Introducing The Document Library

by Site Editor

Share mortgage documents with the new Docs Library. With the Docs Library you can upload documents and flyers right into BNTouch. Anyone in your office will be able to download or print the documents with ease. This will allow you to keep document formats uniform for all users and stages of the loan process.

With the Docs Library you can…
Share Flyers

Share Mortgage Documents
Have a new flyer that you use to promote your business? Easily share it with the rest of your office by uploading it into your BNTouch Docs library.

Upload Document Templates

Share Mortgage Documents
Make sure everyone in your office is using the correct version of any documents by uploading them into your offices BNTouch Docs Library. Print docs directly from the library and save them to your computer.


Attached & Send Docs In Email Blasts

Easily attach any docs you’ve uploaded to your Docs Library right from the email editor. You’ll be able to search for specific docs or browse any document tabs you’ve created. Allowing you to create a shared office document library rather than having to search for documents in your computer files.

Personalize Documents With Meta-Tags

Share Mortgage Documents
Create your documents for easy implementation throughout your office with Meta-Tags. Use ##CLIENT_NAME## to automatically insert the correct clients name into any document or communication being sent from within BNTouch. You can see a full list of
available Meta-Tags here.

If you are BNTouch administrator, please reach out to to activate this feature.

Not a BNTouch user? Learn how you can share mortgage documents with your team.

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