Compliance | BNTouch CRM
compliance

Compliance

Compliant Centralized Marketing

Build your company’s marketing database from your approved materials. Allow your loan officers to choose items they would like to send. Built-in system for roll-out of new marketing materials.

Marketing Approval Process

If you choose to get loan officers creative juice flowing, you can allow them to build their own marketing campaigns. Don’t worry, we have an approval system in place that will prevent loan officers from using those campaigns until you approve them.

Compliance Report

Compliance Module allows your compliance department to quickly download all marketing materials available to users in BNTouch. It generates a zipped archive so you can easily download it and email it to the requesting authority. You can download marketing campaigns and templates for all users, individual branches or even a team.

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BNTouch Borrower Marketing

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Borrower marketing

“A truly amazing system” that will help you to manage all stages of mortgage sales and marketing cycle — from Lead to Post Funded and back to Lead!

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“I wanted to tell everyone about BN Touch CRM. I have been in title and mortgage for over 20 years and I have been searching a very long time for a CRM with the following features: Affordable, easy to use, automated newsletters, detailed information ability, and label printing to help me to easily keep up with my prospects and clients…”

Sheryl Laskie
Guild Mortgage Company

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