BNTouch Mortgage CRM

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Beaverton, OR
BNTouch Mortgage CRM

Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new pa
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Automate your marketing, convert more leads, stay top of mind with your borrowers and recruit new partners using one simple Mortgage CRM solution.BNTouch is the world's most feature-rich mortgage business growth platform. With over 30 unique tools BNTouch can replace your CRM, POS, & Digital Mortgage Software all at once. BNTouch at its core is a CRM crafted specifically for the mortgage industry.

With 15 years in business, BNTouch has helped thousands of loan officers all over the nation close more loans month over month. Try out a demo today and you can enjoy: - Automated Marketing Campaigns - Digital 1003 - Custom Borrower Portals - E-Sign Capability - Curated Social Media Content - Personalized Video Messages - Testimonials & Surveys - Website Builder - Live Chat With Borrowers - Collaboration Tools - Text Message Marketing - Pre-Built Marketing Content.

06/15/2026

🚫 MYTH: 'If I automate my marketing, my clients will feel like just a number.'

✅ REALITY: The opposite is true.

Here's what 'impersonal' actually looks like:
→ Forgetting a client's loan anniversary
→ Never following up after pre-approval
→ Going silent for 6 months then asking for referrals

Here's what BNTouch automation looks like:
→ Birthday messages that arrive on time, every time
→ Rate alerts customized to each borrower's scenario
→ Check-in emails during the loan process
→ Anniversary + refinance reminders that feel thoughtful

Automation doesn't replace the personal touch.
It makes sure the personal touch actually happens.

The most 'personal' thing you can do is never let a client fall through the cracks.

06/10/2026

Most mortgage loan officers find out a past borrower is shopping for a refinance after the deal is already gone.

This walkthrough shows you how BNTouch Credit Pull Alerts catch the moment a borrower's credit is pulled, so you can re-engage them before someone else closes the loan.

Monica Alley, White Glove Service Manager at BNTouch, walks through how to:
• Activate Credit Pull Alerts inside your BNTouch dashboard
• Build the email + SMS workflow that fires when a credit pull is detected
• Configure groups so the right alert reaches the right MLO
• Set up trigger conditions for the campaign

06/05/2026

The 4-Step Lead-Source Audit That Cuts Wasted Marketing Spend

The four steps that turn a vague “where do leads come from” question into a kill-or-double-down decision:

- tag every lead source on the borrower record at intake (Facebook ad, partner referral, lead farm, website form)

- connect the Facebook Ads integration so paid-source attribution lands automatically

- route website landing-page leads through BNTouch forms so the source tags itself

- pull the cost-per-source view by combining the Pik-a-Search source filter with each channel’s external spend report.

Each step is a screen and a click path inside BNTouch. Together they convert a marketing budget from a leak into a measured spend.

https://bntouch.com/mortgage-blog/4-step-lead-source-audit-cuts-marketing-spend/

05/20/2026

Here's a stat that should keep every mortgage loan officer up at night:

The average homeowner refinances or moves every 7 years. But 87% of borrowers say they'd use their original lender again...
..IF that lender stayed in touch.

IF.

Most LOs close the deal and move on. The pipeline demands it. But that 'out of sight, out of mind' approach is costing you the most profitable leads in existence: referrals and repeat business.

BNTouch's post-close nurture system handles this automatically:

→ Quarterly check-ins that feel personal
→ Refinance opportunity alerts based on market conditions
→ Home anniversary celebrations
→ Market updates that keep you top-of-mind
→ One-click referral tools for happy clients

Your past clients already trust you. The only question is whether you'll be there when they need you again.

Don't leave your best leads to your competitors.

05/14/2026

Generic CRM vs. mortgage-specific CRM: It's not even close.

Still using Salesforce? HubSpot? Monday.com?

