BNTouch vs Mortgage Coach: most operations use both.

Honest comparison. We don’t bury the parts where Mortgage Coach beats us. If Mortgage Coach fits your operation better, we’ll say so.

Where Mortgage Coach wins

• ✓Total Cost Analysis presentations are best-in-class for borrower-side scenario walkthroughs
• ✓Strong integration ecosystem with multiple LOS and CRM platforms
• ✓Visual storytelling for the loan-conversion conversation

Where BNTouch wins

• ✓Full CRM, not just presentations — leads, pipeline, past clients, automation
• ✓Credit pull alerts on owned database (HBPPA-compliant replacement for trigger leads)
• ✓Native LOS integration with 5 systems (Encompass, Calyx, Filogix, BytePro, LendingPad)
• ✓180+ pre-built mortgage marketing campaigns
• ✓MAIA AI assistant included on every plan
• ✓Transparent pricing: $165 solo, $95/seat team

When to choose Mortgage Coach

Mortgage Coach wins when you need scenarios/TCA presentations as a primary acquisition tool — high-touch pitch process where visualizing total cost is the conversion lever.

When to choose BNTouch

BNTouch wins when you need the full CRM stack — lead management, past-client recapture, marketing automation, team coordination. If you can only pick one tool, BNTouch covers more ground.

Common questions

Can I use both BNTouch and Mortgage Coach?

Often yes. Many operations run BNTouch as their primary CRM and add Mortgage Coach for the specific use case it specializes in. We have native or Zapier-based integration paths for most adjacent tools. During the demo we can walk through what your hybrid stack would look like.

How do I evaluate which fits my operation?

Three filters: (1) Can you talk to 3 existing customers in your size range without going through the vendor’s screen? (2) Will the vendor demo on YOUR past-client data in 30 minutes? (3) Is pricing published, or does it require a sales call? Whichever vendor clears all three is the safer bet.

What about migrating from Mortgage Coach to BNTouch?

CSV import is self-service. White Glove migration includes contacts, pipelines, custom fields, campaigns, and historical data. Most teams move in 7-14 days without losing institutional memory.

Can I run both during evaluation?

Yes. BNTouch offers month-to-month pricing with no annual lock, so you can run parallel for 30-60 days to compare on real data before cutting over.