Dashboard – Loan Apps
Using the Loan
Apps Sub-Tab in your Dashboard
Your BNTouch Dashboard is organized into
several sub-tabs, each containing useful tools and information.
The second sub-tab, “Loan Apps,” will
display a list of loan applications for your borrowers. This list can be
filtered to show incomplete, complete, or dismissed applications using the
drop-down menu in the upper-left corner. The loan applications on this list
will only include 1003 Loan Application forms created using BNTouch and
Mortgage Circles portal sites, not those that have been imported into your CRM
from elsewhere.
Contact information will appear to the
right for each client, and any of the associated records can be opened directly
by clicking the “Borrower Name” link. You can send a message directly to the
client by clicking the blue “Email” link.
To the right, basic statistics on the
current state of that borrower’s loan application completion will display,
including the date they started the 1003 form, whether they have completed it,
and what percentage of it they have filled out in their Loan Portal. Any entry
for a client can be removed from this list by clicking the “Dismiss” button to
the right.
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