BNTouch Mortgage CRM
Ranked in Mortgage CRM Software ·No free plan on record· paid from $95/mo
About
BNTouch Mortgage CRM combines lead generation, point of sale, sales and marketing automation, processing communication, and post-funded borrower communication. Its Opportunity Mining uses credit, equity, rate, and listing alerts to surface potential loans; credit-check alerts depend on applicable law and data-provider agreements. Marketing includes email and social campaigns, SMS and voice automation, and more than 400 pre-built mortgage campaigns. Mortgage AI is included in every plan and can draft follow-ups, prioritize contacts, and create drip campaigns. Borrowers can use an online 1003 with AI assistance, alongside borrower and partner portals; the 1003 is available in English and Spanish. Listed loan origination system integrations include Encompass, Calyx, LendingPad, BytePro, and MeridianLink. Other named connections include Zapier, Gmail, Outlook, Google Calendar, Optimal Blue, and RingCentral. The CRM serves loan officers, brokers, branches, banks, and credit unions in the U.S. and Canada. The BNTouch CRM plan costs 95.00 USD per month for 2-10 users; single-user pricing is $165/mo. Opportunity Mining costs extra, while enterprise pricing is custom.
Who it is for
It suits loan officers, mortgage brokers, branches, banks, and credit unions in the U.S. and Canada seeking borrower, pipeline, and marketing workflows in one CRM.
What is good
- Mortgage AI is included in every plan
- More than 400 pre-built mortgage campaigns
- Online 1003 is available in English and Spanish
- Lists integrations with five loan origination systems
- Onboarding, training, email, and phone support are included
What to know first
- No free plan or free trial
- Opportunity Mining costs extra
- Credit Check Alerts depend on legal and provider terms
- Data center certification status should be verified directly
Verdict
BNTouch combines borrower intake, marketing automation, and CRM workflows with named LOS integrations. Buyers should verify security certification status and account for extra Opportunity Mining fees and plan-specific pricing.
Compared on mortgage CRM software
- Free plan
- Nobntouch.com
- Compliance workflows
- Yesbntouch.com
Facts
- Purpose
- BNTouch combines lead generation, point of sale, sales and marketing automation, processing communication, and post-funded borrower communication in one mortgage CRM.bntouch.com · 2 Oct 2026
- Opportunity mining
- Opportunity Mining surfaces potential loans using credit, equity, rate, and listing alerts, with Credit Check Alerts available where permitted under applicable law and data-provider agreements.bntouch.com · 2 Oct 2026
- Marketing
- The CRM includes email and social marketing, SMS and voice automation, and more than 400 pre-built mortgage campaigns.bntouch.com · 2 Oct 2026
- Mortgage AI
- The pricing page says Mortgage AI is included in every plan and lists functions such as drafting follow-up, prioritizing contacts, and building drip campaigns.bntouch.com · 2 Oct 2026
- Borrower application
- The CRM includes an online 1003 with AI assistance and borrower and partner portals; its 1003 is available in English and Spanish.bntouch.com · 2 Oct 2026
- LOS integrations
- BNTouch lists integrations with Encompass, Calyx, LendingPad, BytePro, and MeridianLink, and says it syncs with major loan origination systems.bntouch.com · 2 Oct 2026
- Other integrations
- The integrations page names Zapier, Gmail, Outlook, Google Calendar, Optimal Blue, RingCentral, social platforms, and numerous lead sources.bntouch.com · 2 Oct 2026
- Security
- The security page says account-area connections use SSL 256-bit encryption and that users have unique usernames and passwords.bntouch.com · 2 Oct 2026
- Security limits
- BNTouch says its data center certification status should be verified directly with the company before a purchasing or compliance decision.bntouch.com · 2 Oct 2026
- Support
- The pricing page lists onboarding, training, a help center, email support, and phone support as included features.bntouch.com · 2 Oct 2026
- Who it serves
- BNTouch says its platform serves loan officers, mortgage brokers, mortgage branches, banks, and credit unions in the U.S. and Canada.bntouch.com · 2 Oct 2026
- Mobile apps
- BNTouch’s site describes its mobile app as part of the point-of-sale offering, and the maker’s app update page refers to Android and iOS apps.bntouch.com · 2 Oct 2026
Company
- Headquarters
- Beaverton, Oregon, United Statesbntouch.com · 28 Sept 2026
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Where it ranks on Inferse
Sources
- bntouch.com/mortgage-crm/· checked 2 Oct 2026
- bntouch.com· checked 2 Oct 2026
- bntouch.com/pricing-and-features/· checked 2 Oct 2026
- bntouch.com/integrations/· checked 2 Oct 2026
- bntouch.com/security/· checked 2 Oct 2026
- bntouch.com/about-us/· checked 2 Oct 2026
- bntouch.com/mortgage-blog/bntouch-app-updated/· checked 2 Oct 2026