Those in the mortgage niche will greatly benefit from BNTouch Mortgage CRM, which offers bankers and brokers a chance to automate a lot of their work. The software offers an abundance of features for every step of the mortgage process. Professionals will be able to automate their marketing, stay on top of their leads and more from one central hub. There are packages for individuals, teams or enterprises with pricing based on your own needs.
Feature-Rich Mortgage CRM
The CRM literally has it all! As a mortgage professional, you’ll be able to use BNTouch for every step of your business so that you can streamline the process and work with more clients than ever before. With special features that go from marketing to completing the loan process, you’re never alone when you have this useful CRM tool on your side!
Marketing and Management
The CRM lets you stay organized with lead pipelines that you could move through to the last steps of closing the load. You’ll stay up to date on info on where all of the borrowers are in the loan process so that nothing falls through the cracks. This allows you to stay up to date with all your borrowers, allowing you to customize anything at each step of the journey. And the communication tracker ensures that you never miss a beat! There is even a partner and referral management feature that lets your partners submit new leads into the program that you can see.
Automated Emails and Texts
This CRM features a centralized mortgage text and email marketing automation function that will send personalized emails and text to partners, borrowers and more automatically! Just set it up and let it work its magic. Emails are easy to create and customize for your business and you can analyze email performance with special reports.
Custom Mortgage Features
Users will benefit from functions and things that are tailored for the mortgage industry right out of the box, including content, column-headings and more. But you can also customize it as necessary. And leads can be captured from a variety of sources, with all leads easily imported into the software quickly so you can jump on them!