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BNTouch CRM

$95 /user / mo

for 2-10 users

$165/mo for a single user
5,000 records per user (see the record limit note below)
Custom pricing for 10+ users

What's included

Mortgage, Partner and Recruiting pipeline automation
Email & Social Marketing
SMS & voice automation (see the text and voice note below)
POS with AI-assisted online 1003 and portals
400+ pre-built mortgage campaigns including monthly and weekly done-for-you newsletters
40+ powerful mortgage CRM tools
Mortgage AI

Sign Up Schedule Live Demo

+ New Loan Opportunity Mining

Excluded, extra fee

Credit Check Alerts
Equity Alerts

Included with CRM subscription

Rate Refinance Miner
Strike Rate Alerts
Just Listed Alerts
Listed Alerts by Partner

+ White Glove

CRM built around your business & funnel
Custom content & full-year calendar
Integrations configured & handled
Run-it-for-you service

Pricing on a call

Schedule Live Demo

Enterprise · 10+ users

Enterprise

Running a branch, a lender team, or a corporate mortgage operation? A system configured around how your team already closes loans.

Everything in CRM, plus

Custom pricing for 10+ users
Unlimited records with your own SMTP (see the SMTP note below)
White Glove setup, migration & training
LOS & database integrations done for you
CRM built around your team's funnel
Additional Modules

Schedule Live Demo

Add either module, or both, to your CRM. Onboarding & setup is included.

12-month prepay earns your 13th month free; standard plan is month-to-month, no contract.

5,000 records per user are included. Records over that are $5 per additional 1,000.
Unlimited records when you send email through your own SMTP server. Certain restrictions apply.
Text and voice includes 100 SMS/MMS segments or minutes each month. Additional segments and minutes are $0.03 each.

Build Homes - Rebuild Lives

We donate 1% from every initial payment to Homes For Our Troops, a nonprofit that builds mortgage-free, specially adapted homes for severely injured post-9/11 Veterans.

The homes are built where the Veteran chooses to live, and HFOT stays with them after delivery. Since 2004, nearly 90 cents of every dollar has gone directly to program services for Veterans.

How BNTouch supports HFOT hfotusa.org

All you need from Mortgage CRM out-of-the-box

Feature comparison: BNTouch CRM on its own, with the Opportunity Mining module, and with White Glove service.
Features	BNTouch CRM Starting $95/user/mo Sign Up	+ New Loan Opportunity Mining on a call Get pricing	+ White Glove on a call Get pricing
Sales Pipeline & Lead Management 6 features	Included	Included	Included
Full sales & marketing pipeline	Included	Included	Included
Lead capture & smart distribution	Included	Included	Included
Round-robin & rules-based routing	Included	Included	Included
Pipeline views & custom filters	Included	Included	Included
Tasks, calendars & reminders	Included	Included	Included
Loan & partner record management	Included	Included	Included
Mortgage Tools 4 features	Included	Included	Included
Pre-Approvals	Included	Included	Included
Refinance Analysis	Included	Included	Included
Purchase Analysis	Included	Included	Included
Credit Pulls Integration	Included	Included	Included
Marketing Automation 7 features	Included	Included	Included
400+ pre-built mortgage campaigns	Included	Included	Included
Unlimited Drip & Nurture Campaigns	Included	Included	Included
Partner & co-marketing campaigns	Included	Included	Included
Video email	Included	Included	Included
Newsletters & bulk sends	Included	Included	Included
Web forms & lead capture	Included	Included	Included
Multi-language marketing	Included	Included	Included
Mortgage AI - MAIA (included) 8 features	Included	Included	Included
Drafts follow-up from borrower data	Included	Included	Included
Finds any loan or contact in plain language	Included	Included	Included
Prioritizes who to contact next	Included	Included	Included
Builds & launches drip campaigns	Included	Included	Included
Translates outreach to other languages	Included	Included	Included
Online 1003 fill-out assistant	Included	Included	Included
Chat Assistant	Included	Included	Included
Call Assistant coming soon	Not included	Not included	Not included
SMS / Text Communication 5 features	Included	Included	Included
Two-way SMS automation (see the text and voice note below)	Included	Included	Included
SMS & MMS templates	Included	Included	Included
Bulk text sends (see the text and voice note below)	Included	Included	Included
In-processing SMS updates & in-app push	Included	Included	Included
Tap-to-call reminders	Included	Included	Included
Web Chat 3 features	Included	Included	Included
Live chat (Connect widget)	Included	Included	Included
Website chat-to-contact	Included	Included	Included
Chat routing into your pipeline	Included	Included	Included
Digital 1003, POS & Portals 9 features	Included	Included	Included
Digital 1003 application	Included	Included	Included
English & Spanish versions	Included	Included	Included
Full-form or Q&A-style 1003	Included	Included	Included
Customizable fields	Included	Included	Included
Point-of-sale with mobile app	Included	Included	Included
Borrower portal	Included	Included	Included
Partner portal	Included	Included	Included
E-signatures	Included	Included	Included
Document Management	Included	Included	Included
Reporting & Compliance 5 features	Included	Included	Included
ROI & lead-source reporting	Included	Included	Included
Referral tree	Included	Included	Included
Pipeline & activity reports	Included	Included	Included
Scorecard & goal tracking	Included	Included	Included
And many more reports	Included	Included	Included
Support & Onboarding 2 features	Included	Included	Included
Onboarding & training	Included	Included	Included
Help center & resource library	Included	Included	Included
Integrations 8 features	Included	Included	Included
LOS sync - Encompass, Calyx, BytePro, MeridianLink, LendingPad	Included	Included	Included
Optimal Blue pricing engine	Included	Included	Included
RingCentral phone & dialer	Included	Included	Included
Zapier	Included	Included	Included
Gmail, Outlook & calendar sync	Included	Included	Included
Social - Facebook, LinkedIn, X	Included	Included	Included
100+ lead providers - Zillow, LendingTree, LowerMyBills, Bills.com & more	Included	Included	Included
Custom API & proprietary systems	Included	Included	Included
New Loan Opportunity Mining Engines 6 features	Included	Included	Included
Rate Refinance Miner	Included	Included	Included
Strike Rate Alerts	Included	Included	Included
Just Listed Alerts	Included	Included	Included
Listed Alerts by Partner	Included	Included	Included
Credit Check Alerts	Not included	Included	Not included
Equity Alerts	Not included	Included	Not included
Support Basics 2 features	Included	Included	Included
Email Support	Included	Included	Included
Phone Support	Included	Included	Included
White Glove (done-for-you) 4 features	Not included	Not included	Included
CRM built around your business & funnel	Not included	Not included	Included
Custom content & full-year calendar	Not included	Not included	Included
Integrations configured & handled	Not included	Not included	Included
Run-it-for-you service	Not included	Not included	Included

Pricing Q&A

How does pricing work?

$95 per user per month for teams, and $165 per month for a single user. AI is included in every plan. Teams over 10 users get pricing built around their business case. The Opportunity Mining and White Glove services can be added whenever you need them.

Can I cancel at any time or is there a contract?

You can sign up for a monthly subscription and cancel at any time if your account is up to 10 users. If you are looking for an account with 10+ users, we will create a custom offer for you, and that will include a 12-month contract.

Is there a free trial?

Because we invest in your success from the very first day, we don't offer a free trial. We invite you to schedule a demo to see exactly how BNTouch helps your business grow, on your own pipeline and your real numbers.

Pricing and Features