1000+ Mortgage Offices are Growing with BNTouch Mortgage Software
The Most Feature Rich Mortgage CRM for Individual Mortgage Professionals
- Emails, SMS and Video Marketing
- Full Loan Cycle Marketing Platform
- Listed Property Alerts, Refinance Alerts, Loan Anniversaries and Birthdays Alerts
- POS with Borrower and Partner Portals and Apps
- Provided Content: 100s of Email Campaigns, Monthly Newsletter, Weekly Market Updates and more
- AI Assistant and Content Creator
- LOS, Lead Providers, Social Media and other Integrations
View more
Marketing Automation and Database Management for Your Mortgage Office
- All Individual Features
- Team Work on Transactions
- Top-to-Bottom Task Flow and Marketing Setup
- Automated Lead Distribution
- Customizable Access
- LO Based Communication Tracking and Performance Reporting
View more
Increase Customer Satisfaction, Create Corporate Brand and Recruit with Ease
- All Individual and Team Benefits
- Increase Customer Satisfaction and Brand Awareness
- Control Branding and Message
- Control Sales and Marketing Databases
- Simplify On-boarding for New Teams and Branches
View more
Always Be On
Never miss a beat with these automated mortgage marketing and management tools for the best mortgage crm on the market.
Our users have closed $43,774,594,875 in loans over the last two years
We have worked with
6000+ companies
We offer 40+ powerful tools to help you grow your business
Get started quickly with 400+ pre-built marketing campaigns
Got Questions?
We’ve Got Answers!
We’ve Got Answers!
What is Mortgage CRM Software and How Does It Work?
A mortgage CRM (Customer Relationship Management) is specialized software designed for mortgage professionals to manage client relationships, streamline operations, and increase productivity. Key features include advanced mortgage lead management, automated workflows, compliance management tools, integrated mortgage marketing software, and comprehensive reporting and analytics.
Mortgage CRM systems help with tracking leads, automating tasks, and managing compliance. This improves workflow and client service. Typically, the software offers a user-friendly interface, minimizing the learning curve for effective use.
The best mortgage CRMs focus on security. They use SSL encryption, unique user logins, session cookies, and store data in certified cloud servers. They also follow HIPAA, PCI, and ISO 27001 standards to protect data security and privacy.
They also comply with HIPAA, PCI, and ISO 27001 standards to ensure data security and privacy. Additionally, the CRM software for mortgage professionals should assist with regulatory compliance through documentation management and compliance checks.
The benefits of implementing a mortgage CRM include enhanced operational efficiency, improved client relationships, increased sales performance, and better data security. Many mortgage professionals report significant improvements in efficiency and business growth after adopting these systems. Mortgage CRM software pricing is flexible and subscription-based. Businesses can choose plans that fit their size and growth goals. When choosing a mortgage CRM, consider factors such as ease of use, integration capabilities, scalability, mobile accessibility, customer support, and return on investment.
Mortgage CRM systems help with tracking leads, automating tasks, and managing compliance. This improves workflow and client service. Typically, the software offers a user-friendly interface, minimizing the learning curve for effective use.
The best mortgage CRMs focus on security. They use SSL encryption, unique user logins, session cookies, and store data in certified cloud servers. They also follow HIPAA, PCI, and ISO 27001 standards to protect data security and privacy.
They also comply with HIPAA, PCI, and ISO 27001 standards to ensure data security and privacy. Additionally, the CRM software for mortgage professionals should assist with regulatory compliance through documentation management and compliance checks.
The benefits of implementing a mortgage CRM include enhanced operational efficiency, improved client relationships, increased sales performance, and better data security. Many mortgage professionals report significant improvements in efficiency and business growth after adopting these systems. Mortgage CRM software pricing is flexible and subscription-based. Businesses can choose plans that fit their size and growth goals. When choosing a mortgage CRM, consider factors such as ease of use, integration capabilities, scalability, mobile accessibility, customer support, and return on investment.
Can Mortgage CRM Software Integrate with Other Tools and Platforms?
Yes, the best mortgage CRMs integrate seamlessly with many essential tools and platforms used by mortgage professionals. They should connect with popular Loan Origination Systems (LOS) such as Encompass, Calyx Point, and Ellie Mae to improve loan processing.
