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Comparison · Updated 16 September 2026

BNTouch alternatives, compared seat by seat.

BNTouch is a good mortgage CRM with published pricing, and below three seats it is cheaper than we are. Here are six alternatives compared on price, texting, AI calling and LOS integrations, with the seat arithmetic and the honest case for staying put.

Short answer

The best BNTouch alternatives are TheBigBot for teams of three or more that want calls answered on a flat price, Shape for native LOS sync and built-in calling, Jungo for lenders on Salesforce, Surefire for Encompass lenders, Total Expert for banks and credit unions, and Lendware for teams consolidating several CRMs.

01 · BNTouch alternatives at a glance

What are the best BNTouch alternatives?

Six mortgage CRMs, plus BNTouch itself for reference, on the columns that change what you pay and what you still have to buy. Scroll the table sideways on a phone.

ToolBest forStarting pricePricing modelAI receptionistTextingLOS integrations
TheBigBotTeams of three or more that want every call answered and every lead followed up$197 / month, plus $499 one-time setupFlat monthly; unlimited users; no contractYes, answers inbound calls 24/7Yes; new leads texted and emailed within 60 secondsNative with some LOS; others through Zapier, Make or webhooks, confirmed at onboarding
ShapeTeams that want native LOS sync and built-in calling$119 per user / monthPer user; Complete tier includes 5 users; Enterprise quotedAI Calling Bot on the Complete tier; add-on on CoreYes: SMS, MMS, bulk texting and a two-way inboxEncompass, LendingPad, Arive, LendingDox
JungoLenders who want Salesforce set up for mortgage$96 per user / month, billed annuallyPer user; one-year minimum; $249 setup ($299 for the Bundle)Not listed on vendor siteYes, business textingEncompass, Calyx, LendingPad, Velocity, Byte
Surefire (ICE Mortgage Technology)Lenders running Encompass who want mature borrower campaignsQuote-basedNot publishedNot listed on vendor siteYes, part of its text, video and social outreachEncompass (direct integration; same parent company)
Total ExpertBanks, credit unions and lenders with compliance teamsQuote-basedNot publishedAI Sales Assistant places outbound voice calls; inbound answering not listedYes, AI SMS AssistantEncompass, Empower (Dark Matter)
Lendware (formerly Aidium)Lenders consolidating several CRMs into oneQuote-basedNot publishedNot listed on vendor siteEmail and SMS automationsEncompass, LendingPad, Arive named; 100+ prebuilt connectors
BNTouch (for reference)Solo LOs and small teams that want published pricing and a digital 1003$165 / month solo; $95 per user for teamsPer user; two-user team minimum; one-time activation feeNot listed; its MAIA voice assistant works for the LO, not for callersYes, including bulk textsEncompass, Calyx, BytePro, LendingPad, Arive, Floify

Checked 16 September 2026 on each vendor’s own site: TheBigBot pricing and mortgage page; Shape pricing tiers, with the $119 figure from Shape’s own blog; Jungo pricing and Jungo LOS sync; Surefire product page; Total Expert’s AI Center and Empower integration; Lendware and its acquisition of Aidium; BNTouch pricing and BNTouch AI. “Not listed” means we could not find it on the vendor’s site, not that it cannot be bought. Usage charges such as carrier SMS fees are not in any starting price. Vendors change packaging often, so get your own quote, and tell us if anything here is wrong.

02 · One at a time

Which BNTouch alternative is best for you?

Who each one suits, and one honest limitation for each, ours included.

📞

TheBigBot: best for teams of three or more

Best for: teams that want a website, an AI receptionist answering 24/7 and follow-up within 60 seconds on one flat plan, $197 or $497 a month with unlimited users. Limitation: at one or two seats BNTouch is cheaper, and while our mortgage sites include 1003 forms, we have no borrower portal or e-signature workflow inside the CRM. If you are solo and take applications in your CRM, we are not the right pick.

