BNTouch Family - Our Customers’ Stories

Before White Glove, my CRM felt overwhelming. There was so much in it that I didn’t know where to start. Monica helped organize everything, build campaigns that actually make sense, clean up my website and lead management, and create systems that work for my business. Now I know exactly where to go, what needs my attention, and what to do next. It’s made a huge difference in my pull-through rate, no borrower gets left behind!

The White Glove team has been absolutely worth the investment. Monica and Cooley have been instrumental in helping me get my CRM set up and running effectively. They take away many of the common challenges that cause people to struggle with CRM adoption. I highly recommend working with them.

Monica has been super helpful in getting our team up to speed with BNTouch. We have asked a lot of her along the way and she always has a solution for us.

After 29 years in the mortgage industry, I’ve had access to just about every CRM you can imagine, and never really used them to their full potential. That changed when I started working with Monica Alley and BNTouch. You can have a membership to the best gym in the world, but that doesn’t mean you’re going to get results. Put a great personal trainer beside you and everything changes. That’s what Monica has done for me.

I have been working with Monica Alley and the White Glove Service for the past several months. It has honestly been transformative in getting the best usage of this CRM. I don’t have the bandwidth to maintain, create, monitor all the functions. What this has done is give me direct access to an expert making sure my database is functioning and communicating correctly with my LOS and through the various campaigns I have set up. Additionally, I have received social media content that has improved significantly the information shared. The entire key to this success is all that help and direction Monica provides.

My CRM dreams have come true! The BNTouch team is extremely responsive and helpful. I’ve built out nurture campaigns specifically designed to add value to future and past clients as well as in process milestones to keep everyone in the transaction up to date. This team has played a strategic part in helping me implement this new amazing system and we’re already seeing results a month in!

I am a new user that is going through the process of setting up the CRM. I am a high level user of CRM’s and have built out Outlook, ACT and Salesforce in the past. Typically, building out a CRM with the level of detail that I want is an enormous and wildly frustrating endeavor and it has always been that way. Just the way it is, I figured! Well, I am thrilled to say that Keely has proven me wrong. She has made this process not only bearable but fun! I am already bragging about you guys to my peers and Keep is the main reason for that as I haven’t even launched yet.

Take it from a Database Programmer, BNTouch is the best CRM I have worked with, and there have been plenty. I have carted my database around for 12 years from various packages, and so I had a lot of data I didn’t want to lose when I got to Bntouch. Not only did BNTouch let me add my own custom fields, but they let me add a drop down list and I am able to import into those custom fields. That might sound obvious, but my last CRM would allow me to create custom fields but not import to them. I have over 4,000 records in my DB, so that was impractical. But with BNTouch, I can always import records to either add records or update records. Also, I love how Bntouch allows exporting with a simple click, to be able to back up my records. The support staff at Bntouch is excellent. I NEVER go very long without getting my questions answered, and if I’m doing something complicated, I can request a phone call to have them walk me through it. They are great! The support staff showed me how to keep a campaign “open” so that I can add steps without redoing triggers to activate records! This is huge to me and helps me with drip campaigns. I love that I can do email, text and voice campaigns with Bntouch, and this product is the focal point of my marketing. I just started with a new company that went to a different CRM. I fussed at my new company until they let me have my own BNTouch account because I like and depend on this product so much.

Keely and the rest of the BNTouch team have been incredibly supportive and responsive getting us set up with them. We look forward to a long and rewarding relationship with them. It’s a great product, hands off System once you set it up, with unbelievable customer service and an outstanding investment for our company.

This CRM allows customization of groups to place all sorts of relationships including vendors, realtors, and borrowers alike! The marketing campaigns are easy to set up and use and can be tailored to each individual if wanted.

