BNTouch Mortgage CRM Connector

Build in-app integrations that create contacts, update borrower and loan fields, trigger automated campaigns and consume webhook events so customers stay informed and your workflows run without manual handoffs.

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Embed customer workflows

Deliver native in-app integration experiences for customers.

Reusable orchestration

Centralize workflows that run across many tenant accounts.

Governed MCP tools

Expose selected methods as managed, permissioned tools.

Embedded experience

Deliver customer-facing workflows natively inside your SaaS product.

CONNECTOR OVERVIEW

What you can integrate or automate with BNTouch

Integrate contact and loan records, push field updates and consume webhook events to start marketing drips, borrower notifications or pipeline tasks. Cyclr maps SaaS events to BNTouch record creation and field updates and uses vendor webhooks to drive downstream automations and real-time status updates.

PRODUCT USE CASES

Use cases

Publish white-label BNTouch integrations into your app to automate lead capture, LOS status syncs and marketing drips. Use Cyclr to orchestrate multi-step workflows, handle retries and surface connector actions as governed MCP tools for tenant admins.

Create BNTouch contacts from web forms

When a prospect submits a SaaS signup or lead form, push a contact/lead into BNTouch and start vendor drips, SMS or nurture sequences.

Sync loan milestones to trigger workflows

Push loan milestone or status updates from a LOS or your app into BNTouch to update loan records and trigger pipeline automations.

Drive BNTouch campaigns from app events

Map app events or field updates to BNTouch record updates so vendor marketing drips or SMS campaigns start automatically.

ORCHESTRATION

How BNTouch Mortgage CRM works with Cyclr

Cyclr sits between your SaaS product and BNTouch Mortgage CRM to handle authentication, govern access and orchestrate every API call per customer, at scale.

1
Your SaaS product
Your app requests an action for a specific customer.
2
Cyclr orchestration
Cyclr authenticates, applies policies and routes the request.
3
BNTouch Mortgage CRM
BNTouch Mortgage CRM processes the request and returns a response to your app.

Customer-specific authentication · Governed data movement · Centralized visibility and audit

CONNECTOR COVERAGE

Available connector capabilities

Explore BNTouch Mortgage CRM methods you can orchestrate through Cyclr.

Leads1

Create Lead

Action

Creates a new lead.

TECHNICAL DETAILS

BNTouch Mortgage CRM integration and API details

Review the sourced authentication and API behaviour used when configuring customer-facing BNTouch Mortgage CRM integrations in Cyclr.

API and authentication

API host: Not specified
Authentication: See Connector in Console
Credentials: Review the connector installation fields in Cyclr Console.
Method categories: Record create, field updates, webhook event triggers.

View vendor API documentation →

Pagination and rate limits

Pagination

Method-specific behavior should be confirmed before implementation.

Rate limits

Refer to the vendor API documentation for current limits.

IMPLEMENTATION

Authentication at a glance

Authentication requirements and any available connection options are shown when installing this connector in Cyclr Console.

Authentication method: See Connector in Console
Credential required: Review the connector installation fields in Cyclr Console.

Before you begin:

API access and docs provided on request by your BNTouch account manager.

View setup guide

COMMON QUESTIONS

Frequently asked questions

It automates contact and loan record creation, field updates and webhook-driven events to start BNTouch automations, marketing drips and borrower notifications.

Authentication details are not published publicly; BNTouch provides API access and documentation on request through your BNTouch account manager.

Yes. Cyclr supports embedding per-tenant integrations, central orchestration and tenant-specific credentials so customers get native in-app workflows.

Yes. Cyclr can expose verified create/update and webhook operations as managed MCP tools with governance, limits and role controls, depending on vendor API scope.

KEEP EXPLORING

Related resources and connectors

Documentation