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The 4-Step Lead-Source Audit That Cuts Wasted Marketing Spend
A four-step BNTouch lead-source audit: tag every source at intake, connect the Facebook Ads integration,...
7 Borrower Engagement Tactics That Convert Pre-Approvals Into Closings
Seven BNTouch tactics across pre-approval, processing, and closing: send pre-approval letter from the borrower record,...
5 BNTouch Reports Branch Managers Should Pull Every Monday
Five recurring BNTouch reports for branch managers: scheduled email report for stuck records, tracker activity...
The Closed-Loan Follow-Up System: 5 BNTouch Touches Senior MLOs Don’t Skip
Five post-close BNTouch touches that compound past-borrower revenue: Refinance Monitor activation, Equity Alerts configuration, anniversary...
6 Realtor Partnership Plays You Can Run From BNTouch in One Afternoon
Six BNTouch realtor partnership plays for one afternoon: partner portal invite, co-branded property site, partner...
The First 30 Days in BNTouch: A New Loan Officer Onboarding Checklist
A 30-day BNTouch onboarding checklist for new loan officers: Quick Setup Marketing Wizard on day...
5 SMS Workflows That Mortgage Borrowers Actually Reply To
Five SMS workflows inside BNTouch Voice that mortgage borrowers actually reply to: appointment confirmation, document...
6 Email Automations Every Loan Officer Should Have Running in BNTouch
Six email automations every loan officer should have running inside BNTouch: new lead welcome, pre-approval...
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