Searching for free trial mortgage CRM software is smart. You should never commit to a platform you have not actually used. But here is the problem most loan officers run into: they spend their trial clicking around randomly, never testing the things that actually matter. This guide walks you through exactly what to test during any mortgage CRM trial, what questions to ask, and what red flags to watch for before you hand over your credit card.
Why a Free Trial Matters More in Mortgage CRM Than Other Software
Mortgage CRM is different. Your entire contact database, automated follow-up campaigns, referral partner relationships, and borrower communication history all live inside this platform. Switching costs are real. A good mortgage CRM trial should give you enough access to run at least one real contact through the full pipeline and test your most critical daily workflows.
Common Trial Limitations to Watch Out For
- No real integrations active until you pay
- Pre-loaded campaigns you cannot edit
- Contact limits that prevent meaningful testing
- No texting — SMS features locked behind paid tiers
- No onboarding support
When comparing BNTouch vs Surefire, BNTouch vs Jungo, or BNTouch vs Shape Software, ask each vendor specifically what is included in their trial.
The 7 Things You Must Test in Any Free Trial Mortgage CRM
1. Contact Import and Database Setup
Import a real export of your contacts. Look for custom field mapping, duplicate detection, and the ability to tag or segment contacts during import.
2. Automated Campaign Activation
Marketing automation is the whole reason you are buying a CRM. Platforms like BNTouch come with 180+ pre-built campaigns specifically for mortgage.
3. SMS and Two-Way Texting
Test TCPA compliance with proper opt-in tracking. BNTouch has TCPA compliant texting built directly into the platform.
4. LOS Integration
Test with Encompass, Calyx Point, BytePro, or whatever system you use. See how BNTouch handles these integrations.
5. The Digital Point of Sale Experience
Test the point of sale experience as if you were a borrower. How does the digital 1003 look on a phone?
6. Reporting and Pipeline Visibility
Pull a pipeline report and see how long it takes to find a contact, view their full communication history, and understand where they are in the process.
7. Mobile App Usability
Test every core function on your phone. Can you send a quick text? Can you see your pipeline and follow-up tasks?
Schedule a personalized BNTouch demo and we will walk you through every one of these tests with a real account.
Questions to Ask Before Your Trial Ends
What Does Onboarding Look Like?
BNTouch offers a White Glove service where their team handles the setup for you, including campaign configuration, LOS integration, and data migration.
What Is the Real All-In Cost?
BNTouch’s pricing starts at $165 per month for individuals and $95 per user per month for teams. Compare against platforms like Jungo, which requires a separate Salesforce subscription. Read our BNTouch vs Jungo breakdown.
What Happens to Your Data If You Leave?
A vendor that makes it hard to leave is telling you something about how much they trust their own product.
How BNTouch Approaches the Trial Process Differently
BNTouch offers personalized demos where a mortgage tech specialist walks you through the platform using scenarios that match your actual business. You can test the marketing content library, see how the website builder works, and get real answers about the features that matter most.
More than 1,000 mortgage offices currently use BNTouch. Compare: BNTouch vs Velocify, BNTouch vs Encompass CRM, BNTouch vs Surefire CRM.
Book a BNTouch walkthrough here and test the exact features on this checklist with a live platform.
Frequently Asked Questions
Does BNTouch offer a free trial?
BNTouch offers personalized demo sessions where you can see the full platform in action, including live features, real campaigns, and actual integrations. Request a demo here.
What should I look for in a mortgage CRM free trial?
Focus on: contact import, automated campaigns, SMS texting, LOS integration, digital point of sale, pipeline reporting, and mobile app usability.
How long should a mortgage CRM trial be?
Fourteen days is the minimum. A 30-day trial is better if you can get one, especially if you are migrating a large contact database.
Is TCPA compliance included in mortgage CRM software?
Not always. BNTouch includes TCPA compliant texting directly in the platform with proper opt-in tracking.
What is the difference between a mortgage CRM and a general CRM for mortgage?
A mortgage-specific CRM comes pre-loaded with industry workflows, compliant marketing campaigns, LOS integrations, and borrower-facing tools like a digital 1003 and borrower portal. A purpose-built mortgage CRM like BNTouch includes all of this out of the box.
