Mortgage CRM Software for Brokers and Teams
Lead generation, POS, sales and marketing automation, processing and post-funded communication in one system. Every loan you fund goes back into your database and comes back as the next one.
Close more loans now, and maximize return business in the future.
Most CRMs go quiet once the loan closes. BNTouch puts every funded borrower back into your database and keeps watching, so their next loan comes to you instead of another lender.
- 1Lead & Opportunity Generation
- 2Sales Management
- 3Marketing & Automation
- 4POS & In-Processing Communication
- 5Post-Funded Stay in Touch
bntouch More closings from the book you already have.
New opportunities feed the next cycle
BNTouch mortgage CRM integrates with your LOS and runs sales, marketing and communication around it
Lead & Opportunity Generation
New loans start before you go looking for them.
Opportunity Mining
Credit, equity, rate and listing alerts surface loans already sitting in your database.
Website, Landing Pages & Webforms
Every inquiry lands in the CRM, so no lead sits in an inbox.
MAIA Chat & AI Assistant
Answers website visitor questions around the clock so fewer leads go cold.
Online 1003 with AI Assistant
An easy 1003 with automated help built in, so borrowers apply on their own time and you start with more complete files.
Sales Management
Every lead gets routed and worked, without anyone remembering to.
Automated Lead Intake
No manual entry, and nothing slips past the pipeline.
Lead Distribution
One pipeline standard across the company, while each LO still works their own book and stands out.
Automated Drip Campaigns
Every lead worked the same way, and hours of follow-up time saved on each one.
AI Rating & NextStep
AI identifies the next most effective step on every lead, so nobody guesses.
Scorecard
Self-monitoring and friendly competition, so LOs see where they stand against the team.
Reporting
Reports that show which LOs and which workflows are actually working.
Marketing Communication & Automation
Your database hears from you every week, hands-free.
Email Marketing
Send drips, newsletters and one-off emails straight from the borrower record.
SMS Communication
Two-way texting built into the record, so the whole conversation stays in one place.
Postcards
Printed mail sent from the CRM on the same schedule as everything else.
Social
Stay visible to your market without producing content yourself.
Automation Rules & Triggers
Rules and triggers that start and stop campaigns on their own.
400+ Pre-Built Campaigns + AI Creator
Launch proven mortgage campaigns today rather than writing them.
Weekly Rate Update & Monthly Newsletter
Ready-made weekly rate and monthly newsletters, sent on schedule.
POS & In-Processing Communication
From application to closing, the portal collects and shares what everyone needs.
Online 1003 with AI Assistant
A guided digital application in English or Spanish, with automated help that finishes more files and leaves fewer gaps to chase.
Borrower & Partner Portals
A shared workspace where borrowers, agents and partners collect, share and track everything on the loan.
LOS Integration
Integrated with all major LOS platforms, so nothing gets re-keyed.
Processing Status Updates
Everyone hears the update from you first, automatically.
Post-Funded Follow-up & Opportunity Mining
Every funded borrower becomes your next opportunity.
Automated Drip Campaigns
You stay the top name they remember when they finance again.
Rate Updates & Newsletter
Regular contact that earns the next call, sent for you.
Email & Postcards
The personal touch that wins referrals, without the reminder.
Birthday & Anniversary Reminders
Never miss the date that keeps you top of mind.
Opportunity Mining
Past borrowers turn into the next cycle's leads.
Your book of business is your cheapest source of new loans
Credit activity Rate opportunities Equity changes New listings Partner listings
Check out Opportunity MiningMy CRM dreams have come true! The BNTouch team is extremely responsive and helpful. I’ve built out nurture campaigns specifically designed to add value to future and past clients as well as in process milestones to keep everyone in the transaction up to date. This team has played a strategic part in helping me implement this new amazing system and we’re already seeing results a month in!
Mortgage CRM Q&A
How much does a mortgage CRM cost?
It depends on seats and on what is bundled. Check out the pricing page for more information.
How do I know I am choosing the best mortgage CRM?
Judge it on the things a general-purpose CRM cannot do. Is it built for mortgage rather than adapted to it? Does it sync with your LOS both ways, so nothing is re-keyed? Does it keep working after the loan funds, or go quiet? And is there someone who will configure it for you, or does it arrive empty?
Does a mortgage CRM replace my LOS?
No. Your LOS owns the loan file and the production workflow - pricing, disclosures, conditions, compliance on the file itself. The CRM owns the relationship around it: the lead before there is a file, the communication while there is one, and the database after it funds. They do different jobs, which is why they need to talk to each other.
Does BNTouch integrate with my LOS?
BNTouch integrates with major loan origination systems, including Calyx, Encompass, LendingPad, BytePro and Meridian. The point of the integration is that borrower and loan data moves between the two systems instead of being typed twice, so processing status updates go out from the CRM without anyone copying them over. The current list is on the integrations page.
Is texting borrowers TCPA-compliant?
Texting is not compliant or non-compliant by itself. The TCPA turns on consent, identifying yourself, and honoring opt-outs, and the practical risk for most teams is loan officers texting from personal phones, where there is no consent record, no opt-out handling and no audit trail. Two-way texting inside BNTouch keeps the conversation on the borrower record, so consent and opt-outs are captured and the history exists. It is a system of record, not legal advice: your own compliance team should sign off on how you use it.
How do I migrate from another CRM?
It is a multi-step move, not a single import. Your book of business comes over first, automatically from your current system or uploaded manually, whichever fits what you are leaving. Then the campaigns are rebuilt and the automation is set up around how you actually work. We guide you through each step - or, on White Glove, we do it for you.
What return should I expect?
If you use it right, it is dramatic. It scales with your volume, so here is the arithmetic rather than a promise. Take an LO closing six loans a month and earning $3,000 on an average file. One additional closing a month - a single borrower who would otherwise have been lost to competition - is $36,000 a year against a CRM account costing a small fraction of that.
Do I need a CRM if I am a single loan officer?
Especially then. A team can absorb a forgotten follow-up because someone else notices; a solo LO cannot, and the follow-up that gets dropped is usually the profitable one - the past borrower who refinances with whoever called first. Automation is what a single LO has instead of an assistant: the drip campaigns, birthday and anniversary reminders and rate alerts run whether or not you had time that week.