List of BNTouch Mortgage CRM Customers
BNTouch
4130 SW 117th Ave, Suite 404,
Beaverton, 97005, OR,
United States
Beaverton, 97005, OR,
United States
1 888-971-1117
Professional Services
20
$2M
Since 2010, our global team of researchers has been studying BNTouch Mortgage CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased BNTouch Mortgage CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using BNTouch Mortgage CRM for CRM include: CrossCountry Mortgage, a United States based Banking and Financial Services organisation with 7000 employees and revenues of $3.60 billion, Thrive Mortgage, a United States based Professional Services organisation with 700 employees and revenues of $70.0 million, EMM Loans, a United States based Banking and Financial Services organisation with 300 employees and revenues of $50.0 million, Paragon Home Loans, a United States based Banking and Financial Services organisation with 100 employees and revenues of $16.0 million and many others.
Contact us if you need a completed and verified list of companies using BNTouch Mortgage CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The BNTouch Mortgage CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
CrossCountry Mortgage | Banking and Financial Services | 7000 | $3.6B | United States | BNTouch | BNTouch Mortgage CRM | CRM | 2022 | n/a |
In 2022, CrossCountry Mortgage implemented BNTouch Mortgage CRM, deploying the application as a CRM to consolidate borrower and partner communications across the United States. The BNTouch Mortgage CRM deployment is cited by the vendor testimonial for improving borrower and partner communications and for increasing workflow transparency within origination workflows.
The implementation emphasized CRM capabilities such as centralized contact and pipeline management, communication orchestration across borrower and partner channels, and activity tracking with task automation to support loan origination teams. Configuration work focused on mapping borrower lifecycle stages, automating notifications and touchpoints, and aligning CRM workflows with mortgage origination processes.
Operational integration included a direct LOS linkage with Encompass, enabling synchronization of loan data and shared status visibility between the loan origination system and the CRM. Rollout and governance concentrated on origination and partner-facing processes in the United States, aligning communications governance and operational workflows to improve transparency between loan officers, operations, and external partners.
|
 |
EMM Loans | Banking and Financial Services | 300 | $50M | United States | BNTouch | BNTouch Mortgage CRM | CRM | 2024 | n/a |
In 2024, EMM Loans implemented BNTouch Mortgage CRM to centralize borrower communications and campaign automation across its U.S. operations. The deployment focuses on CRM-driven email and SMS automation, marketing automation, and milestone campaign orchestration across multiple business units, reflecting the module usage described in vendor case materials.
BNTouch Mortgage CRM was configured to run automated email and SMS campaigns, manage borrower messaging workflows, and execute milestone campaigns tied to loan lifecycle events. Functional capabilities in use include campaign segmentation, template-driven outbound messaging, and CRM record-driven trigger automation, consistent with standard CRM campaign orchestration and marketing workflows.
Operational coverage spans multiple business units within the United States, with governance organized around centralized campaign approvals and coordinated borrower communication workflows. The BNTouch Mortgage CRM serves as the system of record for borrower engagement and campaign orchestration, aligning CRM, marketing automation, and borrower communication functions under a unified operational model.
|
 |
Paragon Home Loans | Banking and Financial Services | 100 | $16M | United States | BNTouch | BNTouch Mortgage CRM | CRM | 2023 | n/a |
In 2023 Paragon Home Loans deployed BNTouch Mortgage CRM, categorized as CRM, to centralize client information, automate communications, and maintain loan status visibility across its U.S. mortgage operations. The BNTouch Mortgage CRM implementation emphasized client record consolidation and automated communication workflows to support retail mortgage origination and servicing functions at Paragon Home Loans.
The configuration combined contact and pipeline management with automated messaging sequences and database import/synchronization capabilities, and testimonial language indicates automatic synchronization with mortgage software that infers integration with the lender operating system LOS to keep borrowers, loan officers, processors and referral partners updated during the loan process. Operational coverage focused on loan origination teams and related support functions, with governance and workflow changes oriented around standardized status updates and synchronized data feeds to orchestrate handoffs and reduce ad hoc communication across the lending lifecycle.
|
 |
Thrive Mortgage | Professional Services | 700 | $70M | United States | BNTouch | BNTouch Mortgage CRM | CRM | 2021 | n/a |
In 2021, Thrive Mortgage deployed BNTouch Mortgage CRM to centralize sales and production workflows for its Inside Phone Sales and Production Partner operations in Bothell, WA. The implementation supported day to day management of residential loans for three originators producing an average monthly volume of $13M, and positioned BNTouch Mortgage CRM as the operational hub for application intake, pipeline tracking, and outbound client engagement.
The BNTouch Mortgage CRM configuration emphasized loan pipeline management and application data capture, with functional modules covering lead and contact management, task orchestration for follow up, commission-based sales support, and automated workflow steps for ordering appraisals, surveys, title commitments, and credit supplements. The deployment used category aligned capabilities common to CRM to standardize outbound call workflows to realtors, financial planners, estate and divorce attorneys, and borrowers, while enabling collaboration between loan officers and underwriting teams.
Operational coverage included daily outbound call operations, borrower and third-party communications, and production coordination across underwriting, escrow, appraisal, and compliance functions. The CRM served as the single source for updating loan status and communicating with borrowers, real estate agents, and other parties to maintain a smooth loan process, and it was used to input application details and initiate downstream processing activities.
Governance and process configuration focused on streamlining process flow from the CRM to timely follow up and transaction execution, with explicit controls for pipeline updates and handoffs between sales, production, and underwriting. Outcomes reported by the Thrive Mortgage team included completed accurate transactions through the streamlined CRM process flow, sustained customer service quality across parties involved in the loan lifecycle, proactive relationship building to surface opportunities, and coordinated solutions to achieve loan commitments with underwriting, escrow, appraisal, and compliance teams.
|
Showing 1 to 4 of 4 entries
Buyer Intent: Companies Evaluating BNTouch Mortgage CRM
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating BNTouch Mortgage CRM. Gain ongoing access to real-time prospects and uncover hidden opportunities.
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||
FAQ - APPS RUN THE WORLD BNTouch Mortgage CRM Coverage
BNTouch Mortgage CRM is a CRM solution from BNTouch.
Companies worldwide use BNTouch Mortgage CRM, from small firms to large enterprises across 21+ industries.
Organizations such as CrossCountry Mortgage, Thrive Mortgage, EMM Loans and Paragon Home Loans are recorded users of
BNTouch Mortgage CRM for CRM.
Companies using BNTouch Mortgage CRM are most concentrated in Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.
Companies using BNTouch Mortgage CRM are most concentrated in United States, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of BNTouch Mortgage CRM across Americas, EMEA, and APAC.
Companies using BNTouch Mortgage CRM range from small businesses with 0-100 employees - 25%, to mid-sized firms with 101-1,000 employees - 50%, large organizations with 1,001-10,000 employees - 25%, and global enterprises with 10,000+ employees - 0%.
Customers of BNTouch Mortgage CRM include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified BNTouch Mortgage CRM customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of CRM.