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Mortgage Content

BNTouch Mortgage CRM comes with over 20 pre-build marketing campaigns which you can use out-of-the-box.

You can further extend or edit those campaigns to fit your marketing strategy. Campaigns that come with the system can be used both as an email marketing campaigns and as print out campaigns.

Real Estate Agent Co-Branded Campaign

This campaign is designed for use with real estate agents and allows you to manage their marketing for prospective home buyers. This campaign will drip market on any lead for 40 days and will work in conjunction with a web form that you can build and give to your real estate agent. List of included letters:

Partner Marketing Tips

This campaign is designed for your partners and industry peers and consists of a series of six emails that are sent every month and are full of tips and suggestions for marketing a small business on the web. List of included letters:

Real Estate Agent Trust Building Campaign

This campaign is designed for marketing to real estate agents that you want to establish a relationship with, but have not yet met in person. The whole purpose of this campaign is to get this agent on the phone so you can schedule a time to meet with them or do a phone interview so you can learn more about them, their niche, and whether or not you would like to pursue a relationship with them. List of included letters:

Previously Funded Campaign

This campaign is for clients that you funded loans for within the past year and before you purchased BNTouch. This campaign is designed to run for 3 years. List of included letters:

Cancelled Loan Campaign

This campaign lasts for one year and is intended for anyone who starts the loan process with you, but does not close. The purpose of this campaign is to continue to provide service for the borrower in hopes that they will come back to you when they are ready to do a loan. List of included letters:

Purchase In Processing

This campaign is designed for borrowers who are currently purchasing a home. It provides a survey and updates for the borrower, listing agent and buyer's agent. This campaign will also send reminders to you to follow up by phone at least once a week. List of included letters:

Please see full list of included campaigns on the feature list page.
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Click-Through Tracker
Every email you send out has a built-in click-through tracker code. Once your client clicks any of the links in email body, you will see a record of it in client's profile in your CRM.

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