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Product Quick Facts

Industry Specialties
Works Best For
Enterprise Businesses, Mid Sized Businesses

About BNTouch Mortgage CRM

BNTouch is a web-based customer relationship management (CRM) platform that was developed specifically for the mortgage industry. Since it was founded in August 2004, BNTouch has worked with over 1,000 companies in the mortgage industry with employees ranging from 1 to 1,000. The goal of the company is to help mortgage companies carry consistent marketing messages and to boost ROI by showing clients where their money is going and how it can be most effectively used.

There are three different sizes of packages that companies can purchase with BNTouch. The first two, Pro and Expert, are the same in functionality with one exception. With the Pro Version, there is a limit of 2,500 records, after which the client will be automatically upgraded to the Expert Version. The Managed version is meant for larger companies and includes database management, marketing management, data import, campaign setup, and automation setup. All three versions offer lead management and marketing, post-funded marketing, and partner marketing. They all have a comprehensive dashboard setup which reminds users of everything from where clients are in the lead cycle to when their birthdays are. BNTouch can be synchronized with loan origination software, such as Calyx Point and Ellie Mae Encompass. There is comprehensive training available on the system, and the option to do custom integrations as well.

Kinecta, a federal credit union with over 100 accounts, needed to provide centralized email marketing, establish control of the content of their email marketing, and increase loan production by allowing loan officers to market directly to its database. It took two months to implement BNTouch, and since then it has been able to create a library of dozens of emails. Kinecta is able to customize and control its email content and facilitate overall better marketing and customer relationships.

Alternatives to BNTouch Mortgage CRM

Learn more about other CRM software by exploring the following products, or review specific types of CRM software including real estate CRM software, CRM software for small businesses, financial services CRM software, and social CRM software.

1 MS Dynamics

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Microsoft Dynamics CRM's automated features and AI help sales teams better understand their customers, know the best time to send an email, and monitor social channels better than ever before. MS Dynamics also includes a direct connection to the business social platform LinkedIn. Their core CRM package—Dynamics 365 Sales—is focused on sales force automation and helping teams find and close opportunities, and comes as a single tool or can be bundled with other business operations tools.

Learn more about MS Dynamics

2 Hubspot

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HubSpot CRM is everything users need to organize, manage, track contacts, and build better relationships with customers. Eliminate spreadsheets, manage pipeline, get better customer insights, and speed up sales. The CRM will also let your entire company operate off of one source of truth about the contacts in your database instead of sharing spreadsheets or finding emails. Every interaction is stored in a timeline, including notes about the contact and the content they’ve consumed.

Learn more about Hubspot

3 Nimble

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Nimble combines the strength of a traditional CRM with contact management, social media, sales intelligence, and marketing automation to deliver relationship insights to help professionals build better work relationships in a multi-channel world. The software integrates productivity apps to gather user contacts, communications, calendar, and collaborations in one platform and draws data from popular social media channels including Facebook, LinkedIn, and Twitter.

Learn more about Nimble

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