CRM for mortgage brokers running 2-50 loan officers
Quick Answer
What’s the best CRM for mortgage brokers running a multi-LO team?
The best mortgage broker CRM has three things solo-LO tools don’t: lead distribution rules that fire when a lead lands, team-wide pipeline visibility for branch managers, and standardized campaign deployment. BNTouch ships these by default at $95/seat/month with 2-user minimum, no annual contract, and includes MAIA AI on every seat.
Quick Answer
What’s the best CRM for mortgage brokers running a multi-LO team?
The best mortgage broker CRM has three things solo-LO tools don’t: lead distribution rules that fire the moment a lead lands (round-robin, weighted, geo-based, off-hours fallback), team-wide pipeline visibility for branch managers, and standardized campaign deployment so every LO sends the same brand voice. BNTouch ships these by default at $95/seat/month with a 2-user minimum, no annual contract, and includes MAIA AI on every seat for consistent communications across the team.
A 5-LO team should close more loans than 5 solo LOs. Most don’t. The difference is whether your operation has shared rules — for lead distribution, for follow-up cadence, for what ‘good’ looks like across your team. BNTouch is the operating layer that makes a team an actual team, instead of 5 disconnected solos sharing an office.
See it on your operation
A live walkthrough with a mortgage CRM specialist. Bring your toughest scenario. We’ll show you exactly what BNTouch does with it.
Get a Free Demo →What’s actually broken in your current setup
Leads die in the handoff.
A lead lands at 4pm Friday. By Monday morning nobody’s sure whose it was. Round-robin spreadsheets don’t fix this — distribution rules do.
Every LO does follow-up differently.
Your team’s conversion rate is whatever the worst follow-up discipline averaged across your roster. Standardization isn’t optional past 3 LOs.
You can’t see what’s in the pipeline.
If a borrower asks ‘who’s working on my file?’ and you have to ask three people, you don’t have a pipeline. You have a guess.
New hires take 90 days to ramp.
Without standardized workflows, every new LO learns by watching whoever’s near them. Good ones figure it out. The rest plateau.
Every one of those has a working fix
BNTouch’s mortgage-built workflows address each of these by default — not as premium add-ons or custom builds.
Get a Free Demo →Features that ship in the box
🎯 Lead Distribution Rules
Round-robin, weighted (top performers get more), geo-based, source-based, off-hours fallbacks. Leads assigned the second they hit, regardless of who’s online.
📋 Standardized Campaign Deployment
Pre-approval drips, post-app nurtures, post-fund refi sequences — built once, deployed across every LO. Bottom-quartile LO gets the same discipline as your top producer.
📊 Branch Manager Dashboards
See every loan, every stage, every stuck file across your whole team. Reps see only theirs. Pipeline health becomes a dashboard, not a meeting.
📈 Per-LO Performance Reporting
Per-LO contact rate, conversion rate, time-to-first-touch, lead source ROI. Daily and weekly digests sent automatically.
🔐 Branch + Role-Based Permissions
Owners see everything. Branch managers see their branch. LOs see their book. Compliance team sees audit trails.
🤖 MAIA Across the Team
Every seat gets the AI assistant. Marketing comms stay on-brand because all LOs generate against the same templates and tone guide.
See all six features running on your operation
15-minute live demo with a mortgage CRM specialist. We’ll show every feature against your real data.
Get a Free Demo →Trusted by 1,000+ mortgage offices including
NEXA Mortgage · Empire Mortgage · Doorway Home Loans · Omega Lending Group · Stratton Mortgage · Paragon Home Loans · CPAC Mortgage · Leonard Mortgage Group · City First Mortgage · Summit Mortgage · Fairway Independent Mortgage
What customers tell us after switching
“It’s working. I have had 3 responses thus far from your email yesterday. One is a loyal bank customer who wants me to refi his jumbo loan with an ARM when rates are tolerable. He was excited to hear I was on my own and was actually texting me. This is great.”
“BNTouch is a total professional and a gift to my business. It’s like having my own marketing department — intuitive, knows what each client seems to need. Truly an asset and I would highly recommend it.”
Hear it for yourself
Talk to a BNTouch specialist who’s worked with mortgage operations like yours for years.
Get a Free Demo →Broker CRM vs the alternatives
Compare on your real data
We’ll run the side-by-side on YOUR operation’s actual numbers during the demo. No generic case studies.
Get a Free Demo →Team pricing, transparent.
Team plan
$95/seat/month
2-user minimum ($190/mo entry). Scales to 50 seats at the same flat per-user rate.
Includes everything in Individual on every seat, plus lead distribution rules, team pipeline view, per-LO reporting, and branch-level admin.
Get a Free Demo →The reasons people don’t switch are the things we’ve already removed
No annual contract
Month-to-month. Cancel anytime.
Live demo before you pay
15 minutes with a mortgage CRM specialist.
Data export on exit
Your contacts, your data. No lock-in.
Real human onboarding
Mortgage-experienced support team.
Frequently Asked Questions
What’s the difference between BNTouch Team and BNTouch Individual?
Individual is solo loan officer. Team adds the operational layer: lead distribution rules, team-wide pipeline visibility, per-LO performance reporting, standardized campaign deployment, branch + role-based permissions. Plus MAIA on every seat for consistent comms across the team.
How does lead distribution work?
Set rules once. Round-robin (equal split), weighted (top performers get more), geo-based (assign by borrower location), source-based (Zillow leads to LO A, referrals to LO B), off-hours fallbacks (no lead sits over a weekend). Override and manual assignment available with full audit trail.
Can I see each LO’s performance without watching their shoulder?
Yes. Admin dashboards show per-LO call activity, contact rate, conversion rate, and time-to-first-touch. You see what’s happening; your LOs see only their own data; trust stays intact.
What if our team grows from 5 to 15 LOs?
Add seats month-to-month at the same $95/user rate. No annual contract, no minimum commitment beyond 2 users, no penalty for adding or removing as your roster changes.
Do you migrate our existing CRM data?
Self-import via CSV is free. Full data migration including pipelines, custom fields, and historical contacts is included in our White Glove Setup add-on. Most teams move in 7-14 days without losing institutional memory.
See how BNTouch fits your operation — in 15 minutes.
A live walkthrough with a mortgage CRM specialist (not a generic SaaS rep). Bring your toughest follow-up scenario. We’ll show you exactly what BNTouch does with it.
Get a Free Demo