BNTouch Mortgage CRM
Mortgage CRM software
Mortgage point of sale (POS) software
Financial services software
Loan software
- Features
- Ease of use
- Ease of management
- Quality of support
- Affordability
- Market presence
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$95 per user per month
Free Trial unavailableFree version unavailable
Small
Medium
Large
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What is BNTouch Mortgage CRM
BNTouch Mortgage CRM is a mortgage-focused customer relationship management platform used by loan officers and mortgage teams to manage leads, contacts, and borrower communications. It combines CRM functions with mortgage-specific workflows such as milestone-based campaigns, referral partner management, and borrower status updates. The product is typically used to support marketing automation and pipeline visibility across the loan lifecycle, with optional point-of-sale style borrower intake components depending on configuration.
Mortgage-specific automation workflows
The platform centers on mortgage lifecycle milestones and automations that trigger communications as a loan progresses. This supports consistent borrower follow-up and reduces manual status-update work for loan teams. It also includes workflows oriented to referral partner engagement, which is a common operating model in mortgage origination.
Borrower and partner communications
BNTouch supports templated email and campaign-based outreach to borrowers and partners from within the CRM. This helps standardize messaging and maintain an auditable history of communications tied to contacts and loans. It is designed for day-to-day use by originators who need to manage both consumer and referral relationships.
Pipeline visibility for teams
The product provides pipeline and contact management views intended for individual loan officers as well as teams. This can help managers track activity, lead status, and follow-up tasks across multiple users. It aligns with common mortgage sales operations where multiple roles touch the same borrower record.
Integration depth varies by stack
Mortgage organizations often require tight integrations with LOS, pricing/eligibility, eClose, and document providers. The practical level of automation depends on which systems are connected and how data is mapped between them. Buyers should validate available connectors, API options, and whether bi-directional sync is supported for their specific environment.
POS capabilities may be limited
While the product is positioned as mortgage CRM and can support borrower intake workflows, dedicated mortgage POS platforms often provide deeper borrower-facing application, document collection, and real-time status portal features. Organizations seeking a full digital application-to-close experience may need additional systems. Fit depends on whether the CRM is expected to be the primary borrower portal.
Configuration and governance required
Campaigns, milestones, templates, and user roles typically require upfront configuration to match an organization’s process. Without governance, teams can end up with inconsistent stages, duplicate contacts, or uneven adoption across loan officers. Ongoing administration is usually needed to keep automations aligned with changing compliance and process requirements.
Plan & Pricing
| Plan | Price | Key features & notes |
|---|---|---|
| Individual | $165 per month + Activation fee $125 | Marketing (unlimited emails & video), Digital loan platform, Post-funded follow-up. Site notes: "Individual up to 10K records: $165/Month" and shows a record limit statement (see notes). |
| Team | $190 (2 users — $95 per user/month); Activation fee $95 per user | Same features as Individual + Team collaboration, lead distribution, admin/reporting. Site also lists alternate team per-user pricing: "2-5 Users: $119/month/user, 6-50 Users: $99/month/user" and shows record limits per user. |
| Enterprise | Custom / Request callback (contact sales) | Unlimited records (when using Enterprise), all Team benefits, multi-level analytics; pricing by request. |
Additional official charges & notes (as stated on vendor site):
- If you surpass the limit of 5,000 records, account will be charged $5 per each 1,000 records exceeding the 5,000 limit.
- Text and Voice Marketing includes 100 sms/mms segments/minutes each month; additional sms/mms segments/minutes are $0.03 per sms/mms segment/minute.
- "White Glove" managed service is offered (no public price listed).
