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Über BNTouch Mortgage CRM

Automatisiere dein Marketing, wandele mehr Leads um, behalte deine Kreditnehmer im Auge und werbe neue Partner über einen zentralen Knotenpunkt.

Erfahre mehr über BNTouch Mortgage CRM

Vorteile:

I have been using BNTouch for 5 years and it is simple to use and has so many features that help you keep track of your marketing and staying in touch by tasks, email video and text.

Nachteile:

Very complicated to use, which caused to much confusion for the staff.

Bewertungen zu BNTouch Mortgage CRM

Durchschnittliche Bewertung

Benutzerfreundlichkeit
4,1
Kundenservice
4,4
Funktionen
4,4
Preis-Leistungs-Verhältnis
4,3

Weiterempfehlungsquote

8,0/10

BNTouch Mortgage CRM hat eine Gesamtbewertung von 4,4 von 5 Sternen basierend auf 65 Nutzerbewertungen auf Capterra.

Nutzerbewertungen filtern (65)

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Nutzerbewertungen filtern (65)

Jeremy M.
Jeremy M.
Loan Officer in USA
Verifizierter Nutzer auf LinkedIn
Bankwesen, 201–500 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Mortgage Teams & BNTouch CRM

5,0 vor 3 Jahren

Kommentare: I am still using BNTouch so that has to amount for something. We expected to go to another crm 6 months down the line when new features opened up, but bntouch has everything we need and it continues to grow for us.

Vorteile:

BNTouch is an important part of my day. The system has availability for you to set up everything inside a crm where other companies have these features locked out. It is

Nachteile:

There are way too many options to choose from. It took us a while to set up the system to work how we wanted it to. In comparison this is just as salesforce is with their software.

Becky
Mortgage Advisor in USA
Immobilien, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Love BNTouch

5,0 vor 3 Wochen Neu

Kommentare: Great, I've used it for 5 years and I'm super happy with it.

Vorteile:

I love the tasks you can assign so I never miss following up and I don't lose sleep wondering if I forgot to follow up on something

Nachteile:

The canned emails can be a little corny but it's nice we can customize.

Dan
Business Development Manager in USA
Finanzdienstleistungen, 1.001–5.000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Lots of functionality poor execution

2,0 vor 3 Wochen Neu

Kommentare: Clunky. Dated. Old tech. Hard to search. No keywords. Finicky. Buggy.

Vorteile:

This crm is clunky at best. It is not visually appealing, dashboard does not aid sales process, hard to searxh and manage contacts and pipelines. All kinds of functionality and low low low ease of use.

Nachteile:

Overly complicated and lots of hidden info. Hard to search. App absolutely sucks. Seriously, as if it was made in 1999. It has near zero functionality. Hire 20 current and accomplished makers of apps and start over entirely. It should have 95% of the functionality as the desktop. Currently it has 2%.

Jeff
Manager in USA
Bankwesen, 5.001–10.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great Product

5,0 vor 3 Monaten

Vorteile:

I have been using BNTouch for 5 years and it is simple to use and has so many features that help you keep track of your marketing and staying in touch by tasks, email video and text. I have fund no cons using this software and the support is fantastic, if you need a CRM for your mortgage business BNTouch is the best choice.

Nachteile:

No Cons the software is easy to use and the support is great

Amanda
Sr Mortgage Advisor in USA
Bankwesen, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Overall a great CRM

4,0 vor 3 Wochen Neu

Kommentare: Customer service has been GREAT! We are new to BN Touch and keep learning more functions daily.

Vorteile:

Professional content, customer service is superb.

Nachteile:

lacking ease of use for some functions and requires a great deal of time to get used to product, but once learned it's a great tool.

Holli
BUS DEVELOPMENT in USA
Bankwesen, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

IS BNTPUCH FOR YOU............

