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I run Home Central Capital, a small mortgage brokerage in New York, and I’m ready to put BNTouch’s automation muscle to work on our lead pipeline. The goal is to design and launch a set of fully automated lead-nurturing sequences that reach prospects by both email and SMS, guiding them from first inquiry all the way to an application. Everything must live natively in BNTouch—no outside work-arounds—so deep familiarity with the platform’s workflow builder, tag logic, and scheduling rules is critical. Because we don’t yet have content, the project also includes crafting the copy, subject lines, SMS text, and any lightweight visual elements that fit our brand voice (see [login to view URL] for tone and style). Deliverables • Campaign strategy map: stages, timing, triggers, exit criteria • Original email and SMS copy with personalization tokens inserted per BNTouch syntax • Branded templates loaded into our BNTouch library and mobile-responsive tested • Workflow set-up, including tagging, delays, and branching logic • QA pass with live test contact to confirm proper firing and opt-out compliance • Quick-start guide so my team can adjust content or cadence later Acceptance criteria: every touch fires on schedule when the “New Lead” tag is applied, contacts see no duplicate messages, and opt-out links work in both channels. Timeline is flexible but I’d like the first version live within two weeks of kickoff so we can start converting the new leads already flowing into our CRM.
Project ID: 40561781
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31 freelancers are bidding on average $447 USD for this job

Hello !! I am ready to help you with BNTouch Lead Nurture Automation, Exactly as you want. I have lots of experience in Copywriting, Branding, Email Marketing, Content Writing, Digital Marketing, Lead Generation, A/B Testing, Visual Design. Must check our profile to check amazing ratings and reviews: https://www.freelancer.com/u/komalshaikh92 I am available to chat or a call to deep dive into the project. Thankyou, Komal. Digitaurus Technologies.
$250 USD in 5 days
5.0
5.0

? Ready to Supercharge Your Mortgage Brokerage Pipeline with BNTouch Automation? ? As a small mortgage brokerage in NY, Home Central Capital is seeking fully automated lead-nurturing sequences using BNTouch. With deep expertise in BNTouch’s workflow builder and scheduling rules, we’ll design a seamless system from inquiry to application. Crafting personalized email/SMS content aligning with your brand voice is key. We've successfully executed similar automation projects, ensuring fast, professional, update-safe solutions. Let's make your lead conversion a breeze! I’d love to chat about your project! Worst case, you get free advice that can guide your project. Derick Vorster Regards
$450 USD in 14 days
3.8
3.8

GIVE ME 30 SECONDS TO SHOW YOU WHY I'M THE RIGHT FIT FOR THIS PROJECT. I recently completed a project for a mortgage brokerage, similar to Home Central Capital, where I implemented automated lead nurturing sequences resulting in a 30% increase in lead conversion rates. My background in mortgage industry software solutions equips me to seamlessly navigate BNTouch's platform intricacies for optimal workflow automation. Crafting engaging copy and designing mobile-responsive templates aligns with my track record. Understanding your goal to streamline lead conversion, I propose a detailed strategy map, personalized copy, branded templates, and rigorous testing for flawless execution. The difference between an average result and an exceptional one is usually decided before the work even begins. Regards, Patrick
$400 USD in 7 days
4.2
4.2

✅It sounds like you've put a lot of thought into this project ✅and want to get it done right. I've successfully implemented similar lead-nurturing sequences for mortgage businesses, resulting in increased conversion rates. I understand that your goal is to streamline the lead pipeline and guide prospects seamlessly through the application process. With my deep familiarity with BNTouch's workflow builder and tag logic, I can ensure that everything stays within the platform without any workarounds. My expertise lies in crafting high-performing, secure, and user-friendly automation sequences, aligning perfectly with your project requirements. Would it be a ridiculous idea for you to send me a message and see whether we're the right fit for this project? Kind regards, Curtley
$550 USD in 7 days
3.4
3.4

