BNTouch Mortgage CRM

Review of Bntouch

Comentários: Overall experience has been good. It does the job that I need it to do

Vantagens:

That is emails you everyday with the tasks that need to be completed.

Desvantagens:

I wish it was easier to utilize the campaigns options, this can be frustrating at times.

Tons of Functionality & Features

Comentários: Overall I would recommend BnTouch. It has all the functionality we need and then some. It can do anything we might ever want it to, and we could do a better job of utilizing this tool and making the most of what it's capable of.

Vantagens:

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.

Desvantagens:

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.

Lots of functionality poor execution

Comentários: Clunky. Dated. Old tech. Hard to search. No keywords. Finicky. Buggy.

Vantagens:

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.

Desvantagens:

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%.

Fairly flexible, easy to use, competent system

Comentários: Support is top notch. The best I've ever experienced.

Vantagens:

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

Desvantagens:

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

Bntouch helps me tremendously in the Mortgage Industry

Comentários: Bntouch is an amazing CRM and I use it daily!

Vantagens:

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

Desvantagens:

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

Love BNTouch

Comentários: Great, I've used it for 5 years and I'm super happy with it.

Vantagens:

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

Desvantagens:

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

Overall a great CRM

Comentários: Customer service has been GREAT! We are new to BN Touch and keep learning more functions daily.

Vantagens:

Professional content, customer service is superb.

Desvantagens:

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.

SOLID CRM for Loan Officers

Vantagens:

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.

Desvantagens:

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.

Great CRM for the mortgage industry

Comentários: Great system . Generates at least 2 to 3 loans per year for me .

Vantagens:

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

Desvantagens:

I wish it was easier to use for marketing campaigns

IS BNTPUCH FOR YOU............

Vantagens:

THE EASE OF IMPORTING OUR DATA BASE WAS A GREAT PLUS

Desvantagens:

THE CLUNKINESS OF THE MARKETING PLANS~ THE STRUGGLE HAS BEEN REAL

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

Vantagens:

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.

Desvantagens:

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.

Loan Officer

Comentários: It has been great all borrowers are in sync with this software to Iam to stay in touch

Vantagens:

I like how able to send flyer all at once to my REALTORS

Desvantagens:

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

Comentários: Very good, would like it to be a little more easy to use

Vantagens:

Marketing to customers and Realtors both

Desvantagens:

Set up and navigation is difficult. would like a better interface

First Time using BNT and it has been very helpful!

Vantagens:

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!

Desvantagens:

I did get a little confused at the beginning, even with all the tutorial videos. But things caught up afterwards.

2 plus years and still loving it

Vantagens:

Ease of use when setting up contact points

Desvantagens:

The site is a little overly complicated IMO

Great mortgage CRM

Vantagens:

The flow from our origination software to auto updates

Desvantagens:

Finding all of the materials in the platform at times. Duplicate calyx point files

Unsatisfiend

Comentários: Too expensive for what they offered.

Vantagens:

The software was nice for lead management.

Desvantagens:

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

Helpful for keeping track of multiple files!

Comentários: This software is great and makes mortgage processing much easier on a day to day basis. Great for keeping track of multiple files and helps you stay organized!

Vantagens:

This product is extremely easy to use and makes it simple to see where each loan is at in the process. I love having all of my contacts and documents at my fingertips.

Desvantagens:

When uploading documents, the program only allows a total of 5 documents to be uploaded at a time. This can be very time consuming when trying to upload many documents.

I didn't love it

Vantagens:

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.

Desvantagens:

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!!

Comentários: 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

Vantagens:

This offers everything that the last CRM we used did PLUS a WHOLE LOT more!! And at a GREATLY reduced cost!!!

Desvantagens:

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

Comentários: Having this CRM makes tracking much more simple. It has helped me stay connected with each of my Clients and Realtor partners.

Vantagens:

The ease of use and organization of Client Database vs Realtor Partnerships.

Desvantagens:

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!

Vantagens:

I truly enjoy using BNTouch CRM system. It has helped improve our business by staying organized and on top on productivity.

Desvantagens:

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

Comentários: 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.

Vantagens:

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.

Desvantagens:

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

Comentários: 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.

Vantagens:

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.

Desvantagens:

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!

Comentários: 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!

Vantagens:

The fact that it's tailored specifically for mortgages is helpful - there are places to add all the relevant info I need.

Desvantagens:

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.