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BNTouch Partner Record List: Sorting, Bulk Actions, Fannie Mae 3.2 Import
The partner record list inside BNTouch is the table view of every realtor, agent, attorney,...
Merge Duplicate Records in BNTouch: Clean CRM, Avoid Compliance Risk
Duplicate records are the silent compliance and customer-experience risk inside every active mortgage CRM. They...
BNTouch Scheduled Email Reports: Recurring Inbox Delivery From Pik-a-Search
Scheduled email reports inside BNTouch turn any Pik-a-Search filter into a recurring email that lands...
BNTouch Pik-a-Search: Find Any Record With Any Filter, Save, Schedule
Pik-a-Search is the structured filter tool inside BNTouch that turns the CRM from a list...
BNTouch Lead Farm: Long-Cycle Nurture for Borrowers Not Yet Loan-Ready
The Lead Farm tool inside BNTouch is built for the borrowers who are not loan-ready...
BNTouch Content Exchange: Pre-Built Campaigns From the Team and Community
The BNTouch Content Exchange is a shared library of pre-built marketing campaigns split into two...
Send SMS From the BNTouch Mobile App: Inbox, Templates, Document Attachments
Sending an SMS text message from the BNTouch mobile app keeps you connected to borrowers...
BNTouch Marketing Templates: Letter vs Design, Public vs Private
BNTouch divides marketing templates into two distinct types and the difference matters for what shows...
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