The Mortgage CRM Built For IMB Lenders

What IMB lenders need that solo CRMs cannot deliver

An IMB running 50+ LOs across multiple branches has problems a solo loan officer does not have: brand and message consistency across LOs, multi-branch pipeline visibility, compliance at scale, role-based access for LOs vs processors vs managers vs executives, and integration with the LOS that handles origination.

BNTouch enterprise tier is built for these realities. Used by IMB lenders since 2003. Configured to the operational structure of a multi-branch mortgage bank, not adapted from a B2B sales CRM.

Enterprise capabilities included

Multi-branch architecture: Each branch operates with its own pipeline, lead distribution, and reporting — while corporate sees the consolidated view across the entire enterprise.

Brand and compliance consistency: Centrally managed templates, automated disclosures, TCPA-compliant texting, and consent tracking ensure brand voice and regulatory posture are consistent regardless of which branch or LO is communicating.

Native LOS integration: Direct API integration with Encompass, Calyx, BytePro, LendingPad. The CRM and the LOS sync natively, eliminating the integration overhead that breaks at enterprise scale.

Role-based access controls: Different access levels for LOs, processors, branch managers, regional VPs, and executives. Sensitive data and configuration restricted as appropriate.

Configurable user management: Onboarding new branches, transferring LOs between branches, and managing access changes are handled in the platform without IT support.

White Glove enterprise onboarding: Our team works with your operations leadership to migrate from your existing CRM, configure the multi-branch structure, and train your team in the way enterprise needs are typically configured.

22 years of refinement at enterprise scale

BNTouch has been refined since 2003 around what IMB lenders actually need. 6,500+ mortgage offices have used the platform — including IMB operations of varying size. The feature set was not built for a SaaS sales team and adapted to mortgage. It was built for mortgage from day one and refined as the industry changed.

The TCPA-compliance posture, the LOS integrations, the workflow templates, and the reporting structures all reflect what enterprise mortgage operations actually need to run their pipelines and stay compliant.

Pricing and engagement

Enterprise pricing is custom and depends on the number of users, branches, integration requirements, and support tier needed. Most IMB engagements include dedicated support, custom integration support, white-label options, and enterprise-grade onboarding.

Contact our team for an enterprise consultation. We will walk through your specific requirements, current stack, and migration path before any pricing discussion.

Why IMB lenders move from competing platforms

Surefire is owned by ICE — IMB customers using both Encompass and Surefire end up bundled into ICE pricing. Total Expert is enterprise-capable but optimized around marketing automation rather than the operational workflow of multi-branch lending. Salesforce-based options (Jungo, Velocify) carry Salesforce admin overhead at IMB scale.

BNTouch is independent (no LOS owns it), priced specifically for IMB needs (not bundled), and operationally focused. The IMBs that move to BNTouch typically do so because the existing tool stopped fitting the multi-branch reality of how their business actually runs.