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Guided Implementation

implementationBNTouch is a robust solution that will revolutionize the way you manage your sales and marketing. At BNTouch, we work with each and every client to help them implement the system successfully. Our trained staff has experience working with over 1,000 mortgage offices and your account manager will work with you throughout the entire implementation process to first understand your needs, provide recommendations, and assist in setting up your processes in BNTouch.

Pre-Sales Implementation
Channel Identification
Needs Analysis
Technical Requirements
Ongoing Training
Lead Provider Integration
Marketing Analysis
Best Practices


Because our technology is only as good as its execution, we have developed a unique business model exclusively for mortgage offices. Working together with our marketing, technology, and management teams, we will provide you with access to our highly trained staff that will not only guide you through the setup process- they will be there to help you define your channels, setup your internal lead distribution and workflows, and assist you in executing your marketing campaigns for each and every contact in your database.

workflow management


Within the first month of signing up, most BNTouch users are running an average of 550 marketing campaigns (per seat). Because we focus on results, we help our clients achieve a positive ROI faster than they would with horizontal solutions that require consultative fees and long customization cycles.

Guided Implementation


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