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- BNTouch Mortgage CRM
BNTouch Mortgage CRM
Beaverton, Oregon, United States
What it is
BNTouch Mortgage CRM brings lead generation, point of sale, sales and marketing automation, processing communication, and post-funded borrower communication into one system for mortgage businesses. Its Opportunity Mining feature surfaces potential loans through credit, equity, rate, and listing alerts; credit check alerts are subject to applicable law and data-provider agreements. Marketing tools include email and social marketing, SMS and voice automation, and more than 400 pre-built mortgage campaigns. Mortgage AI, included in every plan, can draft follow-up, prioritize contacts, and build drip campaigns. Borrowers can complete an online 1003 application with AI assistance and use borrower and partner portals; the application is available in English and Spanish. Listed loan origination system integrations include Encompass, Calyx, LendingPad, BytePro, and MeridianLink. Other named connections include Gmail, Outlook, Google Calendar, Zapier, RingCentral, social platforms, and lead sources. The CRM is available on Android, iOS, and web. The standard plan costs $95 a month for 2-10 users; a single user is $165/mo. There is no free plan or free trial.
For and against
For
- Includes Mortgage AI in every plan.
- Supports Android, iOS, and web.
- Online 1003 available in English and Spanish.
- Lists integrations with five loan origination systems.
- Onboarding, training, email, and phone support included.
Against
- No free plan or free trial.
- Standard plan is $95 a month for 2-10 users.
- Opportunity Mining costs extra.
- Data center certification status needs direct verification.
The verdict
BNTouch combines mortgage CRM, borrower application, marketing automation, and loan opportunity tools. Consider the listed plan terms and verify data center certification status directly before a purchasing or compliance decision.
Who it suits
It suits loan officers, mortgage brokers, branches, banks, and credit unions seeking borrower, referral partner, pipeline, and marketing tools. Its stated customer base is in the U.S. and Canada.
Plans and prices
BNTouch CRM
for 2-10 users · $165/mo for a single user · 5,000 records per user included; additional records are $5 per 1,000 · 100 SMS/MMS segments or voice minutes monthly; additional segments/minutes are $0.03 each
Read 2 Oct 2026 · bntouch.com
Enterprise
Unlimited records with own SMTP, subject to restrictions · White Glove setup, migration and training · LOS and database integrations
Read 2 Oct 2026 · bntouch.com
New Loan Opportunity Mining
Credit Check Alerts · Equity Alerts
Read 2 Oct 2026 · bntouch.com
White Glove
Done-for-you CRM configuration · custom content and full-year calendar · integrations configured and handled
Read 2 Oct 2026 · bntouch.com
On the record
- Borrower application
- The CRM includes an online 1003 with AI assistance and borrower and partner portals; its 1003 is available in English and Spanish.bntouch.com · read 2 Oct 2026
- LOS integrations
- BNTouch lists integrations with Encompass, Calyx, LendingPad, BytePro, and MeridianLink, and says it syncs with major loan origination systems.bntouch.com · read 2 Oct 2026
- Marketing
- The CRM includes email and social marketing, SMS and voice automation, and more than 400 pre-built mortgage campaigns.bntouch.com · read 2 Oct 2026
- Mobile apps
- BNTouch’s site describes its mobile app as part of the point-of-sale offering, and the maker’s app update page refers to Android and iOS apps.bntouch.com · read 2 Oct 2026
- Mortgage AI
- The pricing page says Mortgage AI is included in every plan and lists functions such as drafting follow-up, prioritizing contacts, and building drip campaigns.bntouch.com · read 2 Oct 2026
- Opportunity mining
- Opportunity Mining surfaces potential loans using credit, equity, rate, and listing alerts, with Credit Check Alerts available where permitted under applicable law and data-provider agreements.bntouch.com · read 2 Oct 2026
- Other integrations
- The integrations page names Zapier, Gmail, Outlook, Google Calendar, Optimal Blue, RingCentral, social platforms, and numerous lead sources.bntouch.com · read 2 Oct 2026
- Purpose
- BNTouch combines lead generation, point of sale, sales and marketing automation, processing communication, and post-funded borrower communication in one mortgage CRM.bntouch.com · read 2 Oct 2026
- Security
- The security page says account-area connections use SSL 256-bit encryption and that users have unique usernames and passwords.bntouch.com · read 2 Oct 2026
- Security limits
- BNTouch says its data center certification status should be verified directly with the company before a purchasing or compliance decision.bntouch.com · read 2 Oct 2026
- Support
- The pricing page lists onboarding, training, a help center, email support, and phone support as included features.bntouch.com · read 2 Oct 2026
- Who it serves
- BNTouch says its platform serves loan officers, mortgage brokers, mortgage branches, banks, and credit unions in the U.S. and Canada.bntouch.com · read 2 Oct 2026
