MORTGAGE AUTOMATION CRM FOR LOAN OFFICERS & BROKERS
BNTouch is the mortgage CRM that unites process and marketing automation—digitizing the borrower journey and keeping you connected with clients and referral partners. From lead capture to e-docs and approvals, it's everything you need to run a modern mortgage business.
What Mortgage Automation Really Means
Borrowers now expect a seamless digital mortgage journey—from fast online applications to secure e-signatures and smooth closings.
That’s the heart of mortgage automation. With BNTouch, loan officers and brokers can deliver it—without extra staff or manual work.
BNTouch integrates with your LOS, POS, and the tools you already use—automating borrower communication, alerts, and reminders to keep your pipeline moving forward.
Book a Live DemoFeatures & Integrations
BNTouch brings together the tools you already use—and adds powerful borrower-facing features that feel like a built-in POS.
POS Features Built-In Borrowers can apply online, upload documents, and track loan status directly in BNTouch—removing them from another POS.
Smart Alerts Instantly know when borrowers or partners take key actions like online alerts, apply alerts, credit pulls, and status updates.
E-Docs & E-Sign Prepare and collect documents securely, with automated reminders that keep things on track.
LOS Integrations Applications, approvals, closing updates sync seamlessly, bridging existing with your LOS.
AI Lead Scoring Prioritize hot leads and sales opportunities automatically.
Audit-Ready Communication Every borrower and partner message tracked and organized for a complete audit trail.
Beyond the Transaction: Marketing Automation
Most platforms stop once the loan closes. BNTouch keeps you top-of-mind with borrowers and partners.
- Stay Top-of-Mind Automatically – Schedule post-close check-ins, loan anniversary reminders, and milestone messages that make every client feel remembered.
- Personalized Multi-Channel Outreach – From email and SMS drips to postcards, holiday greetings, and branded video—BNTouch automates it all while keeping your touch authentic.
- Client Retention & Repeat Loans – Track equity changes, monitor listings with MLS alerts, and be the first to know when clients are ready for their next move.
- Referral & Partner Management – Keep realtors, builders, and financial partners engaged with automated updates, co-branded campaigns, and seamless communication tracking.
- Lifetime Value Growth – Turn every closed loan into a source of referrals, reviews, and repeat deals—without adding extra staff.
What Mortgage Pros Say
75%
of borrowers expect digital updates on loan status
Very easy to use with a ton of automated services. I recommend this to anyone looking to take their business to the next level.
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.
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.
Why Mortgage Pros Choose BNTouch
1.
Deliver a fully digital borrower experience
2.
Reduce risk with automated follow-ups and communication tracking
3.
Win repeat and referral business automatically
4.
Scale their pipeline without adding staff
FAQs
Is BNTouch a mortgage POS system?
No, BNTouch integrates with your POS or applications and approvals flow directly into the CRM.
Does BNTouch handle automated pricing?
Pricing runs through your LOS/POS—BNTouch automates the follow-up and communication after that.
Can I collect all documents and e-signatures with BNTouch?
Yes. Borrowers upload and sign documents securely, with automatic reminders keeping the process on track.
Does BNTouch support e-closing?
E-closing itself is handled by LOS/title partners. BNTouch automates the tasks and communication around it.
How is BNTouch different from generic CRMs?
We’re purpose-built for mortgage. MLS monitoring, partner management, and borrower automation come standard.
Does BNTouch support mortgage compliance?
BNTouch doesn’t replace LOS compliance features, but every borrower and partner communication is tracked and logged—helping you maintain a complete audit trail.
GET STARTED WITH MORTGAGE AUTOMATION
Bring your mortgage business into the digital age. With BNTouch Mortgage CRM, you automate every stage of the borrower journey—from application to closing—and keep your pipeline growing long after.
Book a Demo