Top 5 bntouch App How-To’s

Let’s start with basics. Assume you want to call your client named John, but you’re no where near you laptop. With two simple touches you will be able to find John and call him right from your smartphone
:

1. Tap “Search” and type in “John”
2. Tap phone icon to call

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Next is a more complicated matter. Assume you forgot where the signing of Marys’ documents is happening and you need this location asap. Follow these steps and you will be able to get it:

1. Tap “Search” and type “Mary”
2. Tap the contact
3. Tap desired mortgage
4. Tap “Participants”
5. Tap the escrow address
6. Navigate to destination

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Imagine you’re going through the routine process of checking the Daily Digest and suddenly you find out that you need to call you client or partner! All you have to do is:

1. Tap “Daily Digest” on the Dashboard screen
2. Tap client icon
3. Tap phone icon to call

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Christine, your selling agent, changed her number. Only in 4 touches you will be able to update it in CRM. Follow this instructions:

1. Tap “Search” and type “Christine”
2. Tap contact
3. Tap “Edit Contact”
4. Tap a phone number to change it

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And the last but not least, imagine you want to schedule a task for a just arrived client named Bobby.

1. Tap “New Records” on the Dashboard screen
2. Tap contact
3. Tap desired mortgage
4. Tap “Tasks”
5. Tap “Add Task”

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