⚡ I JUST COMPLETED A SIMILAR PROJECT. I have just designed a fully automated lead-nurturing system on BNTouch for a mortgage brokerage, ensuring a smooth journey from inquiry to application. The main result you're after is a seamless lead conversion process without overwhelming your prospects. For your project, deep familiarity with BNTouch's workflow builder and tag logic is crucial. Crafting engaging copy and setting up efficient workflows are my specialties. I will keep everything clear and simple, ensuring your lead-nurturing sequences run smoothly, engaging leads effectively. MESSAGE ME, I WILL KEEP THIS SIMPLE. Regards, Stefan.
$450 USD in 14 days
3.5
3.5

Hi, ★★★ BNTouch Expert ★★★ I understand you're looking to automate your lead pipeline with BNTouch. I'll design and launch fully automated lead-nurturing sequences that will reach your prospects via email and SMS. This includes creating a campaign strategy map, original email and SMS copy, and branded templates that align with your brand voice. I'll ensure everything is set up natively in BNTouch, utilizing its workflow builder, tag logic, and scheduling rules. I'll also conduct a QA pass to confirm everything fires on schedule and complies with opt-out requirements. Ready to get started!
$250 USD in 14 days
3.1
3.1

The risk in BNTouch automations isn’t building the sequences—it’s ensuring the tagging logic and branching rules don’t double-trigger when leads move between statuses, because that’s what usually causes duplicate SMS/email drips or broken exit conditions in mortgage pipelines. The real architecture here is a single lifecycle model: New Lead → Contacted → Engaged → Pre-Qualified → Application Started, with every email/SMS tied to tag transitions rather than time alone, so the system behaves consistently even when loan officers manually update records. Once set up correctly, BNTouch becomes a closed-loop nurture engine where every inquiry is automatically segmented, messaged with compliant mortgage-safe copy, and removed instantly when a borrower progresses or opts out—without any manual cleanup. The copy layer matters just as much as the workflow here, because mortgage audiences respond to timing-sensitive reassurance, not generic drip campaigns, so each message needs to map to intent stages rather than just delays. Before designing the sequence, are your leads primarily coming from one source (like website forms or ads), or multiple sources that need separate tagging and routing logic inside BNTouch? Best regards, Fizza Nadeem K
$250 USD in 5 days
1.9
1.9

Hi, I can help you set up automated lead-nurturing sequences in BNTouch, using its workflow builder and tag logic to guide prospects from inquiry to application. My background as a Senior Solutions Architect includes successfully creating automated email and SMS campaigns for brokerages that fit their branding and tone. I'll construct the campaign strategy map, write personalized email and SMS copy, and make sure everything is compliant with opt-out requirements. We can have the first version live within 7 days. Do you have specific goals for the tags and timings you'd like to implement? Happy to discuss this further!
$350 USD in 7 days
1.5
1.5

Hello, thank you for considering my proposal. I understand the description and desired outcome. I will work smartly and deliver work that meets your expectations. I am a reliable freelancer with 8+ years of experience in Digital Marketing, Email Marketing, Lead Generation, working with clients on a range of projects. Visit my profile to check my latest work and read short client reviews. If you like the proposal, connect in chat and we will plan it out. Looking forward, Sai
$250 USD in 7 days
0.0
0.0

I can help implement BNTouch Lead Nurture Automation for your mortgage brokerage, Home Central Capital. My experience includes setting up lead nurturing systems specifically tailored to small financial services businesses. I focus on seamless integration of automation tools to streamline follow-ups and improve client engagement without losing the personal touch your business needs. Do you already have existing lead data organized, or will this be a fresh setup?
$500 USD in 7 days
0.0
0.0

GIVE ME A MOMENT TO SHOW YOU WHAT SETS ME APART. I’ve carefully read your project requirements and understand you’re looking to automate lead nurturing for Home Central Capital using BNTouch. We’ve successfully executed similar projects, ensuring efficient, scalable solutions. We specialize in BNTouch workflows, tag logic, and scheduling rules. Our expertise aligns perfectly with crafting original email and SMS content, tailored to your brand voice. Our deliverables will include a comprehensive campaign strategy map, branded templates, and a QA-tested workflow setup. Let’s connect to discuss your project further. I’m confident we can exceed your expectations and have the first version live within two weeks of kickoff. Looking forward to the opportunity. Regards, Nabeel Ismail
$350 USD in 7 days
0.0
0.0

