BNTouch Mobile App Update
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…
Announcements
Mortgage Lead Distribution Software: A Workflow Review
Evaluate mortgage lead distribution software through source context, assignment rules, fallback ownership, exception handling, and a five-record workflow review.
Mortgage Tracker Triggers: A Source Review
Review the public BNTouch campaign-trigger source through enrollment rules, removal conditions, record tests, and human-owned exceptions.
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…
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…
See how this works in your own pipeline.
Twenty minutes with someone who knows mortgage, not a generic product tour.
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