BNTouch vs MortgageCoach

Your Mortgage CRM & Marketing Tools Anywhere. Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere on any device. See why BNTouch's Mortgage CRM & Mobile App have over 250 five star reviews. Features Include: - Interact with your CRM, borrowers and partners using the world's first Mortgage AI Assistant. - Get quick access to your database via a searchable list of your borrowers & partners. - Send emails, calls, texts, postcards and video messages on the go. - Create, manage & edit contacts in any of your pipelines & databases. - Setup & receive instant alerts for new leads, birthday, tasks, etc. - Schedule tasks, create notes and manage your calendar. - Check your loan conversion, closed and top lead source stats anytime. - Start, stop and view any of your current/past marketing campaigns. - Track marketing success, make notes and latest calls with the events tracker. - Add contacts quickly by scanning business cards. - Accept newly assigned leads into your pipeline and view your lead history. - Be automatically notified of new refinance opportunities. - Upload and view documents to be shared with your office or your borrowers.

The MortgageCoach app is the mobile powerhouse for MortgageCoach users. It transforms your database into a proactive sales engine, helping Loan Officers turn data into deals—anytime, anywhere. Key Features for Modern Loan Officers Presentations on the go: Generate loan comparison presentations (TCAs) on the go. Whether you're starting from scratch or from an opportunity, our streamlined interface focuses on the most impactful fields, making it easy for new users to master in minutes. Video Branding & Highlights: Make your presentations personal. Record and add videos directly from your phone, and use the highlight tool to guide your borrower’s attention to the most important financial details, whether created on mobile or desktop. AI-Powered Summaries: Review instant AI Summaries of conversations between your borrowers and the AI assistant, ensuring you always know what the borrower is curious about. Real-Time Urgency: Never miss a "ready" borrower. Receive instant push notifications the moment a borrower engages with your TCA or hits a financial milestone where they could benefit from a new loan. Deep Context & Discovery: Stop guessing and start coaching. Drill into the "why" behind every opportunity with full access to property, borrower, and financial data. You’ll enter every conversation with a complete understanding of the borrower's unique benefits. Actionable Next Steps: Move from insight to outreach in one tap. Access pre-written email, text, and phone scripts alongside recommended TCA strategies. Use "Click to Contact" buttons to launch your next conversation instantly.