BNTouch
The Mortgage CRM that Does It All.
Overview
BNTouch is a mortgage-specific CRM designed to help loan officers and brokers manage relationships, automate marketing, and streamline the loan process. It provides tools for lead capture and distribution, email and SMS marketing campaigns, and collaboration with partners. The platform also includes features for tracking loan progress and communicating with borrowers throughout the mortgage lifecycle.
✨ Key Features
- Lead Management
- Marketing Automation (Email, SMS, Video)
- Loan Pipeline Tracking
- Partner Portals (for realtors, etc.)
- Automated Loan Status Updates
- Content Library
- Mobile App
- Reporting and Analytics
🎯 Key Differentiators
- Mortgage-specific features and content
- Extensive library of marketing materials
- Mobile app for on-the-go access
Unique Value: Provides a comprehensive suite of tools tailored to the needs of mortgage professionals, from lead generation to post-closing client retention.
🎯 Use Cases (4)
✅ Best For
- Automated email and SMS marketing campaigns for lead follow-up.
- Providing real-time loan status updates to borrowers and realtors.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Businesses outside the mortgage and real estate industries.
🏆 Alternatives
Offers more mortgage-specific features and integrations compared to generic CRMs.
💻 Platforms
🔌 Integrations
🛟 Support Options
- ✓ Email Support
- ✓ Live Chat
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
✓ 14-day free trial
Free tier: NA
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