---
description: Compare BNTouch Mortgage CRM vs Mortgage Automator regarding their features, reviews, pricing, specifications, screenshots & more.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: BNTouch Mortgage CRM vs Mortgage Automator Comparison
---

Breadcrumb: [Home](/) > [Account Management Software](/directory/3606/account-management/software) > [BNTouch Mortgage CRM \<span\>vs\</span\> Mortgage Automator](https://www.softwareadvice.co.nz/compare/127795/211774/bntouch/vs/mortgage-automator)

# Compare BNTouch Mortgage CRM vs Mortgage Automator

Canonical: https://www.softwareadvice.co.nz/compare/127795/211774/bntouch/vs/mortgage-automator

> Detailed comparison between BNTouch Mortgage CRM and Mortgage Automator. Check ratings, reviews, pricing, and features to make the best decision for your business.

-----

## At a Glance

| Metric | BNTouch Mortgage CRM | Mortgage Automator |
| **Overall rating** | 4.5/5 | 4.9/5 |
| **Total Reviews** | 98 | 116 |
| **Starting Price** | US$165.00 | - |
| **Free Trial** | No | No |
| **Free Version** | No | No |
| **Deployment** | Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) | Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop) |
| **Support** | Email/Help Desk, Knowledge Base, Phone Support, Chat | Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat |
| **Training** | Live Online, Webinars, Documentation | In Person, Live Online, Webinars, Documentation, Videos |

## Key features

### BNTouch Mortgage CRM

- API
- CRM
- Client Management
- Client Portal
- Compliance Management
- Customer Database
- Customisable Templates
- Document Management
- Document Templates
- Lead Management
- Loan Origination
- Marketing Automation
- Pre-Qualification
- Refinance Management
- Reminders
- Reporting/Analytics
- Task Management
- Task Scheduling
- Template Management
- Visual Presentation

### Mortgage Automator

- API
- CRM
- Client Management
- Client Portal
- Compliance Management
- Customer Database
- Customisable Templates
- Document Management
- Document Templates
- Lead Management
- Loan Origination
- Marketing Automation
- Pre-Qualification
- Refinance Management
- Reminders
- Reporting/Analytics
- Task Management
- Task Scheduling
- Template Management
- Visual Presentation

## Links

- [View BNTouch Mortgage CRM Profile](https://www.softwareadvice.co.nz/software/127795/bntouch)
- [View Mortgage Automator Profile](https://www.softwareadvice.co.nz/software/211774/mortgage-automator)
- [View Original Comparison](https://www.softwareadvice.co.nz/compare/127795/211774/bntouch/vs/mortgage-automator)

