The receipts, not the slogans.
Out of the box, not with a consultant, not “coming Q4,” not via Zapier.
Built for the way mortgage actually works.
Whether you close 4 loans a month on your own or run a 30-LO branch, BNTouch is configured for how you sell, not forced into a generic SaaS template.
You are the team. BNTouch picks up the slack.
Marketing, sales, ops, and compliance. All you. Automation is not a nice-to-have. It’s the reason your pipeline keeps moving while you’re on a call.
- 200+ prebuilt drip sequences. Pre-approval follow-up, rate-change nurture, post-close referral ask. No blank canvas.
- 1003-aligned fields by default. No field-mapping consultant. Loan amount, purpose, FICO, occupancy, already there.
- Rate alerts that re-engage past clients. Watch market rates, notify clients when their refi math flips.
- TCPA-compliant SMS with consent capture. Text from your number, stay inside the rules, without a lawyer on call.
- One calendar, one pipeline, one CRM. Not three tabs taped together with Zapier.
Your admin shouldn’t live in spreadsheets.
4 to 40 LOs. Pipeline visibility across the branch. Consistency in how leads are worked. Compliance archive if the CFPB calls. That’s the job of your CRM, not your admin.
- Team permissions and round-robin lead routing. Leads hit the right LO based on source, geography, or workload rules.
- Manager dashboards built for branch reporting. Pipeline health, funnel stages, activity, by LO, by source, by state.
- Shared templates and enforced playbooks. New LOs get the same nurture the top performer gets on day one.
- Compliance archive for CFPB audits. Every email, text, and call logged and retained automatically.
- Co-branded marketing with realtor partners. Micro-sites and flyers per LO, approved at the branch level.
Seven days. Your pipeline doesn’t miss a beat.
We’ve pulled thousands of LOs off Follow Up Boss, Surefire, Velocify, Jungo, HubSpot, and a surprising number of spreadsheets. There is a playbook.
Data import, zero dropped leads
- Export contacts, deals, notes, tags from your current tool
- Every field mapped, including custom
- Call, text, and email history preserved
- Old system stays live as read-only during cutover
Workflows your team already uses
- Action plans rebuilt as BNTouch drip sequences
- LOS connector live, loan status syncs automatically
- Phone and SMS numbers ported or proxied
- Permissions and round-robin rules configured
Go live, keep going
- One 60 min LO training session, recorded
- Dedicated migration specialist for 30 days
- Old subscription canceled by us if you want
- First rate alert campaign live before week two
Solo MLOs and team leads who don’t look back.
Different starting points, same endpoint: a CRM that speaks mortgage.
I was on Follow Up Boss for two years, paying for Zapier to stitch it to everything. The rate alerts alone brought back three past clients in the first month. I don’t miss the hacks.
We ran Surefire for six years. Great tool, brutal per-seat pricing. Cut our CRM cost by 58%, gained native SMS and a modern UI, and our admin stopped fielding support tickets.
Sticker price hides the duct tape.
Most CRMs look affordable until you add the bolt-ons your current platform needs to act mortgage-native. SMS compliance. LOS connectors. Rate-watch tools. Co-marketing platforms. Integrator fees.
Here’s the real math.
Estimates based on publicly listed 2026 pricing and typical add-ons required for mortgage workflows. Your actual spend may be higher if you also pay for dialer, direct mail, or premium analytics add-ons.
You’ve been burned by a migration before. Fair.
How long does the switch really take?
Will I lose call, text, or email history?
Can I run both platforms in parallel during cutover?
What about my Zapier workflows?
I’m a solo MLO. Is BNTouch overkill?
My team knows our current tool. Will training be painful?
What if we don’t like it?
See a mortgage-native CRM with your own pipeline.
30 minutes. Your real workflow, your real deals. We’ll show you exactly what changes on day one.
