BNTouch Mortgage CRM vs Viato
BNTouch Mortgage CRM
bntouch.com
Viato
viato.aiSide by side
| Figure | BNTouch Mortgage CRM | Viato |
|---|---|---|
| Price from | $95/mo | $49/mo |
| Free plan | — | Yes |
| Free trial | — | — |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | Yes |
| Android | Yes | — |
| API | — | Yes |
| Plans published | 4 | 3 |
| Spec score · Mortgage CRM Software | 7.9 (#13) | 8.5 (#7) |
| Other integrations | The integrations page names Zapier, Gmail, Outlook, Google Calendar, Optimal Blue, RingCentral, social platforms, and numerous lead sources. | The CRM page lists live social publishing for Facebook, Instagram, TikTok, and X, and marks QuickBooks and Handwrytten as coming soon. |
| Security | The security page says account-area connections use SSL 256-bit encryption and that users have unique usernames and passwords. | Viato says it encrypts data in transit with TLS and at rest with AES-256, and enforces organization-level isolation with database row-level security. |
| Support | The pricing page lists onboarding, training, a help center, email support, and phone support as included features. | The free plan includes community support and weekly office hours; the paid Support plan adds tickets, direct team replies, and priority response times. |
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.
Viato
Viato is a CRM built for mortgage professionals and loan officers, available on iOS and the web. It captures leads, creates contacts and opportunities, assigns them to teams or loan officers, and tracks lead sources and loan milestones. Automations can combine triggers, conditions, and multi-step actions to assign, text, create tasks, and nurture leads. Super Agent works across text, email, and chat to run workflows, update deals, and create tasks. Call features include voice AI, call transcription and summaries, and a power dialer that rings up to three contacts at once. A unified inbox brings email, SMS, and iMessage into threaded conversations; named communication tools include Gmail, Outlook, Twilio, and RingCentral. Arive and LendingPad are listed as live two-way loan-system integrations, while UWM is marked coming soon. Viato POS provides a guided borrower application, document portal, and lender branding. The Free plan includes CRM features and community support. Paid Support is $49 a month per loan officer, or $29/mo per operations staff member, and adds ticket access, direct replies, and priority response times.