What's New at BNTouch
A monthly log of features, integrations, and improvements shipped to the BNTouch Mortgage CRM platform. Independent mortgage tech since 2003. Updates posted as they go live.
Q2 2026 — May
Mortgage Glossary expanded to 60+ indexable entries
BNTouch's mortgage glossary split from a single page into 60+ individual entries covering loan products (DSCR, bank statement, jumbo, ITIN, 1099 income), compliance (TCPA, RESPA, ECOA, MAP Rule, TRID), industry roles (NMLS, MLO, IMB, wholesale, correspondent), and CRM/marketing concepts. Each entry includes definition, extended explanation, and cross-links to related terms and BNTouch features.
Browse the glossary »Refinance Opportunity Alerts landing page
Dedicated page documenting BNTouch's refinance opportunity alert engine: email and daily push notifications when past clients become refinance candidates based on rate environment, loan anniversary, or equity threshold. Tap-to-call from the alert card.
See refinance alerts »Listed Properties Watch Alerts landing page
Big-data MLS market scanning: alerts fire when past borrowers in your database list their property for sale. The signal that they're moving and need a new mortgage. Re-connect marketing campaigns triggered automatically.
See listed property alerts »Top Lead Sources Report landing page
Aggregated lead source reporting by company, by individual loan officer, by month and year. Filter to whole-company view (branch managers) or per-LO view. Month-over-month dynamics surface accelerating or decaying sources before they show in closed-loan numbers.
See lead source reporting »Spanish & Multi-Language Marketing landing page
40+ pre-built mortgage campaigns translated to Spanish in the BNTouch content exchange. Set borrower preferred language, mark campaign as multi-language, system handles routing automatically.
See multi-language marketing »DSCR & Bank Statement Loan Marketing playbooks
Per-loan-product silo pages for DSCR loans and bank statement loans. Each documents the marketing playbook, qualification questions, conditional document workflows, and retention sequences specific to investor and self-employed borrowers.
DSCR marketing » Bank statement marketing »TCPA Compliance Pillar published
Comprehensive TCPA compliance guide for mortgage loan officers. Covers FCC 1:1 consent rule, 10DLC carrier registration, fine structure, real enforcement cases, DNC list rules, and the six-item compliance checklist BNTouch handles by default.
Read the TCPA pillar »Q1 2026
Credit Pull Alerts (TransUnion-powered)
Real-time alerts when a competitor pulls credit on a past client in your monitored database. TransUnion data feed surfaces the opportunity within 1-2 days of the credit pull. Lets you call before the borrower commits to another lender.
See Credit Pull Alerts »White Glove Service tier
Managed-service onboarding where the BNTouch team configures and runs the CRM for the loan officer. Done-for-you implementation, data migration, campaign setup, and ongoing optimization for $1M+ producers who'd rather close loans than admin a CRM.
See White Glove »Independent CRM since 2003 — 22-year anniversary
BNTouch passed 23 years of independent operation in early 2026. Same founder. Same focus on mortgage. No private equity flips, no acquisitions, no platform consolidation interruptions. 4,500+ active loan officers, 6,500+ mortgage offices using BNTouch, $43.7B in loans funded by users.
Q4 2025
AI Sales Assistant integration
BNTouch's AI Sales Assistant features integrated into the standard CRM workflow. Lead scoring, refinance prediction, document classification, and email personalization — all running against the loan officer's database without requiring a separate AI tool subscription.
See Mortgage AI »Native LOS integrations expanded
Native integrations refreshed with Encompass (ICE Mortgage Technology), Calyx Software (Point and Path), BytePro, LendingPad. Two-way data sync: contact updates flow from CRM to LOS, loan status updates flow from LOS back to CRM.
Q3 2025
10DLC carrier registration handled
BNTouch handles 10DLC brand and campaign registration with The Campaign Registry on behalf of all users. SMS sender reputation protected. Carrier filtering avoided. Mortgage texting that actually delivers in 2026.
TCPA-compliant consent capture across all forms
Every BNTouch lead capture form captures FCC-compliant consent at intake: timestamp, IP address, source URL, exact consent language displayed. Audit trail ready for legal defense if needed.
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