BNTouch Mortgage CRM User Reviews
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Great tool Date: Nov 24 2020
Summary: I'm using BN Touch like 1 year and this is a great and easy CRM.
It makes my life easier, I totally recommended. Thanks.Positive: Easy to use, it here's so much that I can do to stay on top of my clients. I love the integration that it provides.
Negative: None, i don't have any complaints about it, this system is really complete.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
BNTouch Date: Feb 23 2021
Summary: So far since using it, I have enjoyed it. There has not been any major issues. I find certain aspects make my daily routine easier.
Positive: 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.
Negative: The email option has limitations on logging the contact when it is sent to multiple people.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
BNTouch Review Date: Nov 24 2020
Summary: I have had a good experience with it so far, I have no complaints as far as the working aspect of BNTouch.
Positive: The pros are it keeps you organized and everyone up to date on the loan process. It allows you to move files to funded, in processing, etc. I just wish our company would pick one portal to use instead of having several to use daily.
Negative: It's time consuming to put everything into the system on top of everything else we have to use as far as portals.
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Likelihood to Recommend to Others1 2 3 4 5 6 7 8 9 10
Look No Further for a Quality CRM Date: Nov 24 2020
Summary: I have used BPD and Jungo, and this is by far the easiest to use without having to sit on the phone with the customer service desk or creating a help ticket.
Positive: Easily customizable to my tastes so I can see the loan information I want and nothing that I don't.
Negative: When using a corporate account, the text messages to my clients come from a different number than my clients recognize. I wish we could change this.
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