Here’s a complete overview of how BNTouch document management can simplify your workflow by organizing, requesting, and storing client documents in one centralized platform. With BNTouch document management, you have virtually unlimited document storage, allowing you to keep all your clients’ important documents securely stored in one place. From manual uploads to automated requests, BNTouch document management offers flexible ways to ensure you have all the documents you need to streamline your work.
One of the standout features of document is the ability to set up document requests automatically, saving you time and keeping your workflow efficient. You can either request documents one at a time, based on your specific needs, or create reusable templates with automatic triggers. This way, you can set it up so that clients who select “self-employed” or other criteria on their application will automatically be prompted to submit the necessary documents—no need for additional follow-ups. Once documents are uploaded through the BNTouch portal, you can easily review and approve them or send back requests for updates, all within the same system.
Using the BNTouch eSign Tool
For a fully integrated management experience, BNTouch also offers an optional e-sign tool, allowing clients to sign documents directly within the platform. This means you can handle all your signature requests without relying on third-party applications like DocuSign, truly all-in-one. Clients can upload and sign documents through the BNTouch portal, and you can set email and text reminders to keep everyone on track.
Additionally, BNTouch includes a Docs Library, which serves as a team-wide storage space for marketing materials like flyers, images, and informational sheets. This centralized library keeps everyone on your team aligned and ready with the latest materials. With BNTouch document management, everything you need is in one place, helping you maintain a well-organized, efficient workflow.
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