Imagine the scenario... You call on the first 10-20 leads, some of them
you're able to get a hold of right away, most asked to call back another
day. You write all that down on a sheet of paper and stick it in a folder.
The next day you call another 10 and end up with more follow-up tasks. Then
you follow up on the ones from the day 1 and you're not able to reach a few
of them, you write that down again. Same thing happens on days 3 and 4. At
this point the task of keeping the records and knowing when to follow-up
with whom becomes unmanageable.
Or you decide to sent the first 200 leads letters. You need a way to do a
mail merge. You then need a way to keep track of the responses. You make
recommendations to your prospects on how to clean up their credit so that
you can start a loan for them a few months down the road. More record
keeping... You get the idea.
Wouldn't it be nice if
there was a system that could help you automate the follow up? Specifically
keep track of all the communications and alert you when the next step needs
to be taken? The same system that could help you generate the letters
quickly and painlessly and keep track of what you've sent to whom?
Enter BNTouch...
Helping mortgage
professionals like yourself implement their marketing campaigns is one of
the things BNTouch System is good at.
Read on for more information or go to our web site at
www.bntouchmortgage.com, then
give us a call at 800-509-1330 for a demo.
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Sales & Lead Management
A single,
collaborative system for your entire sales process.
BNTouch automates the best known methods in the industry to help you
manage your sales activities. It allows you to track customers through
the entire process from lead to funded without missing a beat and then
convert them into repeat business.
Receive,
Distribute, Track & Improve Conversions of Leads
We
partnered with lead providers to make the task of receiving,
distributing and tracking the leads less of a burden. By giving you the
turn-key system, we're able to take a lot of the grunt work out of the
process.
One-stop Account
Management
Manage all the account activities (appointments, email, logs, tasks,
processing steps) from one, easy to use interface.
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Marketing
Manage marketing
activity across the complete customer lifecycle.
BNTouch Marketing modules help you convert the leads into prospects,
prospects into loans and former customers into repetitive customers. By
implementing the best the industry has to offer on marketing to the new
and existing clients, mortgage professionals are able to finally do what
they've been coached to do for a long time - stay in front of the
customers. All that without much effort.
Ready-to-Use
Templates and Campaigns
15 Pre-defined Campaigns (first contact 7-day follow up campaign,
construction loan 5 day information campaign, 3-year customer for life
campaign, ?) or design your own campaign. 30 reference letter templates
(printed letters, email templates, post cards) or design/import your
own.
Targeted Marketing Campaigns
Screen your
database for any criteria and market to certain groups of prospects or
borrowers.
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Productivity Tools
Calendaring, Email,
Messaging
Tools
like electronic calendar and email have become second nature to most of
the people. BNTouch makes it more exciting by linking the productivity
tools with the loan and customer info so that no matter where you are in
the system, you can always look up the loan details on the borrower that
you received an email from.
Alerts
BNTouch
system will alert you when something needs attention. Whether it’s a
marketing task that needs to be performed, a call that needs to be made,
conditions that need to be delivered or processing timeline that needs
to be adjusted in order not to miss the lock, the system will keep you
on track.
Logging
Get automated logs of everything you do through the system (send and
receive email, fill out applications, send paper mail, print out labels)
Contact Management
Allows you to have
a centralized storage for all your contacts. Keep all the info on
clients. Search by any parameter to find who you're looking for.
Partners information - realtors, attorneys, financial planners, etc. |
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Office
Automation* (Office version)
Multiple account
types
BNTouch provides you with several types of accounts that allow you to
designate work, coordinate the results and measure performance. The
types of accounts include Manager, Loan Officer, Sales/Telemarketing,
Marketing and Processor accounts.
Intra-office
communication
No more
sticky notes or paper phone messages. All the communication is done
through the system.
Web Based
Because the system
is 100% web browser-based, there is no software to install. Users just
navigate their browser to the appropriate web address. Because the
application is web-based, loan officers can utilize the system working
from any location with Internet access.
Security
BNTouchMortgage.com utilizes some of the most advanced technology for
Internet security available today. When you access our site using
Microsoft Internet Explorer versions 5.5 or higher, Secure Socket Layer
(SSL) technology protects your information using both server
authentication and data encryption, ensuring that your data is safe,
secure, and available only to registered Users in your organization.
Your data will be completely inaccessible to your competitors.
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Return on
Investment from BNTouch
We're going to assume the
following:
 | BNTouch can save you 1 loan
every 2 months by preventing things from falling through the
cracks. |
| BNTouch can gain you 1 loan
every 2 months by helping you market to your past clients.
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| BNTouch can gain you 1 more loan
every 2 months by freeing up more of your time. |
Total: 6 + 6 + 6 = 18
loans saved in one year
Average amount financed = $200,000
Spread = 2%
Your share = 1%
Difference in Income =
$36,000
Total Cost of BNTouch for a year:
Individual Version = $1,872 (1yr
pre-pay)
Office Version = $4,368 (1yr pre-pay,
3 LOs)
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