BNTouch Mortgage CRM
BNTouch Mortgage CRM brings lead generation, point of sale, sales and marketing automation, processing communication, and post-funded borrower communication …
What BNTouch Mortgage CRM is
BNTouch Mortgage CRM brings lead generation, point of sale, sales and marketing automation, processing communication, and post-funded borrower communication into one mortgage CRM. Opportunity Mining uses credit, equity, rate, and listing alerts to identify potential loans; credit check alerts depend on applicable law and data-provider agreements. Marketing tools include 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 build drip campaigns. Borrowers can use an online 1003 application with AI assistance, as well as borrower and partner portals; the 1003 is available in English and Spanish. Listed loan origination system integrations include Encompass, Calyx, LendingPad, BytePro, and MeridianLink. The platform serves loan officers, brokers, branches, banks, and credit unions in the U.S. and Canada. The standard plan costs $95 a month for 2-10 users; single-user pricing is $165/mo. Opportunity Mining costs extra.
Good
- Includes Mortgage AI in every plan.
- Offers more than 400 pre-built mortgage campaigns.
- Online 1003 application is available in English and Spanish.
- Lists integrations with five loan origination systems.
Watch out
- No free plan or free trial is listed.
- Opportunity Mining costs extra.
- Enterprise accounts with 10+ users have a 12-month contract.
Who it suits
It is intended for mortgage loan officers, brokers, branches, banks, and credit unions in the U.S. and Canada. Teams seeking borrower portals, automated campaigns, or loan pipeline tools may find it relevant.
Verdict
BNTouch brings mortgage marketing, borrower communication, and loan-related workflows together, with Mortgage AI included in every plan. Compare the per-user and record terms, and confirm any add-on or enterprise costs before choosing a plan.
Plans and prices
From BNTouch Mortgage CRM's own pricing page, checked 2 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| BNTouch CRM | $95 a month | for 2-10 users · $165/mo for a single user · 5,000 records per user included; additional records are $5 per 1,000 · 100 SMS/MMS segments or voice minutes monthly; additional segments/minutes are $0.03 each · 12-month prepay earns your 13th month free; standard plan is month-to-month, no contract. |
| Enterprise | Priced on request | Unlimited records with own SMTP, subject to restrictions · White Glove setup, migration and training · LOS and database integrations · Custom pricing for 10+ users; accounts with 10+ users include a 12-month contract. |
| New Loan Opportunity Mining | Priced on request | Credit Check Alerts · Equity Alerts · Excluded from CRM; extra fee. |
| White Glove | Priced on request | Done-for-you CRM configuration · custom content and full-year calendar · integrations configured and handled · Pricing on a call. |
The facts
Each one read from BNTouch Mortgage CRM's own pages, with the date it was checked.
Where it runs
- Borrower application
- The CRM includes an online 1003 with AI assistance and borrower and partner portals; its 1003 is available in English and Spanish.checked 2 Oct 2026
- LOS integrations
- BNTouch lists integrations with Encompass, Calyx, LendingPad, BytePro, and MeridianLink, and says it syncs with major loan origination systems.checked 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.checked 2 Oct 2026
The company
- Headquarters
- Beaverton, Oregon, United Stateschecked 28 Sep 2026
What it does
- Marketing
- The CRM includes email and social marketing, SMS and voice automation, and more than 400 pre-built mortgage campaigns.checked 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.checked 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.checked 2 Oct 2026
- Other integrations
- The integrations page names Zapier, Gmail, Outlook, Google Calendar, Optimal Blue, RingCentral, social platforms, and numerous lead sources.checked 2 Oct 2026
- Purpose
- BNTouch combines lead generation, point of sale, sales and marketing automation, processing communication, and post-funded borrower communication in one mortgage CRM.checked 2 Oct 2026
- Security
- The security page says account-area connections use SSL 256-bit encryption and that users have unique usernames and passwords.checked 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.checked 2 Oct 2026
- Support
- The pricing page lists onboarding, training, a help center, email support, and phone support as included features.checked 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.checked 2 Oct 2026
Alternatives to BNTouch Mortgage CRM
- 1
KudosCRM
Free planAndroidiOSWebAPI8.2From $9 a month - 2
Total Expert
Free planAndroidiOSWebAPI8.0From $69 a month - 3
MloFlo
Free planAndroidiOSWeb7.9Free plan - 4
MapleConnect
Free planWebAPI7.5From $199 a month - 5
Viato
Free planiOSWebAPIExtension7.5From $49 a month - 6
Mortgage Magic
AndroidiOSWebAPI7.4From £85 a month