Here's the difference when your CRM is built specifically for mortgage:

❌ Generic CRM: You build everything from scratch
✅ BNTouch: 500+ mortgage automations pre-built and ready

❌ Generic CRM: No idea what a 1003 is
✅ BNTouch: Digital 1003 built right in

❌ Generic CRM: 'Integrations' that require a developer
✅ BNTouch: Native LOS integration (Encompass, Byte, Calyx)

❌ Generic CRM: Setup takes weeks and a consultant
✅ BNTouch: White Glove service — we set it up FOR you

❌ Generic CRM: You pay for features you'll never use
✅ BNTouch: Every feature designed for YOUR workflow

Stop trying to force a square peg into a round hole.

Get the CRM that was built for your business — and set up by people who know your business.

05/07/2026

We see it all the time. A team signs up for BNTouch and within 90 days:

📈 Lead response time: 24 hours → 5 minutes
📈 Follow-up completion: 30% → 95%
📈 Monthly closings per LO: 3-4 → 6-8
📈 Referral rate: sporadic → consistent
📈 Time spent on manual marketing: 10 hrs/week → 1 hr/week

The CRM doesn't close loans. The loan officer does.

But the CRM makes sure no opportunity is wasted.

And the best part for teams? BNTouch's White Glove service handles the entire rollout - contact imports, campaign builds, workflow configuration. Your team focuses on closing while BNTouch handles the tech.

05/05/2026

The TCPA landscape has changed dramatically. Penalties are steep. Enforcement is real.

If you're texting borrowers — and you should be — you need to know:

⚠️ Express written consent is required for marketing texts
⚠️ Opt-out must be honored within 24 hours
⚠️ Records of consent must be maintained
⚠️ Penalties can reach $1,500 PER violation

Some CRMs leave compliance to you. BNTouch builds it into the platform:

✅ TCPA 2026-compliant texting built in
✅ Consent tracking and management
✅ Automated opt-out handling
✅ Compliance audit trails

You shouldn't need a lawyer to send a text message. You need a CRM that handles compliance so you can focus on closing.

Don't risk it.

05/02/2026

"6:30 AM — Coffee + check BNTouch dashboard. 3 new leads came in overnight. All got auto-responses. ✅

8:00 AM — Quick call with a pre-approved borrower. She found her dream home! Pull up her file in 2 clicks.

9:30 AM — Check marketing analytics. Last week's email campaign had a 34% open rate. 🔥

11:00 AM — BNTouch reminds me: 2 clients have loan anniversaries this week. Send personalized messages.

A day in the life of a BNTouch-powered Mortgage Loan Officer:

1:00 PM — New referral from realtor partner. They used the partner portal to submit it. Seamless.

3:00 PM — Review pipeline. 12 active deals, all tracked with next steps. Nothing falling through cracks.

5:00 PM — Log off knowing tomorrow's follow-ups are already scheduled.

This is what working WITH a CRM feels like.
Not working harder. Working smarter.

What does YOUR day look like? 👇

04/27/2026

Your borrowers want to apply from their couch. Let them.

It's 2026 and your mortgage borrowers shouldn't have to:

❌ Print a 1003 form
❌ Scan documents at Staples
❌ Call you to check loan status
❌ Email you for every update

BNTouch's built-in digital 1003 + mortgage borrower portal lets them:

✅ Apply from their phone in minutes
✅ Upload documents securely
✅ E-sign everything digitally
✅ Check loan status 24/7
✅ Send referrals with one click

Better borrower experience = faster closings = more referrals.

It's not rocket science, it's just good Mortgage CRM.

04/21/2026

The numbers don't lie: Why top LOs invest in marketing automation

Here's what the data says about mortgage marketing in 2026:

📊 LOs who follow up within 5 minutes are 21x more likely to qualify a lead
📊 Automated email campaigns generate 320% more revenue than non-automated ones
📊 78% of borrowers go with the FIRST lender who responds
📊 Post-close nurture campaigns increase referrals by 47%

The top 10% of loan officers aren't working harder. They're working with better systems.

BNTouch CRM automates the follow-up, nurture, and marketing that separates closers from chasers.

35+ built-in tools. 500+ automations. One platform.

The question is: are you competing with data, or against it?

Address

4130 SW 117th Avenue, Suite 404
Beaverton, OR
97005

Website

https://bntouch.com/

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