INTRO I would like the opportunity to help you achieve a great outcome by delivering a solution that improves your digital presence and user experience. I'd be happy to help you achieve the same result with a solution tailored to your goals and business needs. MIDDLE I noticed you're looking for a clean, professional, and user-friendly solution with a strong focus on creating a seamless experience for your users. My experience includes website development, mobile app development, UI/UX design, and digital solutions that improve functionality, engagement, and overall performance. OUTRO Let's have a chat! I'd love to learn more about your project; the worst that can happen is you walk away with a free consultation. Regards, MDuj0n.
$400 USD in 7 days
0.0
0.0

We recently wrapped up a project very similar to this, focusing on creating automated lead-nurturing sequences for service businesses. We will help you design and launch fully automated lead-nurturing sequences to guide prospects seamlessly from inquiry to application. Deeply familiar with BNTouch, we excel in crafting clean, professional, and user-friendly email and SMS campaigns. We have 75+ 5-star reviews on similar projects and rank in the top 1% among 75 million users! I'd be happy to discuss your project in more detail and share how we can bring it to life efficiently and professionally. Best case, we work together. Worst case, you get free advice that helps you move forward. Regards, Martinus.
$500 USD in 7 days
0.0
0.0

The part of this project that'll make or break the automation isn't the copy — it's the exit criteria and branching logic. When a lead submits an application mid-sequence, or opts out of SMS but stays subscribed to email, or gets re-tagged as a referral partner instead of a prospect, the workflows need to handle every edge cleanly. Otherwise you get exactly what you called out: duplicate messages and broken opt-out paths. I've built email + SMS nurture pipelines using Twilio, SendGrid, and CRM automation tools — the tag-based trigger/exit/branch pattern is the same across platforms even though every builder has its own syntax and quirks. I haven't worked inside BNTouch's specific workflow builder daily, so I want to be upfront about that — but the automation logic (delays, conditional branches, tag-on/tag-off gates, opt-out compliance routing) is directly transferable, and I pick up new platform UIs fast. The 10+ years of full-stack development means I can also dig into BNTouch's API or webhook layer if the visual builder hits a wall on something like cross-channel deduplication. For the content side — I looked at hellohomecentral.com. Clean, approachable, "we make this easy" tone. The nurture copy needs to match that: no mortgage jargon dumps, short subject lines, SMS that reads like a human text not a blast. I'd map out the stage progression (welcome → education → soft CTA → application nudge → re-engagement for cold leads) with timing and exit gates before writing a single word of copy, so we're aligned on cadence before I start filling in templates. What you'd get working with me: I use AI heavily in my daily workflow — Claude Code, custom agents, AI-assisted content drafting and review. For this project, that means copy iterations happen fast (multiple subject line variants per stage, personalization tokens already inserted per BNTouch syntax), and the QA pass is thorough because I can systematically walk test contacts through every branch rather than spot-checking a couple paths. Faster turnaround without cutting corners on the compliance and opt-out pieces that actually matter for mortgage. I'd also build the quick-start guide as I go, not as an afterthought — documenting each workflow's trigger conditions, tag requirements, and where to edit copy so your team can swap out a subject line or adjust timing without calling me back. Happy to jump on a 15-minute call to walk through the stage map before building anything — lock in the triggers and timing first, then copy and templates follow. Can have the first version live well inside your two-week window.
$550 USD in 7 days
0.0
0.0

OVERWHELMED With all the Ai Generated proposals. Give me a few seconds to show you why i am different. I've built automated lead-nurturing sequences for service businesses like yours. I understand the importance of crafting compelling copy and visual elements that resonate with your brand voice. I would love to chat about your project, the worst that can happen is you walk away with a free consultation Regards, Clinton.
$350 USD in 7 days
0.0
0.0

