BNTouch
iPhone / Economie et entreprise
Your Mortgage CRM & Marketing Tools Anywhere.
Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere on any device. See why BNTouch's Mortgage CRM & Mobile App have over 250 five star reviews.
Features Include:
- Interact with your CRM, borrowers and partners using the world's first Mortgage AI Assistant.
- Get quick access to your database via a searchable list of your borrowers & partners.
- Send emails, calls, texts, postcards and video messages on the go.
- Create, manage & edit contacts in any of your pipelines & databases.
- Setup & receive instant alerts for new leads, birthday, tasks, etc.
- Schedule tasks, create notes and manage your calendar.
- Check your loan conversion, closed and top lead source stats anytime.
- Start, stop and view any of your current/past marketing campaigns.
- Track marketing success, make notes and latest calls with the events tracker.
- Add contacts quickly by scanning business cards.
- Accept newly assigned leads into your pipeline and view your lead history.
- Be automatically notified of new refinance opportunities.
- Upload and view documents to be shared with your office or your borrowers.
Quoi de neuf dans la dernière version ?
Added user-view switching for Marketing accounts in the Dashboard and Pipeline. This allows authorized Marketing users to review tasks, files, and productivity activity for users within their account.
