Mortgage pipeline management: one screen for every loan, every stage
Your mortgage pipeline lives in four systems: the LOS for active applications, a CRM for past clients, a spreadsheet for leads, and your inbox for everything in between. By the time a branch manager wants to know where a specific file is, the answer requires asking three different LOs. BNTouch puts the entire pipeline on one screen — from initial lead to clear-to-close to post-funded — with stage transitions that happen automatically when LOS data updates.
See it on your operation
A live walkthrough with a mortgage CRM specialist. Bring your toughest scenario. We’ll show you exactly what BNTouch does with it.
Get a Free Demo →What’s actually broken in your current setup
Pipeline lives in 4 places.
Active apps in the LOS. Past clients in the CRM. New leads in a spreadsheet. Marketing-touched leads in the email tool. No single view shows you ‘all loans, all stages, right now.’
Sticky deals stay invisible.
A file that hasn’t moved in 14 days needs intervention. Without pipeline software, that file just sits — until the borrower calls a competitor or the rate lock expires.
Manager visibility is a Monday meeting.
Your branch manager can’t answer ‘where are we on the Garcia loan’ without paging the LO. Pipeline status becomes a meeting input, not a glanceable dashboard.
Stage transitions are manual.
When LOS marks a file as conditional approval, somebody has to update the CRM. When CRM updates the campaign trigger, somebody has to verify. The double-entry cost is real — 5-10 hours/week across a 5-LO team.
Every one of those has a working fix
BNTouch’s mortgage-built workflows address each of these by default — not as premium add-ons or custom builds.
Get a Free Demo →Features that ship in the box
📊 Single Pipeline Dashboard
Every loan, every stage, every LO — on one screen. Filter by stage, by LO, by source, by date. Branch managers see the team’s full pipeline; LOs see only their book.
⚡ Automated Stage Transitions
When LOS marks a file as conditional approval, BNTouch updates the pipeline stage automatically. When CTC fires, the post-funded campaign triggers without manual intervention.
🚨 Sticky Deal Alerts
Files that haven’t moved in 7+ days trigger alerts to the LO and branch manager. Stuck deals surface before they go cold.
🎯 Lead Distribution Rules
Round-robin, weighted, geo-based, source-based, off-hours fallbacks. Leads land in the pipeline assigned to an LO within seconds.
📈 Roll-Up Reporting
Individual LO → branch → region → company. Same metrics at every level. Pull “top 20 LOs by funded volume across all branches” in one query.
🔗 LOS Sync at Sub-Minute Latency
Encompass, Calyx Path, Filogix, BytePro, LendingPad — pipeline reflects LOS reality in near-real-time, not next-day.
See all six features running on your operation
15-minute live demo with a mortgage CRM specialist. We’ll show every feature against your real data.
Get a Free Demo →Trusted by 1,000+ mortgage offices including
NEXA Mortgage · Empire Mortgage · Doorway Home Loans · Omega Lending Group · Stratton Mortgage · Paragon Home Loans · CPAC Mortgage · Leonard Mortgage Group · City First Mortgage · Summit Mortgage · Fairway Independent Mortgage
What customers tell us after switching
“It’s working. I have had 3 responses thus far from your email yesterday. One is a loyal bank customer who wants me to refi his jumbo loan with an ARM when rates are tolerable. He was excited to hear I was on my own and was actually texting me. This is great.”
“BNTouch is a total professional and a gift to my business. It’s like having my own marketing department — intuitive, knows what each client seems to need. Truly an asset and I would highly recommend it.”
Hear it for yourself
Talk to a BNTouch specialist who’s worked with mortgage operations like yours for years.
Get a Free Demo →Pipeline management approaches compared
Compare on your real data
We’ll run the side-by-side on YOUR operation’s actual numbers during the demo. No generic case studies.
Get a Free Demo →Pipeline management at team scale.
Team plan
$95/seat/month
2-user minimum. Pipeline dashboard + lead distribution + sticky deal alerts + LOS sync + per-LO reporting + roll-up at branch level. Month-to-month.
See your pipeline live →The reasons people don’t switch are the things we’ve already removed
No annual contract
Month-to-month. Cancel anytime.
Live demo before you pay
15 minutes with a mortgage CRM specialist.
Data export on exit
Your contacts, your data. No lock-in.
Real human onboarding
Mortgage-experienced support team.
Frequently Asked Questions
Does BNTouch replace our LOS or work alongside it?
Alongside. Your LOS (Encompass, Calyx, Filogix, BytePro, LendingPad) remains the source of truth for the loan file. BNTouch reads from the LOS via native integration and reflects pipeline status in real-time. The LOS does what it does best (loan-level data, compliance, document handling); BNTouch handles what the LOS doesn’t (lead management, past-client follow-up, automated stage triggers, team coordination).
How fast is the LOS-to-BNTouch sync?
Sub-minute latency on supported LOS systems. When the LOS marks a file as conditional approval, the BNTouch pipeline reflects it within 30-60 seconds. Compare to Zapier-based syncs which typically run 5-30 minute delays.
What’s a ‘sticky deal alert’ and why does it matter?
A file that hasn’t moved through pipeline stages in 7+ days triggers an alert to the assigned LO and their branch manager. Without these alerts, sticky files sit until someone notices — which usually happens after the borrower has gone elsewhere or rate-locked at a competitor. The 7-day default is adjustable per ad group / per stage.
Can my branch manager see everything without LO permission?
Yes, with role-based permissions. Branch managers see their entire branch’s pipeline by default. Owners see all branches. LOs see only their own book. Compliance team sees audit trails. The visibility hierarchy is configurable at onboarding.
What if our LOS isn’t on your supported list?
We have native integration with Encompass, Calyx Path, Filogix, BytePro, and LendingPad. For other LOS systems, integration options include API connector (Enterprise plans), Zapier middleware (acceptable for less time-sensitive sync), or custom integration support during White Glove onboarding.
See how BNTouch fits your operation — in 15 minutes.
A live walkthrough with a mortgage CRM specialist (not a generic SaaS rep). Bring your toughest follow-up scenario. We’ll show you exactly what BNTouch does with it.
Get a Free Demo