BNTouch is a mortgage-specific CRM platform that combines lead management, automated marketing, borrower communication, and pipeline tracking in one system built for loan officers and mortgage teams.

How much does BNTouch cost?

BNTouch starts at $165/month for individual loan officers. Team and enterprise plans are available with volume pricing. All plans include core CRM features, marketing automation, and support.

Does BNTouch integrate with Encompass?

Yes. BNTouch integrates directly with Encompass, allowing automatic loan status syncing, milestone-based borrower updates, and two-way data flow between your LOS and CRM.

Is BNTouch TCPA compliant for texting?

Yes. BNTouch includes built-in TCPA compliance for text messaging, including opt-in tracking, consent management, and automatic suppression of opted-out contacts.

What makes BNTouch different from other mortgage CRMs?

BNTouch is built exclusively for mortgage professionals. Unlike generic CRMs, it includes mortgage-specific workflows, LOS integrations, compliant texting, co-branded marketing tools, and a dedicated White Glove setup service.

Does BNTouch offer a free trial?

BNTouch offers a live demo so you can see the platform with your specific use case before committing. Contact the team to schedule a personalized walkthrough.

Mortgage First-Response SOP for Loan Officers: A Reviewable Intake Process

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Google Business Profile for Loan Officers: Eligibility and Content

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Video SEO for Loan Officers: Publish a Useful Answer, Not Just a Clip

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Mortgage Pipeline Exception Review: Agenda and Worked Examples

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September 8, 2026

Mortgage First-Response SOP for Loan Officers: A Reviewable Intake Process

Short answer: A mortgage first-response SOP should state when a record is considered received, who...

September 7, 2026

Google Business Profile for Loan Officers: Eligibility and Content

Check loan-officer Business Profile eligibility, maintain accurate local information, and connect profile visits to a...

Text-free editorial illustration of loan officer turning one clear mortgage question into a video, transcript, and searchable knowledge source.

September 7, 2026

Video SEO for Loan Officers: Publish a Useful Answer, Not Just a Clip

Turn a loan-officer video into a useful search resource with a reviewed transcript, accurate title,...

Text-free editorial illustration of mortgage teammates resolving a visible pipeline exception with a clear owner.

September 7, 2026

Mortgage Pipeline Exception Review: Agenda and Worked Examples

Run a focused mortgage pipeline review with exception examples, a short meeting agenda, a decision...

Text-free editorial illustration of loan officer resolving a customer expectation issue through a documented and accountable workflow.

September 7, 2026

Missed Borrower Follow-Up: A Mortgage Service Recovery Checklist

Handle a missed borrower update with a factual recovery note, a named response owner, an...

Text-free editorial illustration of loan officer and referral partner reviewing a relationship workflow around shared borrower handoffs.

September 7, 2026

Referral Partner Quarterly Review: Agenda and Meeting Notes

Run a useful referral partner review with an agenda, a completed meeting note, service-quality measures,...

Text-free editorial illustration of loan officer documenting a clear and useful mortgage relationship note after a conversation.

September 7, 2026

Mortgage CRM Notes: Borrower and Referral Partner Examples

Write useful mortgage CRM notes with borrower and referral-partner examples, a simple note format, and...

Text-free editorial illustration of loan officer and processor completing a structured mortgage handoff with clear relationship context.

September 7, 2026

Loan Officer-to-Processor Handoff Checklist and Example

Use a processor handoff checklist with a completed example, document-status checks, receiving-owner confirmation, and a...

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