TrustRadius Insights
BNTouch Mortgage CRM is a powerful tool that solves several key business problems for users in the mortgage industry. Users appreciate how …
Overview
What is BNTouch Mortgage CRM?
BNTouch in Beaverton offers their mortage CRM, a software solution that automates marketing, converts leads, and helps users stay top of mind with borrowers, as well as recruit new partners using one simple solution.
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What is BNTouch Mortgage CRM?
BNTouch in Beaverton offers their mortage CRM, a software solution that automates marketing, converts leads, and helps users stay top of mind with borrowers, as well as recruit new partners using one simple solution.
Entry-level set up fee?
- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
1003 Integration Walk Through - Digital Mortgage Application Builder | BNTouch Mortgage CRM
YouTube
Create Scheduled Email Reports - BNTouch Mortgage CRM Walk Through
YouTube
Refinance Calculator Walk Through - Show Refi Savings To Your Borrowers | BNTouch Mortgage CRM
YouTube
Product Details
- About
- Tech Details
What is BNTouch Mortgage CRM?
BNTouch Mortgage CRM Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
- Pros
- Cons
BNTouch Mortgage CRM is a powerful tool that solves several key business problems for users in the mortgage industry. Users appreciate how it helps them stay organized by keeping records in one centralized location, making mortgage processing more streamlined. The software's customizable and user-friendly interface allows for easy tracking of individual leads and partners, reducing the need for multiple outlets.
Communication with clients and partners is seamless with BNTouch's texting, emailing, and call logging abilities, saving users valuable time and money. The product is particularly useful for staying in touch with past clients and maintaining relationships with credit-declined borrowers using its lead farm feature. Users report that this keeps these potential clients in their pipeline, providing opportunities to convert them when they become eligible.
Other benefits of BNTouch include enhanced time management through features like the daily dashboard and campaign automation. Users can stay up-to-date with hundreds of prospects without interrupting their day or workflow. Additionally, the software's lead nurturing campaigns keep users top of mind with customers throughout the process, adding value to communications while staying professional. While there is a learning curve associated with utilizing the product's automation capabilities to their full extent, users appreciate the level of customer support on offer to help get them up to speed.
Easy to Use: Users have consistently found BNTouch Mortgage CRM to be extremely easy to use and navigate, with a simple and clean format that is more intuitive than most other CRM software. Many reviewers have stated their appreciation for the ease of use, making it an effortless process to get up and running.
Seamless Integration: The system is designed specifically for the mortgage industry, with seamless integration with Calyx Point and other lead sources, allowing for easy access to all necessary data. Several users have praised this feature as it streamlines their workflow by eliminating the need to switch between different platforms.
Customizable Automation: Users appreciate the automation and customization features of the software, which allow for easy set up and use of marketing campaigns and tailored communication with clients and referral partners. A significant number of reviewers have expressed satisfaction in how customizable these automation tools are, improving efficiency while saving time.
Lack of Customization: Several users have reported that BNTouch Mortgage CRM lacks customization features, making it difficult to tailor things exactly to their needs. Some users say the system is not fully customizable as advertised.
Poor Customer Support: Multiple reviewers have mentioned poor customer support from BNTouch Mortgage CRM. They report slow response times and difficulty finding help when they experience glitches or crashes in the system. One user even had to spend a month or more trying to resolve issues.
Complicated Campaign Trigger Process: A few users find the process to trigger a campaign complicated with too many steps and settings. One user reports that setting up a campaign and then setting up a trigger seems clunky and not intuitive.