Looking into the past events of your clients and partners just became easier. Please welcome a fresh, clean, new look for BNTouch Tracker Report!
Tracker Report allows you to glance at tracker events of the selected group of records. You can initiate a report from any view in your Mortgages and Partnerships tabs: Pipeline, Group and Search screens. What’s new:
Revamped design. New design to match our new version with a convenient, easy-to-navigate interface.
Timeline Tabs. Switching between timelines for your report is now more obvious and convenient.
To view the report, simply select wanted records under the Mortgages or Partnerships tabs and click “Tracker Report” button.
Please don’t hesitate to contact us should you have any questions or suggestions.
Reach us via email info@bntouchmortgage.com or via phone 888-971-1117.
Thank you and let’s bntouch!