability in BNTouch, but I'm a super geek, and need to "own" my data. I LOVE LOVE LOVE the support and flexibility. Not only did they add custom fields for me, but they added a drop down menu with my items. Their support staff is so responsive and knowledgable! I try to do everything over email with them, but whenever I've asked for a phone call, I've gotten one! I do campaigns regularly thanks to BNTouch being able to do them. I've known CRM's that can only send out 100 emails at a time, and I have 4100 people in my DB, so that's just not feasible. I'm in my DB every day. It's my forte. It took me a while to import my records, but that's because I'm so geeky and have them sorted so many different way! Mostly, they taught me how to do campaigns so I don't have to re-qrite triggers for them, and it keeps my email template, so I don't have to do anything except add a new subject and video for each email in the group I'm campaiging to. It's an extremely powerful CRM, and I'm so glad to be using it! Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? Woul like to be able to import multiple groups at the same time. Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? It's keeping my folks organized and letting me send regular emails and texts to them! That drives my business! It let's me sort them the way I want. Review collected by and hosted on G2.com. Show More 5/13/2024 Current UserValidated ReviewerSource: Organic WR whitney r. Mortgage Loan Originator Small-Business (50 or fewer emp.) 1/23/2025 "Love BN touch! It’s very easy to use and helps me to stay in consistent contact with my partners" 5/5 What do you like best about BNTouch Mortgage CRM? Ease of use, organization and weekly reports Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? The star / partnership aspect feels slightly convoluted Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? Difficulty staying consistent with touching regular business partners Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Tracey F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tracey F.") TF Tracey F. Broker Owner Small-Business (50 or fewer emp.) 8/27/2024 "Great Customer Support!" 5/5 What do you like best about BNTouch Mortgage CRM? I am very new to BNTouch and I have been very impressed with the client service that I have received. It made the implementation so smooth. I find the system to be easy to use and I love learning more about the features that I can use to grow my business! Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? I have not come across a downside to using BNTouch. Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? I love the website! I am very happy with the help that I received and the customizations that I was able to make. I am excited to send clients to my website. I also love the listing reports. Its a great tool to market to our realtor partners. Review collected by and hosted on G2.com. Show More Validated ReviewerSource: Organic HE Holly E. Small-Business (50 or fewer emp.) 5/8/2024 "BNTouch is the best CRM!" 5/5 What do you like best about BNTouch Mortgage CRM? I love BNTouch. They have a seamless product, easy to use, very full of things you can put on automation while you get back to running your business. Also their customer service team is phenomenal, very accessible and helpful at all hours. Thank you, BNTouch! Highly recommend to all! - Holly E. Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? I just wish I had more time to dive into all the great features, so much to utilize there. Thanks! Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? BNTouch CRM sends out great communication to clients. They have a seamless product, easy to use, very full of things you can put on automation while you get back to running your business. Also their customer service team is phenomenal, very accessible and helpful at all hours. Thank you, BNTouch! Highly recommend to all! Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Brent S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brent S.") BS Brent S. Business Development Manager Enterprise (\> 1000 emp.) 8/16/2024 "I am Business Devleopment Manager and I use this software everyday." 4.5/5 What do you like best about BNTouch Mortgage CRM? It is easy to use and understand. Can make calls from the CRM. Great marketing program. Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? Can only make calls to the files created. Not able to call LO or others that are assinged with account. Can not do a 3 way call or transfer feature. when I have a client and need to get a call Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? They are making it easy to attach LO, Realitor, Agents, and clients together for commucaiton Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ![Tim W.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tim W.") TW Tim W. Small-Business (50 or fewer emp.) 5/8/2024 "It Works. Outstanding customer service." 