The mortgage CRM built for brokerages
LO-level branding inside a company platform. Team routing, manager dashboards, native Encompass/Calyx/BytePro integration. 6,500+ mortgage offices use it.
Mortgage brokerages have a specific problem that generic CRMs don’t solve: you need LOs to run their own personal brand while the brokerage maintains visibility, routing, and compliance. Generic platforms give you either LO autonomy or company control, not both.
BNTouch is built for that duality. Each LO gets their own branded website, their own email templates, their own SMS sender identity. The brokerage gets team-level reporting, lead routing, manager dashboards, and compliance oversight. Both layers, one platform, $95/user on the Team plan.
What brokerage owners get
Per-LO branded websites
Each LO gets a mortgage-specific website with their photo, bio, lead capture forms, and branded domain. 20 LOs = 20 websites, all managed centrally.
Smart lead routing
Round-robin, geographic, product-based, or partner-based lead assignment. Leads land with the right LO automatically.
Manager dashboards
Branch-level and LO-level performance, conversion rates, pipeline value, source attribution. Know what’s working without asking.
TCPA-related texting, centrally managed
One platform, consent captured at the company level, opt-outs synced across every LO. No broker on your team texting outside the rules.
Native LOS integration
Encompass, Calyx, BytePro. One integration serves every LO at the brokerage. No per-LO connector licensing.
White Glove Service option
Dedicated specialist handles migration, training, and optimization for your whole team. Setup doesn’t steal your time.
Brokerage pricing
Team plan covers every LO at your brokerage with branded LO websites, smart routing, manager dashboards, and native LOS integration. Enterprise available for 75+ users.
“When we started with BNTouch our process handled about 20 closings a month. Now we’re about 75.”
— Manny Fajardo, Owner/President, Premier Lending Corp
Questions from brokerage owners
Can each LO have their own branded experience?
Yes. Every LO gets their own branded website (mortgage-specific templates), their own email signature, their own SMS sender identity, their own lead capture forms. Brokerage maintains central visibility and compliance.
How does lead routing work?
Round-robin, geographic, product-specific, or partner-based. You configure the routing rules at the brokerage level. Leads land with the right LO automatically based on source.
Can managers see LO performance?
Yes. Branch-level and LO-level dashboards show conversion rates, pipeline value, activity logs, source attribution. Managers get the visibility without micromanaging.
What happens when an LO leaves?
LO’s contacts stay with the brokerage. Their branded website and templates can be reassigned or retired. Data and compliance records stay intact.
Is there a brokerage-specific onboarding?
Yes. White Glove Service handles the full brokerage setup: data migration, LO-by-LO branding, training, manager dashboards. Typical brokerage setup takes 2-3 weeks.
See BNTouch in action for your brokerage
Book a 30-minute walkthrough. Tell us your brokerage size and we’ll tailor the demo to how BNTouch handles LO branding, routing, and manager visibility.
Request Your BNTouch Demo