BNTouch Content Exchange: Pre-Built Campaigns From the Team and Community

The BNTouch Content Exchange is a shared library of pre-built marketing campaigns split into two categories: campaigns built by BNTouch and campaigns built by other subscribers (loan officers and marketing professionals like you) who have chosen to share their work. You can browse, search, preview every step before importing, and add any campaign to your own account with a single click. The shared-by-subscribers half is the underused half. Real loan officers have already built and tested the campaign you need; the Content Exchange is where they put it.

By Yuri Polukeev, Founder of BNTouch.

Why the Content Exchange exists

“Enticing and effective marketing campaigns are integral to success in the mortgage industry. Yet the process of creating marketing material for these campaigns can be time-consuming. At [BNTouch] you don’t need to do all [the work yourself]” [mbdnzKQmBjU m0]. So the Content Exchange exists because building good campaigns from a blank canvas takes hours, and most loan officers do not have hours to spend on marketing infrastructure when they should be working files.

The two categories of campaigns

The library is split into two sources, and both matter.

Campaigns by BNTouch

“The first contains campaigns that BNTouch is designed and made available to all users. These [campaigns are professionally built and cover the standard mortgage use cases]” [mbdnzKQmBjU m1]. So the BNTouch side of the library has professionally built campaigns covering the standard mortgage use cases: new lead nurture, refinance opportunity, post-funding follow-up, anniversary outreach, partner relationship building.

These are a good starting point if you have never run that campaign type before and want a known-working baseline.

Campaigns by subscribers

This is the underused half. “[The second category contains] marketing professionals just like yourself. After making campaigns for use in their own businesses, these users have chosen to share their work with you and with other BNTouch subscribers” [mbdnzKQmBjU m2]. So real loan officers and mortgage marketers who built campaigns for their own businesses have voluntarily contributed them to the shared library.

The value here is that subscriber-shared campaigns are tested in the wild. The person who shared the campaign actually ran it on their own pipeline. They learned what worked, refined the copy, fixed the trigger combinations, and shared the final version. You get the benefit of their iteration without the months of testing.

Browsing and searching

“Just click search to find campaigns that match your criteria, which will display below. You can always clear any search settings using the clear search button” [mbdnzKQmBjU m3]. The search is configurable: campaign type, category, target database (mortgages, partners, recruiting). Filter to the type you need and the library narrows.

Useful search example: filter to “refinance opportunity” + “shared by subscribers” and you see only the real-world refi campaigns other LOs have built and shared.

Previewing every step before importing

The Content Exchange does not make you commit to a campaign sight unseen. “If you click into a campaign, you’ll see a more detailed description of the steps and settings for the campaign. You can also preview each step using the blue links below” [mbdnzKQmBjU m4]. So before clicking import, you can:

1. Read the campaign’s full description and intended use case.
2. See the list of every step in the campaign with its day offset.
3. Click into individual steps to preview the email body, subject line, and meta tags used.
4. Decide whether the cadence matches what your team would actually do.

This is the equivalent of getting to read every email in a competitor’s drip sequence before deciding to copy it.

Importing a campaign to your own account

One click. “If you want to import the campaign to your own account, just click the blue [import button]” [mbdnzKQmBjU m4]. The campaign lands in your campaigns list with all steps, triggers, and copy intact. From there you can customize whatever you need to (your branding, your meta tag set, your specific cadence) and activate.

Portal-invite campaigns are a useful sub-category

One worth flagging because most teams underuse it. The Content Exchange includes pre-built campaigns specifically designed to invite clients to the borrower portal or partner portal. “[Pre-built campaigns] to help invite clients to borrower or partner portals” [mbdnzKQmBjU m3]. So if you have not been sending portal invites systematically, you do not need to build that campaign from scratch. Find the pre-built invite campaign in the Exchange, import, activate.

A specific scenario: launching three campaigns in a Monday morning

A new loan officer onboarding to BNTouch on Monday morning wants to have a baseline marketing program running by lunch. Without the Content Exchange, this would be a week of building. With it:

1. 9 AM: Open Content Exchange. Search for “new lead nurture” filtered to BNTouch-built. Preview the steps, confirm the cadence makes sense, click import.
2. 9:20: Run the Quick Setup Wizard on the imported campaign, configure it for new mortgages-database records only, activate.
3. 9:40: Search for “refinance opportunity” filtered to subscriber-shared. Find a campaign with good descriptions. Preview steps. Import.
4. 10:00: Wizard configures the refi campaign on existing past borrowers with rate margin trigger. Activate.
5. 10:30: Search for “portal invite.” Import the pre-built welcome campaign that walks borrowers through portal onboarding. Wizard. Activate.
6. 11:30: Three campaigns running on real pipeline, all sourced from the Content Exchange. The first borrower email goes out before lunch.

This is the kind of productivity gain the Content Exchange enables when LOs use it. Most teams forget the library exists; the teams that remember it ship marketing infrastructure on day one instead of week six.

What to look for in subscriber-shared campaigns

Three signals that a subscriber-shared campaign is worth importing:

• Detailed description. Subscribers who took the time to describe their campaign usually built it carefully. Two-sentence descriptions often mean the campaign was uploaded as a draft, not a finished product.
• Step count of 4 or more. Single-step campaigns are typically not worth importing because you would have built them yourself. Multi-step sequences are where the real iteration value lives.
• Meta tag usage in step previews. Campaigns that use meta tags for personalization are built by someone who knows the platform; campaigns without meta tags are usually first-pass attempts that have not been refined.

Honest limits

• Subscriber-shared campaigns vary in quality. Some are excellent. Some are placeholder. Preview every step before importing; the import is fast but cleanup of a bad campaign is slow.
• Branding will be from the original creator. When you import, the email content may include the original creator’s company name, logo references, or signature. Replace these with your brand before activating.
• Compliance varies by state. A campaign built by an LO in one state may use phrasing that does not comply in another. Review every step for state-specific compliance before going live.
• Imported campaigns are independent copies, not subscriptions. If the original creator updates their campaign later, your imported copy does not update automatically. You get the snapshot at import time.

Browse the Content Exchange on your account

To explore the Content Exchange library and import a pre-built campaign with the Quick Setup Wizard on your account, request a demo and ask the BNTouch team to walk through the library. The mortgage CRM page covers the underlying campaign engine.