5/5 What do you like best about BNTouch Mortgage CRM? Simply... it works. There are fancier sexier CRM's out there but the simplicity yet essential options work. I looked at over 20 CRM's and a handful closely. I used a version of salesforce for a few years. Yep salesforce was infinitaly customizable and powerful but near impossible to use and you had to hear a salesforce engineer to do anything. And then every update there were glitches. CUSTOMER SERVICE: Outstanding and always available. Review collected by and hosted on G2.com. What do you dislike about BNTouch Mortgage CRM? Texting feature works but is limited and clunky. I wish I could tweak the layout but... that's a plus also. It works and it's simple. Tasks and Calendar function not as easy as I would have liked. Review collected by and hosted on G2.com. What problems is BNTouch Mortgage CRM solving and how is that benefiting you? CRM Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ## Questions about BNTouch Mortgage CRM? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about BNTouch Mortgage CRM ](https://www.g2.com/products/bntouch-mortgage-crm/discussions/new) GU Guest User What is BNTouch Mortgage CRM used for? 0 Upvotes 0 [ Join the conversation ](https://www.g2.com/discussions/what-is-bntouch-mortgage-crm-used-for) ![Jeremy M. L.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Jeremy M. L.") JL Jeremy M. Leonard • Last activity over 5 years ago What is the best way to set up the SPF in the DNS section? 1 Upvote 1 [ Join the conversation ](https://www.g2.com/discussions/40475-what-is-the-best-way-to-set-up-the-spf-in-the-dns-section) [ View all Discussions ](https://www.g2.com/products/bntouch-mortgage-crm/discuss) ## Pricing Options Pricing provided by BNTouch Mortgage CRM. ### Individual $165.00 Per Month ### Team $95.00 ### Enterprise Contact Us [ View More Pricing Information ](https://www.g2.com/products/bntouch-mortgage-crm/pricing) BNTouch Mortgage CRM Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_7c5547ac4a9d7f2077910cd2c9d5ee13/shape-software-shape-mortgage-crm.png "Product Avatar Image") Shape Mortgage CRM 4.9/5(99) [ Compare Now ](https://www.g2.com/compare/bntouch-mortgage-crm-vs-shape-software-shape-mortgage-crm) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_71531191ce4ae1d5b04fedf3d0b68da1/jungo-the-mortgage-app.png "Product Avatar Image") Jungo: The Mortgage App 4.5/5(20) [ Compare Now ](https://www.g2.com/compare/bntouch-mortgage-crm-vs-jungo-the-mortgage-app) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2a793c9873e2d36b058c6572763b4aa0/surefire-crm.png "Product Avatar Image") Surefire CRM 4/5(20) [ Compare Now ](https://www.g2.com/compare/bntouch-mortgage-crm-vs-surefire-crm) ##### ##### BNTouch Mortgage CRM Features Loan Services LOS Integration - Mortage CRM Alerts - Mortgage CRM Lender Relationship - Mortgage CRM Client Management Contact Management - Mortgage CRM Real Estate CRM - Mortgage CRM Email Marketing Automation - Mortgage CRM [ View More Features ](https://www.g2.com/products/bntouch-mortgage-crm/features) ##### Categories on G2 [Mortgage CRM](https://www.g2.com/categories/mortgage-crm)[Mortgage Point of Sale (POS)](https://www.g2.com/categories/mortgage-point-of-sale-pos) ##### Explore More [Which is the best AI chatbot platform for customer engagement?](https://www.g2.com/discussions/which-is-the-best-ai-chatbot-platform-for-customer-engagement)[Which emergency management software provides real-time situational awareness and mass communication during security incidents?](https://www.g2.com/discussions/which-emergency-management-software-provides-real-time-situational-awareness-and-mass-communication-during-security-incidents)[Which Oracle PeopleSoft resellers support global payroll and multi-country compliance features for multinational organisations evaluating implementation partners?](https://www.g2.com/discussions/which-oracle-peoplesoft-resellers-support-global-payroll-and-multi-country-compliance-features-for-multinational-organisations-evaluating-implementation-partners) [Best enterprise risk management software in 2025](https://www.g2.com/discussions/what-are-the-best-enterprise-risk-management-erm-software-for-businesses-in-2025)[What connected worker software works best for utilities field crews that need work orders, inspections and remote guidance in one mobile app without switching between tools?](https://www.g2.com/discussions/what-connected-worker-software-works-best-for-utilities-field-crews-that-need-work-orders-inspections-and-remote-guidance-in-one-mobile-app-without-switching-between-tools)[Is Procore worth it for punch list management in construction?](https://www.g2.com/discussions/is-procore-worth-it-for-punch-list-management-in-construction) [Show MoreShow Less](javascript:void(0);)