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What is BNTouch Mortgage CRM?

BNTouch Mortgage CRM delivers a comprehensive digital mortgage solution encompassing CRM, marketing, point-of-sale, and additional resources aimed at enhancing the growth of mortgage firms and loan officers.

Key features include:

- Automated SMS and email marketing campaigns
- Efficient lead distribution and management
- Over 35 unique mortgage tools
- A digital 1003 application
- Ready-to-use marketing collateral
- Tailored video marketing solutions
- Curated content for social media platforms
- Integration capabilities with LOS, Outlook, Zapier, and more
- Plus many additional features

Don't hesitate to reach out to us today!

Pricing

Price Starts At:
$69
Price Overview:
We've got packages for individual loan officers, mortgage offices of full mortgage corporations. Price breaks for more users.

Integrations

Offers API?:
Yes, BNTouch Mortgage CRM provides an API

Screenshots and Video

Company Facts

Company Name:
BNTouch Mortgage CRM
Date Founded:
2004
Company Location:
United States
Company Website:
bntouch.com
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Product Details

Deployment
SaaS
Windows
Mac
Linux
iPhone
iPad
Training Options
Documentation Hub
Online Training
Webinars
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
1-10
11-50
51-200
201-500
501-1000
1001-5000
Target Organization Types
Mid Size Business
Small Business
Enterprise
Startup
Supported Languages
English
Spanish

BNTouch Mortgage CRM Categories and Features

Sales Tracking Software

Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management

Mortgage and Loans Software

Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages

Loan Servicing Software

Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans

Email Marketing Software

A/B Testing
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor

CRM Software

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

More BNTouch Mortgage CRM Categories

BNTouch Mortgage CRM Customer Reviews

Write a Review
  • Reviewer Name: Erica D.
    Position: Processor
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 100 - 499
    Feature Set
    Layout
    Ease Of Use
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Look No Further for a Quality CRM

    Date: Nov 24 2020
    Summary

    I have used BPD and Jungo, and this is by far the easiest to use without having to sit on the phone with the customer service desk or creating a help ticket.

    Positive

    Easily customizable to my tastes so I can see the loan information I want and nothing that I don't.

    Negative

    When using a corporate account, the text messages to my clients come from a different number than my clients recognize. I wish we could change this.

    Read More...
  • Reviewer Name: Andrew M.
    Position: Processor/LO
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    So helpful

    Date: Nov 25 2020
    Summary

    This has completely changed the way we do business after we all learned to use it effectively.

    Positive

    Very helpful automation.

    Negative

    Learning curve.

    Read More...