Partner Marketing

With BNTouch Mortgage CRM, you can extend the value of our automated marketing engine and planning system to your referral partners and industry peers by with initiatives such as co-branded marketing campaigns, loan officer recruiting / retention, and marketing to other real estate / service professionals.

At BNTouch, our clients generate hundreds of new leads each week from their real estate partners and peers by following these partner related programs.

Direct Partner Marketing

Attract and retain referral partners with the BNTouch partner marketing campaigns. These campaigns will keep each of your loan officers in front of their referral network by providing them with valuable tips for marketing, business building, and using new technologies to compete.

These well crafted marketing pieces can be automatically send by the marketing engine and will make your loan officers stand out as experts in their field.

Email
Mkt Tips

Email
E-Cards

Email
Newsletter

Print
Letters

Co-branded Marketing

BNTouch can market on behalf of your real estate agents and referral partners with our co-branded marketing campaigns. These marketing emails will be sent to new leads automatically and will contain the picture and contact information for each partner. BNTouch users utilize these campaigns to passively generate hundreds of leads each week.

Co-branded Welcome Letter

Tips on Getting Pre-Approved Letter

Loan Status Updates

Use BNTouch to attract new referral partners by providing constant updates throughout the mortgage process. BNTouch will automate your loan status updates so you can keep all parties updated on which milestones have been reached. By keeping everyone up to date and confident in the abilities of your loan officers, you can help your LO's create new referral opportunities.

Partner Referrals Intake

Each referral partner you work with will receive an electronic form that allows them to post leads directly into your BNTouch account without sacrificing security.
The moment they enter a lead, the marketing engine reads the new information and determines which marketing campaign to place that person on. With BNTouch, your loan officers will generate more leads by making it easy for their referral partners to send leads their way.

Partner Report

BNTouch CRM allows you to monitor performance of your referral partners and other loan participants. For example: reports can show all Realtors who participated in your loans as a Buying Agent this year.

Participant Report