Summary
This article highlights the new features and improvements in the latest bntouch app update. Learn about the enhancements that make the app more user-friendly, efficient, and effective for mortgage professionals. By the end, you’ll understand how these updates can improve your workflow and client management.
Your mobile CRM is about to be elevated. Our newest update to the BNTouch mobile app will be live on the app store and play stores on July 5th, 2018. Here is what you’ll get with the new update…
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Improved In-App Communication
Click to call, text or email your borrowers and partners right from the app. One click communication with any of your records from anywhere with our super simple in-app communication suite. Reaching out and following up has never been easier.
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New Dashboard Section
We’ve got a brand new dashboard section that has tons of easy to access information including; Tasks, Alerts, Campaigns & Assignments. Each section even comes with notifications so you can quickly gauge when there are new items to be reviewed.
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New Conversion Report
We’ve updated the “My Stats” section with a new customization conversion report. See an graphical overview of your entire conversion pipeline, everything from leads to funded. Includes tons of important statistics like dollar amounts and conversion rates. You can even drill down the report by lead type.
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New Latest Events Section
Similar to the tracker report from your desktop CRM. This new “Latest Events” section will give you a rundown of every event that’s happening within your CRM. See all notes, emails and calls made. Any emails clicked on or messages sent. Even web-forms filled or tasks created. You can follow the action from anywhere with the “Latest Events” section.
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Add & Remove Participants
You can now add or remove participants from any loan. Just open up a record within the app and from the participants section. You can select any partners or agents that are involved with a specific loan or application to be included in updates and communication.
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Update Processing Stages
Update processing stages with dates and comments from inside the app. Get a quick overview of what stage your borrowers are at in the loan process and how it compared to your projections. Easily add reminders and comments to each processing stage on the fly.
Key Takeaways
- Improved User Interface for Easier Navigation
The updated bntouch app features a more intuitive user interface, making it easier for mortgage professionals to navigate through tasks and manage client relationships efficiently.
- Enhanced Lead Management Features
With this update, bntouch has enhanced its lead management capabilities, allowing loan officers to track and follow up on leads more effectively. The new tools streamline the process, helping increase conversion rates and reduce manual effort.
- New Communication Tools for Clients
The bntouch app now offers upgraded communication tools, allowing mortgage professionals to communicate with clients through multiple channels, such as text, email, and video, all in one place. This improves client engagement and satisfaction.
Commonly Asked Questions
- What improvements were made to the bntouch app interface?
The bntouch app’s interface was improved for easier navigation, allowing mortgage professionals to manage tasks and client interactions more smoothly.
- How has lead management been enhanced in the update?
The update includes improved lead management features that help loan officers track and follow up on leads more effectively, simplifying the lead conversion process.
- What new communication tools are available in the updated app?
The updated bntouch app now offers enhanced communication tools that allow mortgage professionals to reach clients via text, email, and video, all from one platform.
- How will the new bntouch app update help mortgage professionals?
The update improves workflow efficiency, boosts client engagement, and enhances lead management, helping mortgage professionals work more effectively and increase their success rate.
