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
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.
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.
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.
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!
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.
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.
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.