Deliver pre-recorded messages
Record once in your own voice and the automation delivers it to everyone it reaches. A rate alert or a holiday message, in the voice they know.
See it in action →Best Mortgage CRM for Texting
74% of consumers check a new text within five minutes. BNTouch provides every Loan Officer with an SMS automation platform: reply to a loan request with a quote, schedule a call, request documents, automatically send milestone updates and much more.
57%
of consumers expect a business to text back within 15 minutesEZ Texting Consumer Texting Behavior Report, 2025
21x
better odds of qualifying a lead answered in 5 minutes than one answered in 30Lead Response Management study, MIT Sloan
74%
of consumers check a new text within five minutesSimpleTexting, 1,000 US consumers, January 2026
86%
of people do not answer a call from a number they do not recognizeHiya State of the Call 2026, 12,000+ consumers
Texting That Closes Loans Faster
A text gets answered when a call and an email do not. From the first inquiry to the client who comes back three years later, that is documents arriving, appointments holding and status calls you never take.
-
Reply with a text to an inquiry within minutes
- Replies the second a lead comes in, at any hour
- Asks the qualifying questions before the first call
- Follows up on the inquiry nobody answered
Answered in minutes, not the next morning
Hi Dana - Mark at Lakeside Mortgage, I have your rate request. Buying or refinancing?
-
Text a link to a loan scenario
- The link carries the numbers already run on the record
- Lets them compare options without a sit-down
- Goes again when the rate moves
They see the numbers the same day they ask
Here is what $420K looks like at 20% down, three ways - tap to see the payment on each.
-
Text Zoom or a meeting link
- Carries whichever link is saved on the template - Zoom, Teams, a booking page
- Reminds them the morning of the call
- Reschedules on a reply
More conversations booked, fewer voicemails left
Here is the Zoom for 11am tomorrow - tap to join when you are ready.
-
Text a reminder and a link to upload documents
- The upload link goes out with the request, not after it
- Asks again until the document lands
- Stops the moment it arrives
Files complete sooner, with no chasing
We still need your August and September bank statements - tap here to upload them.
-
Automatically text milestones updates
- Appraisal ordered, conditions cleared, loan approved
- Confirms the rate lock and when it expires
- Keeps the buyer’s agent on the same updates
Fewer “where are we?” calls to answer
Good news - your appraisal came back and you are clear to close.
-
Text a link to sign documents
- Goes out the moment the package is ready
- Reminds them while it is still unsigned
- Warns about wire fraud before they move money
Signed sooner, with less back and forth
Your closing package is ready - tap to sign, it takes about ten minutes.
-
Ask for a referral via text
- Asks while the closing is still fresh
- Comes round again on the closing anniversary
- Picks up the ones who never replied
Repeat and referral business from records you already own
Glad we got you closed, Tom. If anyone you know is shopping, send them my way.
Text Workflow Focused Mortgage CRM
One texting system for the whole team, wired into the automations, the loan milestones and the record it all runs from.
Texting automated
SMS can be a part of an automated campaign step. An event or status change in CRM can trigger a pre-written text to borrowers, Real Estate agents or colleagues
See it in action →
Text templates
The messages that go out over and over - document requests, rate updates, appointment reminders - are written once, with borrower and loan details merged in so each one reads as if it was typed.
See it in action →
Multiple phone numbers
Every loan officer or a team can get its own number. Borrowers reply to the number they were contacted from, and the thread stays with the right person
See it in action →
Text keyword rules
You can automate “reply Yes” scenarios where borrowers or Real Estate agents can reply with a certain keyword and initiate an automation campaign to get more information via email, another text, update a field in CRM etc.
See it in action →
SMS and MMS
Texts go out with or without an image. SMS for the message on its own, MMS when it needs to carry something - a rate sheet, a flyer, a photo of the page that still needs a signature.
See it in action →
Texts recorded to loan file
Every text is stored on the loan file beside the calls, emails and tasks. Anyone with access to that file can look back at what was said and what was done for the borrower, in one place, rather than in a phone somebody takes home.
See it in action →Automated Calls, a Nice Bonus
Place automated pre-recorded calls as part of your workflow. Mix with emails, texts, postcards and others
Deliver pre-written message with voice
A message written once is spoken on the call, and merge tags fill in the borrower and the loan as it goes - the name, the rate, the closing date - so one message reaches a whole list and each call is specific to the person taking it.
See it in action →Automated calls
A call is a step in the automation beside the texts and the emails. It goes out on the schedule, or on an event in the loan, without anyone dialing.
See it in action →See texting automation live
Give us 30 minutes to show you how texting automation will transform your mortgage business
Book a Live Demo