Transaction Statuses

Check status of the transaction any time you want. All necessary, up-to-date information is just one click away.

Transaction Notifications

MortgageCircles mobile app allows for two-way push notifications. Stay on top of every transaction and never miss a single thing!

Mobile Appications

MortgageCircles app available for both Android and iOS users. Visit Google Play or iTunes to download the latest version!

Exchange Referalls

Exchanging referrals has never been easier. Exchange referrals with your partners and encourage them to do same!

MortgageCircles and the ability to share loan status as well as follow up efforts on leads with our Realtor partners allows us to constantly show them the value that we bring to them and their business.  Their leads never get lost, and they always know the status of every file we are working together.

Bill McDonald

Branch Manager

Borrower

Communicate with your Mortgage Circle

MortgageCircles is #1 mortgage communications platform. Reach out to your Loan Professional or Real Estate Agent at any time with a simple tap!

Exchange Documents

Speed up your transaction by securely transferring documents to Loan Professional! See the list of needed documents and upload them on-the-fly. Once you upload your file, your Loan Professional will receive immediate notification – no calls needed!

Contact Information in One Place

Tap to call to your Real Estate Agent or get the direction to your Escrow for closing! MortgageCircles provides an easy access to contact information of all participants of your loan transaction!

Real-time Transaction Status

MortgageCircles contains the most recent, up-to-date information about your transaction status. Check it on your app or on our website at any time.

Mobile Apps with Notifications

MC mobile apps allow even faster access to information in your mortgage circle. Our Android and iOS apps will allow you to get status change notifications, upload documents, submit feedback and more right from your phone!
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How to start using it?

To use MC, you need to be invited by your Mortgage Professional. Please enter your name and an email or phone number of you mortgage professional and we will contact them on your behalf!

For Borrowers:

Real Estate Agent

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Real-time Access to All Participated Transactions

MortgageCircles is THE place where you find all information about every mortgage transaction you participate in with your Loan Officer partner! You can quickly search by the name of your client and see current status, important messages and much more on the transaction profile page.

Communicate with Loan Officer, Borrowers and others in your Mortgage Circle

Every successful Real Estate Agent knows that communication with Loan Professional and other participated individuals in any given mortgage transaction is a key to a great performance and customer satisfaction. MortgageCircles provides you with one of a kind communication and collaboration system.

Refer Clients and Co-Brand with Loan Officer

Refer clients to your Loan Officer via simple form and start your co-branded marketing in seconds. Track conversion and measure marketing performance. Once the lead becomes a borrower, track the status and communicate with transaction’s mortgage circle!

Mobile Apps with Notifications

MC mobile app allows even faster access to information in your mortgage circle. Our Android and iOS apps will allow you to get transactions status changes notifications, upload files, submit feedback and more right from your phone!

5 easy steps to close more deals
  • Ask LO for MC

  • Download app

  • Submit leads

  • Communicate

  • Close deals

How to start using it?

To use MC, you need to be invited by your Mortgage Professional. Please enter your name and an email or phone number of you mortgage professional and we will contact them on your behalf!

For Estate Agents:

Loan Officer

Communicate with Real Estate Agents, Borrowers, Builders, Attorney and others

Communication is a key to success. Every top producer out there knows, the better your communications, the more opportunities you will get. MortgageCircles is a #1 mortgage communication platform that drives results!

Fully integrated with BNTouch CRM

MortgageCircles is fully integrated with the most feature-rich Mortgage CRM on the market – BNTouch. This marketing and sales automation software will allow you to manage leads, run post-funded campaigns and execute various marketing campaign via email, text, social and more! Learn more about the power of BNTouch on www.bntouch.com!

Co-Brand with Partners

You can run co-branded marketing campaigns with anyone from your Mortgage Circle. Simply have them submit leads via simple form and your system will take care of the rest. You can measure results and customize follow utilizing powerful marketing and reporting engine of BNTouch CRM!

Promote your Communication Excellence

With great communication comes great service. With great service come great customer feedback and referrals. Promote the way you do business to others with this one of a kind communication platform!

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MortgageCircles is a part of the best CRM on the market!

Click the button to find out more about bntouch and what is has to offer!

Other Participants

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Real-time Access to All Participated Transactions

MortgageCircles is THE place where you find all information about every mortgage transaction you participate in with your Loan Officer partner! You can quickly search by the name of your client and see current status, important messages and much more on the transaction profile page.

Communicate with Loan Officer, Borrowers and others in your Mortgage Circle

Every successful Real Estate Agent knows that communication with Loan Professional and other participated individuals in any given mortgage transaction is a key to a great performance and customer satisfaction. MortgageCircles provides you with one of a kind communication and collaboration system.

Refer Clients and Co-Brand with Loan Officer

Refer clients to your Loan Officer via simple form and start your co-branded marketing in seconds. Track conversion and measure marketing performance. Once the lead becomes a borrower, track the status and communicate with transaction’s mortgage circle!

Mobile Apps with Notifications

MC mobile app allows even faster access to information in your mortgage circle. Our Android and iOS apps will allow you to get transactions status changes notifications, upload files, submit feedback and more right from your phone!

How to start using it?

To use MC, you need to be invited by your Mortgage Professional. Please enter your name and an email or phone number of you mortgage professional and we will contact them on your behalf!

For Other Participants:
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Please invite your Mortgage Professional to enjoy the convenience of MortgageCircles

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