BNTouch Pricing Explained
Mortgage CRM pricing should be simple. Here is what every BNTouch plan includes, what is genuinely optional, and how the price compares to running a generic CRM stitched together with paid add-ons. No hidden tier-gates, no implementation invoice surprise.
Book a Live DemoSee Top Mortgage CRMsWhat every BNTouch plan includes
This is the part most CRM pricing pages bury. With BNTouch, the following are not upsells, not premium-tier-only, and not paid implementation add-ons. They are part of every plan from solo loan officer to enterprise.
White Glove onboarding
A specialist imports your contacts, rebuilds your campaigns, configures your LOS sync, and trains your team. No DIY.
Native LOS integrations
Encompass, Calyx Point, BytePro, and LendingPad. No middleware, no AppExchange dependency.
400+ pre-built campaigns
Pre-approval drips, in-processing updates, post-close, anniversary, refi triggers, recruitment. Drop-in ready.
AI Sales Assistant
Email and SMS content generation, follow-up suggestions, included on every plan with no separate license.
Two-way SMS & mobile apps
iOS and Android apps for pipeline, contacts, tasks, and texting. TCPA 2026 compliance handled.
Dynamic Groups
Auto-segmenting contact groups that update with loan status changes. No manual list management.
The plans, in plain language
Individual
$165/mo
For solo loan officers running their own pipeline.
- Full mortgage CRM
- White Glove onboarding
- 400+ campaigns
- LOS integration
- AI Sales Assistant
- Two-way SMS
- Mobile apps
Team
Plans scale/contact sales
For mortgage broker teams and growing offices (2 to 50 LOs).
- Everything in Individual
- Branch and team-manager roles
- Lead routing & round-robin
- Per-LO branded sites
- Manager dashboards
- Recruitment workflows
- Priority White Glove
Enterprise
Custom/contact sales
For IMBs and lenders running 50+ LOs across multiple branches.
- Everything in Team
- Multi-branch architecture
- SSO and advanced permissions
- API access
- Custom integrations
- Dedicated success manager
- Custom SLA
For detailed feature breakdowns by plan, see /pricing-and-features/.
The hidden costs you avoid
Many CRMs present a “starting at” price that does not include the things you actually need to use the system. Here is what is not a separate line item with BNTouch:
| Cost | BNTouch | Common in other CRMs |
|---|---|---|
| Implementation / onboarding | Included (White Glove) | $2,000 to $50,000+ |
| Native LOS integration | Included | Add-on or middleware fee |
| AI assistant module | Included | $30 to $100+/seat/mo |
| SMS / texting capability | Included | Per-message or per-seat add-on |
| Mobile app access | Included | Premium-tier only |
| Salesforce platform fee | Not applicable | $25 to $165+/seat/mo on Salesforce-based CRMs |
| Required admin role | Not required | Salesforce-based CRMs typically need one |
| Pre-built mortgage campaigns | 400+ included | Marketplace, paid templates |
The ROI math
The point of a mortgage CRM is not to be cheap, it is to make the office more valuable. The math most loan officers run when they evaluate platform spend:
- One additional closed loan per quarter pays for years of CRM. A typical refinanced or purchase loan generates $3,000 to $8,000+ in commission for the loan officer, depending on volume and tier. Closing one extra loan per quarter that would have otherwise gone cold covers the platform indefinitely.
- Time saved is selling time. White Glove onboarding saves the average office 40 to 80 hours of internal CRM-build work. Dynamic Groups and 400+ pre-built campaigns save another 10 to 20 hours per month vs. building drips manually.
- Lower admin cost. If your current CRM requires a Salesforce admin or a paid configuration consultant, the all-in TCO is higher than the platform invoice suggests. BNTouch removes that role.
See BNTouch in 15 minutes.
White Glove onboarding included on every plan. Plans from $165/mo for solo loan officers.
Book a Live Demo See Pricing & PlansFrequently asked questions
Is there a free trial?
BNTouch offers a guided live demo, not a self-serve trial. The reason is simple: a mortgage CRM only delivers value when the campaigns are configured, the LOS is connected, and the workflows match your actual business. Self-serve trials of complex CRMs almost always end with the trial expiring before the platform was meaningfully evaluated. The 15-minute live demo gives you a real picture of the product without that trap.
Are there setup fees?
No. White Glove onboarding is included on every plan. There are no implementation invoices, no per-import fees, and no “configuration package” tier.
Are there long-term contracts?
BNTouch offers month-to-month and annual plans. There are no multi-year required commitments.
What does the Team plan cost?
Team plans scale based on the number of loan officers and the features required. Most teams in the 2 to 20 LO range pay between $80 and $130/LO/mo, with branch-management features included. For an exact quote, request a demo and we will scope it during the call.
Can I see the platform before I commit?
Yes. The 15-minute live demo walks through the actual platform with your use case in mind. We do not send a generic deck, we show the system you would actually be using.
What is the cancellation policy?
Month-to-month plans can be cancelled at any time. Annual plans are billed annually with the option to not renew at the end of the term. Your data export is free.
