BNTouch Mortgage CRM

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.

BNTouch is ok..... nothing special

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.

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

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.

Easy to use

Kommentare: Overall I am happy with the product as my very first CRM and the price compared to other CRM's that I was shopping is extremely competitive.

Vorteile:

This is my first ever CRM to get and it's very simple to start out with, but allows flexibility to expand as you get more comfortable with it.

Nachteile:

There are some bugs that occur like frequently creating duplicate client information whenever I update a client file in my LOS system and then I have to either delete the duplicate or merge it with the original.

After 27 years in the car business, I've used quite a few CRM's

Vorteile:

I like having my leads import and having the vital data on one screen so that I'm not clicking around to see the data.

Nachteile:

I'm new to the mortgage industry after 27 years as a GM in the automotive business. CRM's are the lifeline of any sales position. The biggest thing that needs improvement, that I see, is that BNTouch HAS to make the app more user friendly and HAS to have a text-to-customer feature that notifies the user when a client replies. The system, as it is, isn't reliable.

Great Marketing Tool!

Vorteile:

I use BNTouch weekly to daily as a marketing tool - The email and text message marketing has made it an ease to send out a market update, tips and tricks, and even our own videos. We can market to potential, current and past clients differently. And market to Partner Agents all in just a few clicks.

Nachteile:

My only critique would be a more customizable dashboard so I could pin the columns I use daily.

Crm review

Vorteile:

It’s easy to navigate and easy to use. Don’t have any issues

Nachteile:

Clients can’t get a little confused especially when knowing what to fill out

2 plus years and still loving it

Vorteile:

Ease of use when setting up contact points

Nachteile:

The site is a little overly complicated IMO

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.

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.

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 :)

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