BNTouch Mortgage CRM vs Broki
BNTouch Mortgage CRM
bntouch.com
Broki
broki.caSide by side
| Figure | BNTouch Mortgage CRM | Broki |
|---|---|---|
| Price from | $95/mo | C$99/mo |
| Free plan | — | — |
| Free trial | — | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| Plans published | 4 | 2 |
| Spec score · Mortgage CRM Software | 7.9 (#13) | 8.3 (#9) |
| Headquarters | Beaverton, Oregon, United States | British Columbia, Canada |
| Security | The security page says account-area connections use SSL 256-bit encryption and that users have unique usernames and passwords. | Broki says data is hosted on AWS Canada with data residency and end-to-end encryption, and that it passed a CASA assessment by TAC Security. |
| Support | The pricing page lists onboarding, training, a help center, email support, and phone support as included features. | The company lists [email protected] and offers a 1-on-1 strategy session after users complete onboarding. |
Plans
BNTouch Mortgage CRM
- BNTouch CRM$95 a month
- EnterprisePriced on request
- New Loan Opportunity MiningPriced on request
- White GlovePriced on request
In their own words
BNTouch Mortgage CRM
BNTouch Mortgage CRM has no write-up on Specifiction yet; its figures are above.
Broki
Broki is a Canadian mortgage broker CRM for brokers and brokerages, with deal pipelines, client and partner management, document collection, e-sign, renewal monitoring and related workflows. Clients can use its portal to upload documents, check application status, meet their team and compare lender offers. The platform monitors client mortgages for refinance and renewal opportunities and describes monthly homeowner snapshots. Listed live integrations include Finmo, Velocity, Gmail, Outlook and Rackspace; other named connections are marked as coming soon. Broki is available on Android, iOS and the web. Its platform plan costs C$99 a month per user, billed monthly, plus applicable tax, and includes a 14-day free trial, unlimited mortgage files, no per-file fees and no usage caps. Done-for-You Onboarding costs 499.00 CAD once and includes migration of files, contacts, notes and commissions, partner imports, LOS connection and testing, and a one-on-one walkthrough. Broki says it is PIPEDA-compliant and hosts data on AWS Canada with data residency and end-to-end encryption.