4,0 vor 3 Wochen Neu

Vorteile:

THE EASE OF IMPORTING OUR DATA BASE WAS A GREAT PLUS

Nachteile:

THE CLUNKINESS OF THE MARKETING PLANS~ THE STRUGGLE HAS BEEN REAL

Nick
Loan Officer in USA
Finanzdienstleistungen, 5.001–10.000 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

SOLID CRM for Loan Officers

5,0 vor 3 Wochen Neu

Vorteile:

This CRM comes ready to go. It has a whole sweet of pre-built campaigns that you can use but you can also make your own and it is very easy.

Nachteile:

The custom templates the initial set up of these is a little annoying. there are definitely some items that are odd about the reports. there is a graph on your dashboard that shows you your leads through funded loans, but the funded loans is never correct and they refuse to fix this or describe what it is to make it make sense.

Fernando
Mortgage Broker in USA
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

BN Touch Review

5,0 vor 3 Wochen Neu

Vorteile:

Database management, reminders, agent insights, flow to LendingPad.

Nachteile:

Updates on user friendly usage, but any tech innovation undergoes updates

Ben
Loan Officer in USA
Immobilien, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

BnTouch works great for my Mortgage work.

5,0 vor 3 Wochen Neu

Kommentare: Was fairly easy to learn to use and continue to figure out ways to have it serve us better.

Vorteile:

Ease of Use (once I figured out how to use it. Multifaceted Flexibility Able to integrate with Lending Pad which we also use.

Nachteile:

There is a lot that you can do so at first it might be overwhelming to some.

James
Mortgage Broker in USA
Immobilien, Selbstständig
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Great Format

4,0 vor 3 Wochen Neu

Kommentare: Great....I like it and will continue using.

Vorteile:

Not missing appointments, storing CRM info.

Nachteile:

I need more guidance on how to take advantage of all features. My fault I am not using it all.

Trey
Mortgage Loan Originator in USA
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

I highly recommend BNTouch to anyone in the market for a mortgage CRM!

5,0 vor 3 Jahren

Kommentare: BNTouch makes it super simple to keep in contact with Realtor/referral partners, potential and past clientele. Being able to track each lead makes the followup process so much less painstaking than other, more overly complicated CRMs.

Vorteile:

The functionality and usability of BNTouch is by far one of the easiest I have used. The customer service is top notch and the staff are quick and responsive when you have a question in regards to how a function works!

Nachteile:

One of the only gripes I have with BNTouch is the lack of being able to customize the look and feel of the CRM itself. While I do understand that function is more important than form for productivity, when you're staring at a screen for hours upon hours per day, being able to make it your own would help with the eye strain and mental fatigue that tends to happen over time.

CHief
CEO in USA
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

HORRIBLE Crashes literally weekly!!!

2,0 vor 3 Jahren

Kommentare: Horrible. Poor customer service. The system glitches and crashes all the time.

Vorteile:

I do like what it is SUPPOSED to do. And I like it WHEN it works. The unfortunate truth is that the system literally crashes weekly.

Nachteile:

The system is always glitching, crashing and their customer service does not exist. You think your email and text messages are being sent to clients, leads, prospects. But in reality, they aren't. When you call for service there is always some excuse. This goes on repeatedly. Ask them to waive your monthly fee, or reduce it for poor service, nope. You get to pay full price for a product/service that underperforms repeatedly. The challenge is, finding another CRM once you are used to using their system. If you are looking for a mortgage CRM, TRUST ME... look elsewhere! We just lost a $7,800 commission today because we thought we were communicating with a client via text. Just to find out, they were not being sent out! Go elsewhere, you will be much happier... and treated with real customer service.

Antwort von BNTouch

vor 2 Jahren

Hi Chief, Thank you for being a client of BNTouch, and taking the time to submit a review. We would like the opportunity to talk and investigate your feedback further. We've attempted to contact you regarding these issues, and we'd greatly appreciate it if you'd contact us at support@bntouch.com or 888-971-1117 at your earliest convenience. We're confident that we can assist you with getting the most out of your CRM, with hopes of a favorable resolution.

