Portals – Portal Invites

BNTouch gives you access to tools and resources to make sure your business runs smoothly and effectively. In addition to your CRM, however, BNTouch also offers Portal websites for your Clients and Partners. This way, everyone you work with has access to the most up-to-date information, efficient communication, and powerful resources. Our Loan and Partner portals allow your borrowers and partners to get involved in the mortgage process, and all you need to do to get them started is send them an invitation.

To invite your clients to their portal sites, you first need to open the client’s record in your CRM. In the Mortgages Tab, find the borrower and click on their name to open their file. In the “Mortgage Info” sub-tab, look to the right. In the gray box with the client’s contact information, you’ll see a section labeled “Portal” at the bottom. To get them started with their portal, click the “Invite” link.

An email editor will appear, and a default message with links and instructions will automatically be opened. The borrower’s contact information will be brought in from their record, and the email message will be personalized for them via the Meta-tags in the instructions. If you want, you could send the message immediately using the “Send” button in the upper-right corner of the screen. You could also choose to customize the letter by adding anything you’d like.

One thing you’ll notice is a section of the message about the portal password. If your account has password protection active for your Loan Portals, your borrowers will need to enter a password in order to log into their portal site. Some accounts will allow you to set a default password for all of your client portals. If you aren’t sure whether your account requires portal passwords or has a default password, please contact your administrator.

You can always find a client’s portal password by opening their record and checking the “Contact Info” sub-tab. Toward the bottom of this page, look for the “Individual Portal Password” field. You can set it to whatever you’d like here. Borrowers can log into their portals using this individual password, your user-specific default password (if enabled), or the last four digits of their social security number.

To send this password to your client, you can copy it from this field and send it to them in an email or SMS message. You can also choose to just include the password in the original invite email by clicking the “With Password” (w/p) portal invite link in the “Mortgage Info” sub-tab of their record. This will send the same email message as before, but it will include the portal password.

Borrowers aren’t the only ones who can use BNTouch portal sites to communicate with you and stay on top of their mortgage needs. Partners can be anyone who works with you in your transactions for mortgage clients, including listing agents, buying agents, escrow officers, CPAs, insurance agents, and more. Partner Portals are unique to each partner in your CRM, and these portals have several tools and features your partners can use to stay on top of their work.

Inviting your partners to access their portals is very similar to inviting borrowers. In this case, open the “Partners” tab of your CRM, and click on the name of a partner. In the “Partnership Info” sub-tab, you’ll see a gray area to the right with the partner’s contact information. Just like before, you can click the “Invite” link here to send an email with login information and instructions for the partner’s Portal.

You can also choose to send the password with this invite using the “With Password” (w/p) link. Partners can log into their portals using either this “Individual Password” or your user-specific “Default Password” (if enabled).

Once your clients and partners have access to their portals, you can always check up on them by opening their portal sites. This way, you can see the tools they have available and make sure everything is set up effectively.

In the same location that you sent the portal invites--the “Mortgage Info” sub-tab for a client record or the “Partnership Info” sub-tab of a partner record--you’ll see a “Click to Visit” link near the portal invitation. When you open this link, you’ll see the client’s or partner’s portal as they see it. Note that if the portal is password-protected, you’ll need to enter that password. Remember that you can always find this password in the client’s or partner’s “Contact Info” sub-tab.