workflow automation

Workflow Automation

[iconbox icon_title=”Automated Lead Distribution” icon_name=”icomoon-folder-6″ icon_color=”#dd9933″]BNTouch is equipped with an intelligent lead intake and distribution system that will automatically accept new leads through website integration, XML posting, or manual importing. Once a lead is received, the distribution engine will read the information associated with that lead and determine which LO or sales agent to assign that lead to.[/iconbox]
[iconbox icon_title=”Automated Lead Status Change” icon_name=”icomoon-cog-3″ icon_color=”#dd9933″]BNTouch system will automatically update lead, and change status based on a data update or time that has passed since a certain event.[/iconbox]
[iconbox icon_title=”Automated Task Creation” icon_name=”icomoon-calendar-5″ icon_color=”#dd9933″]You can set to automatically schedule a task for yourself or your team. With our two way Outlook integration, this process will put a task right into your Outlook.[/iconbox]
[iconbox icon_title=”Automated Communication and Notifications” icon_name=”icomoon-bullhorn” icon_color=”#dd9933″]You can schedule an email, sms or push notification to alert you of a wanted event. Those items can be scheduled for you, your team, borrower or partners.[/iconbox]
[iconbox icon_title=”Automated Third-Party Data Exchange” icon_name=”icomoon-interset” icon_color=”#dd9933″]For our Enterprise customers, BNTouch can be setup to exchange various data based on a certain event or data field.[/iconbox]

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Automated, Customizable, ScalableBNTouch Mortgage CRM allows you to manage all stages of mortgage marketing cycle — from Lead to Post Funded marketing.

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[testimonial name=”Mike Pacheco” img=”106″ subtitle=”Senior Loan Officer “]“BNTouch is the most complete system for the money. I am very impressed with the full range of capabilities. Most importantly, I found it easy to use, fully customizable, and it integrates seamlessly with my current systems.”[/testimonial]

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[iconbox type=”6″ icon_title=”Request Live Demo” icon_link_url=”” icon_link_text=”Request a Demo” icon_name=”icomoon-film-4″ icon_size=”32px” icon_color=”#ffffff”]Request access to our demo account so you can navigate the BNTouch CRM on your own schedule. When you are ready to ask questions, simply call us at (888) 971-1117.[/iconbox]
[iconbox type=”6″ icon_title=”Learn More” icon_link_url=”” icon_link_text=”Learn More” icon_name=”icomoon-bullhorn” icon_size=”32″ icon_color=”#ffffff”]Learn the information about what bntouch is actually capable of! Thousands of features that will help you effectively manage your clients, marketing and much more! [/iconbox]
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