No time to learn a CRM?
You are closing loans all day. Software you learn after hours is software that never gets used, and an unused CRM still bills you every month.
Your CRM, run by the people who built it.
White Glove is BNTouch's managed service, run by mortgage people. We analyze your process, configure your CRM, build your campaigns, and keep all of it running while you close loans. This is not a marketing resource that needs the mortgage business explained: it is a sales system built around yours.
BNTouch CRM is the platform. White Glove maximizes the ROI.
Campaigns running, leads nurtured, and a database worked every single day, while you stay on the phone doing what actually pays: closing. There is 30 years of mortgage experience behind what we build, originating loans, managing processing, and coaching sales teams, so what you get is not marketing with a mortgage veneer. It is a sales system: structure, follow-up, surfaced opportunities, and a clear path to your next level.
No budget for a CRM admin?
Hiring someone to run your CRM means a salary, benefits, and months of training. White Glove gives you a BNTouch team that already knows the system, with no headcount added.
Signed up, never fully set up?
Most CRMs stall in the gap between the day you subscribe and the day the system is actually running. White Glove closes that gap, then keeps going.
What White Glove Covers
This is the scope of the service, in the order we build it.
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Process Analysis
BNTouch maps your current process, finds where deals and follow-ups go cold, and shapes the CRM strategy around how your business actually grows.
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Configuration
Your CRM set up to match your business: sales processes, client management, and communication flows that fit the way your team already works.
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Campaign Creation
Targeted mortgage marketing campaigns, built inside your CRM, aimed at generating new leads and keeping past clients close.
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Market-Moment Email Blasts
When the market moves, your database hears it from you first. Your dedicated White Glove specialist writes and sends the market-relevant email to your entire database the moment rates shift or news breaks, so past clients call you instead of whoever emailed them first.
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Touchpoint Templates
Personalized email and text templates, so every interaction with clients, prospects, and partners sounds like you on your best day.
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Automation
Repetitive tasks automated and follow-ups sent on time, every time, so your service level stays high while your task list gets shorter.
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Tasks, Workflows & Sales Pipelines
Clear sales pipelines, automated workflows, and task routing that keep the whole team productive and nothing sitting untouched.
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Reporting & Analysis
Ongoing reporting from your own CRM data, so you can see what performs, decide with numbers, and spot the next opportunity to grow.
1+ extra loan
In your first 90 days
White Glove clients close at least one additional loan within their first 90 days. That is not luck: it is what happens when a real sales system starts working your book on the service. One extra funded loan pays for the service many times over, and everything after that is margin.
Mortgage professionals who stopped running their own CRM.
5 out of 5
“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… He was excited to hear I was on my own and was actually texting me!”
5 out of 5
“I have been working with Monica Alley and the White Glove Service for the past several months. It has honestly been transformative… What this has done is give me direct access to an expert making sure my database is functioning and communicating correctly with my LOS… The entire key to this success is all that help and direction Monica provides.”
5 out of 5
“My CRM dreams have come true! The BNTouch team is extremely responsive and helpful. I’ve built out nurture campaigns specifically designed to add value to future and past clients as well as in process milestones to keep everyone in the transaction up to date. This team has played a strategic part in helping me implement this new amazing system and we’re already seeing results a month in!”
5 out of 5
“Before White Glove, my CRM felt overwhelming. There was so much in it that I didn’t know where to start… Monica helped organize everything, build campaigns that actually make sense, clean up my website and lead management, and create systems that work for my business. Now I know exactly where to go, what needs my attention, and what to do next. It’s made a huge difference in my pull-through rate, no borrower gets left behind!”
5 out of 5
“The White Glove team has been absolutely worth the investment. Monica and Cooley have been instrumental in helping me get my CRM set up and running effectively. They take away many of the common challenges that cause people to struggle with CRM adoption. I highly recommend working with them.”
5 out of 5
“Monica has been super helpful in getting our team up to speed with BNTouch. We have asked a lot of her along the way and she always has a solution for us.”
5 out of 5
“After 29 years in the mortgage industry, I’ve had access to just about every CRM you can imagine, and never really used them to their full potential. That changed when I started working with Monica Alley and BNTouch… You can have a membership to the best gym in the world, but that doesn’t mean you’re going to get results. Put a great personal trainer beside you and everything changes. That’s what Monica has done for me. My only regret is that I didn’t have this kind of support 25 years ago.”
White Glove Q&A
Who does the work?
A dedicated White Glove team inside BNTouch, led by 30 years in the mortgage industry: originating loans, managing processing, and coaching sales teams since age eighteen. Not a reseller, not a contractor pool, and not marketers who need the mortgage business explained. People who understand the mortgage process, the sales cycle, and what loan officers are managing day to day.
Do I need White Glove to use BNTouch?
No. Onboarding, training, and support come with every subscription. White Glove is the level above: a BNTouch team that runs the system for you and rolls in the practices working for top producers on the platform, month after month, so your setup keeps improving instead of going stale.
What does it cost?
Pricing is built around your team size and how much of the system you want us to run. Book a consultation and you will leave the call with a walkthrough of your own setup and a personal quote, not a brochure.
Is there a free trial?
No. White Glove work starts the day you sign, so there is nothing to trial in the usual sense. Book a demo instead and watch the system run your day before you commit.
Learn how White Glove will transform your mortgage business
Book a consultation. We will map your setup, your campaigns, and your quote on the call.
Book a Consultation