Overview
Your Mortgage CRM & Marketing Tools Anywhere.
Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere on any device. See why BNTouch's Mortgage CRM & Mobile App have over 250 five star reviews.
Your Mortgage CRM & Marketing Tools Anywhere.
Automate your marketing, convert more leads, stay top of mind and recruit new partners from anywhere...
Platforms Supported
- Web Based
- iPhone App
- Android App
- Windows App
Support Options
- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat
FileInvite is a cloud-based solution for automating the process of collecting information and documents from business clients with more efficiency and security
FileInvite is a cloud-based solution for automating the process of collecting information and documents from business clients with more efficiency...
Platforms Supported
- Web Based
- iPhone App
- Android App
- Windows App
Support Options
- Email/Help Desk
- Knowledge Base
- Phone Support
- Chat
Images
Pricing
Starting from
US$148,00/month
- Free
- Subscription
Starting from
US$12,00/month
- Free
- Subscription
Reviews
Ease of Use
4,1/5Features & Functionality
4,3/5Customer Service
4,3/5Value for Money
4,3/5Ease of Use
4,7/5Features & Functionality
4,5/5Customer Service
4,8/5Value for Money
4,6/5Features
Total features 44
- API
- Access Controls/Permissions
- Action Item Tracking
- Action Management
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Applicant Tracking
- Application Access Control
- Applications Management
- Approval Process Control
- Archiving & Retention
- Assessment Management
- Asset Management
- Assignment Management
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Automated Scheduling
- Automatic Lead Distribution
- Background Screening
- Borrower Management
- Business Loans
- CRM
- Campaign Analytics
- Campaign Management
- Campaign Scheduling
- Candidate Management
- Case Management
- Chat/Messaging
- Claims Management
- Client Database
- Client Management
- Client Portal
- Closing Documents
- Collaboration Tools
- Collections Management
- Colleges / Universities
- Commercial Mortgages
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Construction Loans
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Forms
- Customizable Templates
- Data Import/Export
- Data Security
- Data Synchronization
- Digital Signature
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Forms
- Electronic Signature
- Email Alerts
- Email Distribution
- Email Invitations & Reminders
- Email Management
- Email Marketing
- Email Tracking
- Employee Handbook
- Encryption
- File Conversion
- File Management
- File Sharing
- File Transfer
- For Borrowers
- Forms Management
- Full Text Search
- Government Loans
- HUD Settlement Statements
- Historical Reporting
- Issue Management
- Job Description Management
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Messaging
- Mobile Access
- Mobile Signature Capture
- Mortgages
- Multi-Branch
- Multi-Company
- Multi-Party Signing
- Offline Access
- Online Applications
- Outsource Processing
- Partner Portal
- Password Management
- Pipeline Management
- Pre-Qualification
- Progress Tracking
- Project Management
- Promissory Notes
- Property Tax Management
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Synchronization
- Real-Time Chat
- Refinance Management
- Reminders
- Remote Access/Control
- Reporting/Analytics
- Residential Mortgages
- SMS Marketing Managment
- SMS Messaging
- SSL Security
- Search/Filter
- Secure Data Storage
- Secure Login
- Self Service Portal
- Social Media Integration
- Student Loans
- Survey/Poll Management
- Surveys & Feedback
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Collaboration
- Template Management
- Third Party Integrations
- Third Party Loan Origination
- Unified Directory
- User Management
- Version Control
- Visual Presentation
- Website Management
- Workflow Management
Total features 124
- API
- Access Controls/Permissions
- Action Item Tracking
- Action Management
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Applicant Tracking
- Application Access Control
- Applications Management
- Approval Process Control
- Archiving & Retention
- Assessment Management
- Asset Management
- Assignment Management
- Audit Management
- Audit Trail
- Authentication
- Auto Loans
- Automated Scheduling
- Automatic Lead Distribution
- Background Screening
- Borrower Management
- Business Loans
- CRM
- Campaign Analytics
- Campaign Management
- Campaign Scheduling
- Candidate Management
- Case Management
- Chat/Messaging
- Claims Management
- Client Database
- Client Management
- Client Portal
- Closing Documents
- Collaboration Tools
- Collections Management
- Colleges / Universities
- Commercial Mortgages
- Compliance Management
- Compliance Tracking
- Configurable Workflow
- Construction Loans
- Contact Database
- Contact Management
- Content Library
- Content Management
- Contract/License Management
- Customer Database
- Customer Management
- Customer Statements
- Customizable Branding
- Customizable Forms
- Customizable Templates
- Data Import/Export
- Data Security
- Data Synchronization
- Digital Signature
- Document Capture
- Document Classification
- Document Generation
- Document Management
- Document Storage
- Document Templates
- Drag & Drop
- Electronic Applications
- Electronic Forms
- Electronic Signature
- Email Alerts
- Email Distribution
- Email Invitations & Reminders
- Email Management
- Email Marketing
- Email Tracking
- Employee Handbook
- Encryption
- File Conversion
- File Management
- File Sharing
- File Transfer
- For Borrowers
- Forms Management
- Full Text Search
- Government Loans
- HUD Settlement Statements
- Historical Reporting
- Issue Management
- Job Description Management
- Lead Capture
- Lead Distribution
- Lead Management
- Lead Nurturing
- Live Chat
- Loan Management
- Loan Origination
- Loan Processing
- Loan Servicing
- Marketing Automation
- Messaging
- Mobile Access
- Mobile Signature Capture
- Mortgages
- Multi-Branch
- Multi-Company
- Multi-Party Signing
- Offline Access
- Online Applications
- Outsource Processing
- Partner Portal
- Password Management
- Pipeline Management
- Pre-Qualification
- Progress Tracking
- Project Management
- Promissory Notes
- Property Tax Management
- Purchasing & Receiving
- Quotes/Estimates
- Real Time Synchronization
- Real-Time Chat
- Refinance Management
- Reminders
- Remote Access/Control
- Reporting/Analytics
- Residential Mortgages
- SMS Marketing Managment
- SMS Messaging
- SSL Security
- Search/Filter
- Secure Data Storage
- Secure Login
- Self Service Portal
- Social Media Integration
- Student Loans
- Survey/Poll Management
- Surveys & Feedback
- Task Management
- Task Progress Tracking
- Task Scheduling
- Team Collaboration
- Template Management
- Third Party Integrations
- Third Party Loan Origination
- Unified Directory
- User Management
- Version Control
- Visual Presentation
- Website Management
- Workflow Management
Integrations
- Dropbox Business
- Google Calendar
- Google Drive
- LendingQB
- Microsoft Outlook
- WorkflowMax
- Zapier
- Dropbox Business
- Google Calendar
- Google Drive
- LendingQB
- Microsoft Outlook
- WorkflowMax
- Zapier
