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.

New Custom Pipeline View

Have you ever wanted to organize your leads or borrowers based on their loan type or credit rating? Now you can, with our new custom pipeline view you can reorganize your records based on almost any piece of information you have on them. You now see which of your records are first time home borrowers with the click of a button, this ultimate customization of your contacts will allow for better communication and more effective marketing within your business.

You can start using your custom pipeline view in three easy steps.

From Your New Custom Pipeline View Under The “Mortgages” (or “Partners”) tab hit “View Settings”
Browse and Select Which Field You’d Like To Reorganize Your Contacts By
Hit “Apply to Custom View” and Watch As Your Contacts Are Reorganized According To Your Custom Field

As simple as 1,2,3 you can start customizing your BNTouch pipelines to look and function exactly how you’d like them to. Even small changes can make a big difference in your day to day business success.

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New Custom Pipeline View

From Your New Custom Pipeline View Under The “Mortgages” (or “Partners”) tab hit “View Settings”

Browse and Select Which Field You’d Like To Reorganize Your Contacts By

Hit “Apply to Custom View” and Watch As Your Contacts Are Reorganized According To Your Custom Field

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Ready to Close More Loans?

Compare BNTouch to Other Mortgage CRMs