Mortgage Blog

Marketing, automation and pipeline practice for mortgage professionals - written by people who build the CRM.

Announcements

Document Storage Improvements

Recently we’ve expanded the functionality of our Documents Storage module. It now allows faster document requests and more convenient work with pre-uploaded documents. 3 major improvements in this…

Announcements

Outlook Integration – Contacts Sync

From our October 2, 2014 release archive: Outlook integration does not stop at calendar! Today we have yet another great feature prepared for you! BNTouch to Outlook Contact…

Announcements

Log All Client Emails in BNTouch

Summary This article explains how to efficiently log client emails using BNTouch. Learn about the importance of maintaining organized communications, improving transparency, and ensuring timely follow-ups. The email…

Announcements

BNTouch 10 Year Anniversary

Oops… We forgot about our 10 Year Anniversary! Actually, at this moment one could say that BNTouch Mortgage CRM is 10.08 Years Old =) Here at BNTouch we…

Announcements

How to Manage Recruiting with BNTouch

Check out our new infographic on how to recruit in mortgage industry using BNTouch CRM automation tools. Related Articles The Must-Know Refinance Tools for Mortgage Brokers Press Release:…

Announcements

Never Miss a Thing with Daily Digest

Summary This article introduces the concept of a daily digest to keep mortgage professionals organized. Learn how using a daily digest tool can help you prioritize tasks, track…

Announcements

Video Marketing You ask – We Deliver

Here in BNTouch we take each user request very seriously. And lately we’ve noticed how mortgage marketing industry is going “full video” – and surely we could not…

Announcements

Educational initiative starts!

Greetings! We are glad to announce our new exciting project! We are starting a brand new educational initiative for you and your employees to help maximize the use…

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