Mortgage Office Collaboration Tools

by Aidan P

Collaboration is key in any mortgage office, especially in this digital age. Any CRM should supply you with the proper tools to be able to easily and efficiently work with your team to get things done. At BNTouch we offer a host of mortgage office collaboration tools that will keep things moving with your team, your partners and even your borrowers.

  1. Marketing Control Center

    Mortgage Office Collaboration Tools
    With the Marketing Control Center you can create base marketing material that can be used, customized and optimized by your whole team. Control and share campaigns with your whole office or branch. All users can individually start, stop and customize corporate campaign steps with the push of a button. With this tool it is easier than ever to make sure your whole office is running off a similar base line of content. Ensure the entire experience for your borrowers feels cohesive and streamlined no matter who they are talking to in their loan process.

  2. The Docs Library

    Mortgage Office Collaboration Tools
    The new Docs Library allows documents and flyers to be uploaded under your BNTouch marketing tab. These documents can be printed or downloaded by anyone in your office. You can easily keep document formats uniform for all users and stages of the loan process. All templates can be created using meta-tags which will customize names and personal information to your borrowers. Your emails will feel personal and give all of your marketing that extra touch. Learn more about the docs library here.

  3. Lead, Borrower & Partner Trackers

    Mortgage Office Collaboration Tools
    Never miss a beat with our tracker feature. This feature automatically logs all communication between yourself and your leads, borrowers or partners. You can hop in after days, weeks or months of not communicating and still know exactly where you left off with any contact. Use the tracker to leave notes to your team about a potential borrower. Or us it as a reference point to the latest referral from your realtor partners. The tracker will help your team close more loans and stay organized doing so. Learn about our upgraded tracker here.

Ready to see what our mortgage office collaboration tools can do for your business?


Aidan P
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