BNTouch Mortgage CRM Reviews & Product Details

BNTouch has helped me tremendously. I have been working as an MLO for 8 years & using BNTouch for 4 of these years. This system seamlessly integrates your point system and allows you to keep in touch with clients and agents thru various campaigns. I recommend this system to anyone who need a bit more organization and data management for clients Review collected by and hosted on G2.com.

Does not allow for the best Social media integration or provide a lot of content for SM pages. Review collected by and hosted on G2.com.

BNT helps me stay organized and have all information for loans I am working on in one place at a glance. Very customizable and it is easy to learn and use. Review collected by and hosted on G2.com.

I wish I could add my phone number to send texts out of the system. Review collected by and hosted on G2.com.

the automated feature make follow up easy Review collected by and hosted on G2.com.

nothing in particular. I would say not having a dialer Review collected by and hosted on G2.com.

The Lead Farm is a great tool, now that it works right. I like that I can post to Social Media from with BNTouch and it keeps track of it. Review collected by and hosted on G2.com.

Lack of post-implementation support. I have tried for the last week to talk to someone about adding text and calling functionality to my subscription, but no one has helped me. A guy named Henry replied to my e-mail, after I called and got no return phone call, and then called once when i was on the phone taking a mortgage application. I have called him back every day, at least once a day, and my calls are not being answered or returned.

A couple of the guys in my office are using Whiteboard CRM and I gotta tell ya', when they call Whiteboard, their calls are answered or returned. They were assigned a success coach when they started using Whiteboard who showed them how to use the whole system to support their business. Why doesn't BNTouch provide something like this? I was left to figure the system out on my own using YouTube videos and online instructions for completing a task, but there are no resources for using the entire system as a whole.

The user guide and instructional videos effectively demonstrate how to accomplish a task, but not how to use the system. For example, clear instructions are given for putting a Mortgage into a group, but there is nothing explaining why I should put them into a group or what the groups do. Review collected by and hosted on G2.com.

Automated campaigns, keeping information for borrowers and partners up to date, portals for clients and for partners and being able to keep them informed and flow information back and forth throughout the process. Review collected by and hosted on G2.com.

Some of the features seem as though a technical person/team designed them without a regular, day-to-day user testing them and giving input - for example, setting up a campaign and then setting up a "trigger" just seems a little clunky and not intuitive. Some things are difficult to figure out without having to call help or put in a ticket. Also, I was told ahead of time that it could interface with our LOS software. but was not told that it would be a monthly fee associated with it. Because we are a smaller business, I have to enter everything manually and manually move each file through the process. Review collected by and hosted on G2.com.

There are many things we love about BNTouch. First of all we love the portal that we have for our clients. Also the ability for our assistant to have her own account and be able to make tasks for her to do on specific client files. Really like the dashboard with our daily tasks, makes it easy to come in and know what our day looks like. Overall I have never seen another CRM that comes close to the features this one has. And the fact that you are ever changing and evolving to our needs. Definitely would recommend it! Review collected by and hosted on G2.com.

It would be nice to be able to see future tasks and past tasks on the dashboard. Kind of like the weeks summary. Be nice to share links to our clients on the tracker in the portal. Review collected by and hosted on G2.com.

The ease of pulling content from the library and put together a campaign. Review collected by and hosted on G2.com.

Too many steps and settings to get right to trigger a campaign. I would also like to see more in-depth reporting for A-B testing. Review collected by and hosted on G2.com.

We like the organization of the BNT portal and that we can track who is opening/ unsubscribing to our emails. We like that the search tool is easy to use to sort through thousands of contacts and that importing is simple as well. Review collected by and hosted on G2.com.

We wish that it was easier to send to larger groups of people. Sometimes we find it glitchy when we send to 10k+ contacts. Also wish that there was more creativity allotted for making emails. We always have to use Pic monkey or other sites to get eye capturing graphics to send out. It would be amazing if BNT could have that capability. Review collected by and hosted on G2.com.

Fantastic support staff. Always very helpful and patient. Will work with you to create personal programs for your personal data base. Review collected by and hosted on G2.com.

Cost is a bit high as I pay Canadian exchange rate. Review collected by and hosted on G2.com.

I like the automated email updates that go to the parties about crucial milestones met. Review collected by and hosted on G2.com.

We are striving to do co-branding with realtors, would love to know if that is available somewhere, perhaps we are missing it? Review collected by and hosted on G2.com.