mortgage pipeline

Mortgage Pipeline

Sales and Marketing tools available in BNTouch Mortgage CRM will increase your lead conversion, customer satisfaction and repeat business.  Our robust, customizable mortgage pipeline system allows you to effectively manage transactions, collaborate with your team, as well as borrowers, Realtors and other transaction participants.

Pipeline Management

Manage full customer cycle: from Lead/Prospect to Funded, then back to Lead. Our system allows you to increase your conversion as well as get repeat business from your Funded book of business. Our CRM allows you to track your transactions and communicate with your borrowers and transaction participants throughout the process.

Collaboration

Work on files in teams: make notes, notify clients and partners, schedule tasks for each other and more.

Customization

BNTouch is the most customizable Mortgage CRM on the market. You can customize fields, views, user access to features, reports (where applicable) and more.

Reporting

Our pre-built reports allow you to keep an eye on yours and your office’s productivity. Report-to-email functionality for some reports in bntouch allows you to stay on top of things without even logging in to your CRM. Custom reports are available for our enterprise clients.

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Borrower portals and apps

The Loan Portal is an integrated place where each borrower can view status information, submit feedback or view latest information about their transaction.
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“BNTouch is the most complete system for the money. I am very impressed with the full range of capabilities. Most importantly, I found it easy to use, fully customizable, and it integrates seamlessly with my current systems.”

Mike Pacheco
Senior Loan Officer

Next Steps

Want to find more about bntouch? Request a demo, go through our features or maybe you want to sign up right away?

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Request access to our demo account so you can navigate the BNTouch CRM on your own schedule. When you are ready to ask questions, simply call us at (888) 971-1117.

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Learn the information about what bntouch is actually capable of! Thousands of features that will help you effectively manage your clients, marketing and much more!

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