Suggestions appear as you type. Use the up and down arrows to choose one and Enter to open it.

This page's audience our own tag's counts — open to see them
–Visits
–Page views
–Clicks to vendors
–Time on page
–Reading now
Clicks to vendors, by tool
  • –
Top countries
  • –
Devices
  • –

– · visits, page views and clicks counted by our own tag, which counts more than our checked analytics; every figure rounded down · how we count

Head-to-head · Mortgage CRM Software

Total Expert vs BNTouch Mortgage CRM

  • Updated Oct 2026
  • Both researched from official sources
  • 8 checks side by side
Higher score Total Expert #2 in Mortgage CRM Software 8.8/10 Free plan Free plan✓ 7 of 7 features Visit Total Expert
BNTouch Mortgage CRM #12 in Mortgage CRM Software 7.5/10 Paid ✓ 7 of 7 features Visit BNTouch

Total Expert leads on 1 check, BNTouch Mortgage CRM on 0, and 7 are even. Who comes out ahead on the 8 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreTotal Expert · 8.8/10
  • Free planonly Total Expert

Total Expert scores higher on our rubric for mortgage crm software: 8.8 against 7.5 out of 10; our editors rank them #2 and #12.

Total Expert offers free plan; BNTouch Mortgage CRM doesn't.

Total Expert is the better fit for teams prioritizing value and compliance. BNTouch Mortgage CRM is the better fit for mortgage teams needing portals and mobile access.

  • Total Expert fits best

    Teams prioritizing value and compliance

  • BNTouch Mortgage CRM fits best

    Mortgage teams needing portals and mobile access

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Total Expert 8.8/10 Visit ↗ BNTouch Mortgage CRM 7.5/10 Visit ↗
At a glance
Editor score 8.8 7.5
Ranking #2 in Mortgage CRM Software #12 in Mortgage CRM Software
Best for Teams prioritizing value and compliance Mortgage teams needing portals and mobile access
Pricing model Free plan + paid Paid
Starting price $100/user/mo —
Free plan ✓ (best) —
Free trial — —
Deployment Cloud, Mobile Cloud, Mobile
Platforms Web, iOS, Android Web, iOS, Android
Support Email, Live chat, Tickets, Docs Email, Phone
Integrations 7 integrations 4 integrations
Built for Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Total Expert 7/7 · BNTouch Mortgage CRM 7/7
Borrower management ✓ ✓
Referral partner management ✓ ✓
Loan pipeline tracking ✓ ✓
Marketing automation ✓ ✓
Compliance workflows ✓ ✓
SMS automation ✓ ✓
Mobile app ✓ ✓
Our review
Pros
  • Complimentary plan includes CRM access and marketing automation
  • Compliance workflows include approvals, disclosures, and audit trails
  • Loan-status synchronization keeps pipeline stages updated automatically
  • Digital 1003 borrower portal with loan application workflows
  • SMS/MMS, email, and post-funded campaign automation
  • Web, iOS, Android, and API access for mobile teams
Cons
  • Premium pricing adds cost at $100 per user per month
  • Enterprise mortgage pricing requires a sales conversation
  • Broad functionality may exceed the needs of small teams
  • No time-unlimited free plan
  • Enterprise features are reserved for the Enterprise plan
  • Platform is focused on mortgage workflows rather than general CRM use
Our verdict

Total Expert is a customer engagement and CRM platform for mortgage lenders, banks, credit unions, and other financial institutions. It combines borrower and lead records, contact-level activity history, loan-status synchronization,…

Read the review →

BNTouch Mortgage CRM is a paid customer relationship management platform built for loan officers, brokers, mortgage teams, and lenders. It brings borrower and referral-partner records together with lead conversion, loan pipeline workflows,…

Read the review →
  1. Total ExpertMortgage CRM Software 8.8Free plan
  2. BNTouch Mortgage CRMMortgage CRM Software 7.5Paid

Strengths and trade-offs

  • Total Expert — where it wins

    • Complimentary plan includes CRM access and marketing automation
    • Compliance workflows include approvals, disclosures, and audit trails
    • Loan-status synchronization keeps pipeline stages updated automatically

    Where it doesn't

    • Premium pricing adds cost at $100 per user per month
    • Enterprise mortgage pricing requires a sales conversation
    • Broad functionality may exceed the needs of small teams

  • BNTouch Mortgage CRM — where it wins

    • Digital 1003 borrower portal with loan application workflows
    • SMS/MMS, email, and post-funded campaign automation
    • Web, iOS, Android, and API access for mobile teams

    Where it doesn't

    • No time-unlimited free plan
    • Enterprise features are reserved for the Enterprise plan
    • Platform is focused on mortgage workflows rather than general CRM use

More comparisons

All mortgage CRM software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update