BRM
A simple way for producers to keep track of their book. Built for daily use.
BRM is a relationship management platform built by BankerBounty for community banks and credit unions. It gives your team one simple place to manage member, customer, and prospect relationships, track opportunities, and see what is moving, without the complexity of a traditional CRM.
Track every relationship in one place
Add members and prospects as relationships, each with contact info, activity, and open opportunities. Log calls, meetings, and notes as you go, so context is never lost between team members.
Manage opportunities to close
Open an opportunity for any conversation with real potential and move it forward as things progress. Relationships are grouped by status, to contact, awaiting outcome, or opened this month, so nothing slips through.
See pipeline at a glance
The opportunity flow view shows deals by market and product, from first opportunity to close. Leadership gets a live view of pipeline and activity across the whole team.
See exactly who needs attention, at a glance.
Every client and prospect with an open opportunity lives on one screen, grouped into open opportunities, needs attention, awaiting outcome, and opened this month. Filter by clients or prospects, search by name, and jump straight to whoever needs a follow up next.
A complete history for every relationship.
Open any client or prospect to see their contact info, full activity log, and every opportunity tied to them in one view. Log a call or check in with one click, and the next teammate who opens the record picks up right where you left off.
Leadership gets a live view of the whole pipeline.
The opportunity flow view maps every deal across your organization, from market to product to outcome, so leadership can see what is moving and where to focus without digging through individual team members' notes. Filter, export to CSV or PDF, and switch between flow, pie, and trend views.
Why credit unions and community financial institutions choose BRM
Manage members, customers, and prospects in one platform
Keep relationship information organized and easy to access
Focus on essential features without unnecessary complexity
Give leadership a clear view of pipeline and activity
Simple to launch, with no technical staff required
Built specifically for community financial institutions
Most CRMs add so many extra features that they become complicated to the point of being unusable. BRM is a return to what a relationship management tool was meant to be: simple, purpose built for community financial institutions, and easy for your whole team to adopt from day one.
Frequently Asked Questions
What is BRM?
BRM is the relationship management platform built for community financial institutions, specifically banks and credit unions. It helps your team manage customers, members, and prospects in one easy to use system, without the complexity of a traditional CRM.
How does it work?
Team members log clients and prospects in BRM as relationships, then track opportunities tied to each one, from first contact through close. BRM keeps activity, notes, and status in one place, so nothing gets lost between calls or handoffs, and every relationship stays organized and easy to find.
Can leadership see team activity?
Yes. BRM gives leadership a live view of pipeline and account activity across the whole team, including opportunities by stage and by product, so leaders can see what is moving and where to focus, without digging through individual team members' notes.
Do we need a big team or technical staff to run this?
No. BRM is designed to be simple to launch and manage, even for lean teams. There is no lengthy setup or IT lift required. Our team is also available for questions, training, and resources whenever you need support.
What can my team track in BRM?
BRM covers the full relationship, from first opportunity to ongoing account. Team members can log activity, move opportunities across products like checking, loans, and treasury management, and see a complete history for every client, member, or prospect in one view.
How is BRM different from a traditional CRM?
BRM is built specifically for community financial institutions and credit unions, so it includes the features financial institutions actually want, without the bloat of a traditional CRM. Most CRMs add so many extra features that they become complicated to the point of being unusable. BRM is a return to what a CRM was meant to be: simple, purpose built, and easy for your whole team to adopt.
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