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5 Tracker Tactics That Stop Borrower Records From Going Stale in BNTouch
Five BNTouch tracker tactics that keep borrower records active: logging every conversation as a tracker...
The 5-Minute Monday Pipeline Triage Habits Senior MLOs Run Before Coffee
Five Monday morning habits that separate senior mortgage loan officers from everyone else: opening the...
BNTouch Multi-Loan Records: One Borrower, Many Loans, No Duplicates
Multi-loan records let you track every loan a single borrower takes out across their lifetime,...
Mortgage Circles Partner Portal Mobile: A Realtor’s App for Lead Submission
Mortgage Circles is the BNTouch mobile app for realtors and partner contacts. Once a partner...
BNTouch Borrower Event Tracker: The Activity Log Every Loan Officer Needs
The borrower event tracker is the activity log that runs alongside every mortgage record in...
BNTouch Partner Record List: Sorting, Bulk Actions, Fannie Mae 3.2 Import
The partner record list inside BNTouch is the table view of every realtor, agent, attorney,...
Merge Duplicate Records in BNTouch: Clean CRM, Avoid Compliance Risk
Duplicate records are the silent compliance and customer-experience risk inside every active mortgage CRM. They...
BNTouch Scheduled Email Reports: Recurring Inbox Delivery From Pik-a-Search
Scheduled email reports inside BNTouch turn any Pik-a-Search filter into a recurring email that lands...
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