HighLevel vs BNTouch: Which Mortgage CRM Is Right for You?

BNTouch is one of the most popular mortgage-specific CRMs on the market, and for good reason. It was built from the ground up for loan officers, with LOS integrations, compliance tools, and mortgage-specific workflows baked in.

But "built for mortgage" doesn't automatically mean "best for your business." Increasingly, LOs are discovering that HighLevel offers more power, more flexibility, and better economics. Especially if you want to do more than just manage contacts.

Let's compare them honestly.

Quick Overview

BNTouch is a mortgage-specific CRM designed for loan officers and brokers. It handles contact management, email/text marketing, milestone tracking, and LOS integration. It's been a reliable option in the mortgage space for years.

HighLevel is a full marketing and sales platform that includes CRM, automation, funnels, websites, email, SMS, social media management, reputation management, and AI tools. It wasn't built specifically for mortgage, but with the right configuration (like our HL4MP snapshots), it becomes a mortgage powerhouse that does far more than any mortgage-specific CRM.

Feature-by-Feature Comparison

Where BNTouch Wins

Native LOS Integrations

BNTouch integrates directly with Encompass, Byte, and other loan origination systems. Milestone updates, contact syncing, and loan status tracking work out of the box. If your entire business revolves around LOS data flowing into your CRM, BNTouch has an edge here.

HighLevel can connect to your LOS through Zapier or custom API integrations, but it requires setup. It's not plug-and-play like BNTouch's native connections.

Mortgage-Specific Templates

BNTouch comes with pre-built email templates, drip campaigns, and workflows designed specifically for mortgage milestones. Pre-approval follow-ups, closing congratulations, rate change alerts. These are ready to use on day one.

Compliance Features

BNTouch includes compliance tools like opt-out management and communication tracking that are designed with mortgage regulations in mind. For LOs at larger brokerages with strict compliance requirements, this built-in functionality can matter.

Where HighLevel Wins

Marketing Power (It's Not Even Close)

This is where the comparison gets lopsided. BNTouch is a CRM with marketing features. HighLevel is a marketing platform with CRM features. The difference is massive in practice.

With HighLevel, you get full funnel and landing page builders, a complete website builder, social media management, reputation management, and AI tools. With BNTouch, you get email and SMS campaigns. That's a completely different league of marketing capability.

Workflow Automation

HighLevel's visual workflow builder is one of the most powerful automation tools available at any price point. You can build complex, multi-step, multi-channel automations with conditional logic, wait steps, and dozens of trigger types. BNTouch's automation is basic by comparison, limited to simpler drip sequences and rules.

All-in-One Economics

With BNTouch at $165/mo, you still need separate tools for landing pages, website hosting, social media scheduling, reputation management, and funnel building. Add those up and you're looking at $300-500/mo in total software costs.

HighLevel at $97/mo includes all of that. The total cost of ownership isn't even comparable.

Scalability

If you're a solo LO today but plan to build a team, HighLevel scales with you. You can add sub-accounts, build white-label solutions, and manage multiple team members within the same platform. BNTouch scales too, but the per-user pricing adds up quickly for teams.

AI and Innovation

HighLevel is investing heavily in AI: chatbots, content generation, voice agents, conversation intelligence. BNTouch hasn't kept pace with AI innovation. If you believe AI will be important to mortgage marketing in the next two to three years (it will be), HighLevel positions you better for the future.

Who Should Choose BNTouch?

• LOs at large brokerages where LOS integration is mandatory and IT manages the CRM
• LOs who want a simple, mortgage-specific tool and don't need advanced marketing
• Teams with strict compliance requirements that need built-in guardrails
• LOs who are not comfortable setting up integrations or configuring workflows

Who Should Choose HighLevel?

• LOs who want to own their marketing, not just their contact list
• Anyone running Facebook ads, building funnels, or generating their own leads
• LOs who want advanced automation that goes beyond basic drip sequences
• Cost-conscious LOs who want to consolidate their tech stack
• Forward-thinking LOs who want AI capabilities now and in the future
• Teams and brokers who want scalable, white-label solutions

The Migration Question

If you're currently on BNTouch, switching to HighLevel is straightforward. Export your contacts as a CSV and import them into HighLevel. Rebuild your key drip sequences using HighLevel workflows (which are more powerful anyway). Set up your LOS integration via Zapier if needed.

The HL4MP community has mortgage-specific snapshots that give you pre-built workflows, funnels, and automation designed for LOs. You won't start from scratch. In most cases, LOs are fully migrated and operational within a week.

The Verdict

BNTouch is a solid mortgage CRM. It does the basics well and its LOS integrations are genuinely useful. If all you need is contact management and basic marketing automation, it's a fine choice.

But if you want to grow your business, generate your own leads, build a real marketing machine, and leverage AI, HighLevel is a fundamentally different tool at a lower price point. It's not a lateral move from BNTouch. It's a level up.

For most LOs serious about scaling, HighLevel is the clear winner. And it's not particularly close.