The Mortgage CRM Built For Brokers, Not Sales Teams

Why generic CRMs fail mortgage brokers

A mortgage broker is not running a SaaS sales motion. You are not closing a deal at end of quarter. You are managing a borrower through a process that involves lender qualification, document collection, pricing, and closing — all under a clock that is not yours to set.

Generic CRMs treat every contact as a “lead in a pipeline.” Mortgage brokers need contacts to be borrowers, partners, lenders, past clients, and referral sources — sometimes simultaneously. BNTouch was built around that reality.

Multi-lender, multi-product, native

Native LOS integration: BNTouch syncs natively with Encompass, Calyx Point, BytePro, and LendingPad. If your stack changes from monoline to bank to alternative lender depending on the deal, the CRM keeps up.

Configurable pipeline: Application → conditional approval → instructions to lawyer → funding. Your stages match how loans actually progress, not generic “qualify / pitch / close.”

Partner relationships: Realtors, financial planners, builders, attorneys. BNTouch tracks partner relationships separately from borrowers, sends partner-specific newsletters, and shows you which partners actually produce.

Compliance posture: TCPA-compliant texting and consent flows. CASL-aware for Canadian brokers. Standard contact-level consent tracking.

What 22 years of broker feedback built

BNTouch has been refined since 2003 around what mortgage brokers actually do. 35+ built-in tools cover the work brokers actually need: digital 1003 application, e-signature, document management, partner portal, lead capture forms.

400+ pre-built marketing campaigns cover the work brokers actually run: pre-app nurture, application updates, conditional approval communications, post-funded refinance triggers, partner co-marketing, anniversary touches.

Pricing for broker shops

Individual brokers: $165/month for the full platform.

Broker teams: $95 per user per month with a 2-user minimum. Includes lead distribution, team performance reporting, and customizable access controls.

Multi-branch broker shops or larger lenders: enterprise plan with custom configuration. Contact for pricing.

Why brokers switch from Surefire, Total Expert, Bonzo

Surefire is owned by ICE, the same company that owns Encompass — pricing reflects the bundling logic. Total Expert is solid but the marketing automation overhead eats LO time. Bonzo is built for sales engagement, not the mortgage workflow.

BNTouch is independent (no LOS owns it), focused only on mortgage, and priced for the realities of broker shops. Most brokers we onboard come from one of those three platforms because the existing tool stopped fitting the work.