About BNTouch

CRM Laser-Focused on Mortgage Professionals

We are a purpose-built mortgage СRM designed with a single mission: to accelerate the growth of mortgage businesses – whether you’re a loan officer, broker, or lender.

We were one of the pioneers who recognized that the mortgage industry can’t thrive with a one-size-fits-all CRM. It demands a specialized, fully integrated platform – one that combines automation, compliance, and personalized communication into a seamless experience tailored specifically for mortgage professionals.

Our Mission

At BNTouch, our mission is to deliver a maxed-out mortgage СRM solution that helps professionals build trust, deepen relationships, and grow their business with borrowers and partners alike.

We empower mortgage professionals to focus on what they do best – guiding clients, closing loans, and creating lasting connections – while BNTouch automates the rest.

Our promise is simple: technology that saves time, scales relationships, and strengthens every borrower’s experience.

Our Story

BNTouch was founded in 2004 with a simple goal – to create a true mortgage СRM at a time when no adequate solution existed.

Born in one of Oregon’s high-producing mortgage offices, BNTouch emerged from firsthand experience with the challenges mortgage professionals face every day. The success of our in-house system quickly revealed a massive demand across the industry – and we took our solution to market.

From day one, we’ve built BNTouch around listening to our users. Every year, based on their feedback, we introduce dozens of new tools, automations, and integrations to ensure BNTouch remains the most feature-rich and complete CRM in the mortgage industry.

Since our founding in 2004, BNTouch has powered the growth of thousands of mortgage offices, helping close hundreds of billions in funded loans and delivering hundreds of millions of personalized communications.

Product Vision

BNTouch Mortgage СRM provides a single, unified platform that streamlines and manages sales and marketing efforts throughout the entire mortgage process.

Improving Lead Management and Conversion

With BNTouch Mоrtgage СRM, you can effortlessly capture, distribute, and convert leads – all in one place. Automatically import leads from your lead providers, websites, or landing pages, then distribute them intelligently across your team to ensure no opportunity is missed.

Our platform helps you track conversions, automate multi-channel follow-ups, and keep prospects engaged from the first contact to the closed loan.

BNTouch also includes built-in refinanсe and purchase analysis tools and access to a comprehensive content library – all enhanced by integrated AI, allowing you to generate or customize marketing materials in just a few clicks..

Smoothing out Transactions with Automation

With BNTouch Mortgage CRM, you can automate communication at every stage of the loan process – ensuring borrowers, partners, and team members stay informed without manual effort.

Our seamless integration with your LOS (Loan Origination System) keeps data automatically synchronized across systems, so updates flow directly into the CRM and are instantly shared via secure portals, email, or SMS with all involved parties.

The result? Faster, smoother transactions and a more connected, transparent experience for everyone.

Generating Repeat Business with Proactive Alerts

BNTouch Mortgage CRM helps you stay connected with past clients and identify new opportunities through a powerful suite of intelligent alerts designed to drive repeat business.

From birthday, loan anniversary, and rаte alerts to our advanced Intelligence Suite, which includes MLS Just Listed, Equity, and Сredit Pull alerts, BNTouch ensures you’re always the first to know when a borrower is ready to take action again.

By proactively engaging clients at the right time with the right message, you can maximize retention, boost repeat business, and win borrowers back – effortlessly.

Integrating AI to Optimize Every Process

BNTouch has been a pioneer in applying artificial intelligence to the mortgage CRM space – introducing MAIA, our Mоrtgage AI Assistant, long before “ChatGPT” became a household name.

Today, we combine the power of our proprietary AI technology with ChatGPT integration to deliver smarter, faster, and more intuitive automation across your entire workflow.

Our AI helps you identify your next best sales task, create and translate content, and even assist borrowers in completing 1003 loan applications – transforming every step of your process into an efficient, personalized experience.

Our Approach

We move with the industry BNTouch adapts to changing market conditions, regulations, and borrower behavior so you can stay ahead.

We listen Most product updates begin with feedback from real mortgage professionals.

We simplify We believe complexity kills adoption. Our goal is clarity, automation, and ease.

Proven Experience and Efficiency

With more than 20 years of innovation, BNTouch remains one of the most established and continuously improving mortgage CRM platforms on the market.

“BNTouch has completely transformed how we communicate with clients. Every step, from pre-approval to post-close, is automated yet still feels personal. It’s made our entire process more efficient and client-focused.” — Sarah Lopez, Loan Officer, AZ Home Loans

The setup videos are incredibly helpful when you’re a bit lost—they make getting started easy. The live tutorials are fantastic, and it’s great that you can rewatch them anytime if you missed something. I love that there’s an actual support phone number where you can speak to a real person who genuinely helps.

It’s reassuring to know there’s always someone available to assist. And even though the system has a lot going on, it’s surprisingly easy to use. It doesn’t overwhelm you or feel confusing like some other CRMs. Sometimes too many features just create noise—but BNTouch strikes the right balance, even for people who aren’t very tech-savvy.

— Kaitlyn Bertone – Loan Processor NEXA Mortgage

What I like best about BNTouch is how streamlined and customizable the platform is. It keeps all my leads, clients, and communications in one place, which makes managing my pipeline so much easier. The automation features — like email and text campaigns — save me a ton of time while still keeping my interactions personal and professional.

I also appreciate the integration options and how easy it is to track every step of the loan process. Plus, their customer support is excellent — always responsive and willing to help with setup or troubleshooting.

— David Morales, Principal Broker, Summit Peak Mortgage

 

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