Document Storage Update

Hello!

Today we’ve prepared an exciting update for our Document Storage section. This update is intended to provide you with even more convenience while working with documents and document requests in BNTouch CRM:

Documents Status
Now you can set documents statuses for more efficient document management. For example: If you receive a new document from your Loan Portal and uploaded it to your Loan Origination Software (LOS), simply set the status to “Uploaded to LOS”.

Requested Document Reminders Pause
Now you can pause the requested documents reminder for an individual transaction. If you have a transaction on hold, you can pause the reminders until the client is ready.

Requested Document Bulk Remove
Pre-uploaded wrong documents preset? Not a problem. Now you can remove the requested documents list in seconds. Just select wanted requested documents and click “Delete” button.

Please don’t hesitate to contact us should you have any questions or suggestions.
Reach us via phone 888-971-1117 or via email info@bntouchmortgage.com

Thank you and let’s bntouch!

Best Regards,
BNTouch Team