BNTouch Mortgage CRM

Pros

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

Cons

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.

Alternatives Considered

Reasons for Choosing BNTouch Mortgage CRM

Switched From

Pros

BNTouch is very simple to use - it feels "logical" in how it is organized. And the tools that it provides are fantastic. I love the ability to mass-text as well as mass-email, all with personalized communications to the client or partner.

Cons

I have no issues at all at this time, sorry.

Alternatives Considered

Reasons for Choosing BNTouch Mortgage CRM

Switched From

Reasons for Switching to BNTouch Mortgage CRM

Pros

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.

Cons

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

Pros

It's comprehensive. I appreciate that there are a lot of features and functionality with BnTouch. They have tons of options and settings, lots of data, email campaigns and automated options. We can maintain contact info and notes on clients, realtors, other referral partners, and separate loan records for the same client(s). We like being able to log events and keep everyone in the loop. I've had excellent experiences with customer support! They've been incredibly responsive and helpful whenever there's a concern. They helped us with onboarding and implementation and did a lot of the heavy lifting for us.

Cons

I can get a little bogged down in all of the features and functionality. It can be cumbersome and cluttered and sometimes we feel like we are paying for lots of features that we aren't taking full advantage of. It has all the bells and whistles, but if you want something more streamlined and simple, it may be a bit too robust for you.

Alternatives Considered

Reasons for Choosing BNTouch Mortgage CRM

Switched From

Pros

Fairly easy to learn and use. Not flashy, gets the job done without a lot of fanfare

Cons

Reporting is not good or easy to use. No true dashboard to reflect metrics

Pros

The ability to keep track of all my clients and partners and also be able to have automated campaigns!

Cons

Not having Gmail integration but I know they are working on this for the future!

Pros

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

Cons

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

Pros

Professional content, customer service is superb.

Cons

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.

Alternatives Considered

Reasons for Choosing BNTouch Mortgage CRM

Switched From

Reasons for Switching to BNTouch Mortgage CRM

Pros

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.

Cons

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.

Pros

Touching my clients with drip campaign, having thousands of clients and data base in one system

Cons

I wish it was easier to use for marketing campaigns

Pros

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.

Cons

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.

Pros

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.

Cons

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

Pros

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

Cons

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

Pros

Ease of use when setting up contact points

Cons

The site is a little overly complicated IMO

Pros

Plenty of options and easy to use platform.

Cons

too many options and it took some time to learn

Pros

The software was nice for lead management.

Cons

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

Pros

This CRM allows customization of groups to place all sorts of relationships including vendors, realtors and borrowers alike! The marketing campaigns are easy to set up and use and can be tailored to each individual if wanted.

Cons

There could be more accessible training materials made available to show off more features. Went months without using some before being pleasantly surprised at having found them.

Pros

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.

Cons

Generally, we have no complaints about BNTouch!

Pros

the ease of use, the responsiveness of the support team and the effectiveness of the product

Cons

i dont have any cons - any 'issues' i had were immediately addressed and resolved by the support team

Pros

The system is very functional and customizable with your business, you can adjust and implement it as you go, and the customer service is very available if you have issues. It's very diversified

Cons

Sometimes the email features in the processing tab are hard to line up and use.

Pros

Once you figure it out, it does what I need it to, which is custom marketing, automated marketing, and tracking leads

Cons

It is not a user friendly system with little support from BNTouch

Pros

Our company enjoys the that we can put an extended amount of information about our clients. As well as send past, current, and future clients emails for the holidays and special events. Those are a nice touch and the formatting is nice. We also like the the graphing shown on the dashboard. It is organized and gives us an idea of where our clients are at.

Cons

There is a lot going on in the CRM to say the least. It took our team a few days to get around the CRM and it feels overwhelming of all the options... still. Also the formatting is clunky and slightly dated. Our team has used different CRMs and this one is the most difficult to navigate through as there is so much going on. I would suggest having an initial meeting with the clients on what they would and wouldn't like on their dashboard to avoid confusion.

Pros

BNT helps me stay organized and have all information for loans I am working on in one place at a glance. Very customizable and it is easy to learn and use.

Cons

I have been using it for a little over 6 months and so far no complaints.

Pros

The ability to keep in touch with my clients, and birthday reminders.

Cons

Not a lot of customization available.

Pros

It keeps my current business with the access tools and makes sure they don't forget me in the future with the newsletters and well wishes. Unfortunately, people forget your name and number after a while; this prevents that from ever happening! I will never hear, "I would have used you but lost your email and couldn't find your number" ever again!

Cons

I wish technical support was more easily available.