Wer nutzt diese Software?

Mortgage professionals who want to grow their business and free up time using automated marketing and database management tools.

Durchschnittliche Bewertung

18 Bewertungen
  • Gesamt 4 / 5
  • Benutzerfreundlichkeit 3.5 / 5
  • Kundenservice 4 / 5
  • Funktionen 4 / 5
  • Preis-Leistungs-Verhältnis 4 / 5

Produktdetails

  • Startpreis 99,00 $/Monat
  • Kostenlose Version Nein
  • Kostenlose Testversion Ja
  • Einsatz Cloud, SaaS, Web
    Mobile - iOS Native
    Mobile - Android Native
  • Training Live Online
    Webinare
    Dokumentation
  • Kundenbetreuung Support während der Geschäftszeiten
    Online

Angaben zum Hersteller

  • BNTouch
  • http://bntouch.com
  • Gegründet 2004
  • Portland OR

Über BNTouch

BNTouch was designed to fill the needs of individual Loan Officers as well as small and medium mortgage offices. BNTouch combines all the contact management, sales and marketing functions into one web-based system. BNTouch's features include: contact management, lead management, office productivity tools, marketing automation, calendaring, reporting, and an integrated website.

BNTouch Funktionen

  • Audit Trail
  • Dashboard
  • Dokumentenmanagement
  • Komplexe Schuldstrukturen
  • Leadmanagement
  • Pipeline-Management
  • Publicity-Management
  • Risikomanagement
  • Trend-Analysen
  • Vermögensverwaltung
  • Darlehen-Entstehung
  • Dokumentenmanagement
  • Elektronische Applikationen
  • Gewerbliche Hypotheken
  • Kontaktmanagement
  • Kredit-Berichterstattung
  • Kredit-Serviceabwicklung
  • Kundenaussagen
  • Kundendatenbank
  • Pipeline-Management
  • Schließen von Dokumenten
  • Staatliche Kredite
  • Tilgungsplan
  • Umfinanzierungs-Management
  • Vorab-Qualifizierung
  • Wohn-Hypotheken
  • Audit Trail
  • Bearbeitung von Krediten
  • Compliance Management
  • Dokumentenmanagement
  • Elektronische Unterschrift
  • Kundenmanagement
  • Onlinebewerbung

Alternative Produkte

Die hilfreichsten Reviews für BNTouch

No stranger to CRM's

Bewertet am 13.3.2019
Dawn J.
Office Administrator
Immobilien, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
Quelle: SoftwareAdvice
4/5
Gesamt
2 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
4 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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: I love that it's specific to the Real Estate industry.
It has multiple uses to encourage, remind and assist with keeping in contact with clients and associates.
I like that the marketing section has articles and meme's that you can post onto your social media very easily.
The 'Support Team' is AMAZING! No matter my questions (and I have a lot of them!) they always respond, our Rep is always very helpful and responds with visuals to explain his answers, and tech support is just a phone call away!
Also, they just launched a feature where you can record a video with a short message for you client and send it.

Nachteile: The process to send set up a simple campaign is very complicated. There's no flow and you have to go in and out of different tabs/links to set it up.
It would be helpful if it was more streamlined.

I didn't love it

Bewertet am 2.5.2017
Ali O.
Loan Assistant
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
Quelle: SoftwareAdvice
2/5
Gesamt
1 / 5
Benutzerfreundlichkeit
3 / 5
Eigenschaften & Funktionalitäten
2 / 5
Kundenbetreuung
2 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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 des Softwareanbieters

von Yuri an 12.5.2017

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

Best CRM out there

Bewertet am 5.12.2016
Kaela F.
Mortgage Broker
Bankwesen, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
Quelle: SoftwareAdvice
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
5 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Very good

Bewertet am 5.1.2018
Avhakholwi M.
Software programmers
Computer-Software, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Quelle des Nutzers 
Quelle: SoftwareAdvice
5/5
Gesamt
4 / 5
Benutzerfreundlichkeit
5 / 5
Eigenschaften & Funktionalitäten
4 / 5
Kundenbetreuung
5 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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.

Great videos but not so good customer support

Bewertet am 3.5.2018
Pauline S.
LOAN OFFICER
Finanzdienstleistungen, 13-50 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
Quelle: SoftwareAdvice
4/5
Gesamt
4 / 5
Benutzerfreundlichkeit
4 / 5
Eigenschaften & Funktionalitäten
3 / 5
Kundenbetreuung
3 / 5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: I signed up for this product because I liked what it had to offer. I had Media Center for many years and it did a great job. They set it up for me; however it did not draw information from Calyx POINT when I changed companies. They were bit expensive too. BN Touch costs was less than Media center but more than Jungo. BN touch have great videos.

Nachteile: No good customer support. The IT representative was really good; he managed to get it connected to my Point. However, I had to figure out calling calyx and bunch of numbers to enable him to do what was needed. I spent 1 month or more for that while paying for BN touch. Now that is resolved; I really needed someone from customer support to guide me on the phone so that I can set up marketing and other stuff the correct way. I didn't want to set up something wrong and I look stupid to my clients. BN customer support sent me an email to watch the videos and the email said to connect with them after watching the videos. They didn't ask if I have watched videos or not. No one picked up the phone to call me. For that reason, unless you are really confident that you can set it up in 2 months, don't sign up. If your current system works 80% stick to it.

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