BNTouch

What BNTouch does

BNTouch, Inc. is a privately held, bootstrapped software company founded in 2004 and headquartered in Beaverton, Oregon, that builds an all-in-one CRM platform exclusively for U.S. and Canadian mortgage professionals. The platform combines lead management, marketing automation, pipeline tracking, borrower and partner portals, digital 1003 application, TCPA-compliant texting, and the MAIA AI Assistant (GPT-5.5 powered) into a single cloud-based system with native two-way integrations to five major loan origination systems (Encompass, Calyx Point/PATH, LendingPad, BytePro, Filogix) and 40+ lead sources. A library of 400+ pre-built mortgage-specific marketing campaigns and TransUnion-fed Credit Pull Alerts extends the platform from workflow automation into recapture and post-close nurture.

Name

BNTouch

Legal name

BNTouch, Inc.

Website

https://bntouch.com

Company type

Private

Founded year

2004

Operating status

Operating

Headcount range

11–50 employees

Short description

BNTouch, founded in 2004 and headquartered in Beaverton, Oregon, is a bootstrapped SaaS company that builds a mortgage-specific CRM platform with marketing automation, LOS integration, and AI assistance for solo loan officers, mortgage teams, and enterprise lenders.

Ownership category

akta.pro rank

Headquarters

HQ city

Beaverton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription SaaS - Individual Plan: Monthly subscription at $165 for solo loan officers. Includes full CRM, marketing automation, AI assistant, digital 1003, borrower portal, and all integrations. One-time $125 activation fee covers onboarding, LOS integration, contact import, and campaign setup.
2. Subscription SaaS - Team Plan: Per-seat monthly subscription at $95/user for teams of 2-50 loan officers. Includes all Individual features plus team management, lead routing, manager dashboards, and compliance tools. 2-user minimum. One-time $95 per-user activation fee.
3. Subscription SaaS - Enterprise Plan: Custom-priced for multi-branch lenders with 50+ users. Pricing determined after 45-minute discovery call. White Glove implementation available as separate engagement for operations wanting done-for-you setup.
4. White Glove Service: Managed onboarding tier where BNTouch team builds workflows, trains LOs, and provides ongoing optimization on monthly retainer. Custom-priced based on team size and scope.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels10 records

Core offering

BNTouch provides a cloud-based, mortgage-specific CRM platform that combines lead management, marketing automation, pipeline tracking, borrower and partner portals, AI assistance, and native integrations with major loan origination systems (LOS). The platform serves solo loan officers, mortgage teams, and enterprise lenders with subscription pricing tiers plus an optional White Glove implementation service.

Product overview

BNTouch is a mortgage-specific all-in-one CRM platform offering three pricing tiers (Individual at $165/month, Team at $95/user/month, Enterprise custom-priced) plus an optional White Glove implementation service. The core BNTouch Mortgage CRM combines lead management, marketing automation, pipeline tracking, and AI assistance (MAIA) with native integrations to five major LOS systems (Encompass, Calyx, LendingPad, BytePro, Filogix) and 40+ lead sources. Key modules include the Digital 1003 application, Borrower Portal, Partner Portal, Pipeline Management Dashboard, 400+ Pre-Built Marketing Campaigns, Credit Check Alerts, Mobile App, Personal LO Website, Lead Distribution System, and Dynamic Groups. The MAIA AI assistant (GPT-5.5) is included at every tier for lead scoring, content creation, knowledge retrieval, and NextStep recommendations. Built exclusively for mortgage professionals since 2004, serving 1,000+ mortgage offices with $43.7B+ in closed loans by users.

Differentiator

Problem solved

Functional benefit

Brands

• MAIA: AI assistant powered by GPT-5.5 that drafts emails, searches database, manages tasks, and provides lead scoring for mortgage professionals.

Products and services

• BNTouch Mortgage CRM
• Individual Plan
• Team Plan
• Enterprise Plan
• White Glove Service

Quantifiable outcome

• Users have closed $43,774,594,875 in loans over the last two years
• +4 more outcomes

Named customers23 records

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability11 records

Feature10 records

Partnerships

Eight partnerships are on record, tiered core.

