Name: BNTouch Mortgage CRM
Rating: 6 (1 reviews)
Author: BNTouch

Call Center Workforce Optimization

Help Desk

Web and Video Conferencing

Customer Support

Chatbot

Functional Testing

Kubernetes Monitoring

No-Code Development

Development

Admissions and Enrollment

Classroom Management

Education

Business Intelligence (BI)

Collaboration

Facility Management

Statistical Analysis

Workspace Planning

Enterprise

Accounting

Accounts Payable

Financial Planning and Analysis (FP&A)

Hedge Fund

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

3D Printing

Block Storage

Cloud Data Warehouse

Cloud Storage

Configuration Management Databases

Deception Technology

Encryption Key Management

Fraud Detection

Integration Platform as a Service (iPaaS)

IoT Device Management

Load Balancing

Network Performance Monitoring

Operating Systems

SOA Governance

SaaS Backup

Server Virtualization

Service Desk Outsourcing

Vector Databases

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Success

Digital Content Creation

Email Marketing

Market Intelligence

Marketing Automation

Referral Marketing

Social Media Management

Survey & Forms Building

Usability Testing

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Field Sales Software

Sales Performance Management

Sales

Agriculture

Construction Takeoff and Estimating

Dealer Management

Direct Secure Messaging

Equipment Rental

Fleet Management

Insurance Suites

PCB Design

Rental Property Management

Restaurant Management

Vertical-Specific

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### Lead Management
The reviews indicate that users find BNTouch Mortgage CRM's lead management capabilities to be robust and effective. Users appreciate features such as the Lead Farm tool, which helps in staying connected with prospects and tracking leads efficiently. Despite some reported glitches and challenges with communication, overall, users seem to find value in the lead management functionalities offered by BNTouch Mortgage CRM.

### Client Relationship Management
Users also appreciate the customizable nature of BNTouch Mortgage CRM, allowing them to tailor their client interactions to suit their business needs. While some users have encountered challenges with system glitches and customer service issues, the majority find the platform's functionality and usability to be top-notch. The ability to easily keep in touch with past clients and prospects has been a key benefit highlighted by users, contributing to more effective marketing efforts and improved client communication.

### Referral Management
Users consistently praise BNTouch Mortgage CRM for its efficient and user-friendly referral management functionalities. The platform simplifies the process of tracking inbound leads, referrals, and maintaining communication with realtor and referral partners. Many users find that BNTouch Mortgage CRM streamlines the follow-up process and enhances their ability to nurture relationships with clients and partners. The integration capabilities, including website building and texting automation, further contribute to the platform's appeal in managing referrals effectively.

### Marketing Automation
Users consistently praise BNTouch Mortgage CRM's marketing automation capabilities, highlighting its intuitive automation features that streamline daily tasks and enhance client and realtor communication. The platform's robust marketing automation tools, including email automation, lead capture, and website building capabilities, are lauded for their effectiveness in nurturing leads and optimizing communication with referral partners. Users emphasize the ease of setting up and customizing marketing campaigns, underscoring the platform's versatility in tailoring marketing strategies to individual preferences. The overall sentiment towards BNTouch Mortgage CRM's marketing automation functionality is positive, with users commending its comprehensive suite of automation tools that contribute to a more efficient and effective mortgage origination process.

### Campaign Management
Users appreciate the flexibility in customizing campaigns to cater to various relationships within BNTouch Mortgage CRM. However, some users find certain features of the campaign management system to be less intuitive and require additional support. The ability to keep clients informed and engaged through automated campaigns is a highlight, although challenges with tracking and analyzing campaign results have been reported. Despite some mixed feedback, the overall sentiment leans towards the positive aspects of campaign management within the CRM.

