Looking for a BNTouch alternative?
BNTouch is a mortgage marketing CRM with caps and add-ons. Shape is the full platform. Lead management, marketing, communication, automation, reporting, and AI — all included, all in one system.
One platform with the phones built in — where BNTouch stops at the message.
How Shape compares as a BNTouch alternative
BNTouch has been in mortgage a long time and covers real ground. Here’s where the platforms overlap, and where Shape does more.
 Get a Demo |
BNTouch | |
|---|---|---|
| Marketing & Content | ||
| Pre-built campaign library | A BNTouch strength: 400+ campaigns and provided content. | |
| Full loan cycle & post-close marketing | Both platforms market through and past the loan. | |
| Point of sale, e-sign & borrower portal | Genuine BNTouch strengths, included in every plan. | |
| LOS integrations | Encompass, Calyx, BytePro and others on both sides. | |
| Communication | ||
| Texting built into the platform | On Shape, texting is a native feature with standard usage rates. On BNTouch, text and voice marketing is a paid add-on that includes 100 monthly segments. | |
| Built-in dialer & phone system | BNTouch’s “voice marketing” means pre-recorded messages, not a dialer. | |
| AI voice agent | Included with Shape Complete and Shape Enterprise packages. BNTouch’s AI Assistant creates content. It doesn’t answer or make calls. | |
| Capacity & Cost | ||
| Room for your whole database | Shape supports 100,000 records standard, expandable from there. BNTouch caps at 5,000 per user, then $5 per additional 1,000. | |
| Transparent pricing | Credit where due: $165/mo Individual and $95/user Team are published. Enterprise is request-a-callback. |
Based on BNTouch’s published pricing and site as of July 2026. Capabilities and pricing may change — verify current details before publishing.
Everything Shape does
Six product areas, one platform. Choose a category to see what’s inside.
A marketing CRM without phones only gets you so far.
BNTouch earns its reputation on mortgage marketing. The gaps show where the modern sales floor lives: the phone, the text thread, and the AI working both.
The phones aren’t in the product
There’s no dialer and no built-in phone system. Voice means pre-recorded marketing messages. Every live call your team makes happens in another tool.
Texting as an add-on
Two-way conversation is how borrowers communicate now. On BNTouch, texting isn’t in the base product. It’s a paid add-on that includes 100 segments a month, three cents each after. One busy LO burns through 100 segments in a morning. On Shape, texting is a core feature of the platform.
Caps that grow with you
5,000 records per user, then $5 per 1,000 on top. A database-driven mortgage business, the kind BNTouch’s own marketing tools are built to mine, pays a toll on its own database.
Your CRM called — it wants a promotion.
We’ll migrate everything and get your team live — with hands-on onboarding built around how you actually work.
Make the SwitchBreaking down Shape vs BNTouch
BNTouch is a proven mortgage marketing CRM with a real POS and a deep content library. Shape covers that ground and the rest: built-in calling and texting, AI voice agents, and room for 100,000 records before capacity is even a conversation.
Why teams choose Shape
The phones are built in
Power dialer, click-to-call, inbound numbers, and two-way texting live inside Shape. No second system for the sales floor.
AI that answers
Shape’s AI voice and text agents engage, qualify, and book around the clock, included with Shape Complete and Enterprise. Not just content drafting.
Room for your whole database
100,000 records standard, expandable as you grow. Twenty times BNTouch’s per-user cap before you’d ever think about limits.
One platform price
Dialer, texting, marketing, POS, and reporting in one per-user price. No add-on modules to assemble.
Where BNTouch falls short
No dialer
Live calling happens outside the platform.
Texting sold separately
A paid add-on with 100 monthly segments included, then per-segment charges.
Record caps
5,000 contacts per user before overage fees start.
AI stops at content
No AI voice agent working leads.
Get started with Shape today
See how Shape replaces your current stack — live with a specialist.
Shape has been instrumental in helping us tailor a CRM solution that truly fits the way we do business. It brings sales, marketing, and key operational functions into one centralized system — a smart, flexible solution that makes it easier to manage the entire customer journey.