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.

CRM, LOS, POS, and Marketing Platform: A Mortgage Data Ownership Map

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Texting Cadence for Loan Officers: When and How Often

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AI Follow-Up Approval Workflow for Loan Officers

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Mortgage Lead Distribution Rules for Loan Officers: Ownership, Fallbacks, and QA

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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...

Text-free editorial illustration of mortgage team mapping clear borrower communication ownership across relationship stages.

September 7, 2026

Mortgage Borrower Communication Map: Who Sends Each Update?

Assign each borrower update to the right person. Use a stage-by-stage communication map, a delay...

Loan officer preparing a practical relationship follow-through plan for real estate partners.

September 6, 2026

How to Attract Realtors: Scripts, Deck and Follow-Up

How loan officers attract realtors: what agents actually want, a cold intro script, a 25-minute...

Mortgage professional reviewing a lead-ad handoff and follow-up workflow.

September 6, 2026

Facebook Lead Ads for Mortgage Brokers: Setup and Compliance

How mortgage brokers run Facebook lead ads that get approved: special ad category limits, copy...

Loan officer reviewing an approved social publishing workflow and response handoff.

September 5, 2026

Social Media Management Tools for Loan Officers: How to Pick

Three categories of social media tool serve loan officers, and most do not need the...

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