partner pipeline management

Partner Pipeline

Manage partners and building relationship with them just became easier. With bntouch CRM, you can extend the value of our automated marketing engine and contact management system to your referral partners and industry peers with tools such as partner portals and co-branded marketing.

Partner Pipeline Management

Convert collected business cards into active referral partners! With BNTouch you can manage your partners database in the office and on the go, making sure your communication stays consistent.

Partner Portals and Apps

Realtors love our partner portals and apps! They have constant access to all participated transactions as well as immediate notifications about status changes in transactions and updates from Loan Officers.

Referrals Management

It is proven that you will increase referrals from your partners if you have a system in place that allows you to stay organized and communicate efficiently during the process. BNTouch allows not only that, but also track referrals both ways for your best referral sources.

Loan Participation Tracking

Find out who are your most participating partners and start solidifying relationship with them. BNTouch has all the tools needed to build a successful business that does not rely on buying leads.

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Recruiting Marketing

Consistently market to your recruitment leads on behalf of your company or intended branch manager!

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“We have used BNTouch for years, and the ability to plan out our business, and have a systematic approach to building it has been a key component to our success.”

Brian Bomar
Cornerstone Home Lending

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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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