• Encompass (Ellie Mae / ICE)coreTechnology or IntegrationNative two-way integration with Encompass loan origination system. Borrower data and loan milestones sync sub-minute. 1003 application data flows from BNTouch to Encompass. File status updates flow back to BNTouch for automated campaign triggers.
• Calyx PointcoreTechnology or IntegrationNative integration with Calyx Point (desktop LOS). Two-way data flow with automated loan status sync and document event tracking. Field mapping aligns with Calyx loan file structure. Supports both Point and PATH cloud versions.
• Calyx PATHcoreTechnology or IntegrationNative integration with Calyx PATH (cloud-based LOS). Two-way sync with automated loan status and document tracking. Same connector as Calyx Point.
• LendingPadcoreTechnology or IntegrationNative two-way integration with LendingPad LOS. Borrower data, application data, and loan milestones sync automatically. Sub-minute latency for real-time pipeline visibility.
• ByteProcoreTechnology or IntegrationNative integration with BytePro loan origination system. Borrower data flows from BNTouch to BytePro on loan application start. Loan milestones and document events sync back to BNTouch.
• FilogixcoreTechnology or IntegrationNative integration with Filogix LOS platform for Canadian mortgage market. Enables cross-border LOS connectivity for operations using Filogix.
• ZillowcoreTechnology or IntegrationNative integration with Zillow Premier Agent and Zillow Connect for Lenders. Zillow leads flow directly into BNTouch in real time. Automated speed-to-lead outreach (email + SMS within 5 minutes) with TCPA consent capture. Includes 60-day nurture sequence for unresponsive leads and ROI tracking through close.
• TransUnioncoreTechnology or IntegrationCredit bureau integration for Credit Pull Alerts (HBPPA). TransUnion-fed alerts notify LOs within hours when a past client's credit is pulled by a competitor, enabling recapture outreach while there is still time to win the loan.

Scale indicators11 records

Recent moves4 records

Expansion highlights6 records

Emerging players

• Mortgage Coach: Mortgage marketing and presentation platform that complements loan officer sales processes. Partial overlap with BNTouch on marketing/presentation, though less breadth on full CRM/pipeline functionality.

Direct peers

• Shape CRM: Cloud-based mortgage CRM with lead management, pipeline tracking, and marketing tools. Competes directly with BNTouch in the same vertical SaaS category serving mortgage professionals.
• Surefire CRM: Mortgage-specific CRM and marketing automation platform, now owned by ICE Mortgage Technology and positioned as the integrated CRM for Encompass LOS. BNTouch's most direct head-to-head competitor in the same product category with overlapping features (lead management, marketing automation, LOS integration).
• Total Expert: Mortgage and financial services customer engagement platform with CRM, marketing automation, and borrower experience tools. Direct competitor serving the same loan officer and lending institution customer base as BNTouch.
• Jungo: Mortgage CRM and sales platform built specifically for loan officers and mortgage lenders. Overlaps with BNTouch on lead management, pipeline tracking, and marketing automation for mortgage professionals.
• Bonzo: Mortgage CRM and marketing automation platform focused on relationship management for loan officers. Direct alternative to BNTouch targeting the same solo LO and small team segments.

Broad incumbents

• ICE Mortgage Technology (Encompass): Dominant loan origination system (Encompass) and parent of Surefire CRM. While BNTouch integrates natively with Encompass, ICE represents the largest vertically integrated competitor with the ability to bundle LOS + CRM.
• HubSpot: Generic CRM and marketing automation platform often cited as a horizontal alternative for mortgage professionals. BNTouch explicitly compares against HubSpot in its SEO content, indicating competitive overlap on CRM and marketing automation.
• Salesforce: Enterprise CRM platform occasionally deployed at large mortgage lenders as a horizontal alternative to vertical SaaS. BNTouch's published comparison pages position against Salesforce on mortgage-specific features.

Others

• Floify: Point-of-sale platform for mortgage applications that BNTouch integrates with. Adjacent rather than directly competitive; both companies are part of the broader mortgage tech stack serving loan officers.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/bntouchcrm
• YouTubeyoutube.com/channel/UCwKO6GrSV9hudAumgo1pMtg
• Facebookfacebook.com/bntouchmortgagecrm
• LinkedInlinkedin.com/company/bntouch-inc
• Instagraminstagram.com/bntouchmortgagecrm

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about BNTouch