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Our account executives will work with you to plan your CRM implementation, configure your lead management and automated marketing, and train you and your staff.

Our support and training services include:

Pre-Implementation Consulting

Before you register with BNTouch, we will work with you to identify your needs, offer solutions, and plan an implementation schedule that guarantees your success before you even purchase our product.

Account Configuration

Based on your marketing goals, we will then work with you to configure your accounts and ensure that your BNTouch accounts are setup correctly.


Ongoing Training

At BNTouch, we provide ongoing training for your office. We conduct personalized training sessions over the web upon request as part of your subscription.

Documentation and Support

All BNTouch users have access to crisuccess.com, our training portal where you will find tutorials on using BNTouch, fresh marketing content, as well as information on expanding your mortgage marketing efforts.

Ongoing Technical Support

All BNTouch users also have access to our technical support personnel who can help resolve issues, answer questions, and provide ongoing support for your employees.
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Mortgage Newsletter
Mortgage Newsletter comes standard with every BNTouch CRM account. You can customize the content of the newsletter and set your own send out schedule.

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