BNTouch

BNTouch

Paid

All-in-one mortgage CRM with marketing automation and lead management

๐ŸคMortgage CRM

About BNTouch

BNTouch is a mortgage-specific CRM platform that combines lead management, marketing automation, and client communication tools for loan officers and mortgage teams. The platform offers pre-built marketing campaigns, drip email sequences, co-branded flyers, and a built-in video messaging feature to help loan officers nurture referral relationships and stay top-of-mind with past clients.

ยท
Updated April 2026

What's Great

  • โœ“Pre-built marketing campaigns and drip sequences save loan officers significant time
  • โœ“Built-in video messaging feature helps personalize referral partner outreach
  • โœ“Co-branded marketing materials strengthen real estate agent partnerships
  • โœ“All-in-one platform covers CRM, marketing, and client communication

Watch Out For

  • !Interface can feel cluttered with the volume of features and campaign options
  • !Learning curve is steeper than simpler CRM tools
  • !Integration with some LOS platforms requires additional configuration
  • !Reporting and analytics are not as advanced as larger CRM platforms

Common Use Cases

1

Loan officer automating drip email campaigns to nurture past client referrals

2

Mortgage team creating co-branded marketing materials with real estate agent partners

3

Branch manager tracking lead sources and conversion rates across loan officers

Pricing Model

Paid

Paid subscription required. Check the website for current pricing and free trials.

Category

Mortgage CRM

Customer relationship management systems built specifically for loan officers and mortgage teams.

Tags

mortgage CRMmarketing automationlead managementemail campaignsreferral marketing

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