Ali
Loan Assistant in
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

I didn't love it

2,0 vor 7 Jahren

Vorteile:

Customer service was always willing to help with issues, and they really tried their best, but response times were pretty long, making it difficult to deal with.

Nachteile:

We used it for several months and my team, including myself, still found it to be not at all user-friendly or intuitive. I know there's a learning curve with these sorts of things, but after 4 months, we should have been able to at least have more than a super basic understanding of how to store contacts and send emails. We constantly had questions about how to perform certain automated marketing functions, and in order to ask the questions, we had to submit support tickets, some of which wouldn't be addressed for a couple days. Additionally, the website says the mortgage pipeline is fully customizable, but we found this to not at all be the case. As a result, the pipeline was fairly useless to us, because we couldn't display it in a way that made sense for our business.

Antwort von BNTouch

vor 7 Jahren

Thank you for your feedback, We feel sorry that you left us with such opinion of our service. We would like to mention that each of our implementation specialists have a direct number that you can call during business hours or request a one on one session. Working with tickets gives you and us the ability to effectively track your requests to make sure they are handled properly. We carefully reviewed the history of our relationship and we can confirm that all your tickets and requests were addressed in a timely manner. A review such as this is great way for us to learn where we can improve. One of the hurdles to overcome when implementing a new software solution is having an unbiased perspective when it comes to terminology. We can certainly greatly customize the area we call pipeline, however, an end user's definition of pipeline may be different. This is where the objectives and goals come into play. We would be happy to answer any questions or concerns your may have for us, please give us a call! Thanks, Yuri

Clayton
Loan Partner in USA
Finanzdienstleistungen, 1.001–5.000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung
Quelle: SoftwareAdvice

In Betracht gezogene Alternativen:

Amazing product for a great price.

5,0 vor 3 Jahren

Kommentare: Using it daily for 6 months, keeping track of new leads, inbound client referrals, setting tasks daily, etc.

Vorteile:

It is a huge competitor with Salesforce. It is user friendly, and great for setting tasks and reminders.

Nachteile:

I wish there was more customization features to allow us to tailor things exactly to our needs.

Dan
Dan
Loan Officer in USA
Verifizierter Nutzer auf LinkedIn
Finanzdienstleistungen, 1.001–5.000 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Best Mortgage CRM for mortgage pros!

5,0 vor 3 Jahren

Vorteile:

I’ve been in the mortgage industry for over 10 years and have worked with dozens of CRM systems promising increased efficiency and ROI. From my experience, only BNTouch has delivered. Its obvious this was designed from the get go as a mortgage CRM. Navigation is intuitive and I was up and running in less than a few hours. I love the mobile app, its fully functional, not some watered down version of web version. It allows me to work on the go without any hesitation. Support is very responsive with any issues you may encounter. Seamless integration with my lead sources (Free Rate Update & Zillow) & RingCentral was the clincher for my business. All in all, there is no better mortgage CRM on the market!

Nachteile:

Mobile app can be slow at times but works 95% of the time without issues.

Michael
Partner in USA
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Unsatisfiend

2,0 letztes Jahr

Kommentare: Too expensive for what they offered.

Vorteile:

The software was nice for lead management.

Nachteile:

Very complicated to use, which caused to much confusion for the staff.

Antwort von BNTouch

letztes Jahr

Hi Michael, BNTouch offers a plethora of features, and we're always adding more. We do offer live training, monthly live webinars, a library of videos that'll walk you through all we've got to offer. We've got our gold-standard live support team that can also walk you through anything within our system.  BNTouch changes the game for your business, but there's a bit of a learning curve when you first join the family. We assure you that if you give it 2-3 hours a week for the first month, you'll almost be a pro by month's end. We can guarantee that the risk is 100% worth the reward. Join our Facebook Group BNTouch Family, and ask some members what they think. They'll probably tell you that once you use BNTouch daily, it becomes second nature to utilize our features and navigate the system smoothly.  Thank you again for your time, and we do hope you give us another try, as we've got some fascinating updates coming soon.

