Summary
This article introduces the concept of a daily digest to keep mortgage professionals organized. Learn how using a daily digest tool can help you prioritize tasks, track important dates, and stay on top of client interactions. By the end, you’ll know how to incorporate a daily digest into your workflow to enhance productivity.
Recently we’ve updated our Daily Digest notifications with new design and brand new feature – Loan Anniversaries!
With this awesome feature you will never miss an opportunity to congratulate borrowers, send a postcard or schedule a congratulatory email. Loan anniversary option is added automatically, so you don’t have to do anything as long as Daily Digest notification is enabled for your account.
Daily Digest is a daily email that is generated by BNTouch Mortgage CRM and sent to every subscriber on a daily basis. This correspondence will help you keep a hand on the pulse of your tasks. The email has quick links to CRM account so recipient can quickly navigate to borrowers and partners profiles and start the day rolling.
This email contains several important information pieces:
Tasks
Shows the list of tasks you have for the day
Missed tasks
Shows all missed tasks that you need to complete. We encourage you to keep this list empty!
To Do list
Shows the todo list that you create in your CRM
Pending Campaigns list
Shows all pending campaigns that you need to execute from within your account. Please note that this list does not show automated steps that are sent without your confirmation
Upcoming Birthdays
Shows all borrowers and partners birthday that are coming up in the next 15 days
Loan Anniversaries
Shows all loan anniversaries for the next 15 days.
Have a look at how awesome and useful Daily Digest is:
Another important fact is that you can access your Daily Digest from your cellphone – using mobile version of CRM or BNTouch app.
Thank you and Let’s BNTouch!
Best Regards,
BNTouch Team
Key Takeaways
- Stay on top of daily tasks with email summaries
Daily digests help mortgage professionals stay organized by summarizing key tasks, appointments, and follow-ups in a single email, ensuring no task is overlooked.
- Improve efficiency with timely reminders
Using daily digest emails as reminders helps mortgage professionals maintain a consistent workflow and avoid missing important deadlines.
- Increase productivity with task prioritization
Daily digests prioritize tasks, helping mortgage professionals focus on the most pressing matters, improving productivity and efficiency.
Commonly Asked Questions
- What is the purpose of the Daily Digest feature?
The Daily Digest helps mortgage professionals stay organized by summarizing key events, tasks, and client interactions, ensuring they never miss important updates.
- How does the Daily Digest enhance productivity?
By compiling all necessary updates in one place, it reduces the need to search through multiple sources, allowing mortgage professionals to stay focused and efficient.
- Can the Daily Digest be customized for individual preferences?
Yes, users can customize the Daily Digest to include specific information relevant to their role, ensuring they receive only the most pertinent updates.
- What impact does using the Daily Digest have on client relationships?
The Daily Digest keeps mortgage professionals informed and responsive, helping them maintain strong, proactive relationships with their clients.