What is BNTouch White Glove service?

White Glove is the BNTouch hands-on onboarding service where a dedicated specialist fully configures your CRM, imports your data, builds your campaigns, and trains your team.

What does the White Glove team set up for me?

The team configures lead routing, email and text campaigns, drip sequences, LOS integration, co-branded marketing materials, custom workflows, and reporting dashboards.

How long does White Glove setup take?

Most White Glove setups are completed within one to two weeks, depending on team size and complexity of your existing systems and data migration needs.

Do I need technical skills to use BNTouch after White Glove setup?

No. BNTouch is designed to be user-friendly. The White Glove team configures everything and provides training so you can start using the platform immediately.

What is BNTouch White Glove service?

Done-for-you CRM setup. The BNTouch team handles migration, campaign configuration, integrations, and training so you start using the platform immediately.

How long does White Glove setup take?

Most setups complete within days. Data migration, campaign configuration, and team training are all handled by BNTouch.

Is White Glove included in the price?

White Glove is a premium service with separate pricing. Standard plans include self-service onboarding with the activation fee. Contact sales for White Glove details.

DON’T HAVE TIME TO LEARN OR IMPLEMENT CRM?

DON’T KNOW HOW TO IMPLEMENT YOUR BUSINESS WORKFLOW IN CRM?

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WHITE GLOVE

SERVICE

Our White Glove service was designed to solve both of those issues and unlock the full potential of your CRM.

With ongoing support and tailored content strategies, your customer relationships will remain strong and your sales and marketing efforts stay effective.

LET US TAKE CARE OF THE TECHNICAL SIDE SO YOU CAN CONCENTRATE ON GROWING

White Glove Services

We analyze your current processes to pinpoint inefficiencies and areas for improvement, optimizing your CRM strategy for enhanced client engagement and retention.

We customize your CRM setup to align with your business goals, ensuring it supports your sales processes, client management, and communication flows effectively.

We design targeted marketing campaigns within your CRM, aimed at boosting lead generation and nurturing client relationships in the competitive real estate market.

We create personalized touchpoint templates for emails, texts, and other communications, enabling consistent and impactful interactions with clients and prospects.

We implement automation strategies in your CRM to save time on repetitive tasks, ensure timely follow ups, and maintain a high level of service, allowing you to focus more on closing deals.

We set up tasks, automated workflowand clear sales pipelines to streame your operations and improve team productivity and follow-up efficiency.

By leveraging CRM data, we set up ongoing insightful reporting and analysis, helping you understand performance metrics, make informed decisions, and identify opportunities for growth.

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Our “White Glove” Process

We’ll take a deep dive into your business operations, marketing efforts, and sales process. This stage is all about uncovering gaps, identifying strengths, and mapping out your customer funnel so we know exactly where improvements can have the biggest impact.

Based on the analysis, we’ll deliver clear, actionable recommendations tailored to your team’s workflow and goals. From automation strategies to partner engagement and borrower nurture, you’ll get a prioritized roadmap showing which touchpoints need technology and which benefit from human support.

Our team will put the plan into action—building, configuring, and streamlining the systems you need. We’ll implement the technology, train your team, and ensure every touchpoint is optimized so your CRM works for you, not the other way around.

Testimonials

It’s Working. I have had 3 responses thus far from your email yesterday. One is Mr. XYZ – loyal bank customer, but he wants me to refi his jumbo loan with an ARM when rates are tolerable “PING” him on that.. He was excited to hear I was on my own and was actually texting me! This is great!

Melinda “Mindy” Martin

Boardwalk Home Loans Corp
Owner Broker

I have been working with Monica Alley and the White Glove Service for the past several months. It has honestly been transformative in getting the best usage of this CRM. What this has done is give me direct access to an expert making sure my database is functioning and communicating correctly with my LOS and through the various campaigns I have set up. The entire key to this success is all that help and direction Monica provides.

Erik Flisyn

Summit Lending
Certified Mortgage Advisor

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!

Stephen Chakerian

Stewardship Capital
Founder

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!

Michael A. Verdicchio, CMPS

Homeland Lending, LLC
President / Home Loan Consultant

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.

Erick Fadel

Area Manager

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.

Nate Imamura

CrossCountry Mortgage
Originating Branch Manager

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.

Brent McDonald

Barrett Financial

Working with Monica has been so amazing. Her knowledge on best practices and ways to increase my productivity have been awesome. Her communication comes at the best time and is always responsive to my needs.

Randy Watkins

Finance Fortress, LLC

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