BNTouch Mortgage CRM

6.1easy start · #18 of 29
in Mortgage CRM Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you workyes

Runs on Android, iOS, Web. Paid plans from $95/mo.

BNTouch Mortgage CRM is ranked #18 of 29 in mortgage CRM software on The Geeks Club. It runs on Android, iOS, Web. There is no free plan. Paid plans start at $95/mo.

BNTouch Mortgage CRM plans and pricing

All plans

BNTouch CRM $95/mo 12-month prepay earns your 13th month free; standard plan is month-to-month, no contract. 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 bntouch.com · 2 Oct 2026

New Loan Opportunity Mining Not published Excluded from CRM; extra fee. Credit Check Alerts · Equity Alerts bntouch.com · 2 Oct 2026

Enterprise Not published Custom pricing for 10+ users; accounts with 10+ users include a 12-month contract. Unlimited records with own SMTP, subject to restrictions · White Glove setup, migration and training · LOS and database integrations bntouch.com · 2 Oct 2026

White Glove Not published Pricing on a call. Done-for-you CRM configuration · custom content and full-year calendar · integrations configured and handled bntouch.com · 2 Oct 2026

Compared on mortgage CRM software

Free plan: No
Compliance workflows: Yes

Best BNTouch Mortgage CRM alternatives

See all 20

KudosCRM 0 of 4 in the starter kit Lesson 17.7 MapleConnect 0 of 4 in the starter kit Lesson 27.6 MloFlo 0 of 4 in the starter kit Lesson 37.4 Mortgage Magic 0 of 4 in the starter kit Lesson 47.2 Total Expert 0 of 4 in the starter kit Lesson 57.2 Brokeredge 0 of 4 in the starter kit Lesson 67.0

The record

Purpose: BNTouch combines lead generation, point of sale, sales and marketing automation, processing communication, and post-funded borrower communication in one mortgage CRM.
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.
Marketing: The CRM includes email and social marketing, SMS and voice automation, and more than 400 pre-built mortgage campaigns.
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.
Borrower application: The CRM includes an online 1003 with AI assistance and borrower and partner portals; its 1003 is available in English and Spanish.
LOS integrations: BNTouch lists integrations with Encompass, Calyx, LendingPad, BytePro, and MeridianLink, and says it syncs with major loan origination systems.
Other integrations: The integrations page names Zapier, Gmail, Outlook, Google Calendar, Optimal Blue, RingCentral, social platforms, and numerous lead sources.
Security: The security page says account-area connections use SSL 256-bit encryption and that users have unique usernames and passwords.
Security limits: BNTouch says its data center certification status should be verified directly with the company before a purchasing or compliance decision.
Support: The pricing page lists onboarding, training, a help center, email support, and phone support as included features.
Who it serves: BNTouch says its platform serves loan officers, mortgage brokers, mortgage branches, banks, and credit unions in the U.S. and Canada.
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.
Headquarters: Beaverton, Oregon, United States
Price from: $95/mo

Where it ranks on The Geeks Club

Best Mortgage CRM Software in 2026#18 of 29
Best Financial Services CRM Software in 2026#23 of 28

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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