BNTouch Mortgage CRM vs Total Expert
BNTouch Mortgage CRM
bntouch.com
Total Expert
totalexpert.comSide by side
| Figure | BNTouch Mortgage CRM | Total Expert |
|---|---|---|
| Price from | $95/mo | $69/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Plans published | 4 | 4 |
| Spec score · Mortgage CRM Software | 7.9 (#13) | 8.5 (#6) |
| Spec score · Financial Services CRM Software | 7.7 (#19) | 8.6 (#8) |
| Headquarters | Beaverton, Oregon, United States | Minneapolis, Minnesota, United States |
| Security | The security page says account-area connections use SSL 256-bit encryption and that users have unique usernames and passwords. | The security page states that Total Expert is SOC 2 compliant and that its security approach is informed by the NIST Cybersecurity Framework and AWS Well-Architected Framework. |
| Support | The pricing page lists onboarding, training, a help center, email support, and phone support as included features. | Standard support is offered through knowledge-base articles, email and in-platform chat, with live support hours listed in the help center. |
Plans
BNTouch Mortgage CRM
- BNTouch CRM$95 a month
- EnterprisePriced on request
- New Loan Opportunity MiningPriced on request
- White GlovePriced on request
Total Expert
- Complimentary planFree
- Basic$69 a month
- Premium$100 a month
- Total Expert subscriptionPriced on request
In their own words
BNTouch Mortgage CRM
BNTouch Mortgage CRM has no write-up on Specifiction yet; its figures are above.
Total Expert
Total Expert is a customer platform for financial services that brings customer data, teams, and outreach together. It is designed for mortgage lending, banking, credit unions, and insurance. Customer IQ enriches profiles with financial signals such as credit inquiries, equity changes, rate opportunities, new listings, and life events. Sales Center provides lead routing and nurturing, pipeline visibility, prioritized lead lists, text messaging, and a mobile app. Marketing Center supports multichannel Journeys and targeted campaigns, with a library of compliant email, social, and print content. Its AI Sales Assistant uses voice conversations to qualify prospects, schedule appointments, and warm-transfer them to loan officers. Total Expert lists more than 55 integrations and compliance workflows for email and SMS, including approvals, reporting, and auditing for TCPA and CAN-SPAM compliance. Access controls include single sign-on, multi-factor authentication, privileges, and adaptive authentication. A complimentary plan is available; Premium costs $100 a month per user.