BNTouch
5.2/10A mortgage-specific CRM for loan officers and lending teams that combines lead management, prebuilt email, SMS and video marketing, and a partner portal.
Data last updated November 2026 · Our methodology
Overview
BNTouch is a CRM built only for the mortgage industry. Loan officers use it to capture and convert leads and to keep in touch with past borrowers. Its core is a library of prebuilt email, text, voice and video campaigns that run without much setup by the loan officer. Automated reminders cover birthdays and loan anniversaries, and refinance alerts flag past clients who could benefit from current rates. A digital loan platform lets borrowers fill in forms, upload documents and track their loan. A partner portal gives realtors and other referral sources their own login to follow leads and loan status. Team accounts add automatic lead distribution and shared collaboration. The listed integrations are Outlook, Gmail, Zapier, Optimal Blue and RingCentral. An API and iOS and Android apps are also reported. Pricing is per seat. The Individual plan is about $165 a month plus a $125 activation fee. The Team plan is about $95 per user per month with a two-user minimum and a $95 activation fee per user. Enterprise pricing is quoted on request, and there is no free trial. BNTouch suits independent loan officers and small to mid-size mortgage teams that want marketing content ready to use. Its main weaknesses are an interface that reviewers call dated, reporting that some find hard to trust, and loan origination system connections that depend on Zapier.
Our Rating
Who BNTouch is best for
Best software for Financial ServicesGood fit
It is built specifically for mortgage loan officers and lending teams.
Solo loan officers and small brokerages can use the Individual plan and the prebuilt campaigns.
Less suited
- Mid-Market6/10
Team and Enterprise plans support lead distribution, but the per-seat cost grows with each hire.
Realtors can use the partner portal as referral partners, but the CRM itself is aimed at lenders.
Pros & Cons
Pros
- Ships with a large library of prebuilt mortgage email, SMS and video campaigns, so loan officers don't have to write their own.
- Partner portal gives realtors and referral partners their own login to check lead and loan status.
- Automated birthday, loan anniversary and refinance alerts help win repeat business from past borrowers.
- Reviewers who switched from other mortgage CRMs found it simpler and more logical to use. It averages about 4.5 out of 5 on Capterra across roughly 98 reviews.
Cons
- Reviewers and comparison articles describe parts of the interface as dated.
- Some users say the reports are hard to trust.
- Loan origination system integrations are reported to run through Zapier, which adds a sync delay.
- Per-user pricing plus activation fees make it expensive as a team grows, and there is no free trial.
Key Features
BNTouch Pricing
Individual
- Single loan officer
- Digital loan platform
- Text and voice marketing
- $125 one-time activation fee
- Unlimited email and video marketing
Team
- $95 activation fee per user
- Automatic lead distribution
- Team collaboration and customizable access
- $190 per month for 2 users, then $95 per month per additional user
Frequently Asked Questions
No. Review directories report that it has no free trial and no free plan.
The Individual plan is about $165 per month plus a $125 activation fee. The Team plan starts at $190 per month for two users, plus $95 per month and a $95 activation fee for each additional user. Enterprise pricing is quoted on request.
Listed integrations include Outlook, Gmail, Zapier, Optimal Blue and RingCentral, and an API is reported to be available. Connections to loan origination systems reportedly go through Zapier.
Yes. Third-party listings report a full-featured app for iOS and Android.
Yes. The partner portal gives realtors and other referral partners their own login to track the leads they sent and the status of each loan.
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Ranked near BNTouch in CRM
See BNTouch in the listBNTouch is #357 in CRM by our score.