"Hi there. This is an interesting project. Before anything else, one area I'd pay particularly close attention to is ensuring seamless lead flow within the BNTouch platform. The key to success lies in crafting engaging content and setting up flawless workflows to avoid duplicate messages or compliance issues." To mitigate risks, I propose a phased approach: starting with a detailed campaign strategy map, followed by crafting personalized email and SMS copies aligned with your brand voice. Rigorous QA testing and a user-friendly guide will ensure smooth handover to your team post-launch. One critical detail missing is the volume of leads expected weekly to optimize workflow efficiency. How do you envision scaling this automation as your lead volume grows? Looking forward to engaging. Even if we don't end up working together, you'll still walk away with valuable insights from our discussion. Regards, Riyaaz
$350 USD in 7 days
0.0
0.0

Thank you for the detailed brief. Here is exactly what I will deliver: The campaign strategy map with stages, timing, triggers, and exit criteria will be meticulously crafted. Original email and SMS copy, incorporating personalization tokens per BNTouch syntax, will be developed to resonate with your prospects. Branded templates, mobile-responsive tested, will be loaded into your BNTouch library. The workflow setup will include tagging, delays, and branching logic for seamless automation. A thorough QA pass, including live tests for proper firing and opt-out compliance, will be conducted. Additionally, a quick-start guide will be provided to empower your team for future adjustments. The core system will be fully scalable so you can adapt content or cadence without any hassle. I can start immediately.
$400 USD in 7 days
0.0
0.0

Hello, IF YOU ARE NOT HAPPY YOU DO NOT PAY! We've helped businesses like yours achieve success through strategic digital solutions. Your project to implement BNTouch lead nurture automation aligns perfectly with our expertise. We specialize in crafting automated sequences that engage prospects effectively. Our focus on seamless integration within BNTouch ensures a smooth workflow. Here's what we'll deliver: - Detailed campaign strategy map - Tailored email and SMS copy - Branded templates for BNTouch - Custom workflow setup with tagging and logic - Rigorous QA testing - Comprehensive quick-start guide Our goal is to ensure every touchpoint resonates with your leads, driving conversions. With our in-depth knowledge of BNTouch's capabilities, we guarantee a seamless and efficient implementation. Let's collaborate to bring your vision to life. We aim to have your first version live within two weeks, kickstarting your lead conversion process swiftly. Schedule a free consultation with us to discuss how we can elevate your lead nurturing strategy. Regards, Sameiyan.
$400 USD in 7 days
0.0
0.0

A great logo is more than just a design—it's the face of your brand. I create clean, memorable, and professional logos that reflect your business identity, build trust, and leave a lasting impression on your audience. Whether you're launching a new brand or refreshing your existing identity, I focus on delivering unique, high-quality designs tailored to your vision and business goals. I'd be delighted to offer you a complimentary brand discovery consultation, where we can discuss your ideas, explore different design directions, and create a strategy for a logo that truly represents your business—all with no obligation. I look forward to helping bring your brand to life. Kind regards, Jaiden
$400 USD in 7 days
0.0
0.0

Hello, I am interested in supporting your lead nurturing campaign project for Home Central Capital. As a Digital Marketing student, I have knowledge in email marketing, customer journey planning, content creation, and digital campaign strategy. I understand the importance of creating effective lead nurturing sequences that guide prospects through each stage of the customer journey. I can assist with: * Developing email and SMS campaign copy. * Creating customer-focused messaging and subject lines. * Planning campaign stages, timing, and communication flow. * Optimizing content to improve engagement and conversions. While I am continuously expanding my experience with different marketing automation platforms, I am a fast learner and comfortable adapting to new tools and workflows. I am detail-oriented, organized, and committed to delivering quality work with clear communication throughout the project. Thank you for considering my proposal. I would appreciate the opportunity to discuss how I can contribute to your marketing goals. Best regards, Nurul Najeha
$500 USD in 7 days
0.0
0.0

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