Business, Startups & Finance

Top 20 Alternatives to BNTouch in Mortgage CRM Software

BNTouch is a cloud‑based Mortgage CRM that helps lenders manage leads, automate workflows, and close loans faster. Looking for other Mortgage CRM platforms that offer similar lead‑management, loan‑pipeline, and compliance features? Below are 20 strong alternatives to consider.

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Salesforce Financial Services Cloud

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Enterprise‑grade CRM built on Salesforce, tailored for mortgage lenders with loan‑pipeline tracking, automated workflows, and AI‑driven insights.

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ICE Mortgage Technology (formerly Velocify)

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Lead‑management and sales acceleration platform designed for mortgage professionals, offering automated lead routing, dialer, and analytics.

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Floify

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End‑to‑end loan‑originator platform that captures leads, automates document collection, and integrates with major LOS systems.

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LendingPad

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All‑in‑one mortgage CRM and loan origination system with lead management, automated underwriting, and compliance tools.

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Encompass by Ellie Mae

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Comprehensive loan origination and CRM solution that streamlines the entire mortgage lifecycle from lead to close.

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SimpleNexus

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Mobile‑first mortgage CRM that connects loan officers, borrowers, and real‑estate agents with real‑time loan status updates.

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Roostify

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Digital lending platform offering a borrower‑centric portal, automated workflows, and CRM capabilities for lenders.

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Mortgage Coach

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Presentation‑focused CRM that helps loan officers illustrate loan scenarios, track prospects, and close deals faster.

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Jungo

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Mortgage‑specific CRM with lead capture, automated follow‑up, and integration to major LOS and marketing platforms.

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HubSpot CRM

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Free, customizable CRM that can be configured for mortgage lead management, email automation, and pipeline reporting.

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Pipedrive

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Visual sales pipeline tool that mortgage teams use for lead tracking, activity reminders, and performance dashboards.

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Zoho CRM

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Highly configurable CRM with mortgage‑focused templates, workflow automation, and integration with loan‑origination systems.

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Follow Up Boss

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Real‑estate CRM that many mortgage professionals adopt for its fast lead routing, texting, and call‑tracking features.

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Realvolve

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Broker‑centric CRM offering pipeline management, automated marketing, and compliance tracking for mortgage firms.

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Mortgage Builder

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All‑in‑one mortgage CRM with lead capture, document management, and integration to popular LOS platforms.

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Mortgage360

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Cloud‑based CRM focused on loan officer productivity, lead nurturing, and real‑time reporting.

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Mortgage iQ

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CRM and loan‑origination hybrid that provides lead scoring, automated email campaigns, and compliance tools.

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LendingTree

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Marketplace platform with built‑in CRM features for lenders to capture and nurture borrower leads.

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LoanPro

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Servicing‑focused CRM that also offers lead management, workflow automation, and robust reporting for mortgage lenders.

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MortgageCRM (by MortgageCRM.com)

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Dedicated mortgage CRM with lead routing, email/SMS automation, and seamless integration to major LOS and marketing tools.