Integration
BNTouch
+
BytePro

Native BytePro integration from BNTouch

BNTouch connects directly with BytePro. Borrower data, loan milestones, and document events flow between CRM and LOS automatically. No middleware stack, no Zapier.

How the integration works

Step 01

Credentials exchange

You share BytePro API credentials through a secure channel with BNTouch. One-time setup.

Step 02

Field mapping configured

BNTouch’s default field map handles standard BytePro loan file objects. Custom fields mapped by your specialist.

Step 03

Two-way sync activated

Data flows both directions. BNTouch pushes contacts and application data to BytePro; BytePro pushes status and document events back to BNTouch.

What syncs between BNTouch and BytePro

  • Borrower data: BNTouch → BytePro when loan application starts
  • 1003 application: BNTouch digital 1003 data syncs to BytePro loan file
  • Loan milestones: BytePro → BNTouch (application received, processing, underwriting, approval, CTC, funded)
  • Document events: BytePro → BNTouch on upload, review, conditions, stipulations
  • Rate locks and pricing: BytePro → BNTouch for rate lock events and pricing updates
  • Close and fund events: BytePro → BNTouch to trigger post-close nurture sequences

What you get

No double entry

Borrower and loan data entered once in BNTouch, flowing to BytePro. Rekeying eliminated.

LOs see current loan state in CRM

Real-time loan status in BNTouch without switching to BytePro. Communications driven by live status.

Automated borrower workflows

BytePro milestones trigger BNTouch email, SMS, and portal updates. Borrowers stay informed automatically.

BNTouch-maintained connector

Integration built and maintained as part of the product. You don’t maintain middleware.

Setup process

  1. API credential exchange: BytePro API credentials shared via encrypted channel. No credentials over email.
  2. Field mapping: Default map covers standard mortgage fields. Custom configuration as needed. Setup: 1-3 hours typical.
  3. Sandbox test: Integration validated in BytePro sandbox before production. You review and approve data flow.
  4. Production go-live: Cut over to production. Specialist monitors for 24-48 hours.
  5. Continuous monitoring: BNTouch handles BytePro API updates and connector maintenance ongoing. No middleware ownership on your side.

Frequently Asked Questions

Is BytePro integration included or extra?

Included. All three LOS integrations (Encompass, Calyx, BytePro) are part of BNTouch plans with no per-connector fee.

How long does setup take?

Typical setup 1-3 hours. Complex custom mapping can extend to 4-8 hours. White Glove Service handles end-to-end setup.

What BytePro versions are supported?

BytePro and BytePro Enterprise (most current versions). Specific version compatibility confirmed during scoping call.

Can we sync custom BytePro fields?

Yes. Custom field mapping is part of setup. BNTouch supports BytePro custom objects within the field mapping layer.

What happens if BytePro pushes an update?

BNTouch monitors BytePro API changes and updates the connector. Integration continuity maintained by us.

See BNTouch + BytePro integration live

Book a 30-minute demo. We’ll show the data flow, field mapping, and automated workflows triggered by BytePro loan events.

Request Your BNTouch Demo

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→ See the full comparison: Best Mortgage CRM 2026