Migration support
Switching to BNTouch from another mortgage CRM
A migration should not start with a generic feature comparison. It should start with what needs to carry over: contacts, consent records, campaigns, lead sources, user roles, database segments, reporting, and the day-one workflow for loan officers.
Request demoThe switching checklist
| Migration area | What to gather | Why it matters |
|---|---|---|
| Contacts and borrowers | Contact count, duplicates, past clients, stale leads, partners, opt-outs, and missing fields. | Data quality determines whether the new CRM feels useful on day one. |
| Campaigns and templates | Email/SMS templates, nurture campaigns, event triggers, birthday/anniversary touchpoints, and compliance review status. | A migration is a good time to keep what works and retire noisy automation. |
| Lead management | Lead sources, assignment rules, speed-to-lead expectations, source reporting, and stale-lead handling. | Tie this to mortgage lead management software before switching. |
| AI and prioritization | Current scoring logic, routing rules, manager queues, and what humans review before borrower-facing use. | Compare this to MAIA data use and AI lead scoring. |
| Security and access | User roles, branches, export needs, mobile access, and security review questions. | Use the security questionnaire template before committing to timing. |
Switching notes by current system
Texting and conversation workflow
Map SMS/video/conversation habits into BNTouch follow-up, opt-out handling, borrower history, and CRM reporting before import.
Campaign library and enterprise workflows
Inventory automated campaigns, content governance, branch permissions, and compliance review ownership before rebuilding.
Salesforce-based CRM complexity
Document custom objects, fields, reports, and admin dependencies so the move reduces complexity instead of copying it.
Enterprise engagement and journeys
Separate what the team actually uses from what exists in the old platform; prioritize active workflows and reporting.
AI, pricing, integrations, and routing
Map lead routing, AI/prioritization expectations, and integration dependencies before recreating automations.
White-glove migration path
Use the migration risk calculator and then request a scoped BNTouch walkthrough.
What to bring to the migration demo
- Current CRM, user count, database size, and branch/team structure.
- Lead sources, assignment rules, and reporting needs.
- Campaigns, templates, opt-outs, consent records, and review requirements.
- AI, scoring, mobile, security, and export expectations.
- Timeline, owner map, and what must be working on day one.
Scope the move before you switch
Bring your current CRM, database size, user count, campaigns, lead sources, and migration deadline. BNTouch can walk through the switching path against your real workflow.