BNTouch Mortgage CRM Reviews & Product Details

The ease of the videos to get you set up when you're abit lost are wonderful. The live tutorials they have are fantastic and then you can go back and watch it if you didnt get something...Love the support phone # to speak to live human and they help you! The fact that you can really reach out and there is soemone to really assist- thats great! Andd mostly though it has alot of going on- it is fairly easy to use- and it doesnt take that long at all nor does it confuse you like others..Sometimes too much is overkill..and in those other CRM's it can be overwhelming..This is not- really it is easier than others even if you're not great at technical things like this. Review collected by and hosted on G2.com.

Sometimes its abit too much as there are many options and you many not know what is best is youre starting out. However, if you watch the videos or call support you dont feel frustrated it really is easier than all the others where you have to do it all- here it is mostly done for you! Review collected by and hosted on G2.com.

I tried a few different CRM for mortgages and even test drove several more, but BNTouch is the only one that I have kept. It has done a great job for me and I would highly reccomend that anyone looking to add a CRM to their workflow give them a try. Review collected by and hosted on G2.com.

The only thing that I do not like about BNTouch is that I cannot turn on and off automated touches for each client. It seems that I either have to have it on for everyone on the list or no one on the list. This makes for some awkward moments when the CRM is not completely up to date. It might start asking a client for documents even when you know they sent them to you already or they told you that they are pausing for a moment. Review collected by and hosted on G2.com.

Bntouch just works! Its easy to use, easy to integrate from their support team and or Zapier. Easy to upload clients, the webform builder makes it integrate seemlessly through your sites. The marketing campaigns are easy to build and trigger. Its just a great software! Review collected by and hosted on G2.com.

Only downside is its not open API. Would also like to add custom fields ourselves. Review collected by and hosted on G2.com.

The BNTouch CRM has been a game-changer for me as a mortgage professional. Its intuitive interface and powerful automation tools have streamlined my workflow, allowing me to focus on delivering top-tier service to my clients. Implementation was very quick and simple, and I have been using it every single day. The robust customization options, automated marketing campaigns, and seamless integration with other systems have significantly boosted my efficiency and client engagement. BNTouch is designed specifically for the mortgage industry, making it easy to manage leads, track loan progress, and communicate effectively. Plus, their responsive support team is genuinely invested in my success. I highly recommend BNTouch to any mortgage professional looking to elevate their business. Review collected by and hosted on G2.com.

I really have no issues at this time, sorry. Review collected by and hosted on G2.com.

I really love that it eliminates the marketing, client updates, and time consuming client management parts of my day! Review collected by and hosted on G2.com.

I wish the customization of the campaigns was a little more user friendly. Review collected by and hosted on G2.com.

The ease to use and excellent customer support! Review collected by and hosted on G2.com.

No Gmail sync, and that's not a significant issue; everything else works great! Review collected by and hosted on G2.com.

It's comprehensive. I appreciate that there are a lot of features and functionality with BnTouch. They have tons of options and settings, lots of data, email campaigns and automated options. We can maintain contact info and notes on clients, realtors, other referral partners, and separate loan records for the same client(s). We like being able to log events and keep everyone in the loop. I've had excellent experiences with customer support! They've been incredibly responsive and helpful whenever there's a concern. They helped us with onboarding and implementation and did a lot of the heavy lifting for us. Review collected by and hosted on G2.com.

I can get a little bogged down in all of the features and functionality. It can be cumbersome and cluttered and sometimes we feel like we are paying for lots of features that we aren't taking full advantage of. It has all the bells and whistles, but if you want something more streamlined and simple, it may be a bit too robust for you. Review collected by and hosted on G2.com.

I LOVE that this product allows me to export all of my records, so that I can import them into my proprietary DB and build my own custom searches and reports. Not that they don't have great capability in BNTouch, but I'm a super geek, and need to "own" my data. I LOVE LOVE LOVE the support and flexibility. Not only did they add custom fields for me, but they added a drop down menu with my items. Their support staff is so responsive and knowledgable! I try to do everything over email with them, but whenever I've asked for a phone call, I've gotten one! I do campaigns regularly thanks to BNTouch being able to do them. I've known CRM's that can only send out 100 emails at a time, and I have 4100 people in my DB, so that's just not feasible. I'm in my DB every day. It's my forte. It took me a while to import my records, but that's because I'm so geeky and have them sorted so many different way! Mostly, they taught me how to do campaigns so I don't have to re-qrite triggers for them, and it keeps my email template, so I don't have to do anything except add a new subject and video for each email in the group I'm campaiging to. It's an extremely powerful CRM, and I'm so glad to be using it! Review collected by and hosted on G2.com.

Woul like to be able to import multiple groups at the same time. Review collected by and hosted on G2.com.

Ease of use, organization and weekly reports Review collected by and hosted on G2.com.

The star / partnership aspect feels slightly convoluted Review collected by and hosted on G2.com.

I am very new to BNTouch and I have been very impressed with the client service that I have received. It made the implementation so smooth. I find the system to be easy to use and I love learning more about the features that I can use to grow my business! Review collected by and hosted on G2.com.

I have not come across a downside to using BNTouch. Review collected by and hosted on G2.com.