BNTouch Mortgage CRM
Review of BNTouch Mortgage CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
Overview
About BNTouch Mortgage CRM
BNTouch Mortgage CRM Screenshots
BNTouch Mortgage CRM Features
BNTouch Mortgage CRM Integrations
Customer Reviews
See why people love BNTouch Mortgage CRM
Jeremy M. L.
Verified UserBanking · 201-500 employees
Mortgage Teams & BNTouch CRM
I am still using BNTouch so that has to amount for something. We expected to go to another crm 6 months down the line when new features opened up, but bntouch has everything we need and it continues to grow for us.
- BNTouch is an important part of my day
- The system has availability for you to set up everything inside a crm where other companies have these features locked out
- It is
- There are way too many options to choose from
- It took us a while to set up the system to work how we wanted it to
- In comparison this is just as salesforce is with their software
Switched From
pipedrive is limited to its resources and its features. We needed a crm that had marketing automation, website building capabilities, email marketing, lead capture and nourish and much more and bntouch had that whereas pipedrive did not.
Mark D.
Verified UserFinancial Services · 51-200 employees
Insight to BNTouch
My overall experience with BNTouch Mortgage CRM is that it is a highly effective tool for mortgage professionals who want a comprehensive, industry-specific platform to automate their marketing and streamline their loan process. The system's strengths lie in its specialized features and robust automation. However, prospective users should be prepared for a potentially dated interface and a learning curve during setup. While it may have some technical quirks, the strong customer support and all-in-one functionality make it a valuable asset for many in the mortgage business.
- What I liked most about BNTouch Mortgage CRM is its specialization in the mortgage industry
- The platform is designed from the ground up for mortgage professionals, which means its features are highly relevant and effective for lead management, client communication, and automating the loan process
- The robust marketing automation, including pre-built content for email, text, and video campaigns, is a major pro
- I also appreciate the digital loan platform, which simplifies the borrower experience with features like an online 1003 application and a client portal for document management
- The comprehensive suite of tools, from lead distribution to team collaboration and reporting, makes it an all-in-one solution that significantly boosts efficiency and productivity
Lack of customization: While BNTouch offers some customization, I feel it's too rigid and lacks the flexibility to tailor the look and feel or workflows to my exact business needs, especially compared to more customizable platforms like Salesforce
Switched From
Company pays for this one. So no point in me running two
Ali O.
Verified UserFinancial Services · 2-10 employees
I didn't love it
Financial Services
Customer service was always willing to help with issues, and they really tried their best, but response times were pretty long, making it difficult to deal with
- We used it for several months and my team, including myself, still found it to be not at all user-friendly or intuitive
- I know there's a learning curve with these sorts of things, but after 4 months, we should have been able to at least have more than a super basic understanding of how to store contacts and send emails
- We constantly had questions about how to perform certain automated marketing functions, and in order to ask the questions, we had to submit support tickets, some of which wouldn't be addressed for a couple days
- Additionally, the website says the mortgage pipeline is fully customizable, but we found this to not at all be the case
- As a result, the pipeline was fairly useless to us, because we couldn't display it in a way that made sense for our business
Emilio M.
Verified UserBanking · 2-10 employees
Great working tool
It has been great over all, customer service, support team are always available and ready to help. I am well satisfied.
- I have been using this CRM since 2004 and it's great
- Graphics, tabs, marketing materials, reports
- We need more Spanish marketing materials, videos and newsletter as well
- WhatsApp option will be a plus
Why they chose it
"Easy to use and price was good. Feel comfortable with system"
Rob K.
Verified UserFinancial Services · Self-Employed
BNTouch CRM: A Game-Changer for Mortgage Professionals
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. 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.
- BNTouch is very simple to use - it feels "logical" in how it is organized
- And the tools that it provides are fantastic
- I love the ability to mass-text as well as mass-email, all with personalized communications to the client or partner
- I have no issues at all at this time, sorry
Switched From
BNTouch is much more simple and logical to use.
Why they chose it
"BNTouch is much more simple and logical to use."
Michael W.
Verified UserReal Estate · 201-500 employees
BN Touch is truly an elite CRM
Top notch and I am very happy I am with them
- BN Touch is an incredible CRM with support that is top notch, friendly and extremely helpful
- I have used many platforms for my mortgage business
- I cannot be happier and more satisfied than I am with BN Touch
- The support from [sensitive content hidden] was amazing
- None as its been great
- Like I said before the support and transition has been great
- So no cons
Switched From
Because BN Touch met my needs better vs my other platform. The Customer Service is better as well
Adam B.
Verified UserBanking · 2-10 employees
Fairly flexible, easy to use, competent system
Support is top notch. The best I've ever experienced.
- Fairly easy to learn and use
- Not flashy, gets the job done without a lot of fanfare
- Reporting is not good or easy to use
- No true dashboard to reflect metrics
Switched From
New company gave opportunity to switch and went with BNT under advisements from peers
Lauran H.
Verified UserFinancial Services · 2-10 employees
Tons of Functionality & Features
Overall I would recommend BnTouch. It has all the functionality we need and then some. It can do anything we might ever want it to, and we could do a better job of utilizing this tool and making the most of what it's capable of.
- 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
- 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
Switched From
Pulse (FocusIT) integrated with CalyxPoint. When we left Point, we saw it as an opportunity to take a look at what was out there and find a better fit.
Francisco D.
Verified UserReal Estate · 2-10 employees
Great CRM for the mortgage industry
Great system . Generates at least 2 to 3 loans per year for me .
Touching my clients with drip campaign, having thousands of clients and data base in one system
- I wish it was easier to use for marketing campaigns
Switched From
Hard to navigate , expensive , complicated to do multiple functions
Don H.
Verified UserBanking · 11-50 employees
GREAT CRM for Mortgage Origination
Verified reviewer
Can easily keep track of former and new clients along with sending communication out to all clients with just a few clicks of the button
Sometimes hard to navigate and learning what categories go with what type of lead or client
Switched From
Much easier to use and can send out communication/text/newsletters easy.
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