For lead management, a mortgage CRM should integrate with various lead sources. This simplifies the import, tracking, and conversion of leads, enhancing lead management and boosting lead generation efforts.
BNTouch mortgage marketing system can automate marketing and communication tasks. It integrates with platforms like Outlook, Gmail, RingCentral, and Zapier. These integrations automate email campaigns, send targeted messages, and improve communication with clients and prospects. This enables the implementation of effective marketing strategies from the CRM.
Moreover, the best mortgage CRMs offer a mobile-friendly interface and apps for iOS and Android devices. This means you can access CRM features on the go, manage clients and tasks in real-time, and stay connected from anywhere. The mobile app should be designed for ease of use, ensuring productivity even when you’re away from your desk.
Overall, top mortgage CRMs provide robust integration options that help mortgage professionals manage their business more efficiently and effectively.
For lead management, a mortgage CRM should integrate with various lead sources. This simplifies the import, tracking, and conversion of leads, enhancing lead management and boosting lead generation efforts.
BNTouch mortgage marketing system can automate marketing and communication tasks. It integrates with platforms like Outlook, Gmail, RingCentral, and Zapier. These integrations automate email campaigns, send targeted messages, and improve communication with clients and prospects. This enables the implementation of effective marketing strategies from the CRM.
Moreover, the best mortgage CRMs offer a mobile-friendly interface and apps for iOS and Android devices. This means you can access CRM features on the go, manage clients and tasks in real-time, and stay connected from anywhere. The mobile app should be designed for ease of use, ensuring productivity even when you’re away from your desk.
Overall, top mortgage CRMs provide robust integration options that help mortgage professionals manage their business more efficiently and effectively.
How Can I Select the Best Mortgage Marketing Software for My Business?
When selecting a CRM for your mortgage business, it’s crucial to consider key factors to ensure it meets your specific needs and helps you achieve your goals. While general-purpose CRMs offer broad functionalities, they may lack specialized features essential for mortgage professionals. A mortgage-specific CRM provides tools for managing leads, maintaining compliance, and integrating with Loan Origination Systems (LOS) for smooth loan processing, catering specifically to the mortgage industry.
These specialized CRMs offer compliance tools for industry regulations and reporting functions for mortgage business metrics, differentiating them from general-purpose CRMs. This provides tailored solutions that enhance operational efficiency and client satisfaction.
Implementing a mortgage CRM can significantly benefit your business by improving lead management through systematic organization and automated follow-ups. This streamlines routine tasks, freeing up valuable time to focus on client relationships and strategic growth initiatives.
When selecting CRM software, prioritize features such as robust lead management, compliance tools, LOS integration, and mobile access. These elements are crucial for enhancing productivity and efficiency. LOS integration streamlines the loan origination process, while mobile access allows you to work on the go and stay connected with your team.
Additionally, consider the provider’s reputation, customer support options, and scalability to support your business growth. Choose a CRM with strong customer support for setup, training, and ongoing assistance. Even if support isn’t available 24/7, it should be reliable enough to address any queries promptly, optimizing CRM usage for your mortgage business needs.
These specialized CRMs offer compliance tools for industry regulations and reporting functions for mortgage business metrics, differentiating them from general-purpose CRMs. This provides tailored solutions that enhance operational efficiency and client satisfaction.
Implementing a mortgage CRM can significantly benefit your business by improving lead management through systematic organization and automated follow-ups. This streamlines routine tasks, freeing up valuable time to focus on client relationships and strategic growth initiatives.
When selecting CRM software, prioritize features such as robust lead management, compliance tools, LOS integration, and mobile access. These elements are crucial for enhancing productivity and efficiency. LOS integration streamlines the loan origination process, while mobile access allows you to work on the go and stay connected with your team.
Additionally, consider the provider’s reputation, customer support options, and scalability to support your business growth. Choose a CRM with strong customer support for setup, training, and ongoing assistance. Even if support isn’t available 24/7, it should be reliable enough to address any queries promptly, optimizing CRM usage for your mortgage business needs.
Still have questions?
Request a demo today to see BNTouch CRM in action!