BNTouch Mortgage CRM

BNTouch Mortgage CRM

Verified

BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and bankers alike a dependable and robust solution featuring advanced marketing automation capabilities. The software offers features for each step of the mortgage process, from appropriately marketing to prospects, clients, and partners, to completing the loan application process. By designing each aspect of the CRM to match the needs of the mortgage industry, BNTouch Mortgage CRM can deliver an end-to-end solution.

BNTouch Mortgage CRM provides column-headings, content, features, and functions that are tailor fit to mortgage industry terminology. The system also offers a high level of flexibility, so that any necessary applications can be custom-designed.

Within the lead management and marketing application, BNTouch Mortgage CRM can capture leads from a variety of sources, and integrates easily with most mortgage-specific lead sources. This way, all leads can be imported into the CRM quickly, so that sales teams may connect with potential leads within a timely manner, broadening the sales pipeline and maximizing outreach.

For leads that may not yet be ready to engage in the sale, BNTouch Mortgage CRM features a robust lead-nurturing application. With this feature, companies can set up the CRM to automatically send personalized marketing material to help establish a relationship, and provide information on the mortgage process. For mortgage brokers, bankers, and loan officers of any size seeking a comprehensive CRM system designed to meet the requirements of the industry, we recommend BNTouch Mortgage CRM as a great option to consider.


Cloud Deployment: Yes
On-Premise Deployment: No
Website: http://www.bntouch.com/

CRM Features


Analytics
  • Custom Dashboards
  • Custom Reports
  • Schedule Reports
  • Standard Dashboards
  • Standard Reports
Customization
  • Custom Buttons
  • Custom Fields
  • Custom Links
  • Custom Modules
  • Page Layout
  • Rename Tabs
  • Schedule Fields
Documents
  • File Management
  • File Sharing
  • Folder Sharing
  • Nestable Folders
Inventory
  • Invoices
  • Products
  • Purchase Orders
  • Quotes
  • Sales Orders
Marketing
  • Auto Responders
  • Campaign Management
  • Email Opt-Out
  • Email Templates
  • Mass Email
Sales
  • Accounts
  • Activity Tracking
  • Calendar
  • Contacts
  • CRM Views
  • Forecasting
  • Leads
  • Opportunities
  • Scripts
Support
  • Cases
  • Client Portal
  • Email-to-Case
  • Solutions
  • Surveys
Telephony
  • Auto Attendant
  • Call Queues
  • Call Recording
  • Click to Dial
  • Inbound Calling
  • IVR
  • Outbound Calling
  • Virtual Phone System
  • Voicemail
  • Voicemail-to-Email
Web Forms
  • Accounts
  • Auto Responder
  • Cases
  • Contacts
  • Leads
  • Notify Owner
Workflow
  • Alerts
  • Approval Process
  • Assignment Rules
  • Case Escalation Rules
  • Convert
  • Field Updates
  • Rules
  • Tasks
  • Time Based Actions
  • Webhooks

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BNTouch Mortgage CRM Video Demo


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