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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.
BN Touch costs was less than Media center but more than Jungo. BN touch have great videos.
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.
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Nutzerbewertungen filtern (80)
Review of Bntouch
Kommentare: Overall experience has been good. It does the job that I need it to do
Vorteile:
That is emails you everyday with the tasks that need to be completed.
Nachteile:
I wish it was easier to utilize the campaigns options, this can be frustrating at times.
SOLID CRM for Loan Officers
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.
Lots of functionality poor execution
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%.
$25 Review
Kommentare: I am indifferent as I don't really use it but once or twice a month
Vorteile:
The monthly email of newsletters is convenient
Nachteile:
I would like it to be identical to Simple Nexus/Surefire but I understand you get what you pay for
IS BNTPUCH FOR YOU............
Vorteile:
THE EASE OF IMPORTING OUR DATA BASE WAS A GREAT PLUS
Nachteile:
THE CLUNKINESS OF THE MARKETING PLANS~ THE STRUGGLE HAS BEEN REAL
In Betracht gezogene Alternativen:
Great Product
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
BNTOUCH REVIEW
Vorteile:
What I really like about BNTouch Mortgage CRM is how well it caters specifically to the mortgage industry. The mortgage-specific features, like loan tracking and document management, make my day-to-day tasks so much easier to manage. The integrated marketing tools are also a big plus—I can easily run email and SMS campaigns without needing a separate platform. I appreciate the customization options, allowing me to tailor the system to fit my unique workflow. The client portal is another highlight; it lets my clients securely upload documents and track their loan progress, which makes the whole process smoother for everyone. Plus, the reporting and analytics tools give me the insights I need to measure performance and make smarter business decisions. Overall, BNTouch helps me streamline my work and build better relationships with my clients, which is why I find it so valuable.
Nachteile:
While I appreciate many aspects of BNTouch Mortgage CRM, there are some downsides I've noticed. The learning curve can be steep due to the platform's comprehensive features and customization options, which can be a bit overwhelming at first. The cost is also a consideration—it can be pricey, especially for smaller teams or individuals. I've found that the available third-party integrations are somewhat limited, which can be frustrating if you rely on specific tools. The user interface feels a bit outdated, making it less intuitive than other systems I've used. Additionally, while the customization options are great, they can be complex and time-consuming to set up. Lastly, I've experienced some delays with customer support, which can be challenging when I need quick assistance.
BNTouch has been great for us
Kommentare: It has been my go to CRM for my mortgage business and I have no intention of changing CRM's any time soon
Vorteile:
The value and features it offers for the price
Nachteile:
The interface could be made better and easier to navigate/use without needing support
BNTouch FTW
Vorteile:
Couldn't be happier with how BNTouch helps me run my mortgage business.
Nachteile:
When it lags and I have to refresh to make the interface work
Great CRM System
Vorteile:
Easy to use, and like the ability to email from system and upload documents to system.
Nachteile:
Nothing, I haven't found anything yet I don't like.
Loan Officer
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
Great system, I little hard to navigate, but overall a very good CRM
Kommentare: Very good, would like it to be a little more easy to use
Vorteile:
Marketing to customers and Realtors both
Nachteile:
Set up and navigation is difficult. would like a better interface
My experience with BNTouch
Vorteile:
User friendly and definitely easy to learn and use
Nachteile:
It doesn't refresh and update data simultaneously
First Time using BNT and it has been very helpful!
Vorteile:
I like the frequent updates that I receive. It keeps me and my clients in the loop on the status of the transactions. Very fast and convenient. Highly recommend!
Nachteile:
I did get a little confused at the beginning, even with all the tutorial videos. But things caught up afterwards.
Great mortgage CRM
Vorteile:
The flow from our origination software to auto updates
Nachteile:
Finding all of the materials in the platform at times. Duplicate calyx point files
HORRIBLE Crashes literally weekly!!!
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 3 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.
I didn't love it
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 8 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
Thrilled!!
Kommentare: so far OUTSTANDING - but we are brand new to the program - we shall see. I may update my review later but as it stands now we are truly very happy with it
Vorteile:
This offers everything that the last CRM we used did PLUS a WHOLE LOT more!! And at a GREATLY reduced cost!!!
Nachteile:
Well I found some of the social media marketing a bit difficult to negotiate but their team is super good about getting back to you with questions and I am just really right now having nothing to complain about :)
Antwort von BNTouch
vor 5 Jahren
Thank you for taking the time to leave a review Cynthia! We are thrilled to have you as part of the BNTouch Family!
An ease of Use
Kommentare: Having this CRM makes tracking much more simple. It has helped me stay connected with each of my Clients and Realtor partners.
Vorteile:
The ease of use and organization of Client Database vs Realtor Partnerships.
Nachteile:
It was a little tricky to get the hang of, but lots of support made for a smooth transition into getting familiar with the ease of it all.
Great CRM!
Vorteile:
I truly enjoy using BNTouch CRM system. It has helped improve our business by staying organized and on top on productivity.
Nachteile:
The only constructive feedback I have is something I am not sure is avoidable. Just the set up took sometime but that is because it is completely customizable.
Very good
Kommentare: I believe it's developers can improve it to that level of big CRM out there. I would like people to start using it and see how good it is.
Vorteile:
From its dashboard it looks good, the way things are visible and how simple you can use it. Most of things I prefer on a CRM bn touch has just that.
Nachteile:
It's not unique and is under rated. I believe it has potential to grow big. Bn touch must keep updating it for it to compete with other big CRM on the market.
Best CRM out there
Kommentare: We did a lot of research on different CRM's currently available on the market and this one offered most. We have been using it for over a year and absolutely love it. Especially since they did the upgrade to a better more appealing platform.
Vorteile:
Our favourite feature is the Client & Partner Portals. We found this REALLY streamlines our business with our clients and they always LOVE using the portal. It is also a great way for us to market to our other partners, mainly realtors. Offering them something no other broker is. It allows them to be more involved in the process which they really like.
Nachteile:
No real down sides to using this CRM. As long as they continue to re-invent and offer new features I will continue to use them. We would really like to see a revenue tracker where we can keep track of our commissions that have been paid out or not and print out year end reports on them.
Steep learning curve, but powerful product!
Kommentare: I've only been using BNTouch for a few weeks, but I can tell it's going to make my life and my business much more efficient! The automation capabilities in particular are extraordinarily powerful - unfortunately, this also means they're fairly complicated. There's definitely a steep learning curve - I've had to contact their support department probably a dozen times in the last two weeks. But that said, their support is very helpful, and I learn something each time I speak with somebody. Overall, it seems like a great product so far, and I'm excited to learn more about how to utilize their features!
Vorteile:
The fact that it's tailored specifically for mortgages is helpful - there are places to add all the relevant info I need.
Nachteile:
It's not very intuitive - so much to learn, and hard to do so without someone holding your hand. Also, I wish the pipeline view was a little more customizable.
BNTouch
Vorteile:
I really enjoy the simplicity of one place to keep all parties updated. It is also very convenient to have a secure place for documents to be uploaded/shared.
Nachteile:
The email feature seems to be touchy. I can't send an email to multiple people and have it logged in the event tracker.
Bn touch
Kommentare: Great experience just plugs and play for me .add referral partners, add clients and simply add them to your drip campaign. Intuitive for the person that makes the small extra time and reads
Vorteile:
Plug in play
Nachteile:
Not as effective for nontech-savvy users
