Mortgage CRM + Texting, AI, New Loan Opportunity Mining, Managed Service
Automate your marketing, convert more leads, and stay top of mind with your borrowers using the best mortgage CRM solution. Recruit new partners and streamline your operations with one simple, efficient system.
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Often imitated. Never matched.
Most mortgage CRMs are young copies of an original. BNTouch has done only mortgage since 2004, and the head start shows.
Production: our users have closed over $42B in loans over two years.
Experience: we have worked with 7000+ mortgage companies.
Feature-rich: we offer 40+ powerful integrated mortgage CRM tools.
Start today: get going with 400+ pre-built marketing campaigns.
G2 Users Love Us
G2 Best Usability, Spring 2026
G2 Most Implementable, Spring 2026
Capterra Best Value 2026
Software Advice Best Customer Support 2026
GetApp Best Functionality & Features 2026
Make your book of business work for you
Opportunity Mining watches your entire database: credit pulls, refinance signals, home-equity changes, and new MLS listings from your clients and partners. The moment a past client's situation changes, BNTouch tells you, with the context to act.
When a past client starts shopping for a mortgage, you know, and can respond with a firm offer of credit.
BNTouch monitors past clients' property values and generates alerts based on current equity and the additional parameters you set.
Watches your book against current rates and flags past clients who would now benefit from a refinance.
Set the rate gap, loan type, and timing that matter to you; the alert fires during a borrower's crossroad.
A past borrower lists their home, which means they need their next mortgage. You hear about it while the listing is fresh.
When an agent in your network lists a property, the alert arrives the day it goes live, keeping you current on your network's activity and your conversations well timed.
Mortgage CRM That Integrates Your Business
Your LOS syncs both ways and your lead sources land in the same record, so the loan file and the follow-up live in one place. Automation decides what goes out from there, in whatever form the moment calls for.
Integrate with your LOS
- Calyx Point/Path
- Encompass
- LendingPad
- MeridianMortgage
- BytePro
- Other LOS
Leads flow in from
- Lead Providers
- Lead Sources
Automation sends out
- SMS / MMS
- Call
- Postcard
- Push Notification
- Portal Update
- Pre-Approval
- Refi or Purchase Analysis
1+ extra loan in your first 90 days
Don't want to run it yourself? Hand it over.
No other mortgage CRM offers this. A BNTouch team builds, runs, and improves your CRM for you: campaigns written in your voice, market-moment emails sent to your whole database when rates move, and a system that keeps getting better month after month. White Glove clients close at least one additional loan in their first 90 days.
Explore White Glove“It’s made a huge difference in my pull-through rate, no borrower gets left behind!”
Michael A. Verdicchio, Homeland Lending
Happy customers. 800+ reviews
Real loan officers, brokers, owners and processors on record. Review counts as of Sept 2026.
“Take it from a Database Programmer, BNTouch is the best CRM I have worked with, and there have been plenty.”
Beth HaleMortgage Advisor, Neo Home Loans“She has made this process not only bearable but fun! I am already bragging about you guys to my peers.”
Scott DiGregorioBranch Leader, Neo Home Loans“It's a great product, hands off system once you set it up, with unbelievable customer service and an outstanding investment for our company.”
Michael ClohessyClo Mortgage“The marketing campaigns are easy to set up and use and can be tailored to each individual if wanted.”
James TaylorLoan Officer, Empire Mortgage“If you are looking for that all-around CRM that helps you automate lead follow-ups, builds you a website, assists in your recruiting... then you have found the right one.”
Jeremy LeonardLeonard Mortgage Group“I really enjoy the simplicity of one place to keep all parties updated.”
Kaitlyn BertoneLoan Processor, NEXA Mortgage“Take it from a Database Programmer, BNTouch is the best CRM I have worked with, and there have been plenty.”
Beth HaleMortgage Advisor, Neo Home Loans“She has made this process not only bearable but fun! I am already bragging about you guys to my peers.”
Scott DiGregorioBranch Leader, Neo Home Loans“It's a great product, hands off system once you set it up, with unbelievable customer service and an outstanding investment for our company.”
Michael ClohessyClo Mortgage“The marketing campaigns are easy to set up and use and can be tailored to each individual if wanted.”
James TaylorLoan Officer, Empire Mortgage“If you are looking for that all-around CRM that helps you automate lead follow-ups, builds you a website, assists in your recruiting... then you have found the right one.”
Jeremy LeonardLeonard Mortgage Group“I really enjoy the simplicity of one place to keep all parties updated.”
Kaitlyn BertoneLoan Processor, NEXA Mortgage“Any notes are viewable by my partners and they love it! No more losing track or forgetting about what happened to a lead.”
Michael MardiniSenior Mortgage Consultant, Doorway Home Loans“I have been working as an MLO for 8 years and using BNTouch for 4 of these years.”
Mike OrozcoMortgage Banker, Empire Mortgage“Very easy to use with a ton of automated services. I recommend this to anyone looking to take their business to the next level.”
Mitchell TorongoLoan Officer, Omega Lending Group“Would highly recommend! Easy to connect with my realtor referrals! That was the most important piece for us.”
Patricia Do RosarioMortgage Broker, CPAC Mortgage Group“Every time I add a client to the software, it automatically synchronizes with BNTouch and adds them to my database.”
Thomas J. LiolosMortgage Banker, Paragon Home Loans“Any notes are viewable by my partners and they love it! No more losing track or forgetting about what happened to a lead.”
Michael MardiniSenior Mortgage Consultant, Doorway Home Loans“I have been working as an MLO for 8 years and using BNTouch for 4 of these years.”
Mike OrozcoMortgage Banker, Empire Mortgage“Very easy to use with a ton of automated services. I recommend this to anyone looking to take their business to the next level.”
Mitchell TorongoLoan Officer, Omega Lending Group“Would highly recommend! Easy to connect with my realtor referrals! That was the most important piece for us.”
Patricia Do RosarioMortgage Broker, CPAC Mortgage Group“Every time I add a client to the software, it automatically synchronizes with BNTouch and adds them to my database.”
Thomas J. LiolosMortgage Banker, Paragon Home LoansThree Questions Every Loan Officer Asks
Less painful than staying. Your contacts, partners, and pipeline come over during onboarding, and setup, training, and support are included with every subscription, so you are never left to figure it out alone. Our team also helps you rebuild your current setup: campaigns, pipelines, and automations included.
Yes. BNTouch syncs with the major LOS platforms and plugs into your existing lead sources, so the file you start in the CRM is the file your ops team finishes.
No, and it's deliberate. A trial hands you an empty box and wishes you luck. Every BNTouch subscription includes onboarding, training, and setup, and White Glove puts a team of specialists on it who build the entire system around your business. Why test-drive an empty CRM when day one can start with everything already working? And if you prepay 12 months, the 13th is free.
Give us 30 minutes
Schedule a quick 30 minutes demo and we’ll show you how to apply our CRM and all the tools to your current business workflow.
Live Demo