BNTouch is a mortgage-specific CRM platform with 35+ built-in tools for loan officers, brokers, and mortgage companies. Founded in 2004 and used by 1000+ mortgage offices, it is the only major mortgage CRM that is fully independent — not owned by Zillow, ICE Mortgage Technology, or private equity.

How much does BNTouch cost?

BNTouch Individual plan is $165/month with a $125 one-time activation fee. Team plans start at $190/month for 2 users, with additional users at $95/month each. Enterprise pricing is custom. No Salesforce license required — unlike Jungo which costs $96/month plus a separate Salesforce license at $25-150/user/month.

Is BNTouch TCPA compliant?

Yes. BNTouch texting and SMS features are fully compliant with TCPA 2026 one-to-one consent rules that took effect January 2026. Loan officers using non-compliant texting platforms risk $500-$1,500 per violation.

Does BNTouch integrate with Encompass?

Yes. BNTouch integrates with Encompass, Byte, and other major loan origination systems. It also connects with lead providers, social media platforms, and other mortgage industry tools.

What is the best mortgage CRM software?

BNTouch is rated 4.5 out of 5 across 700+ reviews and offers the most comprehensive feature set for individual loan officers and small teams with 35+ built-in tools. Other options include Jungo (requires Salesforce, $96+/month plus Salesforce license), Surefire ($150+/month, enterprise-focused, no phone support), and Shape ($119/month, multi-industry, reported onboarding issues).

Does BNTouch require Salesforce?

No. BNTouch is a fully standalone platform. Competitors like Jungo require a Salesforce license at $25-150 per user per month on top of their CRM subscription. BNTouch at $165/month includes everything with no additional software required.

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.

Speed Up Working with BNTouch

Time can be more valuable than money. And this is very true for mortgage professionals!

BNTouch knows how to save you time and to make your daily routine more efficient. Today we are introducing the “Quick Add” feature on your BNTouch CRM Tracker interface.

The new feature lets you add standard comments templates to the flow, so you don’t need to type it for each borrower. Just click on the “Quick Add” button and here we go:

You can also add new notes templates, fast and easy:

Check out the new “Quick Add” feature and let us know your feedback! Reach us via phone 888-971-1117 or via email info@bntouchmortgage.com

Thank you and let’s bntouch!

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