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

Starting from

US$148,00/month

  • Free
  • Subscription

Starting from

US$12,00/month

  • Free
  • Subscription

Overall rating

4,4 /5
(30)
Ease of Use
4,1/5
Features & Functionality
4,3/5
Customer Service
4,3/5
Value for Money
4,3/5

Overall rating

4,7 /5
(67)
Ease of Use
4,7/5
Features & Functionality
4,5/5
Customer Service
4,8/5
Value for Money
4,6/5

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
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • LendingQB
  • Microsoft Outlook
  • WorkflowMax
  • Zapier
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • LendingQB
  • Microsoft Outlook
  • WorkflowMax
  • Zapier