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 Data Migration Field Inventory for Loan Officers

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Mortgage CRM Lead Routing Matrix for Loan Officers

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Mortgage CRM Workflow Documentation Template for Loan Officers

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Mortgage Pipeline Stages vs. Tasks vs. Milestones for Loan Officers

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July 31, 2026

Mortgage CRM Data Migration Field Inventory for Loan Officers

Short answer: A mortgage CRM data migration field inventory is a working list of the...

July 31, 2026

Mortgage CRM Lead Routing Matrix for Loan Officers

Short answer: A mortgage CRM lead routing matrix is a written rule for who owns...

July 30, 2026

Mortgage CRM Workflow Documentation Template for Loan Officers

Short answer: A mortgage CRM workflow should be documented as a small operating contract: trigger,...

July 30, 2026

Mortgage Pipeline Stages vs. Tasks vs. Milestones for Loan Officers

Short answer: A mortgage pipeline stage describes the current business condition of a relationship or...

July 29, 2026

Mortgage Referral Source Attribution for Loan Officers: A Recordkeeping Template

Short answer: Mortgage referral-source attribution is the practice of recording how a relationship entered the...

July 29, 2026

Mortgage CRM Data Ownership Checklist for Loan Officers

Short answer: Mortgage CRM data ownership means every important field has a named source system,...

July 28, 2026

Mortgage CRM Reporting Metrics for Loan Officers: A Dashboard That Supports Decisions

Build a mortgage CRM dashboard around MLO decisions: ownership, next actions, overdue work, explainable stage...

July 28, 2026

Mortgage CRM Data Quality Scorecard for Loan Officers

A seven-point mortgage CRM data-quality scorecard for loan officers covering identity, context, ownership, stage, next...

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