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Bntouch Mortgage CRM

Bntouch Mortgage CRM is a software solution tailored specifically for the mortgage industry, designed to assist loan officers and brokers in overseeing their le...

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Bntouch Mortgage CRM is a software solution tailored specifically for the mortgage industry, designed to assist loan officers and brokers in overseeing their le...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

Bntouch Mortgage CRM is a software solution tailored specifically for the mortgage industry, designed to assist loan officers and brokers in overseeing their leads and clients. While it might seem daunting initially, this platform provides structured marketing initiatives, automated follow-up processes, and borrower portals to ease your responsibilities.

Product Details

What Is Bntouch Mortgage CRM?

Bntouch Mortgage CRM serves as a cloud-based solution tailored for mortgage industry professionals to oversee leads and manage each phase of the loan process. This platform consolidates contact information, communication records, and documentation, while also enabling email, SMS, video campaigns, and borrower portals. It features automated templates, pipeline tracking, and analytical tools designed to help you remain organized, minimize manual efforts, and enhance client interaction.

Bntouch Mortgage CRM Pricing

The cost of Bntouch Mortgage CRM varies based on the following plans:

  • Individual: $165/month + $125 one-time activation fee

  • Team: $190/month for 2 users + $95/month for each additional user + $95 activation fee for each user

  • Enterprise: Custom pricing available upon request

Acquire Bntouch Mortgage CRM pricing tailored to your business needs and team size.

Note: Prices may change.

Bntouch Mortgage CRM Integrations

The Bntouch Mortgage CRM platform is compatible with various systems and applications, including:

  • Outlook

  • Zapier software

  • Gmail

  • Optimal Blue

  • RingCentral

Watch the Bntouch Mortgage CRM demonstration to discover more about its integration capabilities.

Who Is Bntouch Mortgage CRM For?

Bntouch Mortgage CRM is well-suited for a diverse array of professionals and sectors, including:

  • Mortgage loan officers

  • Mortgage brokers

  • Lending institutions

Is Bntouch Mortgage CRM Right For You?

If you are a loan officer, broker, or lender in search of a mortgage-centric system, Bntouch Mortgage CRM might be an excellent fit. Its features, such as digital loan instruments and an extensive pre-built content library, make it particularly advantageous for those seeking automation and user-friendly borrower workflows. This solution caters to both independent professionals and expanding teams.

If you're still uncertain whether Bntouch Mortgage CRM meets your needs, reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
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✘ social media integration lead capture from social channels

Pros

  • ✔ Has ready-to-go marketing templates
  • ✔ Great for mortgage professionals
  • ✔ Automates follow-ups and tasks

Cons

  • ✘ Some parts look old or outdated
  • ✘ Reports can be hard to trust

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

BNTouch Mortgage CRM offers flexible pricing plans to accommodate businesses of all sizes. The Individual plan costs $165/month with a one-time activation fee of $125. The Team plan starts at $190/month for two users, with an added $95/month per additional user and a $95 activation fee per user. For larger organizations, the Enterprise plan provides custom pricing tailored to specific needs. Choose the BNTouch Mortgage CRM cost estimation that best aligns with your team size, business goals, and operational requirements.

BNTouch Mortgage CRM is ideal for mortgage loan officers, brokers, and lending institutions.

Yes. They offer a full-featured mobile app for both iOS and Android.

They offer live guided demos, in-house training, white-glove setup services, and ongoing support via phone and email. The support team assists with onboarding, campaign setup, and technical guidance.

Yes. BNTouch offers an API.

BNTouch supports multiple languages. Notably, borrowers can switch between English and Spanish in the web-based 1003 loan application process.

BNTouch Mortgage CRM integrates with Outlook, Gmail, Zapier, Optimal Blue, and RingCentral. Watch the Bntouch Mortgage CRM demo to see how these integrations work.