Mortgage CRM Pricing & Features

Plans for Mortgage Companies of Every Size

Individual
$165
/ month
+ Activation fee $125
Unlimited Emails & Campaigns Send as many emails or create as many marketing campaigns as your business needs to succeed. With over 180+ pieces of premade content you’ll have no shortage of options.

 

Unlimited Video Marketing Whether it’s sending whitelabeled mortgage process explainer animations to first time home buyers or custom recorded loan updates to your borrowers, send unlimited videos direct from your CRM.

 

Text and Voice Marketing*** With this addon you’ll be able to send automated text marketing campaigns and pre-recorded voice messages directly to your borrowers and potential borrowers phones.
Lead Conversion Marketing Platform

 

Digital Loan Platform

 

Post-Funded Follow Up Platform

 

Refinance Opportunities, Loan Anniversaries and Birthday Alerts

 

Just Listed Alerts

 

Record limit: 5000 records* Up to 5,000 contacts can be uploaded, managed and marketed to from your CRM at any time.
Team
$190
2 users, $95 / user per month
How many users are in your team?
2
10
25

+ Activation fee $95 / user
Unlimited Emails & Campaigns Send as many emails or create as many marketing campaigns as your business needs to succeed. With over 180+ pieces of premade content you’ll have no shortage of options.

 

Unlimited Video Marketing Whether it’s sending whitelabeled mortgage process explainer animations to first time home buyers or custom recorded loan updates to your borrowers, send unlimited videos direct from your CRM.

 

Text and Voice Marketing*** With this addon you’ll be able to send automated text marketing campaigns and pre-recorded voice messages directly to your borrowers and potential borrowers phones.
Team Collaboration

 

Communication Platform with Various Channels

 

Integrated Lead Distribution Platform

 

Automated Marketing Solution for Entire Mortgage Process

 

Rapid Team Growth Platform

 

Administrative Control and Reporting

 

Record limit: 5000 records / user* Up to 5,000 different contacts can be uploaded, managed and marketed to by each CRM user at anytime.

 

+ All Benefits of Individual

Enterprise
For Enterprise Pricing,

Request Callback

Unlimited Emails & Campaigns Send as many emails or create as many marketing campaigns as your business needs to succeed. With over 180+ pieces of premade content you’ll have no shortage of options.

 

Unlimited Video Marketing Whether it’s sending whitelabeled mortgage process explainer animations to first time home buyers or custom recorded loan updates to your borrowers, send unlimited videos direct from your CRM.
Increase Business Volume

 

Increase Customer Satisfaction and Brand Awareness

 

Control Branding and Message

 

Control Sales and Marketing Databases

 

Simplify On-boarding for New Teams and Branches

 

Multi-Level Analytics

 

Record limit: Unlimited ** Upload, manage and market to unlimited records for each CRM user at anytime.

 

+ All Benefits of Individual

 

+ All Benefits of Team

*If you surpass the limit of 5000 records, your account will be charged $5 per each 1000 records exceeding the 5000 limit
**Unlimited records if you use your SMTP server to send emails. Certain restrictions apply.
***Text and Voice Marketing includes 100 sms/mms segments/minutes each month. All additional sms/mms segments/minutes are $0.03 per sms/mms segment/minute.

Individual up to 10K records: $165/Month
Team up to 10K records: 2-5 Users: $119/month/user, 6-50 Users: $99/month/user
Corporate (if our SMTP is used): $5/month for each additional 1000 records over 10K/user
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WHITE GLOVE

SERVICE

Want experts to help you run your Mortgage CRM for you? Check out our White Glove Service!

 



Explore BNTouch CRM Features

Frequently Asked Questions

How much does BNTouch mortgage CRM cost?

BNTouch offers three plans: Individual at $165/month, Team starting at $95/month per user with a 2 user minimum, and Enterprise with custom pricing. All plans include the CRM, marketing automation, and digital loan platform.

Is there a free trial of BNTouch?

BNTouch offers free live demos where you can see the full platform in action. Schedule a demo to get a personalized walkthrough of features relevant to your mortgage business.

What is included in each BNTouch plan?

Every plan includes the mortgage CRM, automated marketing campaigns, 180+ pre-built content templates, digital 1003 application, e-signatures, and a borrower portal. Team and Enterprise plans add lead distribution, admin controls, and multi-branch management.

Can I switch plans later?

Yes, you can upgrade or change your plan at any time as your mortgage business grows. BNTouch scales from solo loan officers to enterprise lenders with hundreds of users.

Does BNTouch integrate with my LOS?

BNTouch integrates with major loan origination systems including Encompass, Calyx, BytePro, and others. It also connects with Zapier, Google Calendar, and popular mortgage tools.

How does BNTouch compare to other mortgage CRMs?

BNTouch is the only all-in-one mortgage CRM with built-in point of sale, e-signatures, borrower portal, website builder, and 500+ pre-built marketing campaigns. See how we stack up: