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 CRM Workflow Test Cases for Loan Officers: A Pre-Launch Template

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Mortgage CRM Automation vs. AI for Loan Officers: Definitions and Verification Questions

READ

Mortgage CRM Dashboard Setup for Loan Officers: Metrics, Queues, and Review Cadence

READ

Mortgage CRM Daily Pipeline QA Checklist for Loan Officers

READ

August 5, 2026

Mortgage CRM Workflow Test Cases for Loan Officers: A Pre-Launch Template

Short answer: Mortgage CRM workflow test cases are short, repeatable scenarios that show whether a...

August 5, 2026

Mortgage CRM Automation vs. AI for Loan Officers: Definitions and Verification Questions

Short answer: CRM automation follows a predefined rule, such as creating a task when a...

August 4, 2026

Mortgage CRM Dashboard Setup for Loan Officers: Metrics, Queues, and Review Cadence

Short answer: A loan officer CRM dashboard should answer four operating questions: what needs attention...

August 4, 2026

Mortgage CRM Daily Pipeline QA Checklist for Loan Officers

Short answer: Daily mortgage CRM pipeline QA is a short review of whether active records...

August 3, 2026

A Mortgage Relationship Communication Review Framework

A practical audience, purpose, owner, review-date, and stop-condition framework for mortgage relationship communication.

August 3, 2026

A Mortgage CRM Evaluation Methodology for Loan Officers

Use a five-record workflow test to evaluate a mortgage CRM with evidence instead of feature-count...

August 3, 2026

MAIA for Loan Officers: Workflow Boundaries and Human Review

A source-led guide to what MAIA can help a loan officer do inside the CRM...

August 3, 2026

Mortgage CRM Training Plan for Loan Officers: Roles, Scenarios, and QA

Short answer: A useful mortgage CRM training plan teaches roles through the scenarios they must...

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