Productivity Tools | BNTouch CRM
productivity tools

Productivity Tools

Essential productivity tools such as calendaring and document storage are essentials to saving time and money on communication with your clients and partners. The effective set will ensure you stay on top of your day and never miss an opportunity.

Tasks and Calendaring

Our integrated calendar allows you to automatically schedule tasks for follow-ups and interoffice activity. It syncs with Outlook and allows you to view your tasks in virtually any calendaring solution available.

Document Storage and Sharing

Our system allows you, borrower or partner to upload transaction related documents to the CRM. Our secure storage also allows you to share those documents between parties. Email notification system is in place to notify about newly added files.

Notification System

If you are a BNTouch subscriber, you stay on top of things. If anyone sends you a message via portal or app, uploads a document or schedules a task, you will receive a notification either to email or app.

Mobile Access

Power of your CRM at your finger tips. Quickly view, create and search records in your phone app. Start campaigns, make notes and schedule tasks on the go.

Color-Coded Log Tracking

A 365 degree history view of your borrower, partner or recruiting record. For faster eye navigation through the list we color-coded different events. You can create new custom events for custom workflows.

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Borrower portals and apps

The Loan Portal is an integrated place where each borrower can view status information, submit feedback or view latest information about their transaction.

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“A truly amazing system, I’m looking forward to becoming more automated and systematic.”

Clint Womack
Vintage Lending

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Request access to our demo account so you can navigate the BNTouch CRM on your own schedule. When you are ready to ask questions, simply call us at (888) 971-1117.

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