🔄

Shape: best for native LOS sync and built-in calling

Best for: teams on Encompass, LendingPad or Arive that want texting, calling and an AI Calling Bot in one CRM, from $119 per user a month. Limitation: the pricing page shows tiers without dollar amounts, so the figure comes from Shape’s blog and you confirm it on a call. Per-user pricing still grows with every hire.

🧩

Jungo: best for lenders who want Salesforce

Best for: teams that want Salesforce underneath with mortgage LOS sync and texting on top, from $96 per user a month billed annually. Limitation: a one-year minimum and a $249 to $299 setup fee, and per-user pricing that grows with every hire, the same as BNTouch.

🏢

Surefire: best for lenders already on Encompass

Best for: lenders inside the ICE ecosystem who want borrower and past-client campaigns fed by Encompass loan data. Limitation: no published price, so you will not know the cost until a sales call, and the vendor page lists no AI calling or call answering.

🛡️

Total Expert: best for banks and credit unions

Best for: organisations with compliance teams, branch reporting and many loan officers, with an AI Sales Assistant for outbound calls and AI SMS. Limitation: quote-based enterprise software, and loan officers get less freedom to build their own workflows. A small BNTouch team would be buying overhead.

🔗

Lendware: best for teams merging several CRMs

Best for: lenders running more than one CRM who want a single platform with email and SMS automations and 100+ prebuilt connectors. Limitation: no published price, and the product changed owners when Lendware acquired Aidium’s assets in October 2025, so ask what is on the roadmap before you sign.

03 · What you would be leaving

How much does BNTouch cost?

BNTouch publishes $165 a month for a solo loan officer and $95 per user, per month for teams, with a two-user minimum on team plans, a one-time activation fee and custom pricing for enterprise, according to its pricing page. It is one of the few mortgage CRMs that publishes its price, and it deserves credit for that. It also ships a mortgage-specific feature set: a digital 1003, e-signatures, a borrower portal and a library of 500+ prebuilt campaigns.

Here is the arithmetic, because it decides most of this. One seat is $165 against our $197, so they are cheaper. Two seats is $190, still cheaper. Three seats is $285 against our flat $197, and that is the crossover. Five is $475. Ten is $950. Our plan price does not move at any of those points. Shape and Jungo are also priced per user, so the same arithmetic applies to them.

The second difference is scope. BNTouch is a CRM with mortgage tooling attached, and it assumes you already generate the leads and answer the phone. TheBigBot includes the website, the campaigns and an AI receptionist that answers inbound calls 24/7. If your bottleneck is that calls go unanswered after 5pm, a better CRM does not fix it.

Where BNTouch is straightforwardly ahead: if your workflow depends on taking an application inside the CRM, with the digital 1003, the borrower portal and e-signatures, that is built into BNTouch and is not something we offer. That should outweigh the seat maths if it is how you work. See pricing for what each of our plans includes.

04 · Credit where it’s due

What BNTouch is genuinely good at.

A comparison where the other tool wins nothing convinces nobody.

📜

Published pricing, plainly

Solo and team rates on the site, no quote call. In this category that is rarer than it should be and we will not pretend otherwise

📄

Application tooling built in

A digital 1003, e-signatures and a borrower portal inside the CRM. We do not offer those, and if you take applications that way it matters more than price

💰

Cheaper below three seats

$165 solo and $190 for two, against our flat $197. If that is your team size, they win the arithmetic

05 · Which one is right for you

Is TheBigBot a good BNTouch alternative?

From three seats, often yes. For a solo LO who takes applications in the CRM, no. We would rather you pick the right tool than churn in month three.

Stay with BNTouch if

It is already the right shape for you.

  • You are one or two people, where their per-seat pricing is genuinely cheaper than our flat plan.
  • You take applications inside the CRM — digital 1003, borrower portal, e-signatures.
  • You want a large library of prebuilt mortgage campaigns to run yourself.
  • You already have a website and someone answering the phone, and both work.
Choose TheBigBot if

The CRM is not the thing you are missing.

  • You have three or more people, which is where the per-seat maths turns against you.
  • Calls go unanswered after hours, and the leads you paid for never get called back.
  • You are paying separately for a website, a CRM, an email tool and an answering service.
  • You want content produced for you rather than a library you have to operate.
06 · Our pricing, published

How much does TheBigBot cost?