If you are looking for that all-around CRM that helps you automate lead follow-ups, builds you a website, assists in your recruiting, automates communication with multiple types of referral partners, and so much [more], then you have found the right one. Every loan officer is striving to get that “perfect software stack” to make their process and technology unbeatable. BNTouch not only acts as your CRM, but your beautiful front-paged POS (Yes, they create a website for you at minimal cost ($<35/mo), your marketing (sends postcards, birthday mailers, EDDM, email automation), Docs request and chaser, and many others on your software stack that you would normally have to purchase and integrate frustratingly day after day after day. Stop right now, choose BNTouch, and get back to originating!

I really enjoy the simplicity of one place to keep all parties updated. It is also very convenient to have a secure place for documents to be uploaded/shared.

BNTouch has made it so much easier for me to keep my referral partners in the loop. I always enter a new lead’s name and info as it comes in. Any notes are viewable by my partners and they love it! No more losing track or forgetting about what happened to a lead! It also helps that it’s very easy to use.

BNTouch has helped me tremendously. I have been working as an MLO for 8 years and using BNTouch for 4 of these years. This system seamlessly integrates your point system and allows you to keep in touch with clients and agents thru various campaigns. I recommend this system to anyone who needs a bit more organization and data management for clients.

Very ease to use with a ton of automated services. I recommend this to anyone looking to take their business to the next level.

Would highly recommend! Easy to connect with my realtor referrals! That was the most important piece for us.

This software automatically interfaces with our Mortgage Software , sending out updates and regular marketing materials. Every time I add a client to the software - it automatically synchronizes with BNTouch and adds them to my database.

Let’s be honest, there are a TON of CRMs out there and no shortage to choose from. While there are so many options with so many customizable features available, sometimes going the “simple and effective” route is the best; this is where BNTouch shines. From the simplistic user interface (UI) to the intuitive layout, there isn’t much explanation involved when you are getting up and running.

Thanks Keely! I appreciate the quick response.You all are awesome to work with! When we started with BNTouch our process only allowed us to handle about 20 closings a month. Now we’re about 75 a month with basically the same staff. It took us some time to get the file flow down correctly, but I feel like once we were able to automate our process it really fast tracked our growth.

We have been using BNTouch for just a few weeks now, and we are continually delighted with it. Not only the platform, but also the support. We spent the prior 5 months looking for a replacement for our old ACT database. After two frustrating attempts with other CRM platforms, we discovered BNTouch. Integrations with our other apps were done in hours, not weeks. Some integrations aren’t even necessary as BNTouch natively provides so much of what we need. Every day we discover another great feature. Our current favorite is quickly sending off video messages. But the best part of our experience has been the support. Rafael is a rock star!

BNTouch is very helpful once you get used to using it, having everything all in the same place and being able to connect with clients easily is always a plus!

This has completely changed the way we do business after we all learned to use it effectively.

I have been using BNTouch for mortgage for at least the last 5 years. I love the integration that it provides.

BNT helps me stay organized and have all information for loans I am working on in one place at a glance. Very customizable and it is easy to learn and use.

I like that you can be up and running rather quickly without spending hours on the phone creating a custom set up

My ability to log every action and conversation then send to any or all participants to the loan transaction keeps my incoming calls at a minimum. I love sending birthday and anniversary greetings to my clients. This CRM has set business opportunities at a higher level. Who doesn’t want Lifetime customers who are also referring new clients to you.

Our company enjoys that we can put an extended amount of information about our clients. As well as send past, current, and future clients emails for the holidays and special events. Those are a nice touch and the formatting is nice. We also like the graphing shown on the dashboard. It is organized and gives us an idea of where our clients are at.

Makes my job as a loan processor much easier, I like being able to use templates for emails I send regularly and being able to assign myself tasks so I don’t forget what steps I’m on for a particular file.

BNTouch is a great way to keep all parties informed throughout the loan process, i really enjoy using the CRM. Thanks so much for making a user friendly system.

I’m using BN Touch like 1 year and this is a great and easy CRM.