### Task Management
Users generally appreciate the task management capabilities of BNTouch Mortgage CRM, finding it user-friendly and efficient for setting daily tasks, reminders, and tracking progress on various tasks. The ability to schedule tasks at convenient times and collaborate with teammates on completing tasks is highlighted as a valuable feature. However, some users have expressed concerns about the lack of post-implementation support, particularly in terms of assistance with advanced functionalities like text and calling features. Despite these challenges, the overall consensus leans towards the positive side, with users acknowledging the platform's effectiveness in managing tasks and improving workflow efficiency.

### Performance Tracking
Users appreciate the ease with which BNTouch Mortgage CRM allows them to monitor and manage their performance tracking tasks. The software's ability to streamline the process of tracking leads and client interactions has garnered positive feedback from users. Additionally, the platform's feature that enables users to track email engagement and manage contacts efficiently has been well-received.

BNTouch Mortgage CRM is a powerful tool that solves several key business problems for users in the mortgage industry. Users appreciate how it helps them stay organized by keeping records in one centralized location, making mortgage processing more streamlined. The software's customizable and user-friendly interface allows for easy tracking of individual leads and partners, reducing the need for multiple outlets. 

Communication with clients and partners is seamless with BNTouch's texting, emailing, and call logging abilities, saving users valuable time and money. The product is particularly useful for staying in touch with past clients and maintaining relationships with credit-declined borrowers using its lead farm feature. Users report that this keeps these potential clients in their pipeline, providing opportunities to convert them when they become eligible. 

Other benefits of BNTouch include enhanced time management through features like the daily dashboard and campaign automation. Users can stay up-to-date with hundreds of prospects without interrupting their day or workflow. Additionally, the software's lead nurturing campaigns keep users top of mind with customers throughout the process, adding value to communications while staying professional. While there is a learning curve associated with utilizing the product's automation capabilities to their full extent, users appreciate the level of customer support on offer to help get them up to speed.

Easy to Use: Users have consistently found BNTouch Mortgage CRM to be extremely easy to use and navigate, with a simple and clean format that is more intuitive than most other CRM software. Many reviewers have stated their appreciation for the ease of use, making it an effortless process to get up and running.

Seamless Integration: The system is designed specifically for the mortgage industry, with seamless integration with Calyx Point and other lead sources, allowing for easy access to all necessary data. Several users have praised this feature as it streamlines their workflow by eliminating the need to switch between different platforms.

Customizable Automation: Users appreciate the automation and customization features of the software, which allow for easy set up and use of marketing campaigns and tailored communication with clients and referral partners. A significant number of reviewers have expressed satisfaction in how customizable these automation tools are, improving efficiency while saving time.

Lack of Customization: Several users have reported that BNTouch Mortgage CRM lacks customization features, making it difficult to tailor things exactly to their needs. Some users say the system is not fully customizable as advertised.

Poor Customer Support: Multiple reviewers have mentioned poor customer support from BNTouch Mortgage CRM. They report slow response times and difficulty finding help when they experience glitches or crashes in the system. One user even had to spend a month or more trying to resolve issues.

Complicated Campaign Trigger Process: A few users find the process to trigger a campaign complicated with too many steps and settings. One user reports that setting up a campaign and then setting up a trigger seems clunky and not intuitive.

BNTouch in Beaverton offers their mortage CRM, a software solution that automates marketing, converts leads, and helps users stay top of mind with borrowers, as well as recruit new partners using one simple solution.

Growth

Unlimited

Creatio

The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services CRM can craft personalized communication across all channels and devices for more meaningful customer interactions.

Service

Sales and Service

Einstein 1 for Sales and Service

Salesforce Financial Services Cloud

BNTouch Mortgage CRM

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

Refinance Calculator Walk Through - Show Refi Savings To Your Borrowers | BNTouch Mortgage CRM

Create Scheduled Email Reports - BNTouch Mortgage CRM Walk Through

1003 Integration Walk Through - Digital Mortgage Application Builder | BNTouch Mortgage CRM

BNTouch

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BNTouch Mortgage CRM

Overview

What is BNTouch Mortgage CRM?