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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...
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...
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