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BNTouch Marketing Templates: Letter vs Design, Public vs Private
BNTouch divides marketing templates into two distinct types and the difference matters for what shows...
BNTouch Quick Setup Marketing Wizard: Configure a Campaign in 8 Minutes
The Quick Setup Marketing Wizard inside BNTouch is the answer to "automated marketing involves too...
BNTouch Campaign Triggers: Add and Remove Rules for Automated Enrollment
Triggers are the rules that determine which records enter or exit a BNTouch campaign automatically....
Build BNTouch Campaign Steps: Email, SMS, Postcard, Video, Task, Update-Field
A BNTouch marketing campaign is just a sequence of steps, and each step is one...
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...
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