Average Ratings 19 Ratings
Average Ratings 1 Rating
Description
BNTouch Mortgage CRM offers a complete digital mortgage system, CRM, marketing, POS, and CRM that provides a platform for mortgage companies and loan officers to grow their business.
These Features:
- SMS and Email Marketing Automation
- Lead Distribution and Management
- 35+ Exclusive Mortgage Tools
- Digital 1003 Application
- Pre-Built Marketing Materials
- Customized video marketing
- Curated Social media Content
- Integrated with LOS Outlook, Zapier, Zapier, and Other
- And Much More
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Description
Mortgage brokers can enhance their business prospects with the Loansifter PPE, which serves as a portal to a vast array of investors and products. This platform is unique in that it facilitates best execution searches among over 120 wholesale investors, enabling top brokers to maintain their competitive edge while confidently implementing profitable lending strategies. You can quickly access rates within minutes thanks to an easy self-service setup that doesn’t require a demonstration. The Loansifter PPE efficiently determines BESTX™ eligibility and pricing for various financing situations across more than one hundred investors and thousands of offerings in mere seconds. With just one click, users can access a comprehensive pricing grid and guidelines from more than 120 wholesale investors. Additionally, you can save further time by configuring your own default search criteria or connecting directly to your LOS via Calyx Point®. The functionalities offered by the Loansifter PPE greatly enhance operational efficiencies, ensuring that you can consistently quote the most favorable execution. Ultimately, adopting the Loansifter PPE not only streamlines the process but also empowers brokers to meet client needs with confidence and accuracy.
API Access
Has API
API Access
Has API
Integrations
Calyx Point
Agent Legend
BoldLeads
Encompass
Google Calendar
LenderHomePage
LendingPad
Microsoft Outlook
MortgageHippo
OSE
Integrations
Calyx Point
Agent Legend
BoldLeads
Encompass
Google Calendar
LenderHomePage
LendingPad
Microsoft Outlook
MortgageHippo
OSE
Pricing Details
$69
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
BNTouch Mortgage CRM
Founded
2004
Country
United States
Website
bntouch.com
Vendor Details
Company Name
Optimal Blue
Founded
2002
Country
United States
Website
www2.optimalblue.com/product-and-pricing-for-mortgage-brokers/
Product 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
Artificial Intelligence
Auto-Responders
CAN SPAM Compliance
Customer Surveys
Drip Campaigns
Dynamic Content
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
Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages
Sales Tracking
Activity Dashboard
Alerts / Notifications
Appointment Scheduling
Call Logging
Comments / Notes
Custom Reports
Document Management
Email Templates
Interaction Tracking
Lead Management
Lead Scoring
Pipeline Management
Reporting / Analytics
Task Management
Product Features
Loan Servicing
Accounting Management
Amortization Schedule
Application Management
Auto Loans
Automatic Funds Distribution
Business Loans
Collateral Tracking
Collections Management
Compliance Management
Construction Loans
Customer Database
Fee Management
Investor Management
Loan Processing
Student Loans
Mortgage and Loans
Amortization Schedule
Client Database
Closing Documents
Commercial Mortgages
Contact Management
Credit Reporting
Customer Statements
Document Management
Electronic Applications
Government Loans
Loan Origination
Loan Servicing
Pipeline Management
Pre-Qualification
Refinance Management
Residential Mortgages