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.

Improved Select Participants Screen

Today, BNTouch is happy to launch our redesigned “Select Participant” screen. It helps you connect new participants (Real Estate agents, Builders etc) to a mortgage record and now allows you to quickly create a record right from that screen.

To select a participant for your mortgage, go to your Participants tab under any mortgage record and click “select” link.

You’ll see a new window with a search field; just type in a participant’s name. In case you don’t have this name in your Partnership database, BNTouch will now offer you to add it!

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

Thank you, and let’s bntouch!

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Improved Select Participants Screen

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Ready to Close More Loans?

Compare BNTouch to Other Mortgage CRMs