From Total Expert to BNTouch:
Mortgage CRM Without the Enterprise Bill
Total Expert is a powerful platform built for large IMBs. If you are a solo loan officer, broker, or mid-size office paying for capacity you do not use, you are subsidizing other people\u2019s requirements. BNTouch is a mortgage-only CRM that gives you the marketing automation, pipeline management, and LOS integrations the work actually requires, at a price that matches the size of your office.
Book a Live DemoSee the Full ComparisonWhy mortgage offices leave Total Expert
Built for enterprise scale
Total Expert ships features designed for large IMBs with 200+ loan officers. If your office is 1 to 50 LOs, you are paying for capacity that does not move your needle.
Implementation overhead
Standard Total Expert rollouts include a paid implementation engagement and a dedicated admin role. SMB-sized offices find the setup investment hard to justify.
Per-seat pricing pressure
Enterprise platform pricing scales aggressively with seats. Solo LOs and small teams report sticker shock when they look at the math of growing into the platform.
What BNTouch does differently
- Mortgage-only since 2003. 22 years of focus on the mortgage workflow, used by 4,500+ active offices and more than 6,500 mortgage offices since launch.
- Plans that fit the office size. Solo LO from $165/mo. Team and enterprise plans available. Pricing transparent on the site, not quote-only.
- White Glove managed onboarding included. Our team imports your contacts, rebuilds your campaigns, configures your LOS connection, and trains your team. Included on every plan.
- 400+ pre-built mortgage marketing campaigns. Pre-approval, in-processing, post-close, anniversary, refinance triggers, recruitment, retention. Drop-in ready.
- AI Sales Assistant included. Borrower follow-up suggestions, content generation for emails and texts, no extra license fee.
Side-by-side comparison
| Feature | BNTouch | Total Expert |
|---|---|---|
| Built only for mortgage | Yes, since 2003 | Yes |
| Solo LO plan | $165/mo, transparent | Not standard SMB tier |
| White Glove onboarding | Included on every plan | Paid implementation engagement |
| Native LOS integrations | Encompass, Calyx, BytePro, LendingPad | Major LOSs |
| Pre-built mortgage campaigns | 400+ | Library available |
| AI Sales Assistant | Included | Add-on / module |
| Two-way SMS, mobile apps | Included | Included |
| Dynamic Groups (auto-segmentation) | Yes | Yes (Journeys) |
| Implementation timeline | 3 to 4 weeks | 8 to 12+ weeks typical |
What the migration looks like
White Glove handles the entire move from Total Expert. We work alongside your team and aim for zero gap in customer follow-up during the transition.
Day 1 — Kickoff
Your White Glove specialist scopes your contact list, your campaigns, and your LOS connection. No DIY required.
Week 1 — Data Migration
We import your contacts, history, and pipeline into BNTouch. We rebuild your active drip sequences against the new platform.
Week 2 — LOS & Templates
We connect Encompass, Calyx, BytePro, or LendingPad. We rebuild your templates and dynamic groups.
Week 3 — Training & Go-Live
You and your team get trained inside the platform. Old CRM gets paused. New CRM goes live with no gap in your follow-up.
Who BNTouch is the right fit for
- Solo loan officers and brokers running their own pipeline.
- Branch managers and small teams (5 to 50 LOs) who need mortgage-specific marketing automation without an enterprise platform.
- Mid-size IMBs that have outgrown a generic CRM but do not need a Total Expert-class deployment.
- Offices that want predictable, transparent pricing instead of annual quote cycles.
See BNTouch in 15 minutes.
White Glove migration is included on every plan. Plans from $165/mo for solo loan officers.
Book a Live Demo See Pricing & PlansFAQ
Will I lose Journeys or campaign workflows when I move from Total Expert?
No. White Glove rebuilds your active workflows in BNTouch using our 400+ pre-built mortgage campaigns and your existing logic. We do not throw away the thinking you put into the original sequences.
Is BNTouch a step down from Total Expert in features?
It depends what you use. For solo LOs, brokers, and mid-size offices, BNTouch covers the marketing automation, CRM, pipeline management, two-way SMS, AI assistant, and LOS integration most teams actually use day to day. Enterprise-only features that require a dedicated admin to configure are intentionally not part of the BNTouch platform.
What does BNTouch cost compared to Total Expert?
BNTouch plans start at $165/mo for solo loan officers and scale to team and enterprise pricing. Most offices switching from Total Expert report a substantial reduction in monthly platform cost, plus the savings on a dedicated admin role.
How long does the migration take?
Three to four weeks for most offices. Larger teams take six to eight. White Glove runs the timeline.
Can BNTouch handle a 50-LO team?
Yes. BNTouch supports solo, team, and enterprise plans, with branch and team-manager roles, role-based permissions, and reporting designed for multi-LO offices.
