Reporting | BNTouch CRM


Monitoring performance is essential for any Mortgage Manager or CEO. Our reporting tools allows you to dig into a variety of different sales and marketing metrics, knowing which will ensure consistent growth of your mortgage company.

Pre-Built Reports

BNTouch comes with a number of reports that provide a great outlook on sales and marketing activity in your company. Reports such as “ROI” and “Lead Conversion” will provide you a good understanding of which channels should be eliminated while reports such as “marketing campaign activity” give you a company-wide view on your best marketers.

Custom Reports

BNTouch CRM flexibility allows us to customize complex reports for our clients. Depending on our clients needs, we consult and develop required reports.

Reports Excel Export

Most reports are exportable into an Excel readable file, so you can deeper analyze the data, build graphs or presentations.

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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

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