No quote call to find out what it costs. Both plans include all 22 platform features — the difference is how much content and social firepower we produce for you each month.

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Your website, AI receptionist, automations and campaigns built out and switched on.

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Everything you get
🌐 Built for you
  • 1 complete website — up to 50 pages
  • AEO, GEO and SEO ready
  • Custom domain, DNS + SSL
🤖 AI & lead systems
  • 1 AI Receptionist — 24/7 call answering
  • AI website chat widget
  • Review harvesting campaign
  • A2P SMS submission filed for you
💎 Usage is billed at cost and disclosed up front. AI calls, SMS, email and AI tokens carry a usage fee on top of the plan — see the usage fees page for the rates. We publish them for the same reason we publish the plan price.
07 · Questions people actually ask

BNTouch alternatives: questions teams ask.

What are the best BNTouch alternatives?
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TheBigBot for teams of three or more that want every call answered on a flat $197 or $497 a month; Shape for native LOS sync and built-in calling, from $119 per user; Jungo for lenders on Salesforce, from $96 per user billed annually; Surefire for lenders on Encompass; Total Expert for banks and credit unions; and Lendware, formerly Aidium, for teams consolidating several CRMs. Prices checked 16 September 2026.
Which BNTouch alternative is cheapest?
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It depends on seat count. Per user, Jungo starts lowest at $96 a month billed annually, plus a $249 setup and a one-year minimum, and Shape states $119 per user. Those bills grow with every hire. TheBigBot is a flat $197 a month with unlimited users, so from three seats it costs less than BNTouch, Jungo or Shape at their starting prices. Surefire, Total Expert and Lendware are quote-based.
Is there a BNTouch alternative with an AI receptionist?
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TheBigBot includes an AI receptionist that answers inbound calls 24/7 on both plans. Shape lists an AI Calling Bot on its Complete tier, and Total Expert’s AI Sales Assistant places outbound voice calls. BNTouch’s MAIA assistant takes voice commands from the loan officer rather than answering borrower calls, and we could not find AI call answering on the Jungo, Surefire or Lendware sites.
What does BNTouch cost?
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BNTouch publishes $165 a month for an individual loan officer and $95 per user, per month for teams, with a two-user minimum on team plans and custom pricing for enterprise. Confirm on their site before deciding, since pricing changes.
At what team size does TheBigBot become cheaper?
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Three. One seat of BNTouch is $165 and two is $190, both under our flat $197. Three seats is $285, five is $475 and ten is $950, while our plan price stays where it is. If you are one or two people, they are the cheaper buy and we would rather say so.
Does TheBigBot have a digital 1003?
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Partly. TheBigBot mortgage sites include online 1003 forms, so a borrower can start an application on your site. BNTouch goes further with e-signatures and a borrower portal inside the CRM, which we do not offer. If your process depends on managing the full application inside the CRM, that is a genuine reason to choose them regardless of seat count.
What do you have that BNTouch does not?
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An AI receptionist answering inbound calls 24/7 and booking into the calendar, a website of up to 50 pages, and weekly content published under your brand on the Pro plan. BNTouch assumes you already have the leads and the phone covered.
Is BNTouch a good mortgage CRM?
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Yes. It publishes its pricing, it is built specifically for mortgage rather than adapted to it, and for a solo loan officer or a two-person team it is a sound choice. Our argument is about what happens when the team grows and what sits around the CRM, not about whether the CRM is any good.
Can I move my data from BNTouch?
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Contacts, pipelines and custom fields import by CSV, and there is no contact limit on any of our plans, so you are not choosing which records to bring. Historical activity and notes are the part worth asking about on the demo, since that is where migrations usually stall.

Bring your seat count to the demo.

Fifteen minutes, and we will run the arithmetic against your real numbers — including the cases where BNTouch is the better buy.

Book a Demo →
15 minutes · No contract · Published pricing
Keep comparing

Compare TheBigBot to the rest of your shortlist.

Every comparison on this site names the case for the other tool, not just ours.