BNTouch vs Big Purple Dot
Two mortgage CRMs with two different philosophies. One is a full operating system. The other is a specialist in realtor-lender co-marketing.
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Schedule your demo →| Feature | BNTouch | Big Purple Dot |
|---|---|---|
| Mortgage Core | ||
| Built for Mortgage | ✓ | ✓ |
| Digital 1003 | ✓ Native | ~ Via integration |
| LOS Integration | ✓ Encompass, Calyx, BytePro | ~ Via connectors |
| TCPA-Compliant Texting | ✓ Built-in | ~ Configurable |
| Borrower Portal | ✓ | ✓ |
| Marketing | ||
| Pre-built Mortgage Campaigns | ✓ 180+ | ~ Smaller library |
| Realtor Co-Marketing | ✓ Built-in | ✓ Deepest in category |
| Referral Partner Portal | ✓ | ✓ Best-in-class |
| Shared Lead Queues | ✓ | ✓ Core feature |
| Email + SMS Automation | ✓ Full lifecycle | ✓ Partner-focused |
| Platform Scope | ||
| Mortgage Website Builder | ✓ | ✗ |
| Power Dialer | ✓ | ~ |
| Video Messaging | ✓ | ~ |
| Pipeline Management | ✓ Full mortgage flow | ✓ Partner-oriented |
| Pricing & Access | ||
| Published Pricing | ✓ $165/$95/Enterprise | ✗ Custom quote only |
| Managed Service Option | ✓ White Glove | ~ Onboarding support |
| Target Team Size | 1–200 users | Small to mid |
Want a 1:1 walkthrough vs. Big Purple Dot on your data? Book a 20-minute BNTouch demo →
Two mortgage CRMs, one key difference
Big Purple Dot’s core insight is that most mortgage leads come from realtors, and the lender-realtor handoff is messy. So they built workflows around shared lead queues, referral partner portals, collaborative pipelines, and automated follow-up that loops in the realtor. That’s a real insight. It’s also a narrow one.
BNTouch takes the opposite approach: build the whole platform for the loan officer, then integrate realtor co-marketing as one module among many. The question is whether your workflow is realtor-partner-first or loan-officer-first. Most mortgage teams are loan-officer-first.
Co-marketing and referral partner depth
Where Big Purple Dot is strong: shared lead ownership with realtors, co-branded marketing materials with partners, realtor-facing portal, real-time partner notifications, joint pipeline visibility. If your business model is heavy partner outbound (“I bring in realtors, each of them brings me 5 deals a year”), their workflows fit that shape.
BNTouch has realtor co-marketing as well: co-branded materials, referral partner tracking, partner-specific email and SMS nurture sequences. It’s not the center of gravity of the product, but it’s present and functional for most referral-partner relationships.
Verdict: if realtor co-marketing is 80% of your job, Big Purple Dot is deeper. If it’s one of ten things you do, BNTouch covers it and gives you the other nine.
Marketing automation breadth
This is where the platforms diverge hardest. BNTouch includes 180+ pre-built mortgage marketing campaigns across the full lifecycle: rate alerts, post-close nurture (5-year drip), refinance opportunity detection, birthday and anniversary sequences, holiday campaigns, realtor co-marketing touchpoints, lead-nurture by stage, milestone triggers. The content is there the day you log in.
Big Purple Dot has marketing automation, but it’s narrower and more partner-focused. The content library is smaller. If you want to run year-long nurture sequences for every past client and prospect, you’ll build most of that yourself or run a separate marketing tool alongside it.
Pricing and plan structure
BNTouch publishes pricing: Individual $165/month, Team $95/user/month, Enterprise custom. Clear, transparent, predictable.
Big Purple Dot uses a custom-quote model. Pricing depends on team size, feature tier, and contract length. Not public. You book a call to get a number. If you want to know your cost before you commit to a demo cycle, BNTouch makes that easier.
Implementation and support
Both platforms handle implementation. BNTouch offers White Glove Service: a dedicated specialist manages your setup, data migration, training, and ongoing optimization. Fully managed option for teams that don’t want to touch CRM configuration. Big Purple Dot has onboarding support but does not offer a directly comparable fully-managed service.
The Bottom Line
Big Purple Dot is the specialist’s tool. If your business model revolves around realtor partnerships and you want the deepest co-marketing workflows in the category, it’s a legitimate pick.
BNTouch is the generalist’s tool, in the best sense. Full mortgage operating system, transparent pricing, White Glove managed option, 180+ marketing campaigns across the lifecycle. For most mortgage teams, the breadth wins.
Frequently Asked Questions
Can BNTouch handle realtor co-marketing as well as Big Purple Dot?
For most mortgage teams, yes. BNTouch has co-branded marketing materials, referral partner tracking, partner-specific nurture sequences, and joint lead visibility. If realtor co-marketing is the center of your business, Big Purple Dot’s workflows are more specialized. For the majority of teams, BNTouch covers co-marketing while also giving you a full mortgage CRM.
Which has better lead capture?
Both platforms capture leads from Facebook, landing pages, websites, and referral sources. BNTouch includes its own mortgage website builder and lead capture forms that are TCPA-configured out of the box. Big Purple Dot integrates with external lead sources and is strong at capturing partner-sourced leads.
Pricing: is one cheaper than the other?
Hard to answer without Big Purple Dot’s quote. BNTouch’s public pricing is $165 Individual, $95/user Team. If your BPD quote comes in materially above that and the co-marketing depth isn’t critical, BNTouch is cheaper. The honest answer requires comparing both quotes against your specific use case.
Migration from Big Purple Dot to BNTouch?
Standard migration path: export contacts, leads, and activity history from Big Purple Dot, map into BNTouch fields, run parallel briefly. 2 to 3 weeks for most teams. White Glove Service handles the full migration if you don’t want to manage it.
Can I keep using Big Purple Dot for partner workflows and add BNTouch for the rest?
Possible, not common. You’d pay for both platforms and deal with two data systems. Most teams pick one. If your co-marketing needs are real but not dominant, BNTouch’s native partner workflows usually cover them.
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