BNTouch Mortgage CRM
4.9 out of 5 starsRatings and Reviews 0 Ratings
Ratings and Reviews 23 Ratings
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What is Big Purple Dot?
Create a lead queue that organizes leads based on their current status to enhance management efficiency. Use specific criteria to assess each lead, while easily scheduling follow-up appointments. Ensure smooth communication by facilitating warm call transfers to colleagues within the team. Collaborate effortlessly with team members and referral partners by sharing insights about leads. By incorporating communication automation, you can significantly boost lead conversion rates by connecting partners with leads early in their sales journey. Improve the loan closing process for borrowers by offering an enhanced experience that automates procedures, allowing for automatic completion of the 1003 form and necessary documentation through links to their financial accounts. Tailor your workflows and implement automated follow-ups for new leads and returning clients using pre-set triggers that initiate reminders, emails, tasks, lead sharing, and more with just a single click. Additionally, make use of an all-encompassing tablet application that includes a sign-in sheet synchronized with your CRM for effective management. Upload property images and send out a professional follow-up email to visitors, which features the listing and your contact information for future engagement. This comprehensive strategy ensures continual and effective nurturing of leads while maintaining a high level of organization. Ultimately, this method not only enhances productivity but also fosters stronger relationships with potential clients.
What is BNTouch Mortgage CRM?
BNTouch Mortgage CRM delivers a comprehensive digital mortgage solution encompassing CRM, marketing, point-of-sale, and additional resources aimed at enhancing the growth of mortgage firms and loan officers.
Key features include:
- Automated SMS and email marketing campaigns
- Efficient lead distribution and management
- Over 35 unique mortgage tools
- A digital 1003 application
- Ready-to-use marketing collateral
- Tailored video marketing solutions
- Curated content for social media platforms
- Integration capabilities with LOS, Outlook, Zapier, and more
- Plus many additional features
Don't hesitate to reach out to us today!
Integrations Supported
LenderHomePage
Zapier
Agent Legend
BoldLeads
Calyx Point
Encompass
Google Calendar
LendingPad
Microsoft Outlook
OSE
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
Free Trial Offered?
Pricing Information
$69
We've got packages for individual loan officers, mortgage offices of full mortgage corporations. Price breaks for more users.
Supported Platforms
SaaS
iPhone
iPad
Supported Platforms
SaaS
iPhone
iPad
Windows
Mac
Linux
Customer Service / Support
Web-Based Support
Customer Service / Support
Standard Support
Web-Based Support
Training Options
Online Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
Big Purple Dot
Company Location
United States
Company Website
www.bigpurpledot.com
Company Facts
Organization Name
BNTouch Mortgage CRM
Date Founded
2004
Company Location
United States
Company Website
bntouch.com
Categories and Features
Real Estate CRM
Campaign Management
Contact Management
Email Marketing
Lead Management
Sales Tracking
Activity Dashboard
Document Management
Lead Management
Task Management
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Email Marketing
A/B Testing
Auto-Responders
Customer Surveys
Drip Campaigns
Event Triggered Email
Image Library
Landing Pages/Web Forms
Mailing List Management
Mobile Optimized Emails
Reporting/Analytics
Subscriber Management
Template Management
WYSIWYG Email Editor
Loan Servicing
Loan Processing
Mortgage and Loans
Client Database
Commercial Mortgages
Contact Management
Document Management
Electronic Applications
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Sales Tracking
Not specified