How does BNTouch compare to other mortgage CRMs?

BNTouch offers mortgage-specific features including LOS integration, compliant texting, co-branded marketing, and White Glove setup that many competitors either lack or charge extra for.

What does BNTouch include that competitors charge extra for?

BNTouch includes marketing automation, text messaging, email campaigns, co-branded content, and dedicated onboarding in its standard plans. Many competitors charge add-on fees for these features.

Can I switch to BNTouch from my current CRM?

Yes. BNTouch supports data migration from other CRMs. The White Glove team can assist with importing contacts, setting up workflows, and configuring your account.

How does BNTouch handle data migration?

BNTouch accepts CSV imports and can work with your existing CRM data. The White Glove team helps map fields, clean data, and ensure a smooth transition.

BNTouch vs The Old Way — Request Demo | BNTouch

The Old Way vs. The BNTouch Way

Six real scenarios. Two very different outcomes. You decide which one sounds like your office.

Without BNTouch	With BNTouch
Lead comes in at 9pm ✗You see it at 8am. They already called your competitor.	Lead comes in at 9pm ✓Instant auto-text + email. Lead engaged in 30 seconds, no matter when they come in.
Past client refinance opportunity ✗You forgot about them. They refinanced with someone they found on Zillow.	Past client refinance opportunity ✓Automated rate-drop alert fires. Client gets a personal email from you at exactly the right moment.
Realtor partner sends you a referral ✗You add them to a spreadsheet. Follow-up falls through the cracks by day 3.	Realtor partner sends you a referral ✓Referral enters your pipeline automatically. Drip campaign starts. Realtor gets a co-branded update at every milestone.
You need to send your database a holiday message ✗You spend 3 hours building an email in some other tool. Half the addresses bounce.	You need to send your database a holiday message ✓Pick from 500+ pre-built campaigns. Customize in 5 minutes. Send to your clean, managed list with one click.
Borrower goes silent mid-application ✗You make a mental note to call. Two weeks later you realize you never did.	Borrower goes silent mid-application ✓Automated nudge sequence triggers. Text, email, and task reminder hit your queue so nobody falls through.
End of month — you need to report on your pipeline ✗You export three spreadsheets and spend an hour trying to make sense of the numbers.	End of month — you need to report on your pipeline ✓Real-time dashboard shows everything. Pipeline value, conversion rates, and team performance — all in one screen.

Getting Started Takes 3 Steps

No long onboarding. No complicated setup. Just a clear path from demo to results.

Book a Demo

15 minutes on screen share. We show you the platform, answer your questions, and see if it’s the right fit.

Get Set Up

Our onboarding team imports your contacts, connects your lead sources, and activates your campaigns. Most LOs are live in a day.

Start Closing More

Leads get instant follow-up. Past clients stay engaged. Referral partners stay in the loop. You focus on originating.

Everything You Need in One Platform

⚡

Speed-to-Lead Automation

Instant text, email, and ringless voicemail the moment a lead enters your system. No lag, no lost opportunities.

📧

500+ Pre-Built Campaigns

Drip campaigns for every scenario — new leads, past clients, referral partners, rate alerts, holidays, and more.

📱

Two-Way Texting

Text borrowers directly from your CRM. Automated or manual — all conversations logged and trackable.

📈

Real-Time Reporting

Pipeline dashboards, campaign analytics, team performance metrics. Know exactly where you stand without digging through spreadsheets.

🤝

Realtor Co-Marketing

Co-branded flyers, emails, and milestone updates that keep your referral partners in the loop and sending you more business.

🔒

Enterprise-Ready Compliance

TCPA-compliant texting, audit trails, and permission controls that keep your branch or enterprise protected.

What Loan Officers Are Saying

“I fussed at my new company until they let me have my own BNTouch account because I like and depend on this product so much.”

Beth Hale — Neo Home Loans

“It’s Working. I have had 3 responses thus far from your email yesterday.”

Melinda Martin — Boardwalk Home Loans

“Hands off system once you set it up, with unbelievable customer service.”

Michael Clohessy — Clo Mortgage

“Stop right now, choose BNTouch, and get back to originating!”

Jeremy Leonard — Leonard Mortgage Group

See the Difference — Book a Demo

15 minutes. No pressure. Just a clear look at how BNTouch works for mortgage professionals like you.

💪

The BNTouch Promise

We’ve been building CRM for mortgage professionals for over 22 years. We’re not a startup figuring it out. We’re not a generic CRM that bolted on a mortgage module. Every feature exists because a loan officer needed it.

If the demo doesn’t show you at least three things that would immediately improve your workflow, we’ll be the first to tell you. No pressure. No games.

Common Questions

How long does it take to get set up?

Most individual loan officers are up and running within a day. For teams and enterprise accounts, our onboarding team handles the full setup — typically 1-2 weeks depending on the size of your organization and any data migration needs.

Will BNTouch work with my current lead sources?

Yes. BNTouch integrates with all major lead providers (Zillow, LendingTree, Bankrate, etc.), as well as your website forms, social media, and manual entries. If you’re getting leads from somewhere, we can pull them in.

Do I need to build all the campaigns myself?

Not at all. BNTouch comes with 500+ pre-built campaigns covering every stage of the mortgage journey — from new lead nurture to post-close follow-up. You can use them as-is, customize them, or build your own from scratch.

What if I already have a CRM?

Many of our users switched from generic CRMs that weren’t built for mortgage. We make the migration painless — our team will help you transfer your contacts, set up your campaigns, and get everything running without losing a beat.

Is the demo really free with no obligation?

100% free, no credit card, no strings. It’s a 15-minute screen share where we walk you through the platform and answer your questions. If it’s a fit, great. If not, no hard feelings.

Can I use BNTouch for my whole team or branch?

Absolutely. BNTouch scales from individual loan officers to enterprise-level deployments with hundreds of users. Team accounts include admin controls, compliance oversight, shared campaigns, and performance reporting across your entire organization.

Does BNTouch integrate with my LOS?

Yes. BNTouch offers two-way integrations with major loan origination systems including Encompass, Byte, and others. Milestone updates, loan status changes, and contact data sync automatically — so your CRM always reflects what’s happening in your pipeline without manual entry.

What kind of support do I get?

Every BNTouch account includes access to our US-based support team via phone, email, and chat. We also provide onboarding training, a knowledge base with video tutorials, and regular webinars covering best practices and new features. Enterprise clients get a dedicated account manager.

There’s a Better Way to Run Your Pipeline