Lead Management and Marketing

Regardless of what marketing channels you are using to drive your demand generation, your conversion rates will suffer if you do not immediately route each lead to the right representative in your company and ensure that each lead is followed up with promptly and consistently.

BNTouch is equipped with an intelligent lead intake and distribution system that will automatically accept new leads through website integration, XML posting, or manual importing. Once a lead is received, the distribution engine will read the information associated with that lead and determine which LO or sales agent to assign that lead to.

Automatic Lead Intake (Capture)

BNTouch CRM can automatically capture lead from multiple sources. BNTouch is already integrated with most of the mortgage industry's premier lead providers and can also integrate with other 3rd party applications through XML posting, web forms, and csv imports.

Your
Website

Your
Partners

Lead
Providers

Internal
Systems

Lead Distribution and Routing

Our distribution engine can intelligently distribute your leads by source, loan type, or any information that is important to your business. With BNTouch you can distribute, re-distribute, set distribution schedules and rules to exactly fit your sales process.

Lead Distribution Options (Scheduling)

Lead Distribution Filters (Rules)

Automatic Distribution Setup

Immidiate Marketing Response

You can be confident that your leads will get a personalized response almost immidiately with BNTouch CRM. The minute a lead is entered into BNTouch, the marketing engine will examine that lead and determine which marketing campaign to put them on.

Lead Nurturing (Long Term Marketing)

BNTouch CRM will convert more leads by continuing to market to them with targeted personalized pieces that build trust and provide valuable mortgage information. BNTouch will increase the level of long term communication and ensure continuing follow up with leads until they are ready to move forward with the loan.

"Thank You For Contact" Letter

"Important Tips" Letter

"Checking In" Letter

Reporting & Analysis

BNTouch CRM will provide you with the reports you need to analyze the performance of your LOs, marketing channels, and other marketing activities so you can continually improve your ROI.

Return On Investment Report

Lead Conversion Report