Improved Select Participants Screen

BNTouch Select Participant Feature

Today, BNTouch is happy to launch our redesigned “Select Participant” screen. It helps you connect new participants (Real Estate agents, Builders etc) to a mortgage record and now allows you to quickly create a record right from that screen.

To select a participant for your mortgage, go to your Participants tab under any mortgage record and click “select” link.

You’ll see a new window with a search field; just type in a participant’s name. In case you don’t have this name in your Partnership database, BNTouch will now offer you to add it!

Please don’t hesitate to contact us should you have any questions or suggestions. Reach us via phone 888-971-1117 or via email info@bntouchmortgage.com

Thank you, and let’s bntouch!

Review a Mortgage Workflow

Use a BNTouch demo to inspect the record context, workflow steps, and review questions that matter to your team.

Schedule a Demo

See how this works in your own pipeline.

Twenty minutes with someone who knows mortgage, not a generic product tour.

Book a Live Demo