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
The staff is super friendly and helpful, the CRM is great, and where they need improvements, they make them in a timely fashion. I really enjoy working with them!
This is a great addition to our team and really allows us to stay on top of our files.
Pavia Financial Services
I've only been using BNTouch for a few weeks, but I can tell it's going to make my life and my business much more efficient! The automation capabilities in particular are extraordinarily powerful - unfortunately, this also means they're fairly complicated. There's definitely a steep learning curve - I've had to contact their support department probably a dozen times in the last two weeks. But that said, their support is very helpful, and I learn something each time I speak with somebody. Overall, it seems like a great product so far, and I'm excited to learn more about how to utilize their features!
Loan Simple
It really helps me keep on top of my leads, and for me to be able to keep up with my borrowers. The company is great to work with and there doesn't seem to be any lag.
Universal Lending Corporation
Must have product for loan officers! The system makes is very easy to manage my database, whether I need to follow up with potential clients or market to client's that I've closed in the past.
New Horizon Home Loans
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