Average Ratings 19 Ratings

Total
ease
features
design
support

Average Ratings 2 Ratings

Total
ease
features
design
support

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 Call Us Today! Call Us Today!

Description

Do you have a sales team? Are you getting leads via email? You will need a solution to distribute those leads quickly, reliably, and fairly among your staff if that is the case. Round-Robin Mailer was designed to do exactly this. It connects directly with a POP3/IMAP4 email server, reads all emails, and then forwards each one to a member on a rotating basis. Round-Robin Mailer was designed to be reliable because we know how important leads can be. It will never lose an email. Other features include statistical reporting and archiving, staff scheduling, favoritism and a rules-based system to handle certain types of email differently.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Agent Legend
BoldLeads
Calyx Point
Encompass
Google Calendar
LenderHomePage
LendingPad
Microsoft Outlook
OSE
Sales Boomerang
TrustEngine
Zapier

Integrations

Agent Legend
BoldLeads
Calyx Point
Encompass
Google Calendar
LenderHomePage
LendingPad
Microsoft Outlook
OSE
Sales Boomerang
TrustEngine
Zapier

Pricing Details

$69
Free Trial
Free Version

Pricing Details

$99
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

Gammadyne Corporation

Founded

1998

Country

United States

Website

www.gammadyne.com/round_robin_mailer.htm

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

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

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

Alternatives

Mortgage Quest Reviews

Mortgage Quest

Market Focus

Alternatives

Freshsales Reviews

Freshsales

Freshworks
Infer Reviews

Infer

IgniteTech
Captaloans Reviews

Captaloans

Interactive Ideas