Users Access and Hierarchy | BNTouch CRM
user acces

Users Access and
        Hierarchy

BNTouch flexibility allows company managers to setup the CRM system in a way that will distribute rights and limit access to features and data. Multi-level hierarchy allows the right person to get the right access for their teams, branches and regions.

User Access

Our system allows management to limit access to certain data and features in the system for branches and teams of LO’s. You can easily restrict certain users from creating or editing marketing material within the system or from sending custom email. You can also hide certain mortgage or internal data that you don’t want branches to see within the file.

User Hierarchy

You can setup virtually any company structure with our hierarchy tool. It allows creation of Administrative, Region, Branch and team level accounts that can overview their level or below or work collaboratively with their peers.

System Customization

Multiple sections of the system can be customized for any company including mortgage data fields, milestones and data views. Additional customization work is available to our Enterprise customers, that allows us to fit the system exactly to the needs of each customer.

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BNTouch CRM Integration

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Integration

Seamless data-flow is our goal! In order to facilitate your marketing and production efforts, BNTouch was constructed with integration in mind.

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“BNTouch is the most complete system for the money. I am very impressed with the full range of capabilities. Most importantly, I found it easy to use, fully customizable, and it integrates seamlessly with my current systems.”

Mike Pacheco
Senior Loan Officer

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