Andrew
Processor/LO in USA
Immobilien, 11–50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Helpful after learning curve

5,0 vor 3 Jahren

Vorteile:

The automation is very helpful and intuitive once you have mastered implementing it.

Nachteile:

The learning curve was pretty steep but the team was there to walk us through it

Adam
President in USA
Finanzdienstleistungen, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Solid performing CRM

5,0 vor 3 Monaten

Kommentare: Its great...customer service is awesome...has full capability to do what you need

Vorteile:

I have used BNtouch for almost 10 years now and have become incredibly proficient with it. its much more customizable then you initially realize. A solid piece of technology and has tremendous customer support . Keely is amazing!!!

Nachteile:

It needs a true POS with auto document collection, a payment calculator that buyer can use, as well as, the ability for realtor, lender, buyer to generate an on demand pre qual letter that is parameter based

Tyler
Residential Mortgage Loan Officer in USA
Finanzdienstleistungen, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

BNTouch is a great and inexpensive CRM

5,0 vor 3 Wochen Neu

Kommentare: It is a wonderful application for managing your clientele. No real complaints or issues.

Vorteile:

It keeps track of all my past clients. I have refused to change my CRM because it keeps up with everything so well and sends out constant content to my past clientele that is relevant to my industry. All of my clients love the content it posts for me and it is essentially 100% self sufficient.

Nachteile:

Sometimes the content leans on the more liberal side of advertising but it is easy enough to change the content to fit your personal touch.

Ben
Mortgage Consultant in USA
Immobilien, 501–1.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Ben Yost Review of BNTouch

3,0 vor 3 Monaten

Vorteile:

It is geared for Mortgage industry and ease of use

Nachteile:

Not very robust compared to other CRM - lacks a lot of features

Matt
Vice President - Partner in USA
Finanzdienstleistungen, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

BNTouch is ok..... nothing special

3,0 vor 3 Wochen Neu

Vorteile:

We use it mainly to create actionable tasks. Setting up campaigns has taken a lot of time. We dont want to rely on automation, but more so structure of follow up.

Nachteile:

It syncs to our LOS, but its not great. It's not the easiest system to use.

Laura
Loan Officer in USA
Immobilien, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Loan Officer

5,0 vor 3 Wochen Neu

Kommentare: It has been great all borrowers are in sync with this software to Iam to stay in touch

Vorteile:

I like how able to send flyer all at once to my REALTORS

Nachteile:

I don't have a con I love how when I ASK for HELP I GET RIGHT AWAY

Whitney
Marketing Director in USA
Immobilien, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

We love BNTouch!

5,0 vor 3 Jahren

Vorteile:

Bntouch is incredibly easy to use- and if anything seems too daunting, the support team is very prompt and explains the best way to problem solve. We are able to get creative with our emails and communications as well.

Nachteile:

Generally, we have no complaints about BNTouch!

Rod
Loan Officer in USA
Immobilien, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

BNTouch

5,0 vor 3 Jahren

Kommentare: I like this system... and am happy that we chose it. It has a lot to offer (some of which, I'm still learning) and I can tell there is potential for growth within the system... I'm looking forward to roll outs of new features.

Vorteile:

Very helpful automation and allows me to navigate daily to help inform clients and realtors

Nachteile:

Learning Curve at first as had to watch the videos to understand the process.

Chris
Processor in USA
Immobilien, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Helpful for keeping track of multiple files!

5,0 vor 2 Jahren

Kommentare: This software is great and makes mortgage processing much easier on a day to day basis. Great for keeping track of multiple files and helps you stay organized!

Vorteile:

This product is extremely easy to use and makes it simple to see where each loan is at in the process. I love having all of my contacts and documents at my fingertips.

Nachteile:

When uploading documents, the program only allows a total of 5 documents to be uploaded at a time. This can be very time consuming when trying to upload many documents.