This walkthrough is the operational counterpart to the social media integration overview: it covers exactly how to compose, customize, and schedule a single social post from the RSS-fed content discovery list. The flow has six discrete steps (choose an article, set the title, edit the text, pick a destination platform, attach an image, choose publish-now or schedule-for-later), and there is one configuration detail that catches teams off-guard: accounts in safe mode lose access to scheduling and can only post immediately.
The disconnect link nobody mentions until you need it
Before the compose flow, a small but useful detail. Once your accounts are connected, the connect button on each social platform changes: “[You will see a] logout link that can be used to disconnect your accounts” [RE-ETSDnXKU m2]. This matters when you move a team member onto a different Facebook page, when an LO leaves the brokerage, or when the OAuth token expires and you need to reconnect. The disconnect path is in the same place as the original connect path. You do not have to search for it.
The six-step compose flow
From the walkthrough, here is the full flow start to finish:
Step 1: Pick an article from the RSS list
The discovery list shows mortgage and financial industry articles pulled from RSS sources: “You will see a list of news stories and mortgage-related images. The articles below are pulled from various rss feeds related to current news or the mortgage and financial industries” [RE-ETSDnXKU m2]. Find one that fits what you want to post about and click into it.
Step 2: Choose which platform to post to
“Choose which [account] to post it to” [RE-ETSDnXKU m3]. If you have multiple social accounts connected, you pick the destination here. You can post the same content to multiple platforms in one go.
Step 3: Set the post title and add your own text
“Next you can set the title of your post and add any of your own text to the right. You will see the article brief displayed in a small text box. You can copy and paste this into the post text box” [RE-ETSDnXKU m3]. The article brief is the RSS summary; the workflow is to copy that as a starting point, then edit it in your own voice. Generic copy-paste of the brief is the lazy version. The right version is using the brief as raw material for a 2-3 sentence original take you add on top.
Step 4: Attach an image
You can either use the image that came with the RSS article or pull one from your BNTouch image library. Stay on-brand by pulling a branded image where it fits.
Step 5: Decide between publish now and schedule for later
Two options here. “Click create post to either post it immediately or ready for a scheduled posting below the [scheduling controls]” [RE-ETSDnXKU m4]. Publish-now sends the post immediately. Schedule-for-later opens a date and time picker so you can queue the post for a specific publish moment.
Step 6: Watch the scheduled posts queue
Once a post is scheduled, it lands in the scheduled queue with a pending status. After publish, the status flips to published. From the walkthrough: “Schedule a later post from the content discovery list above” [RE-ETSDnXKU m5]. You can verify any scheduled post by checking the queue at any time.
The safe mode catch
One configuration detail that catches teams off-guard. “Please note that the schedule for later feature is not available for accounts with safe mode enabled for their marketing” [RE-ETSDnXKU m4]. If your account is in safe mode, scheduling is disabled and you can only post immediately. Safe mode is typically set by the account owner for compliance or training reasons; if you want the schedule feature back, the account owner has to turn safe mode off at the marketing level.
This is worth checking before you build a weekly batching habit. If your account is in safe mode and you spend an hour drafting six posts expecting to schedule them across the week, you will hit the wall at step five.
An edit-locked detail on published posts
Once a post has been published from BNTouch, you cannot edit it from inside the CRM. “As they cannot be edited once posted” [RE-ETSDnXKU m5]. If you spot a typo after publish, you have to either edit the post natively on the social platform or delete and re-post. This is the same limitation that most social scheduling tools impose; it is not unique to BNTouch.
The create-new path for posts not sourced from RSS
If you want to post something the RSS discovery list does not surface (a personal story, an open house announcement, a market commentary), you can create a post from scratch. “You can add new posts from here using the create new button. This uses the same process as scheduling a later post from the content discovery list above” [RE-ETSDnXKU m5]. Same composer, same destination options, same schedule controls. The only difference is you start with a blank canvas instead of an RSS article.
A specific weekly cadence worth copying
A loan officer who treats this as a discipline (one Monday morning hour, six posts queued for the week) outperforms a loan officer who posts when they feel inspired (which translates to twice per quarter in practice). Here is a workable cadence:
Monday: RSS-sourced market update post for Tuesday morning.
Tuesday: Personal-voice post (create-new) about a recent closing without naming the borrower, for Wednesday afternoon.
Wednesday: Industry news commentary (RSS-sourced) for Thursday morning.
Thursday: Helpful tip post (create-new), e.g., a homebuyer education snippet, for Friday morning.
Friday: Weekend rate-watch post (RSS-sourced if rates moved, create-new if quiet), for Saturday morning.
Total time: under one hour, weekly. Output: five branded social posts across a full work week. The compounding effect over six months is what separates loan officers with a meaningful organic following from loan officers who treat social as an afterthought.
Honest limits
Scheduling is disabled in safe mode. If you cannot find the schedule-for-later option, the account owner has safe mode on at the marketing level.
Published posts are not editable from BNTouch. You can delete and repost, or edit natively on the social platform.
The RSS list is curated, not arbitrary. If your niche needs a specific feed BNTouch does not pull, you will fall back to create-new for that content.
Failed scheduled posts need a manual retry. If the social platform was down during your scheduled window, the status column will show the failure but the post will not retry on its own.
Try scheduling a real post on your account
To see the compose flow with your own connected accounts, request a demo and ask the team to walk through one scheduled post end to end. The integrations page lists every connected service in the BNTouch stack.
