The mortgage CRM for correspondent lending operations
Investor relationship management, delegated UW tracking, secondary market workflows, and compliance infrastructure tuned for correspondent lending.
Correspondent lending sits between retail and wholesale. You underwrite and fund loans, then sell them to investors. Your CRM needs to handle borrower relationships, investor relationships, delegated UW tracking, and secondary market workflows simultaneously.
BNTouch supports correspondent operations with dual-facing workflows: borrower marketing and nurture on one side, investor relationships and secondary market tracking on the other. One platform, both sides of the business.
Built for correspondent workflows
Investor relationship tracking
Manage investor contacts, product guidelines, commitment positions, and delivery schedules. Never miss a commitment because an investor contact changed.
Delegated UW tracking
Log delegated UW decisions, exception approvals, and post-close reviews. Audit trail for investor delivery compliance.
Secondary market workflow
Track loan status from funding through secondary sale. Investor-specific loan tagging and delivery commitment tracking.
Retail-side borrower marketing
Full BNTouch marketing automation for the borrower-facing business. 400+ pre-built mortgage campaigns ready to send.
Native LOS integration
Encompass, Calyx, BytePro. Loan data flows from LOS to CRM and back, supporting both retail origination and secondary sale tracking.
Compliance-grade audit trails
TCPA for retail marketing, investor commitment audit for secondary. Timestamped and exportable for regulatory review.
Correspondent pricing
Enterprise plan. Custom pricing based on origination volume, investor count, and integration scope. 30-minute scoping call to quote.
“This CRM has been an integral part of our growth.”
— Donald Anfuso, Homeland Lending
Questions from correspondent lenders
Does BNTouch track investor commitments and delivery schedules?
Yes. Investor contacts, product guidelines, commitment positions, and delivery dates are tracked at the CRM level. Supports best-efforts and mandatory delivery.
Can we use BNTouch for both retail borrower marketing and investor tracking?
Yes. Dual-facing workflows: retail-side marketing automation for borrowers (400+ campaigns) plus investor relationship tracking and secondary market workflows.
What about delegated UW audit trails?
Every delegated decision logged with timestamp, decision-maker, and exception notes. Exportable for investor delivery compliance or regulatory review.
How does BNTouch integrate with our LOS?
Native Encompass, Calyx, and BytePro. Loan data flows from LOS to CRM and back, including status updates relevant to secondary market tracking.
Can we tag loans by investor for pipeline reporting?
Yes. Per-loan investor tagging drives pipeline reports, delivery schedules, and secondary market planning.
See BNTouch for correspondent operations
30-minute scoping call. Tell us your origination volume, investor count, and current stack, and we’ll walk through how BNTouch handles correspondent workflows.
Request Your BNTouch Demo