BNTouch
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White Glove Service

Meet Your Dedicated CRM Specialist

A real person who knows mortgage marketing inside and out — building and managing your CRM so you don’t have to.

What if you had someone whose entire job was making sure your CRM was working — launching campaigns, writing templates, setting up automations, and tracking results? That’s exactly what White Glove gives you.

Book a Call With My Specialist
Your dedicated CRM specialist
M
Monica
White Glove Specialist
Available
5 stars Capterra
5 stars Google
5 stars Software Advice
22+ Years in Business
Award Award Award
1,000+
Mortgage Offices
22+
Years in Business
500+
Pre-Built Campaigns
15M+
Emails Sent Monthly

What They Actually Do For You

Your specialist isn’t a support agent. They’re a mortgage marketing expert who manages your entire CRM — day in, day out.

  • They Study Your Business
    Pipeline, referral sources, follow-up gaps — they learn how you operate before touching a single setting.
  • They Build Your Strategy
    Custom campaigns, templates, automations, and pipelines — all designed around your specific goals.
  • They Run It — Ongoing
    This isn’t a one-time setup. They manage, optimize, and improve your CRM continuously.
  • They Report Back to You
    Regular check-ins with clear metrics — what’s working, what’s next, what the numbers say.
Team collaboration

How It Works — Start to Finish

Three clear steps. You stay focused on closing loans the entire time.

1
Business Analysis

Your specialist starts with a deep dive into your business — your pipeline, your partners, your referral sources, and how you currently handle follow-ups. This is how they build a strategy that actually fits.

2
Custom Recommendations

Based on what they learn, they create a tailored CRM plan: which campaigns to launch, what automations to build, which templates to write, and how to structure your pipelines for maximum efficiency.

3
Implementation & Ongoing Management

They build everything, launch it, and manage it on an ongoing basis. You get regular performance reports and strategy adjustments — all without lifting a finger.

Your Complete CRM — Handled

Seven core services, all managed by your dedicated specialist.

Process Analysis
Find inefficiencies in your current workflows
Configuration
Customize BNTouch to match your business
Campaigns
Targeted marketing campaigns built and launched
Templates
Personalized email and text that sound like you
Automation
Follow-ups and sequences that run themselves
Pipelines
Visual workflows so nothing falls through the cracks
Reporting
Ongoing metrics so you know what’s working

Monica is a total professional and a gift to my business! It’s like having my own marketing department.

SJ
Shannon James
C2 Financial — Broker

“It’s working. I have had 3 responses thus far from your email yesterday.”

Melinda Martin
Boardwalk Home Loans

“Her knowledge on best practices and ways to increase my productivity have been awesome.”

Randy Watkins
Finance Fortress LLC

Trusted by leading mortgage companies

Fairway Nexa Mortgage Summit Mortgage City First

You Might Be Wondering

A dedicated CRM expert who specializes in mortgage marketing. They learn your business inside and out and serve as your single point of contact for everything CRM-related.
Very little. After the initial discovery conversation, your specialist handles everything. You’ll have regular check-ins to review progress and results, but the execution is entirely on them.
Ongoing. Your specialist continuously manages and improves your CRM — adjusting campaigns, updating templates, refining automations, and tracking performance over time.
We’ll talk through your current setup, your goals, and where you’re spending the most time on CRM work. Then we’ll show you exactly what your specialist would build and manage for you. No pressure, no obligation.
Most clients have their first campaigns live within two weeks. Engagement improvements follow within 30 days, and the time you save starts on day one.

Ready to meet your specialist?

Schedule a free consultation. We’ll walk through your business, show you what we’d build, and introduce you to the person who’ll manage it all.

30-minute call — no longer
Custom CRM roadmap for your business
Zero obligation — this is about you, not us
Book a Call With My Specialist
We’ll be in touch within 24 hours
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