Mortgage Client Tracker – Communication Stats
Summary This article explores the features and benefits of an upgraded tracker for mortgage professionals, which helps streamline the loan process by allowing them to monitor borrower progress…
Announcements
Facebook Lead Forms for Mortgage Brokers: Review Checklist
A mortgage Facebook lead-form review checklist covering special-category checks, form context, consent review, lead handoff, test records, and exceptions.
New Custom Pipeline View
Have you ever wanted to organize your leads or borrowers based on their loan type or credit rating? Now you can, with our new custom pipeline view you…
Mortgage Website Builder for Loan Officers: A Workflow Review
Evaluate mortgage website builders for loan officers through inquiry context, ownership, human review, record correction, and current written scope.
New Holiday & Christmas Campaigns
This holiday season, whatever you celebrate, we’ve put together a campaign you can use to remind your clients that they’re always on your mind. Thank you so much…
We Rebuilt Web Forms With You In Mind.
We’re incredibly excited to announce the newest update for your BNTouch CRM. We now have completely revamped web forms and can’t wait for you to get your hands…
New Time Change Reminder Campaign
We love creating new and exciting marketing content that can be shared with your records and help you stay top of mind with clients, borrowers and partners. That’s…
Improved Select Participants Screen
Today, BNTouch is happy to launch our redesigned “Select Participant” screen. It helps you connect new participants (Real Estate agents, Builders etc) to a mortgage record and now allows…
New BNTouch “Final Approval” Video
Today we want to share our new In Processing – Final Approval video, it will help you to guide your borrowers throughout the process.The video has 2 versions, one…
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