Time management is a key to the success in the modern world. Every minute you’re not doing business – your competitor does. Our main goal is to provide you with tools that will make you efficient almost instantly. We’ve recently released a brand new BNTouch app and today we’d like to provide you with several neat ways to use it:
Imagine you’ve just got out of the meeting and met Realtor Larry. You’ve been so impressed with a guy you decided develop a referral relationship with him (get him into your CRM and start follow up campaign right away). 2 minutes, 2 touches with your app and the task is done.
App allows you develop personal relationships with borrowers and partner. Every day you will receive a notification with a list of birthdays and loan anniversaries. It will take you one touch to call a person or email congrats.
When your assistant makes a note on the file you both work on, you get a notification with a one touch access to the file. You can read and leave your own notes with 2 touches. One more touch you can share your note with Realtors and borrowers.
Thank you and let’s bntouch!
Related Articles
Review a Mortgage Workflow
Use a BNTouch demo to inspect the record context, workflow steps, and review questions that matter to your team.
