BNTouch Mortgage CRM

BNTouch Mortgage CRM allows you to manage all stages of mortgage marketing cycle - from Lead to Post Funded marketing (you can also choose just one of them).

BNTouch Mortgage CRM is a marketing and sales management solution for mortgage offices that are looking for an effective system that will manage all of their marketing and sales activities. With BNTouch CRM you can plan your marketing campaigns, execute those campaigns and manage your incoming leads and sales processes.

BNTouch Marketing Tools

BNTouch gives your several means or methods you can market to your clients and partners:

Personalized Email Marketing

The email marketing tools built into BNTouch will take your email marketing and communication initiatives to the next level.
We make email marketing easy with centralized marketing abilities and reporting/logging features.

Mail-Merged Documents Generator

Generate mail-merged documents as part of your marketing campaign.
If you prefer to print in-house letters and other marketing materials BNTouch has the right tools for you.

Export/Integrate with Mail Fulfilment Company

If you prefer to use a third-party mail fulfilment company to print letters and other marketing materials, BNTouch has export feature you can use as a part of a marketing campaign. Email list to your mail fulfilment company with one click! We can also integrate with the company of your choice.

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Lead Management and Marketing

BNTouch is equipped with the tools mortgage professionals need to manage, market, and analyze your lead marketing and conversion efforts.

Post Funded Marketing

With BNTouch, your loan officers will easily be able to monitor their funded database for refinance opportunities, referral marketing opportunities, and effortlessly remain in touch with their clients.

Partner Marketing

With BNTouch, you can extend the value of our automated marketing engine to your referral partners and industry peers by with initiatives such as co-branded marketing campaigns, loan officer recruiting / retention, and marketing to other real estate / service professionals.

Pricing & Features

Demo

Click-Through Tracker

Every email you send out has a built-in click-through tracker code. Once your client clicks any of the links in email body, you will see a record of it in client's profile in your CRM.

CRM Overview
Lead Management
Post Funded Marketing
Partner Marketing

Lifecycle Marketing
ROI Analysis
Email Marketing
Marketing Automation
Referral Generation

CRM Extras Overview
Mobile Mortgage CRM
Client Loan Portal
BNTouch Newsletter

Watch Demo Video
Request Live Demonstration
Demo Account Access
Training and Support
Third Party Integration