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How to Choose a Mortgage CRM: The 2026 Evaluation Guide for Loan Officers
By Yuri Polukeev  |  Last updated June 2026 Choosing a mortgage CRM is a bigger...
The Refi Wave Playbook: 6 BNTouch Tactics to Run When Rates Drop 50bps
A six-tactic BNTouch refi-wave playbook for when rates drop 50 basis points: Refinance Monitor, Equity...
7 Templates Every Mortgage Team Should Have Built in BNTouch
Seven BNTouch templates every mortgage team needs: new lead welcome, pre-approval letter wrapper, in-processing status...
6 Mobile BNTouch Workflows That Work From a Parking Lot
Six BNTouch mobile app workflows that run between meetings: log a tracker note after a...
The 4-Step Lead-Source Audit That Cuts Wasted Marketing Spend
A four-step BNTouch lead-source audit: tag every source at intake, connect the Facebook Ads integration,...
7 Borrower Engagement Tactics That Convert Pre-Approvals Into Closings
Seven BNTouch tactics across pre-approval, processing, and closing: send pre-approval letter from the borrower record,...
5 BNTouch Reports Branch Managers Should Pull Every Monday
Five recurring BNTouch reports for branch managers: scheduled email report for stuck records, tracker activity...
The Closed-Loan Follow-Up System: 5 BNTouch Touches Senior MLOs Don’t Skip
Five post-close BNTouch touches that compound past-borrower revenue: Refinance Monitor activation, Equity Alerts configuration, anniversary...
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