BNTouch Family – Our Mortgage CRM Reviews & Testimonials
This CRM allows customization of groups to place all sorts of relationships including vendors, realtors, and borrowers alike! The marketing campaigns are easy to set up and use and can be tailored to each individual if wanted.
If you are looking for that all-around CRM that helps you automate lead follow-ups, builds you a website, assists in your recruiting, automates communication with multiple types of referral partners, and so much [more], then you have found the right one. Every loan officer is striving to get that “perfect software stack” to make their process and technology unbeatable. BNTouch not only acts as your CRM, but your beautiful front-paged POS (Yes, they create a website for you at minimal cost ($<35/mo), your marketing (sends postcards, birthday mailers, EDDM, email automation), Docs request and chaser, and many others on your software stack that you would normally have to purchase and integrate frustratingly day after day after day. Stop right now, choose BNTouch, and get back to originating!
I really enjoy the simplicity of one place to keep all parties updated. It is also very convenient to have a secure place for documents to be uploaded/shared.
BNTouch has made it so much easier for me to keep my referral partners in the loop. I always enter a new lead’s name and info as it comes in. Any notes are viewable by my partners and they love it! No more losing track or forgetting about what happened to a lead! It also helps that it’s very easy to use.
BNTouch has helped me tremendously. I have been working as an MLO for 8 years and using BNTouch for 4 of these years. This system seamlessly integrates your point system and allows you to keep in touch with clients and agents thru various campaigns. I recommend this system to anyone who needs a bit more organization and data management for clients.
Very ease to use with a ton of automated services. I recommend this to anyone looking to take their business to the next level.
Would highly recommend! Easy to connect with my realtor referrals! That was the most important piece for us.
This software automatically interfaces with our Mortgage Software, sending out updates and regular marketing materials. Every time I add a client to the software – it automatically synchronizes with BNTouch and adds them to my database.
Let’s be honest, there are a TON of CRMs out there and no shortage to choose from. While there are so many options with so many customizable features available, sometimes going the “simple and effective” route is the best; this is where BNTouch shines. From the simplistic user interface (UI) to the intuitive layout, there isn’t much explanation involved when you are getting up and running.
Thanks Keely! I appreciate the quick response.You all are awesome to work with! When we started with BNTouch our process only allowed us to handle about 20 closings a month. Now we’re about 75 a month with basically the same staff.
It took us some time to get the file flow down correctly, but I feel like once we were able to automate our process it really fast tracked our growth.
We have been using BNTouch for just a few weeks now, and we are continually delighted with it. Not only the platform, but also the support. We spent the prior 5 months looking for a replacement for our old ACT database. After two frustrating attempts with other CRM platforms, we discovered BNTouch. Integrations with our other apps were done in hours, not weeks. Some integrations aren’t even necessary as BNTouch natively provides so much of what we need. Every day we discover another great feature. Our current favorite is quickly sending off video messages. But the best part of our experience has been the support. Rafael is a rock star!
BNTouch is very helpful once you get used to using it, having everything all in the same place and being able to connect with clients easily is always a plus!
This has completely changed the way we do business after we all learned to use it effectively.
I have been using BNTouch for mortgage for at least the last 5 years. I love the integration that it provides.
BNT helps me stay organized and have all information for loans I am working on in one place at a glance. Very customizable and it is easy to learn and use.
I like that you can be up and running rather quickly without spending hours on the phone creating a custom set up
My ability to log every action and conversation then send to any or all participants to the loan transaction keeps my incoming calls at a minimum. I love sending birthday and anniversary greetings to my clients. This CRM has set business opportunities at a higher level. Who doesn’t want Lifetime customers who are also referring new clients to you.
Our company enjoys that we can put an extended amount of information about our clients. As well as send past, current, and future clients emails for the holidays and special events. Those are a nice touch and the formatting is nice. We also like the graphing shown on the dashboard. It is organized and gives us an idea of where our clients are at.
Makes my job as a loan processor much easier, I like being able to use templates for emails I send regularly and being able to assign myself tasks so I don’t forget what steps I’m on for a particular file.
BNTouch is a great way to keep all parties informed throughout the loan process, i really enjoy using the CRM. Thanks so much for making a user friendly system.
I’m using BN Touch like 1 year and this is a great and easy CRM.
The system is very functional and customizable with your business, you can adjust and implement it as you go, and the customer service is very available if you have issues. It’s very diversified
The software does it all and very easy to use. If you are looking for a CRM this is the one.
BNTouch has changed the game for our company when it comes to client communications. After switching from our old crm, we have increased email creativity, monitoring capabilities and more. I highly recommend using BNTouch!
I love texting and having my whole database at the top of my fingers.
I have been using BNT since May, and I LOVE IT! There’s so much that I can do to stay on top of my clients.
Bntouch is incredibly easy to use- and if anything seems too daunting, the support team is very prompt and explains the best way to problem solve. We are able to get creative with our emails and communications as well.
I found the BNTouch support staff to be extremely prompt and helpful. As a startup, we need to get help in real time and BNTouch’s support has been critical to us in getting up and running.
I have been a mortgage professional for 15 years and, I have yet to see a CRM tool that fits our specific needs as well as BNTouch does for us. Don’t waste your time with any other use this CRM; you will increase your business and get more repeat business!
Our favourite feature is the Client & Partner Portals. We found this REALLY streamlines our business with our clients and they always LOVE using the portal. It is also a great way for us to market to our other partners, mainly realtors. Offering them something no other broker is. It allows them to be more involved in the process which they really like.
We were with another CRM for several years previous to this, and found that we were spending hours a day just trying to keep up with exporting our clients info from our LOS, and importing into that CRM. BNTouch has amazing support in place that not only assisted with onboarding, but also has been available round the clock to answer our questions. They truly worked with us to tailor a unique platform for our team structure.
So happy we switched!
I believe that if a Loan Officer commits to putting the information in on every contact they will see an increase in their mortgage production. In 2009 I closed 478 mortgages and in 2010 I closed 574 mortgages. This would not have happened without BNTouch.
So, I am a firm believer in BNTouch and if we didn’t have it I am sure that we would not be in business today.