Post Funded Marketing

The BNTouch marketing engine will help you achieve more repeat business and referrals by delivering a targeted message and consistently communicating with everyone in your database. The BNTouch Marketing Pipeline organizes your database and takes control of your marketing communication so you don't have to worry about adding and removing people from marketing campaigns.

At BNTouch, we even provide the marketing campaigns that are proven to increase your referrals and retention rates.

Unlimited Post Funded Drip

With BNTouch CRM you can setup unlimited campaigns with unlimited number of steps (emails, tasks etc) that can run for as long as your marketing plan allows. After your Post Funded campaign (action sequence) is setup, your funded clients can be placed on the campaign automatically or manually.

Send
Emails

Print
Letters

Create
Reminders

Export to
Mail-House

Centralized Marketing Execution and Planning

Centralized Marketing accounts allow you to globally view any record, create company wide marketing campaigns, and execute these campaigns on a global basis. By centralizing your marketing, you can ensure complete control over what your LOs are doing, what pieces they are sending, as well as reporting into their conversion ratios and more.

Refinance Alerts

BNTouch CRM automatically inspects your database every day for refinance opportunities. BNTouch tracks 4 types of refinance opportunities: Rate Alerts (ARM and Fixed), ARM Expiration, PMI Refinance and Pre-Pay Expiration.

Refinance Alerts Screen

Refi Alerts Setup

Loan Anniversaries

BNTouch CRM can be setup to send out annuversay updates to you funded clients. Email updates can be customized to contain information about the loan and possible refinance opportunities. You can also email out quarterly and annual updates with Zillow based information.

Newsletter Marketing

Every BNTouch CRM account comes with your personal customizable e-newsletter. BNTouch Newsletter is updates on the 1st of each month. You can also automate e-mailing of any third party newsletters if they can be accessed via web address - URL (for example MMG).

BNTouch Newsletter

Third Party Newsletter Setup

Birthdays and Holiday Marketing

Let BNTouch track the birthdays for all of your contacts, borrowers, and industry partners. Generate referral and repeat business by building relationships for your LO's and building your brand.

Birthday E-Card

Christmas E-Card

Turn Down Marketing

With BNTouch CRM , you won't have to worry about opportunity losses due to a lack of communication. Our marketing engine will continue to communicate with your turn downs on an ongoing basis so that they come back to you when they are ready / able to move forward.