The second new feature of our BNTouch App (which is also very awesome!) is My Pipeline screen.
My Pipeline provides you with an access to all databases and marketing sequences tabs, the same way you have it in the desktop version of BNTouch CRM. Counters on the right of the screen show you how many records are in each stage.
Tapping on a pipeline stage will open a screen with a list of records that are currently in this stage. You can call, text or email borrowers and partners right from the list screen, or tap to get into the record for more information and options.
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!