BNTouch Mortgage CRM

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.

Do not use a CRM demo to tour every menu.Bring one real workflow: lead source, owner, stages, communication triggers, bo...
08/20/2026

Do not use a CRM demo to tour every menu.

Bring one real workflow: lead source, owner, stages, communication triggers, borrower and partner updates, post-close follow-up, and manager visibility.

See how BNTouch handles the process that matters to your operation.

Use that workflow as the agenda so the evaluation stays practical and specific.

Do not use a CRM demo to tour every menu.Bring one real workflow: lead source, owner, stages, communication triggers, bo...
08/20/2026

Do not use a CRM demo to tour every menu.

Bring one real workflow: lead source, owner, stages, communication triggers, borrower and partner updates, post-close follow-up, and manager visibility.

See how BNTouch handles the process that matters to your operation.

Use that workflow as the agenda so the evaluation stays practical and specific.

Book a personalized demo.
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The cost of manual follow-up for Mortgage Loan Officers is not only writing time.It includes switching systems, re-enter...
08/07/2026

The cost of manual follow-up for Mortgage Loan Officers is not only writing time.

It includes switching systems, re-entering data, searching for status, rebuilding standard messages, missing handoffs, and losing reporting context.

Standardize one recurring workflow before automating it: trigger, owner, message, next action, and exception path.

That documentation also makes training, reporting, and handoffs easier to improve and share!

A referral partner should not have to chase basic updates.Build a predictable rhythm: confirm the referral, explain the ...
08/03/2026

A referral partner should not have to chase basic updates.

Build a predictable rhythm: confirm the referral, explain the next step, share relevant milestones, provide a closing recap, and continue offering useful value after the transaction.

Automate routine updates, but keep exceptions and sensitive situations human.

The result is fewer status-chasing messages and a more dependable partner experience.

Review your partner update rhythm.

Follow-up should not depend on who remembered to open a spreadsheet.A reliable process confirms the inquiry, assigns an ...
07/27/2026

Follow-up should not depend on who remembered to open a spreadsheet.

A reliable process confirms the inquiry, assigns an owner, schedules the next action, and changes the communication when the lead moves stages. Automation handles consistency; the loan officer handles the real conversation.

Review your last 10 leads. Is the next step clear on every one?

👉 The loans you are most likely to close this quarter are usually with people you have already worked with. Some of them...
07/06/2026

👉 The loans you are most likely to close this quarter are usually with people you have already worked with.

Some of them are shopping for a loan right now, and Credit Check Alerts tell you which ones.

👉 Your next loans are probably already in your database.

Each month, some of your past clients start shopping for a new loan or a refinance.
Credit Check Alerts notify you within a day or two when one of them has their credit pulled.

👉 Free for 90 days through July, on up to 10,000 records. Sign up or turn it on before July 31.

Learn more: https://calendly.com/bntwhiteglove/white-glove-consult-monica

This July is the 250th anniversary of American independence, and we are marking it by making Credit Check Alerts free fo...
07/02/2026

This July is the 250th anniversary of American independence, and we are marking it by making Credit Check Alerts free for three months.

Sign up or turn the feature on at any point in July and you get 90 days of monitoring at no cost, covering up to 10,000 of your records.

Credit Check Alerts watch your past-client database and notify you within a day or two when one of those contacts has their credit pulled by another lender. In most cases that means the client has started shopping for a loan, and the lender who calls first is usually the one who keeps the business.

If you already use BNTouch, you can switch the alerts on today and the free period starts right away. If you are new, signing up before July 31 includes the same window.

Schedule now: https://calendly.com/bntwhiteglove/white-glove-consult-monica

This July is the 250th anniversary of American independence, and we are marking it by making Credit Check Alerts free fo...
07/02/2026

This July is the 250th anniversary of American independence, and we are marking it by making Credit Check Alerts free for three months.

Sign up or turn the feature on at any point in July and you get 90 days of monitoring at no cost, covering up to 10,000 of your records.

Credit Check Alerts watch your past-client database and notify you within a day or two when one of those contacts has their credit pulled by another lender. In most cases that means the client has started shopping for a loan, and the lender who calls first is usually the one who keeps the business.

If you already use BNTouch, you can switch the alerts on today and the free period starts right away. If you are new, signing up before July 31 includes the same window.

Schedule now: https://calendly.com/bntwhiteglove/white-glove-consult-monica

06/25/2026

There's money buried in your CRM, and most loan officers never dig it out.

Duplicate records, half-empty fields, and alerts that were never set up right are hiding your next refinance and your past-client deals. Clean up the data underneath and those opportunities start surfacing on their own.

We broke the whole thing down in our latest webinar. Watch the recording

A lead fills out a form in the morning, but the reply does not go out until later that afternoon. By then, they may have...
06/22/2026

A lead fills out a form in the morning, but the reply does not go out until later that afternoon. By then, they may have already spoken with another lender.

The same thing happens with older contacts. Past clients stay in the database for months without hearing from anyone, and leads who were not ready before are never contacted again when their situation changes.

Then there is the follow-up itself. When every contact receives the same message, regardless of where they are in the process, it becomes much easier to ignore.

A strong follow-up system should respond quickly, keep older contacts active, and adjust communication based on timing, history, and intent. That consistency gives loan officers more chances to start conversations before the opportunity goes elsewhere.

How many leads in your database have not heard from you in the last 90 days?

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

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