The Mortgage CRM Solo Loan Officers Actually Use
When you are running your pipeline solo, the CRM has to be your marketing team, your assistant, and your operations. BNTouch is built for the loan officer working alone but still expected to close like a team.
Book a free demoThe solo LO problem most CRMs do not solve
Generic sales CRMs assume you have a marketing team writing email sequences and an SDR working leads. Solo loan officers do not have that. You are the LO, the lead generator, the marketer, the assistant, and the closer — usually before lunch.
Most mortgage CRMs charge enterprise prices for features built around a sales team that does not exist in your shop. BNTouch was built for the realities of a solo LO running real volume without a back office.
What BNTouch handles for you, day one
Pre-built campaigns: 400+ mortgage-specific marketing campaigns ready to launch. Pre-application nurture, application status updates, post-close anniversaries, refinance triggers, partner thank-yous. You pick the campaigns, BNTouch runs them.
Past-client database working for you: The biggest under-used asset most solo LOs have is their past-client list. BNTouch keeps it warm with rate-trigger alerts, refinance opportunities, and anniversary touches without you remembering to send anything.
Mobile-first workflow: Native mobile app for the times you are between meetings, in your car, or at a closing. Update deals, send pre-built templates, log calls, see your pipeline.
Two-way SMS: Real conversations with borrowers and partners, not blast spam. TCPA-compliant. Auto-respond on receipt.
White Glove onboarding included: Our team imports your contacts, builds your initial automations, and gets you live in 14 days. You do not figure it out yourself.
Pricing built for the solo reality
BNTouch Individual plan starts at $165 per month. Everything included — no per-feature add-ons, no setup fees, no separate marketing-tier upgrade. The full platform, configured by our team, ready to use.
For solo LOs closing 5+ loans a month, the platform pays for itself the first time it saves a closing. For solo LOs not yet at that volume, the automation is the thing that gets you there.
Why solo LOs leave generic CRMs for BNTouch
The most common pattern: a solo LO starts on HubSpot or Pipedrive because the price is right. After six months, they have built 40 custom fields to capture loan data, six brittle Zapier integrations, and an email sequence that does not understand a 1003. Maintenance becomes the second job. Eventually they migrate to BNTouch and stop fighting the tool.
BNTouch already knows mortgage. The pipeline stages match how loans actually progress. The fields capture what the 1003 captures. The integrations are native to the LOS systems mortgage uses. You configure once, then close loans.
Frequently asked questions
How much does BNTouch cost for a solo loan officer?
BNTouch Individual plan starts at $165 per month for a solo loan officer. White Glove onboarding is included in every plan, so the total cost is the platform fee with no separate setup charge.
Does BNTouch work for independent mortgage brokers?
Yes. BNTouch is designed for independent mortgage brokers, mortgage agents, and solo loan officers regardless of whether you work with banks, monoline lenders, or alternative lenders.
What CRM features matter most for a solo LO?
Automated follow-up, native LOS integration, mobile app for on-the-go work, two-way SMS for borrower conversations, and pre-built marketing campaigns that do not require a marketing team to configure.
How long does setup take?
14 days from contract to live workflows. White Glove onboarding handles contact imports, pipeline configuration, initial automations, and team training.
Does BNTouch integrate with my LOS?
Native API integrations with Encompass, Calyx Point, BytePro, and LendingPad. For other LOS systems, integration is handled through standard API and Zapier connections.
Ready to see it in action?
Free 30-min demo. We will walk through what BNTouch does, what your team would actually use, and where the learning curve is.
Book your free demo