The mortgage CRM that gives branch managers real visibility
LO performance dashboards, pipeline visibility, recruiting workflows, and team marketing automation. Manage a branch without micromanaging.
Branch managers live in a specific tension: you need visibility into what every LO is doing, without being the bottleneck on every deal. You need LO performance data without pulling reports manually every week. You need to recruit new LOs while the existing team stays productive.
BNTouch gives branch managers real-time visibility into pipeline, activity, and conversion rates at the LO level, plus recruiting workflows that run in parallel with the loan pipeline. You see what’s working, you see what’s stuck, you know where to spend your time.
What branch managers get
Real-time LO dashboards
Per-LO pipeline, activity cadence, conversion rates, source mix. Know which LOs are carrying the branch and which need coaching.
Branch-level rollup reporting
Combined branch pipeline, close rates, source attribution, revenue forecasting. Board-ready reports pulled in seconds, not hours.
Recruiting pipeline
Manage LO recruiting in parallel with the loan pipeline. Candidate tracking, outreach sequences, onboarding workflows, all in one CRM.
Team marketing automation
400+ pre-built mortgage campaigns running across every LO’s database. Consistent brand, consistent cadence, individualized voice.
LO performance alerts
Automated alerts when an LO’s activity drops, pipeline stalls, or conversion rate trends down. Early warning system, not forensic review.
Manager-level control without per-LO meddling
Configure at the branch level (routing rules, compliance, approved templates), let LOs run their day within that structure.
Branch pricing
Team plan covers branch managers and LOs. One per-user fee ($95/user/month) unlocks dashboards, rollups, recruiting workflows, and team marketing automation.
“Couldn’t be happier with how BNTouch helps me run my mortgage business.”
— Dylan E., Branch Manager (verified Capterra review)
Questions from branch managers
Can I see every LO’s pipeline in real time?
Yes. Manager dashboards show every LO’s pipeline, stage-by-stage activity, conversion rates, and source attribution, refreshed continuously.
Does BNTouch include recruiting workflows?
Yes. Run LO recruiting in parallel with the loan pipeline. Candidate tracking, outreach sequences, onboarding automation, all inside the same CRM.
How do I coach an underperforming LO using BNTouch data?
LO dashboards show activity cadence, source mix, conversion rate, and drop-off points. Use the data to have specific coaching conversations, not general ones.
Can I restrict what LOs can change versus what stays at the branch level?
Yes. Role-based permissions. Branch sets routing, compliance templates, required fields, approved sender identities. LOs work within that structure.
What if I’m managing multiple branches?
Branch-level rollups combine into region-level dashboards. Manage multiple branches with the same visibility model.
See BNTouch for your branch
30-minute walkthrough tailored to branch manager workflows. See the dashboards, the recruiting pipeline, and the LO coaching tools in action.
Request Your BNTouch Demo