The Mortgage CRM Built Only for Loan Officers, Brokers, and Lenders
All-in-one platform with built-in AI, native LOS integrations, and 400+ mortgage drip campaigns. Built only for mortgage since 2004.
See a Live Demo View PricingBNTouch vs Generic CRM: What’s Actually Different
If you’re comparing BNTouch to Salesforce, HubSpot, Zoho, or any general-purpose CRM, here’s the side-by-side on what mortgage loan officers actually use day to day.
| Capability | BNTouch Mortgage CRM | Generic CRM (Salesforce, HubSpot, Zoho) |
|---|---|---|
| Built specifically for mortgage | Yes, since 2004 | No, requires custom build |
| Native LOS integrations (Encompass, Calyx, BytePro, LendingPad) | Native | Custom API or third-party connector |
| Pre-built mortgage drip campaigns | Included | Build from scratch |
| Credit pull alerts when a borrower shops a competitor (HBPPA) | Built in | Not available |
| Anniversary & post-close follow-up automation | Automated | Manual workflow build |
| Mortgage AI assistant (MAIA) | Included | Not available |
| Starting price | $95/mo + one-time activation | $25–300/mo per seat (mortgage build-out separate) |
Pricing comparison includes only the CRM platform. Customizing a generic CRM for mortgage workflows is a separate engineering cost, typically $15,000–75,000 for the initial build.
Comparing mortgage-native CRMs instead? See BNTouch vs Surefire, vs Jungo, vs Total Expert, or the full comparison library.
Everything Mortgage. In One Platform.
Four feature pillars. 40+ tools. All built around the mortgage workflow.
Marketing & Communication
- 400+ pre-built mortgage drip campaigns
- TCPA compliant SMS and bulk text
- Branded loan officer websites (per-officer microsites)
- Video email and social co-marketing
- Direct mail and postcard integrations
- Anniversary, birthday, and closing-date automation
Mortgage Operations
- Native LOS integrations with Encompass, Calyx, LendingPad, BytePro, and Floify
- Credit Pull Alerts (HBPPA) when a borrower shops a competitor
- 1003 digital loan application
- Realtor and referral partner portals
- Lead distribution and round-robin assignment
- Document collection and pre-approval letter generation
AI Suite
- MAIA AI assistant — drafts emails, searches your database, manages tasks
- AI lead scoring — ranks borrowers by close probability
- NextStep recommendations — surfaces the next best action for each lead
- Intelligence Modules — credit pull alerts plus future intelligence layers
- AI mortgage template library — pre-trained starting points for emails, scripts, and campaigns
Pipeline & Reporting
- Borrower pipeline tracking with custom stages
- Workflow automation with status-based triggers
- Loan officer performance dashboards
- Revenue and close-rate forecasting
- Activity, call, and email reporting
- Custom fields, tags, and groups for segmentation
AI That Actually Knows Mortgage
BNTouch’s AI is trained on mortgage, not on everything. It drafts borrower emails that sound like you wrote them, scores leads by close probability, tells you what to do next for each contact, and alerts you the moment a past borrower shops a competitor. Not a chatbot. A working assistant.
MAIA AI assistant
Drafts emails, searches your database in plain English, manages your daily tasks. One prompt away from the answer.
AI lead scoring
Ranks borrowers by close probability so you spend time on the right ones.
NextStep recommendations
Tells you exactly what to do next for each lead, based on your past patterns.
Intelligence Modules
Credit pull alerts when a borrower shops a competitor. More intelligence layers rolling out.
AI template library
Pre-trained starting points for emails, drip campaigns, and call scripts. All mortgage-specific.
Simple Pricing. Built for Mortgage.
Three plans. Same product. Starting at $95/mo plus a one-time activation fee. No long-term contracts.
Individual
Team
Enterprise
What Loan Officers Are Saying
4.5 stars from 700+ reviews across Capterra, G2, Software Advice, and GetApp.
“Increased closings from 20 to 75 monthly.”
“Using BNT since May, and I LOVE IT.”
“Incredibly supportive and responsive getting us set up.”
“Completely changed the way we do business.”
“Changed the game for client communications.”
“Marketing campaigns are easy to set up and tailored individually.”
Common Questions
Is BNTouch only for mortgage, or does it work for any CRM use case?
BNTouch is built only for mortgage. It includes mortgage-specific workflows like LOS integration, 1003 digital applications, anniversary marketing, credit pull alerts, and TCPA-compliant SMS. If you don’t sell mortgages, generic CRMs are cheaper and easier to set up.
How does BNTouch integrate with my LOS (Encompass, Calyx, LendingPad)?
Natively. Borrower records, application data, and loan milestones sync between your LOS and the CRM, so the data moves on its own instead of living in your head and three spreadsheets.
What is MAIA AI?
MAIA is the AI assistant built into BNTouch and trained on mortgage work. It drafts your follow-up emails and texts, finds any loan when you describe it in plain English, scores leads by close probability, and recommends the next step for each contact.
How do credit pull alerts work?
The day a past client’s credit gets pulled by another lender, you get an alert in your dashboard and inbox, while there is still time to call. The first lender to reach a credit-shopping borrower usually wins the loan.
What does it cost to get started?
Individual is $165 a month plus a one-time $125 activation fee. Teams of 2–10 run $95 per user per month plus a $95 per-user activation fee. Larger teams get custom pricing. The activation fee covers your setup: LOS integration, contact import, campaigns, and training. Full details on the pricing page.
How long does setup take?
Most loan officers are live within the week. We integrate your LOS, import your contacts, and build your campaigns as part of activation, so you are running in days, not configuring a CRM alone at midnight.
Still comparing options? Read the complete 2026 mortgage CRM evaluation guide.
Run Your Whole Mortgage Business from One Place.
See a live demo, get pricing, and find out if BNTouch fits how you sell.
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