Summary
BNTouch offers a wide variety of mortgage CRM training through user manuals, video tutorials, live webinars, and a Facebook community. These resources cover CRM basics, marketing automation, and advanced tools, helping users improve efficiency and lead management. Let’s be honest, CRM’s can be confusing. Especially if it’s your first time learning a new CRM or you aren’t tech savvy, that’s why we’ve put together tons of trainings and tutorials for our subscribers so they can begin benefiting from this powerful software as quickly as possible.
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Training Manual
An easy-to-navigate menu you can use to quickly find information regarding all BNTouch features and learn them at your own pace. Every section in the manual comes with a screenshot for each step. This will help you conveniently follow the steps and setup bntouch exactly how you’d like.
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Youtube Video Tutorials
We have a YouTube channel that includes an initial training course that was handcrafted from our most frequently asked questions, along with feature tutorials for each new feature we roll out. Our YouTube video collection is constantly being updated with marketing tips and tutorials as we add new features. So make sure you subscribe!
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Live Mortgage CRM Training Webinars
We also offer four live trainings that cover everything from CRM basics to marketing automation. We highly recommend you take advantage of these live trainings that’ll allow you to ask questions and learn the basics of your new and incredibly powerful CRM. All four trainings are held twice a week every week and you’re welcome to attend them as many times as you’d like.
- Facebook Community Group
We even have a group on Facebook where all bntouch users can trade marketing tactics, get quick answers to CRM questions, share the creative ways they’ve been using bntouch to convert more leads and get to know other mortgage professionals who are using the software.
Key Takeaways
Use platforms like LinkedIn and Instagram to connect with potential clients and share valuable content.
Build trust with engaging videos that highlight expertise and showcase client success stories.
Organize seminars or webinars to educate prospects about mortgage programs and build relationships.
Adopt customer relationship management tools to streamline communication, track leads, and enhance marketing efficiency.
Commonly Asked Questions
- What training resources does BNTouch offer to help users maximize the CRM platform?
BNTouch provides user manuals, YouTube video tutorials, live webinars, and a Facebook community to ensure users can effectively learn the CRM features.
- How can users utilize live webinars and the Facebook community to improve their CRM skills?
Live webinars offer real-time training on CRM basics and advanced features, while the Facebook community allows users to share tips, ask questions, and network.
- What features of BNTouch CRM are covered in their training resources?
The training covers CRM setup, lead tracking, marketing automation tools, and workflows to help users optimize processes and improve efficiency.
Want to learn more about our Mortgage CRM Tutorials?