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"BNTouch Mortgage CRM vs Mortgage Automator Comparison","description":"Compare BNTouch Mortgage CRM vs Mortgage Automator regarding their features, reviews, pricing, specifications, screenshots & more.","url":"https://www.softwareadvice.co.nz/compare/127795/211774/bntouch/vs/mortgage-automator","about":[{"@id":"https://www.softwareadvice.co.nz/software/127795/bntouch#software"},{"@id":"https://www.softwareadvice.co.nz/software/211774/mortgage-automator#software"}],"breadcrumb":{"@id":"https://www.softwareadvice.co.nz/compare/127795/211774/bntouch/vs/mortgage-automator#breadcrumblist"},"@id":"https://www.softwareadvice.co.nz/compare/127795/211774/bntouch/vs/mortgage-automator#webpage","@type":["WebPage","CollectionPage"],"isPartOf":{"@id":"https://www.softwareadvice.co.nz/#website"},"inLanguage":"en-NZ","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"}},{"name":"BNTouch Mortgage CRM","description":"BNTouch Mortgage CRM is a fully integrated digital mortgage system, CRM, marketing, and POS tool offering a comprehensive mortgage business growth platform for loan officers and mortgage companies.\n\n\nBNTouch Mortgage CRM includes an extensive suite of features such as email and SMS marketing automation, lead distribution and management, 35+ proprietary mortgage tools, digital 1003 application, pre-built marketing content, customized video marketing, curated social media content, plus more. This solution can integrate with LOS, Outlook, Zapier, and other existing systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/1ccfbc39-a4bd-43c0-a505-26c98b7bc065.png","url":"https://www.softwareadvice.co.nz/software/127795/bntouch","@id":"https://www.softwareadvice.co.nz/software/127795/bntouch#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.5,"bestRating":5,"ratingCount":98},"offers":{"price":"165","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Android, Platform ios, Platform ipad"},{"name":"Mortgage Automator","description":"Mortgage Automator is an end-to-end loan origination and servicing platform built specifically for private and hard money lenders across the US and Canada. Rather than adapting a generic banking system, the platform is designed from the ground up to reflect how private lending actually operates, covering everything from initial application and underwriting to document generation, servicing, renewals, fund management, and reporting in a single system.\n\nThe platform serves private lenders and hard money lenders handling residential, commercial, and construction loans, including fix-and-flip and rehab projects. It fits organizations at any loan volume, from smaller teams looking to consolidate scattered tools into one system to established lenders processing high volumes who need automation to scale without adding headcount.\n\nKey features:\n\n- ACH/PAD payment processing, automated interest calculations, and fund disbursements, with NACHA-compliant files generated for banking uploads\n\n- Instant document generation, including commitment letters, loan agreements, term sheets, and discharges\n\n- Automated NSF handling, with text and letter notifications sent to borrowers\n\n- Branded, mobile-friendly borrower and investor portals for secure, real-time access to statements, documents, and payments\n\n- Custom kanban-style pipelines and role-based task assignments to manage deals and servicing work\n\n- Built-in CRM for lead intake, deal tracking, and communication\n\n- Fund management tools supporting fixed or floating share pricing, adaptable interest rate structures, and pre- or post-DRIP NAV calculations\n\n- Business intelligence dashboards for real-time visibility into portfolio risk, capital allocation, and team efficiency\n\n- Integrations with tools like Zapier, QuickBooks, DocuSign, Twilio, and major credit bureaus, along with API access for custom connections\n\nMortgage Automator is cloud-based, giving teams secure remote access regardless of location, and is SOC 2 Type II certified to meet industry data security standards. The company was founded by lenders, which shows in how closely the platform tracks the day-to-day realities of running a private lending business, from trust accounting to compliance reporting specific to US and Canadian requirements.\n\nBeyond the software itself, Mortgage Automator is known for hands-on onboarding and a support team that lenders frequently point to as a differentiator, along with a product roadmap shaped by direct customer feedback. For lenders looking to move off spreadsheets, disconnected tools, or legacy systems that weren't built for private lending, Mortgage Automator offers a single platform to manage the full loan lifecycle, reduce manual errors, and free up time for growth.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/b8a40095-4e42-4aeb-90fa-8859f2d8e045.png","url":"https://www.softwareadvice.co.nz/software/211774/mortgage-automator","@id":"https://www.softwareadvice.co.nz/software/211774/mortgage-automator#software","@type":"SoftwareApplication","publisher":{"@id":"https://www.softwareadvice.co.nz/#organization"},"applicationCategory":"BusinessApplication","aggregateRating":{"@type":"AggregateRating","ratingValue":4.9,"bestRating":5,"ratingCount":116},"operatingSystem":"Cloud, Apple, Windows, Linux, Chrome"},{"@id":"https://www.softwareadvice.co.nz/compare/127795/211774/bntouch/vs/mortgage-automator#breadcrumblist","@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Account Management Software","position":2,"item":"/directory/3606/account-management/software","@type":"ListItem"},{"name":"BNTouch Mortgage CRM vs Mortgage Automator","position":3,"item":"https://www.softwareadvice.co.nz/compare/127795/211774/bntouch/vs/mortgage-automator","@type":"ListItem"}]}]}
</script>