The system is very functional and customizable with your business, you can adjust and implement it as you go, and the customer service is very available if you have issues. It’s very diversified

The software does it all and very easy to use. If you are looking for a CRM this is the one.

BNTouch has changed the game for our company when it comes to client communications. After switching from our old crm, we have increased email creativity, monitoring capabilities and more. I highly recommend using BNTouch!

I love texting and having my whole database at the top of my fingers.

I have been using BNT since May, and I LOVE IT! There’s so much that I can do to stay on top of my clients.

Bntouch is incredibly easy to use- and if anything seems too daunting, the support team is very prompt and explains the best way to problem solve. We are able to get creative with our emails and communications as well.

I found the BNTouch support staff to be extremely prompt and helpful. As a startup, we need to get help in real time and BNTouch’s support has been critical to us in getting up and running.

The staff is super friendly and helpful, the CRM is great, and where they need improvements, they make them in a timely fashion. I really enjoy working with them!

This is a great addition to our team and really allows us to stay on top of our files.

Been using BNT since 2012. It allows me to fully automate my entire origination platform… from lead to closing.

This CRM has been an integral part of our growth. Thank you to Yuri and the entire BNT team!

Not sure why I didn’t do this 15 years ago. I love my new CRM.

Great marketing campaigns & social media feed.

I’ve really enjoyed working the folks at BNTouch. Top down, they are a wonderful group to work with. Keely has always given me top notch service, Aaron is amazing in understanding our customized needs, Ella is a wonderful person, and I could go on. I just linked it up with Encompass and can hardly wait to see how it transforms yet another integral part of my operation. Thank you all!!!

I tried BNTouch when they were just getting started years ago and never really used it. Now I’m back and things are amazing. The system is completely overhauled and much easier to navigate. It is a true full service start to finish CRM now and syncs with my phone calendar so I’m not stuck in the office like with some of their competitors products.

It really helps me keep on top of my leads, and for me to be able to keep up with my borrowers. The company is great to work with and there doesn’t seem to be any lag.

Must have product for loan officers! The system makes is very easy to manage my database, whether I need to follow up with potential clients or market to client’s that I’ve closed in the past.

I like the database part of it and the response of the tech staff.If you are a mortgage broker, this is the software for you, but you need to be somewhat computer talented to manage sending emails through the system.

I LOVE, LOVE, LOVE your software !!!!!!! I have been in the mortgage industry for 25 years, and if I had this application years ago, I couldn’t even imagine how incredible my client/partner base would be today !!!!!

BNTouch is the most complete system for the money. I am very impressed with the full range of capabilities. Most importantly, I found it easy to use, fully customizable, and it also integrates seamlessly with my current systems.

Great experience just plug and play for me. Easily market to referral partners and clients by simply adding them to your drip campaign. Intuitive for the person that makes the small extra time and reads

Our favourite feature is the Client & Partner Portals. We found this REALLY streamlines our business with our clients and they always LOVE using the portal. It is also a great way for us to market to our other partners, mainly realtors. Offering them something no other broker is. It allows them to be more involved in the process which they really like.

Should have done this years ago! It keeps my current business with the access tools and makes sure they don’t forget me in the future with the newsletters and well wishes. Unfortunately, people forget your name and number after a while; this prevents that from ever happening! I will never hear, “I would have used you but lost your email and couldn’t find your number” ever again!

Ease of import. Basic functions are good. To DO list helpful. Once I get more time for training, I think that the functionality will be excellent.

It is a good product that served its purpose. I was also able to send out newsletters and campaign specific items.

No complaints. It is easy to use and also the customer service is great! Don’t try to fit your mortgage business with other industry CRM’s. This one has it all.

Great customer and partner portal for you to be able to better connect with those involved in the mortgage transaction.

We have been using the product since February and are satisfied. If you are a mortgage broker, this is the software for you, but you need to be somewhat computer talented to manage sending emails through the system