Increase Business Volume
Boost individual Loan Officer productivity through implemented workflows, new-age sales tools and marketing automation. Increase referral business volume with this best in breed partnership building platform.
Deepen Customer Satisfaction and Brand Awareness
Utilize branded multi-channel messaging and powerful communication tools to keep your borrowers and Real Estate Agents in sync.
Control Branding and Message
Setup a compliant, consistent message in each step of the mortgage process that will support your company’s values and vision with our enterprise mortgage crm.
Control Sales and Marketing Databases
Your marketing dollars are safe if you own the results. Assign leads to new Loan Officers so they can continue the sales or loan process on a file affected by turnover.
Simplify On-boarding for New Teams and Branches
Easily set and document your sales and marketing workflows for painless on-boarding of new team members and teams. Your enterprise mortgage crm setup is automatically applied to new accounts with the customization abilities for high-producing branches.
Configure report templates and functionality to fit your team’s needs, limit features to satisfy your Compliance department and also review your team’s performance with numerous team specific reports.
For Enterprise Pricing, Request Callback
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.