Security review template
Mortgage CRM security questionnaire template
Use this template to prepare a cleaner vendor review before choosing mortgage CRM software. It covers borrower data, user access, AI governance, exports, migration, messaging, mobile access, and the evidence a buyer should ask a vendor to provide.
Built for mortgage teams evaluating CRM, lead management, AI assistance, and buyer-review workflows.
The direct answer
A mortgage CRM security questionnaire should verify how the vendor handles borrower and prospect data, permissions, exports, AI features, marketing communication, incident questions, and implementation risk. The goal is to route security questions into a formal review early, before the team is already committed to a migration.
This template is not a substitute for legal, compliance, IT, or vendor-risk review. Use it to prepare a focused conversation, then request the formal BNTouch security packet and answers through the demo process.
Questions to bring to a mortgage CRM vendor
| Area | Questions to ask | Why it matters |
|---|---|---|
| Data categories | What borrower, prospect, campaign, call, text, email, and task data does the CRM store? | Mortgage CRM data can include sensitive relationship and communication context. |
| Access controls | How do roles, admins, users, branches, teams, and assistants affect record access? | Permissions should reflect how the mortgage team actually works. |
| AI governance | How are AI assistant, lead scoring, and recommendations explained in pages such as MAIA Data Use? | AI should support workflow decisions with visible human-review boundaries. |
| Exports and migration | What can be exported, scoped, or reviewed before switching? Use migration risk planning before the move. | Teams need to know what carries over before they abandon an old CRM. |
| Messaging and opt-outs | How are email/SMS permissions, suppression, unsubscribe, and review workflows handled? | Communication risk is operational, not just technical. |
| Documentation | Which answers are public in Trust Center and which require formal vendor review? | Good documentation shortens sales cycles and avoids vague security answers. |
How to use this with BNTouch
Map your review owner
List who needs answers: owner, branch manager, marketing lead, compliance, IT, security, legal, or operations.
Bring your workflow
Prepare current CRM, user count, database size, lead sources, messaging tools, mobile needs, and migration timeline.
Request the packet in context
Use the BNTouch security questionnaire and then request a demo so security answers connect to real workflows.
Related BNTouch evidence
Request the security packet with a workflow demo
The fastest vendor review happens when security questions are tied to your actual team, database, migration, AI, and communication workflows.