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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...
Schedule Social Media Posts in BNTouch: The Six-Step RSS-Fed Workflow
This walkthrough is the operational counterpart to the social media integration overview: it covers exactly...
BNTouch Social Media Integration: Connect, Post, Schedule From the CRM
The BNTouch social media integration is a multi-purpose connection that splits into three sub-sections: social...
Configuring the BNTouch Facebook Ads Integration: Audience Setup and Lead Source
This walkthrough is the operational deep-dive on configuring the Facebook ads integration inside BNTouch: how...
BNTouch Facebook Ads Integration: Audience Sync and Lead Form Sync
The BNTouch Facebook Ads integration is two distinct workflows that run in opposite directions. Audience...
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