What is the best mortgage CRM software?

BNTouch is an all-in-one mortgage CRM that combines marketing automation, lead management, digital POS, and over 400 pre-built campaigns in one platform, starting at $165 per month.

How much does a mortgage CRM cost?

Mortgage CRM pricing varies. BNTouch starts at $165 per month for individual loan officers and $95 per user per month for teams. Unlike competitors like Jungo, BNTouch does not require a separate Salesforce license.

What features should a mortgage CRM have?

A mortgage CRM should include automated lead follow-up via email, text, and video, pre-built marketing campaigns, a digital loan application, LOS integration with systems like Encompass, TCPA compliant texting, and pipeline management.

Does BNTouch integrate with Encompass?

Yes. BNTouch integrates directly with Encompass, Calyx, BytePro, and other major loan origination systems to sync borrower data and loan milestones automatically.

What is White Glove CRM service?

BNTouch White Glove is a fully managed CRM service where the BNTouch team imports your contacts, builds your campaigns, configures your workflows, and trains your team so you can start closing loans immediately.

What is the best CRM for mortgage loan officers?

BNTouch is the most complete all-in-one mortgage CRM, offering built-in marketing automation, digital point of sale, e-signatures, borrower portal, website builder, and 500+ pre-built campaigns. It is used by over 1,000 mortgage offices nationwide.

How does a mortgage CRM help close more loans?

A mortgage CRM automates follow-up with leads and past clients, manages your pipeline, sends targeted marketing campaigns, and integrates with your LOS so nothing falls through the cracks. Loan officers using BNTouch report significantly higher contact rates and conversion.

Can I try BNTouch before committing?

Yes. BNTouch offers free live demos where you can see the full platform in action, tailored to your specific mortgage business needs. Visit bntouch.com/request-demo to schedule yours.

Enhancing Document Management

Document management has been an integral part of our CRM for many years now. We are constantly working towards making this tool easy to use and manage.

We are pleased to announce a small update has been released a few days ago – you can now can request more than 5 documents at once. Please note that all updates are now available in new version only.

In case you forgot, with BNTouch Document Management tools you can:

– Store and share documents with your clients and partners
– Request documents and set up recurring reminders for your borrowers
– Setup daily email report that shows all pending documents you requested
– Allow your borrowers to securely upload documents via portals and apps

Please don’t hesitate to contact us should you have any questions or suggestions.
Reach us via email info@bntouchmortgage.com or via phone 888-971-1117

Thank you and let’s bntouch!

Best Regards,
BNTouch Team

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Enhancing Document Management

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