What is the best mortgage CRM software?

BNTouch is an all-in-one mortgage CRM that combines marketing automation, lead management, digital POS, and over 400 pre-built campaigns in one platform, starting at $165 per month.

How much does a mortgage CRM cost?

Mortgage CRM pricing varies. BNTouch starts at $165 per month for individual loan officers and $95 per user per month for teams. Unlike competitors like Jungo, BNTouch does not require a separate Salesforce license.

What features should a mortgage CRM have?

A mortgage CRM should include automated lead follow-up via email, text, and video, pre-built marketing campaigns, a digital loan application, LOS integration with systems like Encompass, TCPA compliant texting, and pipeline management.

Does BNTouch integrate with Encompass?

Yes. BNTouch integrates directly with Encompass, Calyx, BytePro, and other major loan origination systems to sync borrower data and loan milestones automatically.

What is White Glove CRM service?

BNTouch White Glove is a fully managed CRM service where the BNTouch team imports your contacts, builds your campaigns, configures your workflows, and trains your team so you can start closing loans immediately.

What is the best CRM for mortgage loan officers?

BNTouch is the most complete all-in-one mortgage CRM, offering built-in marketing automation, digital point of sale, e-signatures, borrower portal, website builder, and 500+ pre-built campaigns. It is used by over 1,000 mortgage offices nationwide.

How does a mortgage CRM help close more loans?

A mortgage CRM automates follow-up with leads and past clients, manages your pipeline, sends targeted marketing campaigns, and integrates with your LOS so nothing falls through the cracks. Loan officers using BNTouch report significantly higher contact rates and conversion.

Can I try BNTouch before committing?

Yes. BNTouch offers free live demos where you can see the full platform in action, tailored to your specific mortgage business needs. Visit bntouch.com/request-demo to schedule yours.

Discovering New BNTouch: Calendar

Have you tried BNTouch new version yet? If not, here is a great reason to do so – updated and enhanced Calendar!

New calendar now have a new, modern look. Besides updated Dashboard’s Daily Calendar widget, we now have Weekly, Monthly and Agenda views to make sure that you won’t miss a single task and will be able to effectively manage your schedule.

We’ve also redesigned tasks so they would be displayed as “blocks”. We are confident that this improvement will help you better navigate through your tasks.

Please don’t hesitate to contact us should you have any questions.
Reach us via email info@bntouchmortgage.com or via phone 888-971-1117

Thank you and let’s bntouch!

Best Regards,
BNTouch Team

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Discovering New BNTouch: Calendar

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