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BNTouch Dashboard Alerts: Five Triggers Most Loan Officers Miss
The dashboard alerts area inside BNTouch is the highest-leverage screen most loan officers walk past...
Stale Pre-Approval Recapture Campaign in BNTouch (Monica’s Demo)
Monica from the BNTouch white glove service team walks through the most useful campaign pattern...
Integrating the BNTouch Loan Portal: Invitations, 1003 Setup, Pre-Quals
This walkthrough is the team-level companion to the borrower portal feature page. It covers the...
BNTouch Borrower Portal: A Personalized Mortgage Hub for Every Client
The BNTouch borrower portal is a personalized mini-website you generate for each client. They log...
BNTouch 1003 Form Settings: Configure URLA, Field Comments, Auto-Advance
The 1003 form configuration inside BNTouch is more powerful than most teams use it for....
BNTouch Partner Documents: Share, E-Sign, and File Restoration
The partner documents tab mirrors the borrower documents tab but is built for the loan-officer-to-realtor...
BNTouch Borrower Documents: Share, Request, E-Sign, and Status Management
The borrower documents tab inside BNTouch is one of the most-used screens in the entire...
BNTouch Surveys: Collect Borrower Feedback With Five Question Types
The BNTouch Surveys module turns the CRM into a structured feedback collection system. Aiden walks...
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