BNTouch Mortgage CRM
Category: Compliance Management
Rated 4.6/5 from 95 ratings.
BNTouch - Mortgage Business Growth Platform that allows you to automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one simple Mortgage CRM solution. BNTouch offers 35+ proprietary mortgage industry specific tools to help you grow your business. Power features include: Automated SMS/Text Marketing, Customizable Video Marketing, Refinance Analysis Tools, Pre-approval Tools, (just) Listed Property Alerts, Pre-Built Marketing Content, and Much More!
Website: https://bntouch.com/
Key Features
- Task Management
- Marketing Automation
- Contact Management
- Lead Management
- Email Management
- Lead Capture
- Mobile Access
- Alerts/Notifications
- Sales Pipeline Management
- Reporting/Analytics
- Client Portal
- Customizable Templates
- Compliance Management
- Email Marketing
- Pipeline Management
- Social Media Integration
- CRM
- Document Management
- Customer Database
- Mobile App
Integrations
- Google Calendar
- Zapier
- Microsoft Outlook
- Facebook Apps and Tabs
- LendingPad
Review Summary
Overall, users have a positive sentiment towards BNTouch Mortgage CRM, highlighting its user-friendly features and effective communication tools, though some experience frustrations with certain functionalities and system stability.
Pros
- Easy to use and navigate
- Automated email and texting features
- Effective contact organization
- Good customer support
- Useful marketing tools with positive client feedback
Cons
- Campaign options can be frustrating
- System crashes occasionally
- Online demos are not effective
- Calendar features are not user-friendly
- Steep learning curve for advanced features