When you and your team are using all of the tools available in your CRM’s tool belt your business will grow as a result. It’s very important to us that everyone is getting the most out of our system and that is why we’ve put together this new tool that will break down the mortgage CRM account usage of everyone on your team.
This new account usage tool breaks down all the important aspect of the platform and shows how much each member of your team is using them. This will offer an overview of account activity and ensure that you’ll be able to provide training, resources and support to anyone on your team who seems to be struggling in a specific area of the CRM.
You’re Account Usage section will look similar to the example above and can be found under here, or “Administration” then “Usage” in your account.
Not all sections are created equally, here are a few pro-tip takeaways you can utilize from your account activity reports.
User ID: The unique identification number associated with each account
Name: The name associated with each account
Username: The username used to login to each account
Created: The date each account was created
Last Login: The last time each account has logged into BNTouch
App: Whether that account has downloaded and logged into the mobile app
Last Sync: The last time that each account has synced with outside L.O.S.
Safe Mode: Informs you if an account is in safe mode or not (If an account is in safe mode it will not be able to automatically send emails and campaign steps)
Campaigns: This is the amount of marketing campaigns created by or associated with each account
Running Campaigns: The amount of unique campaign instances associated with each account (for example if you have a birthday campaign running for one borrower, that is one instance)
Steps Sent: This is the total number of campaign steps (or marketing pieces) sent from each account
Mortgages: The amount of mortgage records associated with each account
Partnerships: The amount of partner records associated with each account
Recruiting: The amount of recruiting records associated with each account
Portal Visits: The total number of visits received to all portals created from each account
Portal Apps: The total number of clients who have downloaded and accessed their portal using the Mortgage Circles App.
Activity Score: The overall score based on averaging all of the previous columns, this number represents the big picture Activity of each account