BNTouch Mortgage CRM to HubSpot
Mortgage-specific CRM for loan officers, brokers and lenders. It covers lead capture, marketing automation, texting, pipeline tracking and two-way LOS sync.
BNTouch Mortgage CRM data can move into HubSpot, landing mainly in Sales Hub. 1 of 6 mapped objects move directly (Contacts / borrowers / prospects); 3 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for BNTouch Mortgage CRM
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<10k contacts
Single loan officer or small team.
Mid migration
10k-100k contacts
Includes LOS reconnection and workflow rebuild.
Large migration
>100k contacts, multiple branches
Enterprise API and compliance review.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves BNTouch Mortgage CRM: what you need to get in, what lands in HubSpot, and what will not.
Vendor API, including an XML lead-post endpoint that is schema-based. Public documentation is not available.
Account ID, account name and schema ID, issued by the BNTouch account manager. These apply to the lead-post endpoint only.
Choose your route
How will you move the data?
No native connector was found.
- You need: Account ID, account name and schema ID, issued by the BNTouch account manager. These apply to the lead-post endpoint only.
- Permission: To confirm
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Request a bulk data export from BNTouch support or your account manager (export format not publicly documented)
- Zapier connection for incremental sync
- Enterprise API connector or custom integration by BNTouch (described by third parties)
- LOS-side data (Encompass, Calyx, LendingPad, BytePro, Meridian, LendingQB) for loan-file fields
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In BNTouch Mortgage CRM
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts / borrowers / prospects | Contacts | yes | Core CRM records; export format needs confirmation with the vendor. |
| Referral partners (realtors, etc.) | Companies | partial | Partners are tracked in BNTouch; the export structure is unconfirmed. Map them to Contacts or Companies with a partner-type property. |
| Loans / pipeline opportunities | Deals | partial | Pipeline stages are tracked in the CRM; the LOS remains the system of record for loan files. |
| Households / co-borrowers | Contacts | manual | Rebuild as associations or a custom object; no documented export. |
| Communications history (email, SMS, calls) | Notes | manual | Availability in an export is unconfirmed; map to Emails, Calls or Notes if provided. |
| Documents | Files | manual | Documents are stored in the CRM; the export path is unknown. |
What to expect
These are owned by the LOS rather than the CRM, so keep them in the LOS.
These are vendor-specific and must be rebuilt in HubSpot.
Automation logic does not export.
The BNTouch two-way LOS sync ends at cutover.
Lead sources such as the lead-post endpoint will no longer feed the CRM.
Request the export in writing early and confirm the scope and format.
Migrate only the relationship fields. Leave regulated loan data in the LOS.
Pause the sync at cutover and define the system of record for each field.
Check the contract terms for data export at cancellation.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Product and integration facts are sourced, but BNTouch has no public export or API docs and no HubSpot connector was found. Object mapping, export formats and limits rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate BNTouch Mortgage CRM to HubSpot?
1. Ask your BNTouch account manager for a full export of contacts, loans, partners, notes and documents, with a data dictionary. 2. Check whether your plan includes API or Enterprise API access, or data migration support. 3. Identify which LOS (Encompass, Calyx, LendingPad, BytePro, Meridian or LendingQB) is connected and which fields sync. 4. Inventory campaigns, automations, lead sources and the borrower portal.
What data can move from BNTouch Mortgage CRM to HubSpot?
These objects move directly: Contacts / borrowers / prospects. Check the mapping table for partial and manual items.
What does not move from BNTouch Mortgage CRM to HubSpot?
Loan origination files, pricing, disclosures and conditions and Automations, campaigns, borrower portal (POS) and templates. Plan to rebuild or retire these.
How long does a BNTouch Mortgage CRM to HubSpot migration take?
Small (<10k contacts): 2-4 weeks. Mid (10k-100k contacts): 4-8 weeks. Large (>100k contacts, multiple branches): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from BNTouch Mortgage CRM?
Account ID, account name and schema ID, issued by the BNTouch account manager. These apply to the lead-post endpoint only.
What compliance issues apply when moving BNTouch Mortgage CRM data?
Check: Financial/lending data, Loan application data (1003), which can include SSN and income and Texting consent (TCPA). Agree consent, retention and access rules before exporting.
Moving BNTouch Mortgage CRM into HubSpot?
A network of 153+ tiered HubSpot partners and 1,800+ accounts of experience. Tell us what you are moving and which hub matters most.
Talk to a partner