Team Collaboration

Loan Officers + Assistants + Processors + Real Estate Agents + Other Partners can all work on the same files, share notes, and see file progress and status reports

team mortgage crm

Communication Platform with Various Channels

Connect with your Leads, Borrowers, Real Estate Agents and other partners via Email, SMS*, MMS*, Social, Push notifications and Campaigns using our team mortgage crm.

mortgage team communication

Integrated Lead Distribution Platform

Receive and distribute leads automatically to your team while you track and analyze each members performance. BNTouch is integrated with most lead providers and has the ability to integrate with proprietary systems.

integrated distribtuion mortgage tools

Automated Marketing Solution for Entire Mortgage Process

Engage with borrowers through the entire sales process: from Lead to Funded and back to Lead. Continuously promote your companies services to partners and recruits with the help of our state-of-the-art marketing engine.

automated team mortgage marketing solution

Rapid Team Growth Platform

Setup work-flows and marketing automations that can be quickly replicated and applied to new team member accounts. Grow from 5 to 50 in no time!

rapid mortgage team growth solution

Administrative Control and Reporting

Configure your team mortgage crm’s functionality to fit your team’s needs, limit features to satisfy your Compliance Department and review your team’s performance with numerous reporting tools.

mortgage team admin controls
* SMS and MMS can be sent with BNTouch Voice module enabled only. Additional charge apply.
How many users are in your team?
2 users / per month
BNTouch Family
Whats new?