BNTouch Mortgage CRM Erfahrungen

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.

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.

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

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

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.

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.

Database management, reminders, agent insights, flow to LendingPad.

Updates on user friendly usage, but any tech innovation undergoes updates

Ease of Use (once I figured out how to use it.
Multifaceted
Flexibility
Able to integrate with Lending Pad which we also use.

There is a lot that you can do so at first it might be overwhelming to some.

I have used BNtouch for almost 10 years now and have become incredibly proficient with it. its much more customizable then you initially realize. A solid piece of technology and has tremendous customer support . Keely is amazing!!!

It needs a true POS with auto document collection, a payment calculator that buyer can use, as well as, the ability for realtor, lender, buyer to generate an on demand pre qual letter that is parameter based

Not missing appointments, storing CRM info.

I need more guidance on how to take advantage of all features. My fault I am not using it all.

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.

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.

The automation is very helpful and intuitive once you have mastered implementing it.

The learning curve was pretty steep but the team was there to walk us through it

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.

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

Marketing to customers and Realtors both

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

Plenty of options and easy to use platform.

too many options and it took some time to learn

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.

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.

Ease of use and how it syncs with my origination system.

Seemingly unlimited options which can be daunting at first

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

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.

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

Not a lot of customization available.

The flow from our origination software to auto updates

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

Ease of import. Basic functions are good. To DO list helpful. Once I get more time for training, I think that the functionality will be excellent.

Client info is layered away from me- appears to be less personal; built for an organization when I need

It's easy to use and an average LO can be up and running in the same week that they customise the CRM to their needs.

it is user friendly and works well will my other software.

no complaints. It is easy to use and the customer service is great!